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 101–150 of 258
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COR | CENCORA INC | 3K | $500K+ | SH |
| G | GENPACT LIMITED | 19K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 4K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 3K | $500K+ | SH |
| PSX | PHILLIPS 66 | 7K | $500K+ | SH |
| NVS | NOVARTIS AG | 6K | $500K+ | SH |
| CGHM | CAPITAL GRP FIXED INCM ETF T | 32K | $500K+ | SH |
| HPQ | HP INC | 37K | $500K+ | SH |
| AZN | ASTRAZENECA PLC | 9K | $500K+ | SH |
| XEL | XCEL ENERGY INC | 11K | $500K+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 15K | $500K+ | SH |
| XOP | SPDR SERIES TRUST | 6K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 3K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| THYF | T ROWE PRICE ETF INC | 14K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 7K | $500K+ | SH |
| FITB | FIFTH THIRD BANCORP | 15K | $500K+ | SH |
| APD | AIR PRODS & CHEMS INC | 3K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 2K | $500K+ | SH |
| TCAF | T ROWE PRICE ETF INC | 17K | $500K+ | SH |
| TBUX | T ROWE PRICE ETF INC | 13K | $500K+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 2K | $500K+ | SH |
| NOBL | PROSHARES TR | 6K | $500K+ | SH |
| PFE | PFIZER INC | 25K | $500K+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 4K | $500K+ | SH |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 20K | $500K+ | SH |
| DHI | D R HORTON INC | 4K | $500K+ | SH |
| SRE | SEMPRA | 7K | $500K+ | SH |
| PREF | PRINCIPAL EXCHANGE TRADED FD | 32K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| PSTG | PURE STORAGE INC | 9K | $500K+ | SH |
| GEV | GE VERNOVA INC | 911 | $500K+ | SH |
| ENB | ENBRIDGE INC | 12K | $500K+ | SH |
| CAH | CARDINAL HEALTH INC | 3K | $500K+ | SH |
| GL | GLOBE LIFE INC | 4K | $500K+ | SH |
| IVV | ISHARES TR | 834 | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 3K | $500K+ | SH |
| JMEE | J P MORGAN EXCHANGE TRADED F | 9K | $500K+ | SH |
| NEM | NEWMONT CORP | 6K | $500K+ | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 10K | $500K+ | SH |
| EQIX | EQUINIX INC | 715 | $500K+ | SH |
| AMH | AMERICAN HOMES 4 RENT | 17K | $500K+ | SH |
| AFL | AFLAC INC | 5K | $500K+ | SH |
| MMM | 3M CO | 3K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 940 | $500K+ | SH |
| JBL | JABIL INC | 2K | $500K+ | SH |
| CMCSA | COMCAST CORP NEW | 18K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $500K+ | SH |
| REGL | PROSHARES TR | 6K | $500K+ | SH |