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SM Energy shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of SM Energy (SM) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in SM Energy

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All positions including SM Energy held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SM Energy by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $254k 5.9k 43.23
2024-03-31 $334k 6.7k 49.85
2023-12-31 $263k 6.8k 38.72

More positions owned by Heritage Wealth Management

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Xpel (XPEL)
Kla Corp Com New (KLAC)
Ishares Core Msci Emkt (IEMG)
Broadcom (AVGO)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Heritage Wealth Management

Top funds holding SM Energy

BlackRock
Vanguard Group
State Street Corporation
Dimensional Fund Advisors
American Century Companies
Westwood Holdings
Jpmorgan Chase & Co
Macquarie Group
Geode Capital Management
Woodline Partners
Invesco
Point72 Asset Management
River Road Asset Management
Morgan Stanley
Goldman Sachs Group

View all funds holding SM Energy