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

Heritage Wealth Management, Inc./Texas

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFUS DFUV DFAS VNQ DFAI DFCF SGOV DFAE 18 stocks	$159 Million 95.42% of portfolio	10	8	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.58 Million 0.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.21 Million 0.72% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy TRGP 1 stocks	$1.14 Million 0.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$638,218 0.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$604,608 0.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB 1 stocks	$552,748 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$546,228 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$414,145 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$340,896 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO 1 stocks	$331,531 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$283,161 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts

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