The Analysis of Heirloom Wealth Management's Holdings
Currently, Heirloom Wealth Management holds 43 types of securities in its portfolio with a total value $432.6M. In the most recent quarter, they have increased their positions in ISRG (+16.6K shares, valued at $9.4M), META (+8.0K shares, valued at $5.3M), NVO (+73.2K shares, valued at $3.7M); decreased their positions in N/A (-30.0K shares, valued at $9.4M), ASML (-3.0K shares, valued at $3.2M), NVDA (-13.0K shares, valued at $2.4M); initiated new positions in AAAU (+76.6K shares, valued at $3.3M), SCHW (+4.0K shares, valued at $401.0K), VTI (+686 shares, valued at $230.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BOND PIMCO ETF TR491.8K shares1.93%2025-12-312026-01-15
DFIP DIMENSIONAL ETF TRUST1.1M shares2.85%2025-12-312026-01-15 ALPHABET INC ALPHABET INC98.1K shares-23.40%2025-12-312026-01-15 V VISA INC79.2K shares14.34%2025-12-312026-01-15 NVDA NVIDIA CORPORATION145.1K shares-8.24%2025-12-312026-01-15 MSFT MICROSOFT CORP55.0K shares1.65%2025-12-312026-01-15 RSG REPUBLIC SVCS INC102.7K shares20.61%2025-12-312026-01-15 META META PLATFORMS INC28.0K shares39.95%2025-12-312026-01-15 TSM TAIWAN SEMICONDUCTOR MFG LTD55.5K shares0.91%2025-12-312026-01-15 LINDE PLC LINDE PLC37.7K shares26.72%2025-12-312026-01-15 ASML ASML HOLDING N V15.0K shares-16.58%2025-12-312026-01-15 PH PARKER-HANNIFIN CORP16.2K shares1.26%2025-12-312026-01-15 MELI MERCADOLIBRE INC6.3K shares1.81%2025-12-312026-01-15 AAPL APPLE INC46.7K shares1.04%2025-12-312026-01-15 NVO NOVO-NORDISK A S211.9K shares52.75%2025-12-312026-01-15 ISRG INTUITIVE SURGICAL INC17.1K shares3700.00%2025-12-312026-01-15 VRTX VERTEX PHARMACEUTICALS INC20.2K shares1.17%2025-12-312026-01-15 AVUS AMERICAN CENTY ETF TR80.3K shares10.44%2025-12-312026-01-15 XOM EXXON MOBIL CORP64.2K shares0.71%2025-12-312026-01-15 MINT PIMCO ETF TR76.9K shares-4.29%2025-12-312026-01-15 IBIT ISHARES BITCOIN TRUST ETF130.2K shares6.06%2025-12-312026-01-15 AAAU GOLDMAN SACHS PHYSICAL GOLD76.6K sharesnew addition2025-12-312026-01-15 SCHG SCHWAB STRATEGIC TR95.6K shares3.36%2025-12-312026-01-15 AVDE AMERICAN CENTY ETF TR37.1K shares7.96%2025-12-312026-01-15 COST COSTCO WHSL CORP NEW1.4K shares-8.97%2025-12-312026-01-15 ALPHABET INC ALPHABET INC2.7K shares-10.34%2025-12-312026-01-15 SNPE DBX ETF TR13.3K shares59.97%2025-12-312026-01-15 AOR ISHARES TR8.5K shares3.49%2025-12-312026-01-15 EPD ENTERPRISE PRODS PARTNERS L16.3K shares0.00%2025-12-312026-01-15 VO VANGUARD INDEX FDS1.7K shares2.30%2025-12-312026-01-15 AOM ISHARES TR9.1K shares0.94%2025-12-312026-01-15 TSLA TESLA INC901 shares1.12%2025-12-312026-01-15 SCHW SCHWAB CHARLES CORP4.0K sharesnew addition2025-12-312026-01-15 AMZN AMAZON COM INC1.6K shares11.35%2025-12-312026-01-15 SCHD SCHWAB STRATEGIC TR11.2K shares0.00%2025-12-312026-01-15 SCHA SCHWAB STRATEGIC TR10.7K shares9.07%2025-12-312026-01-15 CVX CHEVRON CORP NEW1.6K shares2.00%2025-12-312026-01-15 SCHM SCHWAB STRATEGIC TR7.7K shares0.00%2025-12-312026-01-15 VTI VANGUARD INDEX FDS686 sharesnew addition2025-12-312026-01-15 BROADCOM INC BROADCOM INC640 sharesnew addition2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available