Heritage Wealth Management, Inc. Incresed Positions in Q3 2025

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
37.2K
+ 32.74%
$150.47 - $161.22 $5.6M - $6M
151K $23.2B
JCPB
J P Morgan Exchange Traded Fd

ETFs
26.8K
+ 54.43%
$46.37 - $47.77 $1.24M - $1.28M
76K $3.61B
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
7.3K
+ 109.02%
$121.81 - $137.24 $889K - $1M
14K $1.85B
CRM
Salesforce, Inc.

Technology
4.54K
+ 172.18%
$231.66 - $273.65 $1.05M - $1.24M
7.17K $1.7B
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
22.4K
+ 84.16%
$33.86 - $35.74 $758K - $800K
49K $1.75B
JGRO
J P Morgan Exchange Traded Fd
5.37K
+ 41.87%
N/A
18.2K $1.7B
T Rowe Price ETF Small Mid Cap ETF
13.5K
+ 56.25%
N/A
37.4K $1.32B
FNDF
Schwab Fundamental Intl Large

ETFs
9.76K
+ 32.17%
$39.84 - $43.15 $389K - $421K
40.1K $1.72B
MRK
Merck & Co., Inc.

Healthcare
3.33K
+ 13.11%
$77.6 - $87.37 $259K - $291K
28.8K $2.41B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
486
+ 2.21%
$82.22 - $96.68 $40K - $47K
22.5K $2.17B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.19K
+ 12.58%
$64.75 - $69.05 $207K - $220K
28.5K $1.97B
CVX
Chevron Corp

Energy
107
+ 0.45%
$145.57 - $161.83 $15.6K - $17.3K
23.8K $3.7B
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.76K
+ 13.56%
$55.61 - $57.37 $265K - $273K
39.9K $2.28B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.32K
+ 13.41%
$97.75 - $100.75 $227K - $234K
19.6K $1.97B
FNDX
Schwab Fundamental U S Large C

ETFs
6.79K
+ 25.86%
$24.38 - $26.34 $166K - $179K
33.1K $870M
DWLD
Davis Fundamental ETF Tr

ETFs
2.4K
+ 9.87%
$40.83 - $45.55 $98K - $109K
26.7K $1.21B
GLD
Spdr Gold Trust

ETFs
461
+ 68.4%
$300.96 - $355.47 $139K - $164K
1.14K $403M
PSLV
Sprott Physical Silver Trust

Financial Services
3.69K
+ 9.99%
$12.24 - $15.73 $45.2K - $58K
40.6K $638M
HBAN
Huntington Bancshares Inc

Financial Services
9.1K
+ 16.53%
$15.87 - $17.88 $144K - $163K
64.1K $1.11B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.87K
+ 8.32%
$31.79 - $33.42 $91.1K - $95.7K
37.3K $1.25B
XEL
Xcel Energy Inc

Utilities
45
+ 0.41%
$67.56 - $80.65 $3.04K - $3.63K
10.9K $879M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.3K
+ 5.29%
$55.15 - $58.11 $71.8K - $75.6K
25.9K $1.49B
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.38K
+ 24.78%
$59.19 - $64.47 $81.5K - $88.8K
6.94K $440M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.01%
$185.88 - $207.44 $186 - $207
7.44K $1.49B
XOM
Exxon Mobil Corp

Energy
24
+ 0.12%
$105.83 - $117.22 $2.54K - $2.81K
20.7K $2.33B
NEE
Nextera Energy Inc

Utilities
125
+ 1.03%
$69.77 - $77.54 $8.72K - $9.69K
12.3K $930M
ENB
Enbridge Inc

Energy
416
+ 3.51%
$43.79 - $50.46 $18.2K - $21K
12.3K $618M
MO
Altria Group, Inc.

Consumer Defensive
16
+ 0.19%
$57.75 - $67.68 $924 - $1.08K
8.3K $548M
UNH
Unitedhealth Group Inc

Healthcare
11
+ 0.87%
$237.77 - $353.61 $2.62K - $3.89K
1.27K $440M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
178
+ 9.04%
$108.46 - $120.63 $19.3K - $21.5K
2.15K $255M
VZ
Verizon Communications Inc

Communication Services
429
+ 1.88%
$40.84 - $45.06 $17.5K - $19.3K
23.2K $1.02B
ITA
Ishares Tr

ETFs
10
+ 0.68%
$184.73 - $209.26 $1.85K - $2.09K
1.49K $312M
TM
Toyota Motor Corp

Consumer Cyclical
17
+ 1.34%
$167.86 - $202.79 $2.85K - $3.45K
1.29K $246M
IEFA
Ishares Tr

ETFs
104
+ 2.58%
$81.7 - $87.53 $8.5K - $9.1K
4.13K $361M
Vitesse Energy Incorporated Common Stock
15
+ 0.08%
N/A
18.1K $420M
BA
Boeing CO

Industrials
10
+ 0.44%
$209.79 - $237.38 $2.1K - $2.37K
2.3K $497M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
582
+ 2.3%
$18.86 - $19.16 $11K - $11.2K
25.9K $495M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.23%
$567.09 - $607.37 $567 - $607
441 $263M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
95
+ 2.39%
$63.98 - $69.04 $6.08K - $6.56K
4.07K $271M
MMM
3 M CO

Industrials
1
+ 0.03%
$144.41 - $160.2 $144 - $160
3.49K $542M
AMGN
Amgen Inc

Healthcare
1
+ 0.04%
$271.18 - $309.22 $271 - $309
2.8K $790M
CLX
Clorox CO

Consumer Defensive
8
+ 0.37%
$117.67 - $131.43 $941 - $1.05K
2.16K $266M
MET
Metlife Inc

Financial Services
12
+ 0.36%
$73.82 - $82.37 $886 - $988
3.31K $273M
CME
Cme Group Inc.

Financial Services
1
+ 0.08%
$258.83 - $287.1 $259 - $287
1.2K $324M
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.03%
$265.78 - $299.3 $266 - $299
3.68K $1B
ELV
Elevance Health, Inc.

Healthcare
45
+ 3.78%
$274.66 - $395.76 $12.4K - $17.8K
1.24K $399M
FCX
Freeport Mcmoran Inc

Basic Materials
789
+ 2.7%
$35.34 - $47.21 $27.9K - $37.2K
30K $1.18B
MDLZ
Mondelez International, Inc.

Consumer Defensive
50
+ 0.27%
$60.9 - $70.75 $3.05K - $3.54K
18.9K $1.18B
KO
Coca Cola CO

Consumer Defensive
3
+ 0.01%
$65.67 - $71.67 $197 - $215
27.9K $1.85B
Activity Summary
Buys All Purchases 68 New Holdings 17 Increased Positions 51 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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