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 201–250 of 258
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WY | WEYERHAEUSER CO MTN BE | 13K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 825 | $100K–$500K | SH |
| OSCV | ETF SER SOLUTIONS | 8K | $100K–$500K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| PAVE | GLOBAL X FDS | 6K | $100K–$500K | SH |
| GSIE | GOLDMAN SACHS ETF TR | 7K | $100K–$500K | SH |
| IDOG | ALPS ETF TR | 7K | $100K–$500K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 4K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 7K | $100K–$500K | SH |
| PVAL | PUTNAM ETF TRUST | 6K | $100K–$500K | SH |
| TM | TOYOTA MOTOR CORP | 1K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 5K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| CHTR | CHARTER COMMUNICATIONS INC N | 1K | $100K–$500K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 2K | $100K–$500K | SH |
| ETW | EATON VANCE TAX-MANAGED GLOB | 29K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 441 | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| SMDV | PROSHARES TR | 4K | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 3K | $100K–$500K | SH |
| ADBE | ADOBE INC | 713 | $100K–$500K | SH |
| MET | METLIFE INC | 3K | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC | 2K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP | 3K | $100K–$500K | SH |
| DTEC | ALPS ETF TR | 5K | $100K–$500K | SH |
| META | META PLATFORMS INC | 366 | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 975 | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 2K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 928 | $100K–$500K | SH |
| CBRE | CBRE GROUP INC | 1K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 4K | $100K–$500K | SH |
| PTLC | PACER FDS TR | 4K | $100K–$500K | SH |
| MEDP | MEDPACE HLDGS INC | 415 | $100K–$500K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| GNRC | GENERAC HLDGS INC | 2K | $100K–$500K | SH |
| IJH | ISHARES TR | 3K | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 207 | $100K–$500K | SH |
| CLX | CLOROX CO DEL | 2K | $100K–$500K | SH |
| INTC | INTEL CORP | 6K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| XAR | SPDR SERIES TRUST | 884 | $100K–$500K | SH |
| GLW | CORNING INC | 2K | $100K–$500K | SH |
| NOG | NORTHERN OIL & GAS INC | 10K | $100K–$500K | SH |
| PPL | PPL CORP | 6K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 526 | $100K–$500K | SH |
| UTF | COHEN & STEERS INFRASTRUCTUR | 8K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 574 | $100K–$500K | SH |