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Portfolio (Quarterly) Guide ↗

Heritage Wealth Management, Inc.

· CIK 0001944755
13F Portfolio $401M AUM 272 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 120 New 42 Added 54 Reduced 5 Exited
Page 3 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TMSL T ROWE PRICE EXCHANGE-TRADED 57,938.0 $2.5M 0.63% +5K +9.0% $43.85 -0.8%
42 JEPI J P MORGAN EXCHANGE TRADED F 44,650.0 $2.5M 0.63% +983.0 +2.2% $56.48 +2.5%
43 J P MORGAN EXCHANGE TRADED F 52,686.0 $2.5M 0.62% +2K +3.5% $47.15
44 AGG ISHARES TR 24,779.0 $2.5M 0.61% NEW $98.98 -1.1%
45 RSP INVESCO EXCHANGE TRADED FD T 11,447.0 $2.4M 0.61% +455.0 +4.1% $212.76 +4.3%
46 AMZN AMAZON COM INC Consumer Cyclical 10,156.0 $2.4M 0.60% +209.0 +2.1% $238.34 +7.4%
47 KO COCA COLA CO Consumer Defensive 27,612.0 $2.2M 0.56% NEW $81.27 +10.6%
48 PM PHILIP MORRIS INTL INC Consumer Defensive 12,184.0 $2.2M 0.55% NEW $180.91 +6.7%
49 COWZ PACER FDS TR 35,251.0 $2.2M 0.55% +2K +6.2% $62.20 +16.2%
50 JGRO J P MORGAN EXCHANGE TRADED F 21,094.0 $2.1M 0.52% $98.59 -3.8%
51 COP CONOCOPHILLIPS Energy 19,820.0 $2.1M 0.51% $103.96 +23.6%
52 DUK DUKE ENERGY CORP NEW Utilities 16,211.0 $2.1M 0.51% $126.58 -4.7%
53 JAVA J P MORGAN EXCHANGE TRADED F 25,646.0 $2.0M 0.51% $79.41 +4.5%
54 RTX RTX CORPORATION Industrials 10,656.0 $2.0M 0.50% $189.73 +11.5%
55 ORCL ORACLE CORP Technology 13,584.0 $2.0M 0.50% -84.0 -0.6% $146.55 +0.8%
56 BGIG ETF SER SOLUTIONS 54,002.0 $1.9M 0.48% +1K +1.9% $35.89 +2.6%
57 T AT&T INC Communication Services 91,889.0 $1.9M 0.47% -471.0 -0.5% $20.70 +23.6%
58 CTAS CINTAS CORP Industrials 11,062.0 $1.9M 0.47% NEW $170.08 +20.0%
59 MPC MARATHON PETE CORP Energy 7,219.0 $1.8M 0.46% -185.0 -2.5% $255.67 +40.3%
60 FCX FREEPORT MCMORAN INC Basic Materials 29,185.0 $1.8M 0.46% -325.0 -1.1% $62.89 +25.9%
Page 3 of 14  ·  272 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%