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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 7 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TRV TRAVELERS COMPANIES INC Financial Services 2,330.0 $769K 0.19% $330.12 +11.9%
122 CENCORA INC 2,641.0 $747K 0.19% $282.98
123 EQIX EQUINIX INC Real Estate 715.0 $745K 0.19% $1042.39 +3.3%
124 JMEE J P MORGAN EXCHANGE TRADED F 9,466.0 $739K 0.18% +455.0 +5.0% $78.03 -0.3%
125 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 9,442.0 $721K 0.18% -165.0 -1.7% $76.40 +3.5%
126 GL GLOBE LIFE INC Financial Services 4,037.0 $721K 0.18% -125.0 -3.0% $178.68 -1.6%
127 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,213.0 $720K 0.18% -80.0 -2.4% $223.95 +27.1%
128 CRM SALESFORCE INC Technology 4,528.0 $709K 0.18% -988.0 -17.9% $156.66 +60.9%
129 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,418.0 $709K 0.18% -50.0 -2.0% $293.18 +4.2%
130 PSTG EVERPURE INC 8,950.0 $705K 0.18% $78.79
131 MSI MOTOROLA SOLUTIONS INC Technology 1,676.0 $696K 0.17% NEW $415.29 +17.2%
132 AMAT APPLIED MATLS INC Technology 952.0 $688K 0.17% +10.0 +1.1% $723.00 -33.3%
133 NOBL PROSHARES TR 11,798.0 $663K 0.17% +6K +97.5% $56.16 +3.8%
134 DHI D R HORTON INC Consumer Cyclical 4,010.0 $653K 0.16% -320.0 -7.4% $162.88 -10.8%
135 IVV ISHARES TR 863.0 $647K 0.16% NEW $749.27 +3.4%
136 ENB ENBRIDGE INC Energy 11,908.0 $646K 0.16% $54.21 -7.9%
137 INTC INTEL CORP Technology 4,619.0 $645K 0.16% NEW $139.63 -34.0%
138 BND VANGUARD BD INDEX FDS 8,674.0 $637K 0.16% NEW $73.41 -1.2%
139 SRE SEMPRA Utilities 6,867.0 $637K 0.16% NEW $92.71 -8.6%
140 CCI CROWN CASTLE INC Real Estate 8,405.0 $637K 0.16% +2K +36.8% $75.73 -0.9%
Page 7 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%