Heritage Wealth Management, Inc. Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$293.8M
Holdings
228
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (228 positions)
| Stock | Value |
|---|---|
GNRCGENERAC HLDGS INCORPORATED | $239K |
ETWEATON VANCE TAX-MANAGED GLOBAL | $238K |
DDOMINION ENERGY INCORPORATED | $237K |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $235K |
WFGWEST FRASER TIMBER COMPANY LIMITED (CANADA) | $233K |
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $231K |
MCHPMICROCHIP TECHNOLOGY INCORPORATED. | $230K |
ITA*ISHARES TR US AER DEF ETF | $227K |
TJXTJX COMPANIES INCORPORATED NEW | $225K |
PPLPPL CORPORATION | $224K |
JMEEJPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $224K |
TMTOYOTA MOTOR CORPORATION ADS (JAPAN) | $224K |
DTECALPS DISRUPTIVE TECHNOLOGIES ETF | $217K |
BSXBOSTON SCIENTIFIC CORPORATION | $212K |
AXONAXON ENTERPRISE INCORPORATED | $210K |
VDCVANGUARD CONSUMER STAPLES ETF | $209K |
SPLBSPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | $209K |
TTTRANE TECHNOLOGIES PLC SHS (IRELAND) | $207K |
IJRISHARES TR CORE S&P SCP ETF | $207K |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $207K |
DFAXDIMENSIONAL ETF TRUST WORLD EX U S CORE EQUITY 2 ETF | $205K |
OXYOCCIDENTAL PETE CORPORATION | $205K |
PTLCPACER TRENDPILOT US LARGE CAP ETF | $202K |
XEXGXEATON VANCE TAX-MANAGED GLOBAL | $194K |
RMTROYCE MICRO-CAP TR INCORPORATED | $166K |
BDJBLACKROCK ENHANCED EQUITY DIVI | $155K |
JOBYJOBY AVIATION INCORPORATED COMMON STOCK (CAYMAN ISLANDS) | $81K |
—SAFETY SHOT INCORPORATED COM NEW | $5K |
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