CIK 1944755
Heritage Wealth Management, Inc.
Institutional 13F holdings & portfolio
Holdings
258
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 258
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COP | CONOCOPHILLIPS | 21K | $1M+ | SH |
| ABT | ABBOTT LABS | 15K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 72K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 20K | $1M+ | SH |
| KLAC | KLA CORP | 2K | $1M+ | SH |
| JAVA | J P MORGAN EXCHANGE TRADED F | 26K | $1M+ | SH |
| TMSL | T ROWE PRICE ETF INC | 49K | $1M+ | SH |
| BGIG | ETF SER SOLUTIONS | 53K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 9K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 8K | $1M+ | SH |
| PEP | PEPSICO INC | 11K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 7K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 30K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| EHC | ENCOMPASS HEALTH CORP | 14K | $1M+ | SH |
| DWLD | DAVIS FUNDAMENTAL ETF TR | 32K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| UNP | UNION PAC CORP | 6K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 12K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 8K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 38K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 4K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 9K | $1M+ | SH |
| QCOM | QUALCOMM INC | 7K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 10K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 5K | $1M+ | SH |
| GE | GE AEROSPACE | 4K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 20K | $1M+ | SH |
| FFA | FIRST TR ENHANCED EQUITY INC | 50K | $1M+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 64K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 4K | $1M+ | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 43K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 19K | $500K+ | SH |
| V | VISA INC | 3K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 12K | $500K+ | SH |
| IAT | ISHARES TR | 18K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 24K | $500K+ | SH |
| CSX | CSX CORP | 27K | $500K+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 10K | $500K+ | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 13K | $500K+ | SH |
| XPO | XPO INC | 7K | $500K+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 35K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| ET | ENERGY TRANSFER L P | 56K | $500K+ | SH |
| AMGN | AMGEN INC | 3K | $500K+ | SH |
| WCC | WESCO INTL INC | 4K | $500K+ | SH |