Heritage-Wealth-Management-Inc-Ca
AI_NATIVE detailed information: This accession holds the following tickers:[ "ABBV", "GOOGL", null, "AMRN", "AVGO", null, null, null, null, null, "AOD", "HD", "MCD", null, "QCOM", "MUB", "META", null, null, null, "MSFT", "NU", "IWD", "ORCL", null, "IWF", "PEP", "VGSH", "IVV", "UNH", "AAPL", "SPY", "NVDA", "INTC", "PLTR", "PG", null, "RTX", "SYK", "SBUX", "TXN", null, null, "AXON", null, "AMZN", null, null, "HIMS", null, "VEA", "VBK", "BND", "VBR", "VOO", "VTV", "V", "WMT", "IUSG", null, "SCHG", null, null, null, null, "MELI", "BRK-B", "CVX", "CSCO", "COST", "CPNG", null, "DFAX", "DFAC", "IJJ", "NKE", "QQQ", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-30
- Total Holdings
- 83
- Total Value
- 132259948
- Accession Number
- 0001941040-25-000247
- Form Type
- 13F-HR
- Manager Name
- Heritage-Wealth-Management-Inc-Ca
Data Enrichment
71% identified59 identified24 unidentified
Holdings
83 positions • $132.3M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
11.1K | All Managers (Combined) | $92.8K | 0.1% ($92.8K/$132.3M) | |||
(cusip40472A128)✕ | 191.7K | QoQ 0.00% (+0) | All Managers (Combined) | $11.5K | 0.0% ($11.5K/$132.3M) | |
14.3K | QoQ 0.00% (-0)YoY -5.00% (-750) | All Managers (Combined) | $6.4K | 0.0% ($6.4K/$132.3M) |