Heritage Wealth Management, Inc. Incresed Positions in Q1 2025

Heritage Wealth Management, Inc.

  • $294 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
7.89K
+ 172.92%
$67.24 - $84.27 $530K - $664K
12.4K $849M
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.04%
$117.15 - $158.79 $586 - $794
12.2K $1.93B
XOM
Exxon Mobil Corp

Energy
509
+ 2.36%
$105.44 - $118.93 $53.7K - $60.5K
22.1K $2.63B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
4.71K
+ 35.56%
$61.9 - $66.89 $291K - $315K
17.9K $1.14B
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.65K
+ 16.4%
$45.56 - $47.23 $257K - $267K
40.1K $1.89B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19
+ 0.54%
$442.66 - $534.52 $8.41K - $10.2K
3.51K $1.87B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.95K
+ 46.64%
$97.38 - $104.52 $190K - $204K
6.14K $627M
VZ
Verizon Communications Inc

Communication Services
2.02K
+ 9.47%
$37.81 - $46.49 $76.3K - $93.8K
23.3K $1.06B
RTX
Raytheon Technologies Corp

Industrials
86
+ 0.77%
$114.1 - $135.66 $9.81K - $11.7K
11.2K $1.49B
VLO
Valero Energy Corp

Energy
97
+ 0.5%
$121.76 - $142.99 $11.8K - $13.9K
19.3K $2.56B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.54K
+ 10.51%
$95.85 - $99.25 $148K - $153K
16.2K $1.6B
V
Visa Inc.

Financial Services
220
+ 8.26%
$306.92 - $362.71 $67.5K - $79.8K
2.89K $1.01B
COP
Conocophillips

Energy
40
+ 0.15%
$88.6 - $105.85 $3.54K - $4.23K
25.9K $2.72B
T Rowe Price ETF Small Mid Cap ETF
5.43K
+ 57.47%
N/A
14.9K $453M
AMGN
Amgen Inc

Healthcare
1
+ 0.04%
$258.59 - $327.36 $259 - $327
2.72K $849M
JCI
Johnson Controls International PLC

Industrials
1.26K
+ 11.58%
$76.12 - $90.6 $95.9K - $114K
12.1K $973M
RSP
Invesco S&P 500 Equal Weight E

ETFs
662
+ 12.24%
$169.43 - $182.84 $112K - $121K
6.07K $1.05B
SYK
Stryker Corp

Healthcare
137
+ 3.84%
$355.18 - $399.9 $48.7K - $54.8K
3.71K $1.38B
NVS
Novartis Ag

Healthcare
50
+ 0.81%
$97.14 - $115.57 $4.86K - $5.78K
6.19K $690M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.31K
+ 11.28%
$53.6 - $58.97 $124K - $136K
22.8K $1.25B
COST
Costco Wholesale Corp

Consumer Defensive
39
+ 2.25%
$890.62 - $1076.86 $34.7K - $42K
1.77K $1.67B
AXP
American Express CO

Financial Services
465
+ 33.97%
$255.39 - $325.87 $119K - $152K
1.83K $493M
AMZN
Amazon Com Inc

Consumer Cyclical
1.55K
+ 21.47%
$190.26 - $242.06 $294K - $374K
8.75K $1.67B
SCHW
Schwab Charles Corp

Financial Services
597
+ 8.76%
$71.24 - $83.64 $42.5K - $49.9K
7.41K $580M
QQQ
Invesco Qqq Trust, Series 1

ETFs
220
+ 31.93%
$468.34 - $539.52 $103K - $119K
909 $426M
IEFA
Ishares Tr

ETFs
598
+ 17.18%
$69.57 - $78.65 $41.6K - $47K
4.08K $309M
MA
Mastercard Inc

Financial Services
78
+ 16.49%
$504.67 - $576.31 $39.4K - $45K
551 $302M
ADP
Automatic Data Processing Inc

Industrials
20
+ 0.61%
$286.85 - $318.64 $5.74K - $6.37K
3.31K $1.01B
APD
Air Products & Chemicals, Inc.

Basic Materials
81
+ 2.06%
$283.24 - $338.07 $22.9K - $27.4K
4.01K $1.18B
SBUX
Starbucks Corp

Consumer Cyclical
243
+ 9.53%
$91.75 - $115.81 $22.3K - $28.1K
2.79K $274M
XEL
Xcel Energy Inc

Utilities
45
+ 0.41%
$63.37 - $72.1 $2.85K - $3.24K
11.1K $788M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.88K
+ 5.33%
$29.34 - $31.31 $55.1K - $58.8K
37.1K $1.1B
VO
Vanguard Mid Cap ETF

ETFs
219
+ 4.24%
$251.87 - $277.95 $55.2K - $60.9K
5.39K $1.39B
NVDA
Nvidia Corp

Technology
5.19K
+ 25.15%
$106.98 - $149.43 $555K - $776K
25.8K $2.8B
ENB
Enbridge Inc

Energy
17
+ 0.15%
$41.54 - $45.45 $706 - $773
11.5K $508M
OSCV
Opus Small Cap Value ETF

ETFs
1K
+ 15.08%
$34.16 - $38.45 $34.2K - $38.5K
7.63K $266M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
133
+ 5.35%
$126.11 - $135.06 $16.8K - $18K
2.62K $338M
VIG
Vanguard Dividend Appreciation

ETFs
121
+ 5.62%
N/A
2.27K $441M
TMO
Thermo Fisher Scientific Inc.

Healthcare
65
+ 10.5%
$497.6 - $606.74 $32.3K - $39.4K
684 $340M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
328
+ 2.34%
$27.01 - $28.54 $8.86K - $9.36K
14.3K $400M
TM
Toyota Motor Corp

Consumer Cyclical
192
+ 17.86%
$176.53 - $195.35 $33.9K - $37.5K
1.27K $224M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
2K
+ 2.51%
$27.88 - $30.57 $55.8K - $61.1K
81.6K $2.33B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
205
+ 11.54%
$102.49 - $119.96 $21K - $24.6K
1.98K $207M
FANG
Diamondback Energy, Inc.

Energy
125
+ 2.64%
$139.9 - $180.18 $17.5K - $22.5K
4.86K $776M
QCOM
Qualcomm Inc

Technology
1
+ 0.01%
$151.94 - $175.86 $152 - $176
7.34K $1.13B
DOW
Dow Inc.

Basic Materials
1.21K
+ 12.58%
$34.36 - $41.92 $41.6K - $50.7K
10.8K $378M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
552
+ 7.81%
$36.64 - $45.76 $20.2K - $25.3K
7.62K $286M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.09%
$551.42 - $612.93 $551 - $613
1.1K $613M
BAC
Bank Of America Corp

Financial Services
372
+ 1.81%
$39.61 - $47.74 $14.7K - $17.8K
20.9K $873M
Activity Summary
Buys All Purchases 78 New Holdings 14 Increased Positions 64 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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