The Analysis of Heritage Wealth Management, Inc. /CA/'s Holdings
Currently, Heritage Wealth Management, Inc. /CA/ holds 90 types of securities in its portfolio with a total value $146.5M. In the most recent quarter, they have increased their positions in SGOV (+40.9K shares, valued at $4.1M), SCHD (+31.7K shares, valued at $865.4K), AVUS (+6.9K shares, valued at $753.6K); decreased their positions in AVGO (-2.6K shares, valued at $861.7K), SCHG (-18.4K shares, valued at $586.9K), AAPL (-1.1K shares, valued at $291.6K); initiated new positions in SGOV (+40.9K shares, valued at $4.1M), SCHD (+31.7K shares, valued at $865.4K), AVUS (+6.9K shares, valued at $753.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVLV AMERICAN CENTY ETF TR204.9K shares-0.79%2025-09-302025-11-05
SCHG SCHWAB STRATEGIC TR371.9K shares-4.71%2025-09-302025-11-05 AAPL APPLE INC28.4K shares-3.88%2025-09-302025-11-05 VGSH VANGUARD SCOTTSDALE FDS119.2K shares0.91%2025-09-302025-11-05 AVGO BROADCOM INC16.1K shares-13.95%2025-09-302025-11-05 PLTR PALANTIR TECHNOLOGIES INC29.1K shares0.11%2025-09-302025-11-05 DFAC DIMENSIONAL ETF TRUST132.4K shares-1.44%2025-09-302025-11-05 SCHR SCHWAB STRATEGIC TR200.2K shares-3.29%2025-09-302025-11-05 SGOV ISHARES TR40.9K sharesnew addition2025-09-302025-11-05 LQD ISHARES TR33.8K shares-2.54%2025-09-302025-11-05 BND VANGUARD BD INDEX FDS44.9K shares1.76%2025-09-302025-11-05 TOTL SSGA ACTIVE ETF TR66.9K shares4.50%2025-09-302025-11-05 CMF ISHARES TR46.8K shares-0.37%2025-09-302025-11-05 TLT ISHARES TR29.7K shares-2.76%2025-09-302025-11-05 MSFT MICROSOFT CORP4.8K shares0.58%2025-09-302025-11-05 IJJ ISHARES TR18.7K shares2.05%2025-09-302025-11-05 MDYG SPDR SERIES TRUST26.1K shares2.24%2025-09-302025-11-05 VBK VANGUARD INDEX FDS7.7K shares4.07%2025-09-302025-11-05 AVUV AMERICAN CENTY ETF TR22.6K shares3.93%2025-09-302025-11-05 DFAE DIMENSIONAL ETF TRUST68.9K shares-9.41%2025-09-302025-11-05 NVDA NVIDIA CORPORATION11.2K shares-1.63%2025-09-302025-11-05 META META PLATFORMS INC2.7K shares-0.80%2025-09-302025-11-05 HYG ISHARES TR24.1K shares3.44%2025-09-302025-11-05 SRLN SSGA ACTIVE ETF TR46.0K shares4.98%2025-09-302025-11-05 GOVT ISHARES TR80.7K shares4.76%2025-09-302025-11-05 DFAI DIMENSIONAL ETF TRUST49.5K shares-6.69%2025-09-302025-11-05 VTV VANGUARD INDEX FDS9.3K shares2.75%2025-09-302025-11-05 AGG ISHARES TR17.1K shares6.31%2025-09-302025-11-05 IUSG ISHARES TR9.7K shares0.00%2025-09-302025-11-05 GOOGL ALPHABET INC5.9K shares1.30%2025-09-302025-11-05 DFNM DIMENSIONAL ETF TRUST29.5K shares5.89%2025-09-302025-11-05 QQQ INVESCO QQQ TR2.3K shares4.03%2025-09-302025-11-05 VOO VANGUARD INDEX FDS2.3K shares0.13%2025-09-302025-11-05 HYMB SPDR SERIES TRUST54.0K shares7.49%2025-09-302025-11-05 DFAX DIMENSIONAL ETF TRUST42.3K shares-1.39%2025-09-302025-11-05 AMZN AMAZON COM INC5.4K shares3.60%2025-09-302025-11-05 HD HOME DEPOT INC2.7K shares-3.70%2025-09-302025-11-05 CPNG COUPANG INC33.9K shares-5.34%2025-09-302025-11-05 WMT WALMART INC10.4K shares-0.21%2025-09-302025-11-05 ORCL ORACLE CORP3.6K shares0.50%2025-09-302025-11-05 HIMS HIMS & HERS HEALTH INC16.1K shares0.00%2025-09-302025-11-05 SYK STRYKER CORPORATION2.4K shares0.00%2025-09-302025-11-05 DFAR DIMENSIONAL ETF TRUST37.1K shares-2.85%2025-09-302025-11-05 QCOM QUALCOMM INC5.2K shares-0.15%2025-09-302025-11-05 SCHD SCHWAB STRATEGIC TR31.7K sharesnew addition2025-09-302025-11-05 LLY ELI LILLY & CO1.0K shares-2.01%2025-09-302025-11-05 AVUS AMERICAN CENTY ETF TR6.9K sharesnew addition2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR979 shares0.10%2025-09-302025-11-05 SHM SPDR SERIES TRUST12.5K shares4.11%2025-09-302025-11-05 INTC INTEL CORP17.9K shares0.83%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares22.16%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.1.8K shares1.56%2025-09-302025-11-05 AXON AXON ENTERPRISE INC721 shares0.14%2025-09-302025-11-05 RTX RTX CORPORATION3.1K shares-12.18%2025-09-302025-11-05 JNJ JOHNSON & JOHNSON2.7K shares-6.32%2025-09-302025-11-05 TSLA TESLA INC1.1K shares-2.07%2025-09-302025-11-05 CSCO CISCO SYS INC7.0K shares-7.28%2025-09-302025-11-05 SCHF SCHWAB STRATEGIC TR20.2K shares5.10%2025-09-302025-11-05 IWF ISHARES TR990 shares-2.17%2025-09-302025-11-05 PEP PEPSICO INC3.2K shares0.28%2025-09-302025-11-05 VEA VANGUARD TAX-MANAGED FDS7.1K shares0.00%2025-09-302025-11-05 ARKK ARK ETF TR4.9K shares-2.63%2025-09-302025-11-05 MUB ISHARES TR3.7K shares-0.81%2025-09-302025-11-05 XOM EXXON MOBIL CORP3.4K shares-14.01%2025-09-302025-11-05 SUB ISHARES TR3.3K shares-0.92%2025-09-302025-11-05 NFLX NETFLIX INC274 shares3.79%2025-09-302025-11-05 SBUX STARBUCKS CORP3.8K shares0.35%2025-09-302025-11-05 UNH UNITEDHEALTH GROUP INC899 shares-0.22%2025-09-302025-11-05 MCD MCDONALDS CORP974 shares0.21%2025-09-302025-11-05 MELI MERCADOLIBRE INC126 shares0.00%2025-09-302025-11-05 IVV ISHARES TR436 shares0.00%2025-09-302025-11-05 VO VANGUARD INDEX FDS972 shares4.74%2025-09-302025-11-05 OEF ISHARES TR856 shares0.00%2025-09-302025-11-05 COST COSTCO WHSL CORP NEW304 shares0.33%2025-09-302025-11-05 V VISA INC813 shares3.57%2025-09-302025-11-05 CVX CHEVRON CORP NEW1.7K shares-7.49%2025-09-302025-11-05 NKE NIKE INC3.7K shares0.91%2025-09-302025-11-05 DFAU DIMENSIONAL ETF TRUST5.6K shares-4.39%2025-09-302025-11-05 GOOG ALPHABET INC1.0K sharesnew addition2025-09-302025-11-05 EMXC ISHARES INC3.7K shares5.91%2025-09-302025-11-05 DFAS DIMENSIONAL ETF TRUST3.6K shares5.90%2025-09-302025-11-05 IWD ISHARES TR1.2K shares-0.25%2025-09-302025-11-05 VGT VANGUARD WORLD FD317 shares-2.16%2025-09-302025-11-05 EMQQ EXCHANGE TRADED CONCEPTS TRU5.0K shares-3.54%2025-09-302025-11-05 PG PROCTER AND GAMBLE CO1.5K shares0.83%2025-09-302025-11-05 ABBV ABBVIE INC944 sharesnew addition2025-09-302025-11-05 TXN TEXAS INSTRS INC1.2K shares-8.52%2025-09-302025-11-05 TJX TJX COS INC NEW1.4K sharesnew addition2025-09-302025-11-05 NU NU HLDGS LTD10.0K shares0.00%2025-09-302025-11-05 EONR.WS EON RESOURCES INC191.7K shares0.00%2025-09-302025-11-05 Call Option Holdings
SPY Call CallSPDR S&P 500 ETF TR36.0K shares23.29%2025-09-302025-11-05 Put Option Holdings
No put option holdings data available