Heritage Wealth Management, Inc./Texas Portfolio Holdings

Heritage Wealth Management, Inc./Texas has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $170 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $51.1B, Dimensional ETF Tr Us Marketwi with a value of $29.3B, Dimensional ETF Tr U S Small C with a value of $22.3B, Vanguard Specialized Funds Van with a value of $12.1B, and Dimensional ETF Tr with a value of $11.6B.

Examining the 13F form we can see an decrease of $2.62B in the current position value, from $173B to 170B.

Heritage Wealth Management, Inc./Texas is based out at Houston, TX

Below you can find more details about Heritage Wealth Management, Inc./Texas portfolio as well as his latest detailed transactions.