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, DFCF, and represent 70.12% of Heritage Wealth Management, Inc./Texas's stock portfolio.
- Added to shares of these 10 stocks: DFCF (+$7.8M), SGOV, DLN, EFA, VGIT, DFUV, IVV, DFAS, IJR, DFAR.
- Started 10 new stock positions in DFCF, DFSV, LYRA, VGIT, DFAR, IBHD, EFA, FHLC, DLN, IVV.
- Reduced shares in these 10 stocks: AAPL, MSFT, PTEN, VNQ, XOM, COP, SPGI, BRK.B, SLB, IJH.
- Sold out of its position in PTEN.
- Heritage Wealth Management, Inc./Texas was a net buyer of stock by $20M.
- Heritage Wealth Management, Inc./Texas has $142M in assets under management (AUM), dropping by 28.87%.
- Central Index Key (CIK): 0001966400
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Portfolio Holdings for Heritage Wealth Management, Inc./Texas
Heritage Wealth Management, Inc./Texas holds 35 positions in its portfolio as reported in the December 2023 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 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