Heritage Wealth Management, Inc. /Ca/ Options Holdings

Heritage Wealth Management, Inc. /Ca/

  • $149 Billion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$2.83 Billion
36K
Q3 2025
Added 23.29%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $149 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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