Heritage Wealth Management, Inc. Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$359.6M
Holdings
258
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (258 positions)
| Stock | Value |
|---|---|
WYWEYERHAEUSER CO MTN BE | $306K |
XLVSELECT SECTOR SPDR TR | $301K |
SMHVANECK ETF TRUST | $297K |
OSCVETF SER SOLUTIONS | $289K |
VONGVANGUARD SCOTTSDALE FDS | $284K |
GSIEGOLDMAN SACHS ETF TR | $282K |
BCCCGLOBAL X FDS | $282K |
IDOGALPS ETF TR | $280K |
MCHPMICROCHIP TECHNOLOGY INC. | $279K |
TJXTJX COS INC NEW | $276K |
CGUSCAPITAL GROUP CORE EQUITY ET | $276K |
PVALPUTNAM ETF TRUST | $274K |
TMTOYOTA MOTOR CORP | $273K |
VTEBVANGUARD MUN BD FDS | $272K |
IJRISHARES TR | $271K |
CHTRCHARTER COMMUNICATIONS INC N | $271K |
ETWEATON VANCE TAX-MANAGED GLOB | $266K |
GSLCGOLDMAN SACHS ETF TR | $266K |
MDYSPDR S&P MIDCAP 400 ETF TR | $265K |
BNDVANGUARD BD INDEX FDS | $263K |
SCHFSCHWAB STRATEGIC TR | $259K |
SMDVPROSHARES TR | $259K |
VXUSVANGUARD STAR FDS | $251K |
ADBEADOBE INC | $249K |
METMETLIFE INC | $248K |
PRUPRUDENTIAL FINL INC | $246K |
OTISOTIS WORLDWIDE CORP | $246K |
DTECALPS ETF TR | $242K |
METAMETA PLATFORMS INC | $241K |
ITWILLINOIS TOOL WKS INC | $240K |
PLDPROLOGIS INC. | $238K |
AMATAPPLIED MATLS INC | $238K |
CBRECBRE GROUP INC | $237K |
DDOMINION ENERGY INC | $235K |
PTLCPACER FDS TR | $234K |
MEDPMEDPACE HLDGS INC | $233K |
KEYSKEYSIGHT TECHNOLOGIES INC | $230K |
GNRCGENERAC HLDGS INC | $229K |
IJHISHARES TR | $228K |
ASMLASML HOLDING N V | $221K |
CLXCLOROX CO DEL | $218K |
INTCINTEL CORP | $217K |
SBUXSTARBUCKS CORP | $214K |
XARSPDR SERIES TRUST | $213K |
GLWCORNING INC | $211K |
NOGNORTHERN OIL & GAS INC | $210K |
PPLPPL CORP | $207K |
ROKROCKWELL AUTOMATION INC | $204K |
UTFCOHEN & STEERS INFRASTRUCTUR | $204K |
CEGCONSTELLATION ENERGY CORP | $202K |
VDCVANGUARD WORLD FD | $201K |
FTMUPUTNAM ETF TRUST | $195K |
XEXGXEATON VANCE TAX-MANAGED GLOB | $191K |
JOBYJOBY AVIATION INC | $145K |
BDJBLACKROCK ENHANCED EQUITY DI | $144K |
VALEVALE S A | $143K |
RMTROYCE MICRO-CAP TR INC | $128K |
CRGYCRESCENT ENERGY COMPANY | $97K |
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