Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Heritage Wealth Management, Inc. > Profile

Instuitional Investor - Heritage Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Heritage Wealth Management, Inc.
Portfolio Value $132,949,676
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf TrustCALL
 SPY 28,300 $15,830,737 11.91%
2.
American Centy Etf Tr
 195,897 $12,774,445 9.61%
3.
Schwab Strategic Trust
 FNDF 342,994 $8,588,560 6.46%
4.
Apple Inc.
 AAPL 30,184 $6,704,772 5.04%
5.
Vanguard Scottsdale Funds
 104,314 $6,122,207 4.6%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)