Heritage Wealth Management, Inc. Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$293.8B
Holdings
228
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (228 positions)
| Stock | Value |
|---|---|
GNRCGENERAC HLDGS INCORPORATED | $238.7M |
ETWEATON VANCE TAX-MANAGED GLOBAL | $238.3M |
DDOMINION ENERGY INCORPORATED | $237.5M |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $234.7M |
WFGWEST FRASER TIMBER COMPANY LIMITED (CANADA) | $232.7M |
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $231.1M |
MCHPMICROCHIP TECHNOLOGY INCORPORATED. | $230.1M |
ITA*ISHARES TR US AER DEF ETF | $226.6M |
TJXTJX COMPANIES INCORPORATED NEW | $225.3M |
PPLPPL CORPORATION | $224.4M |
JMEEJPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $223.8M |
TMTOYOTA MOTOR CORPORATION ADS (JAPAN) | $223.7M |
DTECALPS DISRUPTIVE TECHNOLOGIES ETF | $217.3M |
BSXBOSTON SCIENTIFIC CORPORATION | $211.8M |
AXONAXON ENTERPRISE INCORPORATED | $210.4M |
VDCVANGUARD CONSUMER STAPLES ETF | $209.0M |
SPLBSPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | $208.8M |
TTTRANE TECHNOLOGIES PLC SHS (IRELAND) | $207.2M |
IJRISHARES TR CORE S&P SCP ETF | $207.1M |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $206.9M |
DFAXDIMENSIONAL ETF TRUST WORLD EX U S CORE EQUITY 2 ETF | $205.3M |
OXYOCCIDENTAL PETE CORPORATION | $204.8M |
PTLCPACER TRENDPILOT US LARGE CAP ETF | $201.9M |
XEXGXEATON VANCE TAX-MANAGED GLOBAL | $194.4M |
RMTROYCE MICRO-CAP TR INCORPORATED | $165.9M |
BDJBLACKROCK ENHANCED EQUITY DIVI | $154.8M |
JOBYJOBY AVIATION INCORPORATED COMMON STOCK (CAYMAN ISLANDS) | $81.3M |
—SAFETY SHOT INCORPORATED COM NEW | $5.5M |
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