Heritage Wealth Management, Inc./Texas Portfolio Holdings by Sector

Heritage Wealth Management, Inc./Texas

$173 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFUS DFUV DFAS DFCF DFAI DUHP VNQ SGOV 19 stocks	$161 Million 95.11% of portfolio	9	10	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.4 Million 0.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.33 Million 0.78% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy TRGP 1 stocks	$1.2 Million 0.71% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$749,873 0.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB 1 stocks	$615,953 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$566,023 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$486,473 0.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV JNJ 2 stocks	$436,499 0.26% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$417,394 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$349,076 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$287,840 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO 1 stocks	$239,425 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$211,988 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts

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