Heritage Wealth Management, LLC Portfolio Holdings
Heritage Wealth Management, LLC
- $200 Million
- Q1 2024
Heritage Wealth Management, LLC has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $200 Million distributed in 177 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Fds Spdr Portfolio with a value of $17.6M, Ishares Tr Russell 2500 ETF with a value of $13.2M, Ishares Tr Msci Eafe ETF with a value of $9.22M, Ishares Tr Broad Usd High Yiel with a value of $9.16M, and Ishares Core S&P 500 ETF with a value of $8.39M.
Examining the 13F form we can see an increase of $15.9M in the current position value, from $184M to 200M.
Heritage Wealth Management, LLC is based out at Phoenix, AZ
Below you can find more details about Heritage Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 177
- Current Value $200 Million
- Prior Value $184 Million
- Filing
- Period Q1 2024
- Filing Date April 25, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 18 stocks
- Additional Purchases 30 stocks
- Sold out of 0 stocks
- Reduced holdings in 112 stocks