Heritage Wealth Management, Inc./Texas
Latest statistics and disclosures from Heritage Wealth Management, Inc./Texas's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFUS, DFUV, DFAS, VNQ, DFAI, and represent 74.42% of Heritage Wealth Management, Inc./Texas's stock portfolio.
- Added to shares of these 10 stocks: DFUV, DFAI, VNQ, DFAS, DFAE, DFCF, DFAR, DFEV, DFAU, DIHP.
- Reduced shares in these 10 stocks: DFUS, TRGP, DFAX, , FBND, IJR, XOM, SGOV, EFA, DFSV.
- Sold out of its positions in ABBV, DFSV, FBND, Ishares Tr ibonds 24 trm hg, JNJ, NVO, PSX, VGIT.
- Heritage Wealth Management, Inc./Texas was a net seller of stock by $-404k.
- Heritage Wealth Management, Inc./Texas has $170M in assets under management (AUM), dropping by -1.52%.
- Central Index Key (CIK): 0001966400
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Portfolio Holdings for Heritage Wealth Management, Inc./Texas
Heritage Wealth Management, Inc./Texas holds 31 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Past Filings by Heritage Wealth Management, Inc./Texas
SEC 13F filings are viewable for Heritage Wealth Management, Inc./Texas going back to 2022
- Heritage Wealth Management, Inc./Texas 2024 Q4 filed Jan. 21, 2025
- Heritage Wealth Management, Inc./Texas 2024 Q3 filed Oct. 30, 2024
- Heritage Wealth Management, Inc./Texas 2024 Q2 filed July 30, 2024
- Heritage Wealth Management, Inc./Texas 2024 Q1 filed April 25, 2024
- Heritage Wealth Management, Inc./Texas 2023 Q4 filed Jan. 25, 2024
- Heritage Wealth Management, Inc./Texas 2023 Q3 filed Nov. 8, 2023
- Heritage Wealth Management, Inc./Texas 2023 Q2 filed Aug. 3, 2023
- Heritage Wealth Management, Inc./Texas 2023 Q1 filed May 3, 2023
- Heritage Wealth Management, Inc./Texas 2022 Q4 filed Feb. 23, 2023