Heritage Wealth Management

Latest statistics and disclosures from Heritage Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Heritage Wealth Management

Heritage Wealth Management holds 1077 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Heritage Wealth Management has 1077 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rusel 2500 Etf (SMMD) 7.1 $50M +108% 933k 53.14
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 6.7 $47M +139% 1.4M 32.96
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Ishares Tr Msci Eafe Etf (EFA) 5.1 $36M +94% 542k 65.64
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Xpel (XPEL) 4.6 $32M +100% 539k 60.06
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Ishares Tr Core Us Aggbd Et (AGG) 3.5 $25M +111% 253k 96.99
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Ishares Tr Broad Usd High (USHY) 3.4 $24M +127% 680k 34.53
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Ishares Tr Core S&p500 Etf (IVV) 3.1 $22M +115% 56k 384.21
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Ishares Tr Jpmorgan Usd Emg (EMB) 2.4 $17M +127% 196k 84.59
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Microsoft Corporation (MSFT) 2.0 $14M +108% 60k 239.82
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Ishares Tr Core Msci Eafe (IEFA) 1.8 $13M +108% 205k 61.64
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Apple (AAPL) 1.6 $11M +105% 85k 129.93
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Ishares Tr Russell 2000 Etf (IWM) 1.5 $10M +108% 59k 174.36
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Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $7.8M +65% 41k 191.19
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Raytheon Technologies Corp (RTX) 1.0 $7.0M +116% 69k 100.92
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Ishares Core Msci Emkt (IEMG) 1.0 $6.8M +114% 145k 46.70
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Ishares Tr National Mun Etf (MUB) 0.9 $6.6M +144% 62k 105.52
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UnitedHealth (UNH) 0.9 $6.2M +111% 12k 530.16
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Broadcom (AVGO) 0.8 $5.9M +120% 11k 559.16
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Analog Devices (ADI) 0.8 $5.8M +113% 35k 164.03
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Kla Corp Com New (KLAC) 0.8 $5.7M +117% 15k 377.02
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ConocoPhillips (COP) 0.8 $5.6M +93% 47k 118.00
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Vanguard Specialized Funds Div App Etf (VIG) 0.8 $5.5M +74% 36k 151.85
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Ishares Esg Awr Msci Em (ESGE) 0.8 $5.4M +105% 179k 30.07
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Lowe's Companies (LOW) 0.8 $5.3M +120% 27k 199.24
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Visa Com Cl A (V) 0.8 $5.3M +110% 26k 207.76
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Merck & Co (MRK) 0.8 $5.3M +115% 48k 110.95
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Honeywell International (HON) 0.8 $5.3M +118% 25k 214.30
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.7 $5.2M +97% 104k 49.82
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Stryker Corporation (SYK) 0.7 $4.8M +117% 20k 244.49
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Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.7 $4.8M +98% 100k 47.86
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Northrop Grumman Corporation (NOC) 0.7 $4.7M +118% 8.6k 545.64
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Accenture Plc Ireland Shs Class A (ACN) 0.6 $4.4M +129% 17k 266.84
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American Tower Reit (AMT) 0.6 $4.4M +113% 21k 211.86
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Mastercard Incorporated Cl A (MA) 0.6 $4.1M +115% 12k 347.74
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Te Connectivity SHS (TEL) 0.6 $4.0M +122% 35k 114.80
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Texas Instruments Incorporated (TXN) 0.6 $4.0M +113% 24k 165.22
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Eli Lilly & Co. (LLY) 0.6 $4.0M +114% 11k 365.84
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $3.9M +98% 87k 44.98
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Home Depot (HD) 0.5 $3.5M +114% 11k 315.86
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $3.3M +65% 80k 41.97
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Comcast Corp Cl A (CMCSA) 0.5 $3.3M +130% 95k 34.97
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Intercontinental Exchange (ICE) 0.5 $3.3M +121% 32k 102.59
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Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.4 $3.0M +94% 61k 49.27
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $2.8M +98% 33k 84.75
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Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $2.8M +93% 122k 22.72
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.4 $2.7M +86% 55k 50.33
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Ishares Tr Esg Advncd Hy Bd (HYXF) 0.4 $2.6M +96% 59k 43.22
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Regions Financial Corporation (RF) 0.4 $2.5M +114% 117k 21.56
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Ishares U S Etf Tr Int Rt Hd Long (IGBH) 0.4 $2.5M +95% 109k 23.22
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Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) 0.4 $2.5M +94% 30k 82.01
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Cisco Systems (CSCO) 0.3 $2.4M +113% 51k 47.64
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Abbott Laboratories (ABT) 0.3 $2.4M +115% 22k 109.79
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Crown Castle Intl (CCI) 0.3 $2.4M +113% 18k 135.64
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $2.3M +111% 6.1k 382.43
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Aon Shs Cl A (AON) 0.3 $2.2M +139% 7.4k 300.14
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Moody's Corporation (MCO) 0.3 $2.2M +113% 7.9k 278.63
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EOG Resources (EOG) 0.3 $2.1M +91% 16k 129.52
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Relx Sponsored Adr (RELX) 0.3 $2.0M +126% 74k 27.72
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Sony Group Corporation Sponsored Adr (SONY) 0.3 $2.0M +151% 27k 76.28
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Asml Holding N V N Y Registry Shs (ASML) 0.3 $2.0M +146% 3.7k 546.36
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $1.9M +232% 20k 96.96
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Buckle (BKE) 0.3 $1.9M +100% 41k 45.35
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.8M +82% 20k 94.64
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Ishares Tr Msci Acwi Etf (ACWI) 0.3 $1.8M +89% 21k 84.88
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Novartis Sponsored Adr (NVS) 0.3 $1.8M +123% 20k 90.72
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Check Point Software Tech Lt Ord (CHKP) 0.3 $1.8M +132% 14k 126.16
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Nxp Semiconductors N V (NXPI) 0.3 $1.8M +141% 11k 158.03
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $1.7M +94% 21k 81.17
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S&p Global (SPGI) 0.2 $1.7M +105% 5.2k 334.92
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Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $1.7M +92% 12k 145.93
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Alcon Ord Shs (ALC) 0.2 $1.6M +131% 24k 68.55
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Amazon (AMZN) 0.2 $1.6M +105% 19k 84.00
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W.R. Berkley Corporation (WRB) 0.2 $1.5M +111% 21k 72.57
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.5M +78% 21k 71.84
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McKesson Corporation (MCK) 0.2 $1.5M +100% 3.9k 375.12
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Air Products & Chemicals (APD) 0.2 $1.4M +21190% 4.7k 308.26
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Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.4M +95% 20k 72.10
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Ishares Tr Mbs Etf (MBB) 0.2 $1.4M +79% 15k 92.75
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Deere & Company (DE) 0.2 $1.4M NEW 3.3k 428.76
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $1.4M +93% 14k 98.65
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Ishares Tr Ibonds 23 Trm Ts (IBTD) 0.2 $1.4M NEW 55k 24.70
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.3M +85% 35k 38.98
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $1.3M +94% 33k 40.89
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.3M +156% 18k 74.49
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Teledyne Technologies Incorporated (TDY) 0.2 $1.3M +114% 3.3k 399.91
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Pool Corporation (POOL) 0.2 $1.3M +174% 4.3k 302.33
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Ansys (ANSS) 0.2 $1.3M +210% 5.4k 241.59
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Medtronic SHS (MDT) 0.2 $1.3M +136% 17k 77.72
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $1.3M +98% 28k 46.74
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Cooper Cos Com New (COO) 0.2 $1.3M +189% 3.9k 330.67
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.3M +109% 4.2k 308.90
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Nordson Corporation (NDSN) 0.2 $1.3M +124% 5.4k 237.72
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Fair Isaac Corporation (FICO) 0.2 $1.3M +110% 2.1k 598.58
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Icon SHS (ICLR) 0.2 $1.3M +142% 6.5k 194.25
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Charles River Laboratories (CRL) 0.2 $1.2M +149% 5.7k 217.90
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Spdr Gold Tr Gold Shs (GLD) 0.2 $1.2M +88% 7.3k 169.64
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.2 $1.2M +95% 19k 64.34
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.2M +73% 3.5k 351.39
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Vanguard World Fds Consum Stp Etf (VDC) 0.2 $1.2M +71% 6.3k 191.58
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Rollins (ROL) 0.2 $1.2M +111% 33k 36.54
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Abb Sponsored Adr (ABB) 0.2 $1.2M +100% 39k 30.46
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Bentley Sys Com Cl B (BSY) 0.2 $1.2M +128% 32k 36.96
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $1.1M +89% 10k 113.96
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CSX Corporation (CSX) 0.2 $1.1M +100% 37k 30.98
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Lpl Financial Holdings (LPLA) 0.2 $1.1M +59% 5.2k 216.19
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.1M +146% 10k 108.21
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.1M -49% 29k 37.90
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Wells Fargo & Company (WFC) 0.2 $1.1M +86% 27k 41.29
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $1.1M +99% 17k 63.90
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Globus Med Cl A (GMED) 0.2 $1.1M +236% 15k 74.27
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Copart (CPRT) 0.2 $1.1M +351% 17k 60.89
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Interactive Brokers Group In Com Cl A (IBKR) 0.1 $999k +127% 14k 72.35
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Equifax (EFX) 0.1 $998k +131% 5.1k 194.36
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Exponent (EXPO) 0.1 $998k +116% 10k 99.09
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Selective Insurance (SIGI) 0.1 $998k +106% 11k 88.61
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Select Sector Spdr Tr Technology (XLK) 0.1 $957k +93% 7.7k 124.44
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CoStar (CSGP) 0.1 $957k +106% 12k 77.28
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Zebra Technologies Corporati Cl A (ZBRA) 0.1 $955k +145% 3.7k 256.41
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Ishares Tr Esg Scrnd S&p500 (XVV) 0.1 $951k +99% 34k 28.43
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Teradyne (TER) 0.1 $932k +153% 11k 87.35
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Totalenergies Se Sponsored Ads (TTE) 0.1 $931k +128% 15k 62.08
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Siteone Landscape Supply (SITE) 0.1 $930k +152% 7.9k 117.32
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Chevron Corporation (CVX) 0.1 $900k +109% 5.0k 179.49
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HEICO Corporation (HEI) 0.1 $889k +103% 5.8k 153.64
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Select Sector Spdr Tr Financial (XLF) 0.1 $887k +70% 26k 34.20
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Vanguard Index Fds Value Etf (VTV) 0.1 $882k +135% 6.3k 140.37
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Ishares Tr Eafe Value Etf (EFV) 0.1 $875k +113% 19k 45.88
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Dolby Laboratories Com Cl A (DLB) 0.1 $867k +227% 12k 70.54
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AutoZone (AZO) 0.1 $863k +100% 350.00 2466.18
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Allegion Ord Shs (ALLE) 0.1 $817k +129% 7.8k 105.26
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $794k +72% 9.0k 88.23
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $794k +103% 3.0k 266.31
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Danaher Corporation (DHR) 0.1 $793k +104% 3.0k 265.42
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Exxon Mobil Corporation (XOM) 0.1 $786k +112% 7.1k 110.31
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Comfort Systems USA (FIX) 0.1 $785k +93% 6.8k 115.09
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Chemed Corp Com Stk (CHE) 0.1 $781k +120% 1.5k 510.48
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Lennox International (LII) 0.1 $777k +128% 3.2k 239.23
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Ishares Silver Tr Ishares (SLV) 0.1 $760k +85% 35k 22.02
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Suncor Energy (SU) 0.1 $750k +136% 24k 31.73
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Atlantic Union B (AUB) 0.1 $741k +124% 21k 35.14
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Watsco, Incorporated (WSO) 0.1 $734k +127% 2.9k 249.39
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Blackbaud (BLKB) 0.1 $718k +122% 12k 58.86
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Monarch Casino & Resort (MCRI) 0.1 $718k +130% 9.3k 76.89
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EnPro Industries (NPO) 0.1 $714k +120% 6.6k 108.69
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $712k +97% 8.5k 83.76
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Forward Air Corporation (FWRD) 0.1 $689k +122% 6.6k 104.90
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Globant S A (GLOB) 0.1 $689k +108% 4.1k 168.16
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Integer Hldgs (ITGR) 0.1 $679k +129% 9.9k 68.46
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Franklin Electric (FELE) 0.1 $676k +119% 8.5k 79.75
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $670k +98% 10k 65.74
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Aspen Technology (AZPN) 0.1 $669k +124% 3.3k 205.40
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Servicenow (NOW) 0.1 $667k +110% 1.7k 388.27
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Jack Henry & Associates (JKHY) 0.1 $667k +115% 3.8k 175.58
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Paycom Software (PAYC) 0.1 $663k +101% 2.1k 310.31
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Ritchie Bros. Auctioneers Inco (RBA) 0.1 $654k +100% 11k 57.83
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.1 $654k NEW 27k 23.85
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $651k +94% 2.7k 241.85
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Ida (IDA) 0.1 $649k +121% 6.0k 107.84
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $643k +86% 20k 31.83
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Wal-Mart Stores (WMT) 0.1 $639k +106% 4.5k 141.79
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South State Corporation (SSB) 0.1 $634k +122% 8.3k 76.36
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Agree Realty Corporation (ADC) 0.1 $631k +122% 8.9k 70.93
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Ishares Tr Agency Bond Etf (AGZ) 0.1 $627k +95% 5.9k 106.43
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Medpace Hldgs (MEDP) 0.1 $625k +92% 2.9k 212.41
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Marriott Intl Cl A (MAR) 0.1 $624k +100% 4.2k 148.89
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Cnx Resources Corporation (CNX) 0.1 $616k +124% 37k 16.84
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Coca-Cola Bottling Co. Consolidated (COKE) 0.1 $608k +121% 1.2k 512.44
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Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.1 $607k +94% 4.5k 135.63
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Grand Canyon Education (LOPE) 0.1 $604k +105% 5.7k 105.66
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $595k +100% 6.6k 89.99
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Diodes Incorporated (DIOD) 0.1 $590k +120% 7.7k 76.14
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Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.1 $588k +97% 13k 46.89
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Republic Services (RSG) 0.1 $585k +103% 4.5k 128.99
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Barnes (B) 0.1 $585k +128% 14k 40.85
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NVIDIA Corporation (NVDA) 0.1 $583k +96% 4.0k 146.14
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Moelis & Co Cl A (MC) 0.1 $582k +137% 15k 38.37
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Five Below (FIVE) 0.1 $581k +101% 3.3k 176.87
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Intuitive Surgical Com New (ISRG) 0.1 $581k +100% 2.2k 265.35
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Integra Lifesciences Hldgs C Com New (IART) 0.1 $580k +121% 10k 56.07
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Onto Innovation (ONTO) 0.1 $579k +123% 8.5k 68.09
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Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $574k +100% 5.5k 104.52
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Dorman Products (DORM) 0.1 $573k +118% 7.1k 80.87
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $572k +781% 7.7k 74.55
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ICF International (ICFI) 0.1 $571k +73% 5.8k 99.05
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EnerSys (ENS) 0.1 $568k +118% 7.7k 73.84
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Select Sector Spdr Tr Energy (XLE) 0.1 $567k +181% 6.5k 87.46
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Fastenal Company (FAST) 0.1 $566k +101% 12k 47.32
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Thor Industries (THO) 0.1 $561k +138% 7.4k 75.49
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Permian Resources Corp Class A Com (PR) 0.1 $559k +133% 60k 9.40
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Ishares Tr Short Treas Bd (SHV) 0.1 $558k +95% 5.1k 109.92
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Ishares Tr Core High Dv Etf (HDV) 0.1 $557k +1872% 5.3k 104.24
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Tyler Technologies (TYL) 0.1 $557k +100% 1.7k 322.41
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $556k +100% 6.7k 82.48
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $549k +65% 1.7k 319.37
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Verisk Analytics (VRSK) 0.1 $547k +101% 3.1k 176.42
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West Pharmaceutical Services (WST) 0.1 $546k +94% 2.3k 235.35
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Halyard Health (AVNS) 0.1 $543k +121% 20k 27.06
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Balchem Corporation (BCPC) 0.1 $535k +115% 4.4k 122.10
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Marcus & Millichap (MMI) 0.1 $535k +124% 16k 34.45
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Kforce (KFRC) 0.1 $534k +150% 9.7k 54.83
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Advanced Energy Industries (AEIS) 0.1 $533k +122% 6.2k 85.77
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Bright Horizons Fam Sol In D (BFAM) 0.1 $530k +230% 8.4k 63.10
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Benchmark Electronics (BHE) 0.1 $528k +92% 20k 26.69
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ExlService Holdings (EXLS) 0.1 $523k +114% 3.1k 169.43
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Vanguard World Fds Utilities Etf (VPU) 0.1 $521k +100% 3.4k 153.36
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Omnicell (OMCL) 0.1 $520k +275% 10k 50.42
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Movado (MOV) 0.1 $518k +122% 16k 32.25
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Alphabet Cap Stk Cl C (GOOG) 0.1 $518k +91% 5.8k 88.73
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $515k +95% 3.6k 141.25
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $514k +100% 5.4k 95.78
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Ishares Tr Msci Usa Value (VLUE) 0.1 $513k +91% 5.6k 91.14
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Kaiser Aluminum Corp Com Par $0.01 (KALU) 0.1 $510k +123% 6.7k 75.96
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Korn Ferry Com New (KFY) 0.1 $506k +158% 10k 50.62
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Starbucks Corporation (SBUX) 0.1 $502k +92% 5.1k 99.20
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Cambium Networks Corp SHS (CMBM) 0.1 $499k +130% 23k 21.67
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Scotts Miracle-gro Cl A (SMG) 0.1 $493k +168% 10k 48.59
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Boot Barn Hldgs (BOOT) 0.1 $492k +151% 7.9k 62.52
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Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $487k +94% 18k 26.68
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $483k +100% 3.6k 132.86
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $480k +64% 11k 45.15
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salesforce (CRM) 0.1 $475k +99% 3.6k 132.59
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Gray Television (GTN) 0.1 $474k +184% 42k 11.19
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Northern Oil And Gas Inc Mn (NOG) 0.1 $473k +148% 15k 30.82
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Ollies Bargain Outlt Hldgs I (OLLI) 0.1 $471k +75% 10k 46.84
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Marsh & McLennan Companies (MMC) 0.1 $468k +105% 2.8k 165.48
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Ambarella SHS (AMBA) 0.1 $462k +133% 5.6k 82.23
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Ishares Tr Esg Aware Msci (ESML) 0.1 $460k +99% 14k 32.88
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Draftkings Com Cl A (DKNG) 0.1 $458k -19% 40k 11.39
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $454k +128% 9.9k 45.65
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Supernus Pharmaceuticals (SUPN) 0.1 $442k +128% 12k 35.67
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CTS Corporation (CTS) 0.1 $440k +92% 11k 39.42
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Stewart Information Services Corporation (STC) 0.1 $439k +175% 10k 42.73
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D.R. Horton (DHI) 0.1 $437k +101% 4.9k 89.14
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IDEXX Laboratories (IDXX) 0.1 $436k +100% 1.1k 407.96
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Tesla Motors (TSLA) 0.1 $434k +105% 3.5k 123.18
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AMN Healthcare Services (AMN) 0.1 $434k +123% 4.2k 102.82
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $433k +101% 4.3k 100.79
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Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $430k +98% 5.1k 84.88
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Veeva Sys Cl A Com (VEEV) 0.1 $430k +101% 2.7k 161.38
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Patrick Industries (PATK) 0.1 $429k +166% 7.1k 60.60
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Procter & Gamble Company (PG) 0.1 $426k +121% 2.8k 151.56
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Easterly Government Properti reit (DEA) 0.1 $424k +122% 30k 14.27
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Cass Information Systems (CASS) 0.1 $422k +120% 9.2k 45.82
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SPS Commerce (SPSC) 0.1 $422k +113% 3.3k 128.43
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Csw Industrials (CSWI) 0.1 $420k +121% 3.6k 115.93
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Ishares Tr Ishares Biotech (IBB) 0.1 $418k +86% 3.2k 131.29
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Applied Materials (AMAT) 0.1 $418k +91% 4.3k 97.38
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Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $412k +95% 5.8k 70.63
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $412k +100% 1.2k 331.33
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Addus Homecare Corp (ADUS) 0.1 $408k +113% 4.1k 99.49
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Past Filings by Heritage Wealth Management

SEC 13F filings are viewable for Heritage Wealth Management going back to 2021