Heritage Wealth Management, Inc. Reduced Holdings in Q4 2025

Heritage Wealth Management, Inc.

  • $360 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-7.98K
- 5.29%
$145.5 - $153.18 $1.16M - $1.22M
143K $20.5B
MSFT
Microsoft Corp

Technology
-482
- 1.33%
$496.82 - $542.07 $239K - $261K
35.7K $17.2B
ORCL
Oracle Corp

Technology
-59
- 0.44%
$217.57 - $313.0 $12.8K - $18.5K
13.4K $2.62B
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-7.68K
- 54.88%
$123.29 - $134.49 $947K - $1.03M
6.32K $797M
ETN
Eaton Corp PLC

Industrials
-486
- 5.89%
$352.39 - $387.75 $171K - $188K
7.77K $2.47B
KR
Kroger CO

Consumer Defensive
-815
- 1.28%
$63.15 - $69.15 $51.5K - $56.4K
63K $3.94B
EHC
Encompass Health Corp

Healthcare
-516
- 3.5%
$113.46 - $127.18 $58.5K - $65.6K
14.2K $1.51B
APD
Air Products & Chemicals, Inc.

Basic Materials
-926
- 25.14%
$237.56 - $271.47 $220K - $251K
2.76K $681M
MPC
Marathon Petroleum Corp

Energy
-100
- 1.18%
$180.89 - $200.13 $18.1K - $20K
8.38K $1.36B
HD
Home Depot, Inc.

Consumer Cyclical
-27
- 0.72%
$358.03 - $397.02 $9.67K - $10.7K
3.74K $1.29B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-350
- 1.85%
$55.57 - $63.17 $19.4K - $22.1K
18.6K $999M
VLO
Valero Energy Corp

Energy
-185
- 1.02%
$156.39 - $181.76 $28.9K - $33.6K
17.9K $2.92B
PSTG
Pure Storage, Inc.

Technology
-150
- 1.65%
$83.96 - $98.7 $12.6K - $14.8K
8.95K $600M
ABBV
Abb Vie Inc.

Healthcare
-362
- 1.61%
$211.96 - $244.38 $76.7K - $88.5K
22.1K $5.06B
ABT
Abbott Laboratories

Healthcare
-8
- 0.05%
$123.62 - $134.59 $989 - $1.08K
15.2K $1.91B
HON
Honeywell International Inc

Industrials
-300
- 6.36%
$194.07 - $220.67 $58.2K - $66.2K
4.42K $861M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-244
- 7.41%
$475.68 - $513.11 $116K - $125K
3.05K $1.53B
ALL
Allstate Corp

Financial Services
-10
- 0.05%
$190.0 - $214.3 $1.9K - $2.14K
18.4K $3.83B
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.23%
$910.94 - $954.99 $3.64K - $3.82K
1.76K $1.52B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-2.67K
- 9.36%
$67.15 - $70.77 $179K - $189K
25.9K $1.86B
Vitesse Energy Inc
-1.43K
- 7.93%
N/A
16.6K $320M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-518
- 8.78%
$76.92 - $92.53 $39.8K - $47.9K
5.39K $414M
GNRC
Generac Holdings Inc.

Industrials
-200
- 10.61%
$151.21 - $195.77 $30.2K - $39.2K
1.69K $230M
GLD
Spdr Gold Trust

ETFs
-330
- 29.07%
$354.79 - $403.15 $117K - $133K
805 $319M
PFE
Pfizer Inc

Healthcare
-2.74K
- 9.74%
$24.23 - $27.37 $66.3K - $74.9K
25.4K $631M
NVDA
Nvidia Corp

Technology
-440
- 2.09%
$179.83 - $207.04 $79.1K - $91.1K
20.6K $3.84B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.96K
- 19.35%
$26.44 - $27.53 $78.1K - $81.4K
12.3K $338M
VO
Vanguard Mid Cap ETF

ETFs
-207
- 4.01%
$286.27 - $296.23 $59.3K - $61.3K
4.96K $1.44B
SYK
Stryker Corp

Healthcare
-29
- 0.78%
$353.81 - $388.35 $10.3K - $11.3K
3.67K $1.29B
SYY
Sysco Corp

Consumer Defensive
-250
- 4.5%
$72.9 - $83.27 $18.2K - $20.8K
5.3K $391M
PSX
Phillips 66

Energy
-150
- 2.24%
$126.76 - $142.32 $19K - $21.3K
6.56K $847M
CMCSA
Comcast Corp

Communication Services
-1.2K
- 6.27%
$26.98 - $31.09 $32.3K - $37.3K
17.9K $535M
JOBY
Joby Aviation, Inc.

Industrials
-2K
- 15.38%
$14.32 - $19.57 $28.6K - $39.1K
11K $145M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-500
- 19.9%
$127.15 - $133.03 $63.6K - $66.5K
2.01K $266M
COP
Conocophillips

Energy
-374
- 1.79%
$85.66 - $95.46 $32K - $35.7K
20.5K $1.92B
IVW
Ishares S&P 500 Growth ETF

ETFs
-510
- 14.76%
$118.29 - $126.28 $60.3K - $64.4K
2.95K $363M
AFG
American Financial Group Inc

Financial Services
-150
- 4.16%
$129.81 - $148.71 $19.5K - $22.3K
3.46K $472M
ICE
Intercontinental Exchange, Inc.

Financial Services
-135
- 3.36%
$145.59 - $162.64 $19.7K - $22K
3.88K $628M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-451
- 6.7%
$81.56 - $85.69 $36.8K - $38.6K
6.28K $529M
MCD
Mcdonalds Corp

Consumer Cyclical
-206
- 2.02%
$293.81 - $310.11 $60.5K - $63.9K
10K $3.06B
VTI
Vanguard Total Stock Market Et

ETFs
-205
- 5.95%
$321.8 - $337.95 $66K - $69.3K
3.24K $1.09B
GL
Globe Life Inc.

Financial Services
-200
- 4.59%
$130.64 - $140.98 $26.1K - $28.2K
4.16K $582M
Canadian Pacific Kansas City
-425
- 7.36%
N/A
5.35K $394M
PLTR
Palantir Technologies Inc.

Technology
-120
- 3.87%
$172.14 - $207.18 $20.7K - $24.9K
2.98K $530M
RVT
Royce Value Trust, Inc.

Financial Services
-2.11K
- 6.29%
$15.5 - $16.38 $32.8K - $34.6K
31.5K $507M
STEW
Boulder Growth & Income Fund

Financial Services
-2.3K
- 10.39%
$17.35 - $18.15 $39.9K - $41.8K
19.9K $368M
OTIS
Otis Worldwide Corp

Industrials
-200
- 6.63%
$88.77 - $93.38 $17.8K - $18.7K
2.82K $246M
MET
Metlife Inc

Financial Services
-160
- 4.83%
$75.97 - $82.89 $12.2K - $13.3K
3.15K $249M
IVV
Ishares Core S&P 500 ETF

ETFs
-55
- 6.19%
$656.2 - $690.71 $36.1K - $38K
834 $572M
Activity Summary
Buys All Purchases 78 New Holdings 23 Increased Positions 55 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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