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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 $125,015,899
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf TrustCALL
 SPY 52,300 $24,858,736 19.88%
2.
American Centy Etf Tr
 182,081 $10,516,999 8.41%
3.
Schwab Strategic Trust
 FNDF 93,296 $7,739,836 6.19%
4.
Dimensional Etf Trust
 190,125 $5,557,354 4.44%
5.
Vanguard Scottsdale Funds
 91,720 $5,350,028 4.27%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)