Heritage Wealth Management, Inc. Incresed Positions in Q4 2025

Heritage Wealth Management, Inc.

  • $360 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Morgan Stanley ETF Trust
56.5K
+ 911.57%
N/A
62.7K $3.23B
JCPB
J P Morgan Exchange Traded Fd

ETFs
38.6K
+ 50.88%
$47.34 - $48.01 $1.83M - $1.86M
115K $5.43B
Capital Grp Fixed Incm ETF T
59.7K
+ 500.55%
N/A
71.7K $1.9B
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
19.9K
+ 40.54%
$35.32 - $36.19 $701K - $719K
68.8K $2.52B
GOOGL
Alphabet Inc.

Communication Services
85
+ 0.89%
$236.57 - $291.31 $20.1K - $24.8K
9.64K $3.02B
FNDF
Schwab Fundamental Intl Large

ETFs
11.6K
+ 28.87%
$42.35 - $45.18 $490K - $523K
51.7K $2.34B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.34K
+ 28.38%
$55.63 - $58.98 $408K - $433K
33.2K $2B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.91K
+ 25.0%
$99.87 - $101.27 $490K - $497K
24.5K $2.45B
T Rowe Price ETF Inc
11.6K
+ 31.11%
N/A
49.1K $1.76B
Capital Grp Fixed Incm ETF T
17.3K
+ 114.28%
N/A
32.4K $826M
CRM
Salesforce, Inc.

Technology
569
+ 7.93%
$235.69 - $263.41 $134K - $150K
7.74K $2.05B
AVUV
American Centy ETF Tr Avantis

ETFs
2.47K
+ 8.78%
$95.19 - $100.66 $235K - $249K
30.7K $3.13B
PEP
Pepsico Inc

Consumer Defensive
1.68K
+ 17.3%
$138.84 - $153.71 $233K - $258K
11.4K $1.63B
DWLD
Davis Fundamental ETF Tr

ETFs
4.93K
+ 18.45%
$43.4 - $46.04 $214K - $227K
31.6K $1.48B
QQQ
Invesco Qqq Trust, Series 1

ETFs
316
+ 34.2%
$589.5 - $635.77 $186K - $201K
1.24K $762M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2.95K
+ 30.72%
$76.23 - $79.22 $225K - $234K
12.6K $952M
JGRO
J P Morgan Exchange Traded Fd
2.3K
+ 12.64%
N/A
20.5K $1.9B
RSP
Invesco S&P 500 Equal Weight E

ETFs
896
+ 11.38%
$185.12 - $192.11 $166K - $172K
8.77K $1.68B
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
3.72K
+ 8.18%
$47.45 - $47.71 $177K - $178K
49.2K $2.34B
CINF
Cincinnati Financial Corp

Financial Services
18
+ 0.06%
$151.39 - $166.89 $2.73K - $3K
32.5K $5.31B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
22
+ 0.39%
$280.66 - $305.09 $6.17K - $6.71K
5.64K $1.71B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
124
+ 3.26%
$600.51 - $631.95 $74.5K - $78.4K
3.93K $2.46B
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.19K
+ 5.49%
$56.0 - $57.6 $123K - $126K
42.1K $2.41B
AMGN
Amgen Inc

Healthcare
11
+ 0.39%
$290.13 - $341.71 $3.19K - $3.76K
2.81K $920M
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.87K
+ 26.94%
$61.3 - $64.67 $115K - $121K
8.8K $567M
KO
Coca Cola CO

Consumer Defensive
154
+ 0.55%
$66.1 - $71.61 $10.2K - $11K
28K $1.96B
PREF
Principal Spectrum Pfd Secs Ac

ETFs
5.83K
+ 22.52%
$19.01 - $19.26 $111K - $112K
31.7K $605M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
506
+ 2.25%
$93.79 - $100.35 $47.5K - $50.8K
23K $2.26B
FNDX
Schwab Fundamental U S Large C

ETFs
1.5K
+ 4.53%
$25.68 - $26.95 $38.5K - $40.4K
34.6K $941M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
521
+ 5.26%
$88.45 - $91.41 $46.1K - $47.6K
10.4K $953M
IEFA
Ishares Tr

ETFs
599
+ 14.5%
$86.09 - $89.88 $51.6K - $53.8K
4.73K $423M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.05K
+ 23.45%
$23.02 - $24.23 $47.2K - $49.7K
10.8K $259M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
680
+ 1.82%
$33.05 - $33.87 $22.5K - $23K
38K $1.3B
PIPR
Piper Sandler Companies

Financial Services
165
+ 13.51%
$319.26 - $351.19 $52.7K - $57.9K
1.39K $471M
AMT
American Tower Corp

Real Estate
450
+ 16.04%
$176.64 - $193.32 $79.5K - $87K
3.26K $571M
VB
Vanguard Small Cap ETF

ETFs
56
+ 1.59%
$248.1 - $260.08 $13.9K - $14.6K
3.59K $925M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
261
+ 8.14%
$63.25 - $66.24 $16.5K - $17.3K
3.47K $229M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
115
+ 5.36%
$114.27 - $121.15 $13.1K - $13.9K
2.26K $272M
AEP
American Electric Power CO Inc

Utilities
42
+ 1.12%
$112.75 - $122.73 $4.74K - $5.15K
3.8K $438M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
235
+ 4.53%
$49.98 - $50.59 $11.7K - $11.9K
5.43K $273M
TSLA
Tesla, Inc.

Consumer Cyclical
10
+ 0.97%
$401.99 - $468.37 $4.02K - $4.68K
1.04K $469M
NOG
Northern Oil & Gas, Inc.

Energy
850
+ 9.5%
$20.48 - $25.5 $17.4K - $21.7K
9.8K $210M
UNH
Unitedhealth Group Inc

Healthcare
21
+ 1.65%
$320.52 - $369.92 $6.73K - $7.77K
1.29K $427M
META
Meta Platforms, Inc.

Communication Services
12
+ 3.39%
$609.01 - $751.67 $7.31K - $9.02K
366 $242M
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.02%
$144.33 - $160.86 $433 - $483
12.2K $1.95B
UNP
Union Pacific Corp

Industrials
6
+ 0.1%
$216.37 - $237.41 $1.3K - $1.42K
6.21K $1.44B
ENB
Enbridge Inc

Energy
16
+ 0.13%
$46.39 - $50.07 $742 - $801
12.3K $587M
CLX
Clorox CO

Consumer Defensive
8
+ 0.37%
$103.68 - $123.19 $829 - $986
2.16K $218M
VZ
Verizon Communications Inc

Communication Services
532
+ 2.29%
$38.4 - $43.83 $20.4K - $23.3K
23.8K $969M
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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