Heritage Wealth Management, Inc. Reduced Holdings in Q2 2025

Heritage Wealth Management, Inc.

  • $309 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
-500
- 13.89%
$74.01 - $144.25 $37K - $72.1K
3.1K $423M
MPC
Marathon Petroleum Corp

Energy
-100
- 1.16%
$118.55 - $170.08 $11.9K - $17K
8.52K $1.41B
CTAS
Cintas Corp

Industrials
-50
- 0.45%
$190.11 - $227.66 $9.51K - $11.4K
11.1K $2.48B
DE
Deere & CO

Industrials
-30
- 0.57%
$412.99 - $531.48 $12.4K - $15.9K
5.27K $2.68B
GE
General Electric CO

Industrials
-95
- 2.36%
$166.81 - $257.39 $15.8K - $24.5K
3.93K $1.01B
EMR
Emerson Electric CO

Industrials
-157
- 1.62%
$94.15 - $133.33 $14.8K - $20.9K
9.51K $1.27B
KLAC
Kla Corp

Technology
-240
- 12.2%
$576.53 - $902.94 $138K - $217K
1.73K $1.55B
Ge Vernova Incorporated
-20
- 1.99%
N/A
986 $522M
KR
Kroger CO

Consumer Defensive
-148
- 0.23%
$64.62 - $74.0 $9.56K - $11K
64K $4.59B
PM
Philip Morris International Inc.

Consumer Defensive
-15
- 0.12%
$149.23 - $184.95 $2.24K - $2.77K
12.2K $2.22B
CAT
Caterpillar Inc

Industrials
-246
- 3.71%
$273.94 - $388.21 $67.4K - $95.5K
6.39K $2.48B
EHC
Encompass Health Corp

Healthcare
-150
- 1.0%
$96.12 - $122.63 $14.4K - $18.4K
14.8K $1.81B
AMD
Advanced Micro Devices Inc

Technology
-167
- 2.01%
$78.21 - $143.81 $13.1K - $24K
8.14K $1.15B
ADI
Analog Devices Inc

Technology
-380
- 3.4%
$164.6 - $238.02 $62.5K - $90.4K
10.8K $2.57B
CSCO
Cisco Systems, Inc.

Technology
-1.36K
- 2.25%
$53.19 - $69.38 $72.2K - $94.1K
59K $4.09B
ETN
Eaton Corp PLC

Industrials
-898
- 9.62%
$246.52 - $356.99 $221K - $321K
8.44K $3.01B
WMT
Walmart Inc.

Consumer Defensive
-2.65K
- 3.45%
$81.79 - $99.98 $216K - $265K
74K $7.24B
NVDA
Nvidia Corp

Technology
-3.92K
- 15.17%
$94.31 - $157.99 $370K - $619K
21.9K $3.46B
AVGO
Broadcom Inc.

Technology
-6
- 0.07%
$146.29 - $275.65 $878 - $1.65K
8.58K $2.36B
CCJ
Cameco Corp

Energy
-150
- 0.48%
$36.68 - $74.46 $5.5K - $11.2K
30.9K $2.29B
ORCL
Oracle Corp

Technology
-149
- 1.04%
$122.82 - $218.63 $18.3K - $32.6K
14.2K $3.11B
JPM
Jpmorgan Chase & CO

Financial Services
-714
- 2.2%
$210.28 - $289.91 $150K - $207K
31.7K $9.2B
MSFT
Microsoft Corp

Technology
-623
- 1.66%
$354.56 - $497.45 $221K - $310K
36.9K $18.4B
Activity Summary
Buys All Purchases 63 New Holdings 16 Increased Positions 47 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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