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Home > Institutional Investor > Heritage Wealth Management, Llc > Profile

Instuitional Investor - Heritage Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Heritage Wealth Management, Llc
Portfolio Value $184,537,510
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Index Shs Fds
 475,630 $16,842,023 9.12%
2.
Ishares Tr
 204,259 $12,576,196 6.81%
3.
Ishares Tr
 251,464 $9,140,703 4.95%
4.
Ishares Trust
 IEF 120,848 $9,105,905 4.93%
5.
Ishares Trust
 IEF 14,580 $6,963,999 3.77%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)