Portfolio (Quarterly)
Guide ↗
Heritage Wealth Management, Inc.
· CIK 0001944755| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NOW | SERVICENOW INCORPORATED | Technology | 4,980 | $521K | 0.26% | SOLD |
| 2 | OTIS | OTIS WORLDWIDE CORPORATION | Industrials | 2,767 | $213K | 0.11% | SOLD |
| 3 | PPL | PPL CORPORATION | Utilities | 5,494 | $210K | 0.10% | SOLD |
| 4 | — | SEALED AIR CORPORATION NEW | — | 4,800 | $202K | 0.10% | SOLD |
| 5 | MQY | BLACKROCK MUNIYILD QULT FD INCORPORATED | Financial Services | 12,744 | $140K | 0.07% | SOLD |
Sector Allocation
Technology
26.3%
Financial Services
20.1%
Consumer Defensive
12.7%
Healthcare
11.8%
Industrials
11.2%
Energy
7.0%
Consumer Cyclical
2.9%
Communication Services
2.7%
Utilities
2.6%
Basic Materials
1.4%