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 151–200 of 258
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DG | DOLLAR GEN CORP NEW | 4K | $500K+ | SH |
| RVT | ROYCE SMALL CAP TRUST INC | 32K | $500K+ | SH |
| SCHY | SCHWAB STRATEGIC TR | 17K | $500K+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 6K | $500K+ | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 4K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 8K | $100K–$500K | SH |
| AFG | AMERICAN FINL GROUP INC OHIO | 3K | $100K–$500K | SH |
| PIPR | PIPER SANDLER COMPANIES | 1K | $100K–$500K | SH |
| BIL | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| TSLA | TESLA INC | 1K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 6K | $100K–$500K | SH |
| EFAD | PROSHARES TR | 11K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 4K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| IEFA | ISHARES TR | 5K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 1K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 8K | $100K–$500K | SH |
| ARKK | ARK ETF TR | 5K | $100K–$500K | SH |
| FWONK | LIBERTY MEDIA CORP DEL | 4K | $100K–$500K | SH |
| CCI | CROWN CASTLE INC | 5K | $100K–$500K | SH |
| KBH | KB HOME | 7K | $100K–$500K | SH |
| FMDE | FIDELITY COVINGTON TRUST | 11K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 681 | $100K–$500K | SH |
| B | BARRICK MNG CORP | 9K | $100K–$500K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 5K | $100K–$500K | SH |
| SYY | SYSCO CORP | 5K | $100K–$500K | SH |
| VTIP | VANGUARD MALVERN FDS | 8K | $100K–$500K | SH |
| SO | SOUTHERN CO | 4K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |
| STEW | SRH TOTAL RETURN FUND INC | 20K | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 2K | $100K–$500K | SH |
| USA | LIBERTY ALL STAR EQUITY FD | 58K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 2K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 2K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 3K | $100K–$500K | SH |
| EVR | EVERCORE INC | 1K | $100K–$500K | SH |
| CALF | PACER FDS TR | 8K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 4K | $100K–$500K | SH |
| DRLL | EA SERIES TRUST | 12K | $100K–$500K | SH |
| CME | CME GROUP INC | 1K | $100K–$500K | SH |
| VTS | VITESSE ENERGY INC | 17K | $100K–$500K | SH |
| LIN | LINDE PLC | 751 | $100K–$500K | SH |
| ITA | ISHARES TR | 1K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 805 | $100K–$500K | SH |
| ARKQ | ARK ETF TR | 3K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 539 | $100K–$500K | SH |