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 251–258 of 258
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VDC | VANGUARD WORLD FD | 955 | $100K–$500K | SH |
| FTMU | PUTNAM ETF TRUST | 25K | $100K–$500K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 20K | $100K–$500K | SH |
| JOBY | JOBY AVIATION INC | 11K | $100K–$500K | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DI | 15K | $100K–$500K | SH |
| VALE | VALE S A | 11K | $100K–$500K | SH |
| RMT | ROYCE MICRO-CAP TR INC | 12K | $100K–$500K | SH |
| CRGY | CRESCENT ENERGY COMPANY | 12K | $50K–$100K | SH |