$178 Million is the total value of HERITAGE WEALTH MANAGEMENT, LLC's 725 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2021 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 7 | Q4 2022 | 7.9% |
MSCI EAFE Index ETF | 7 | Q4 2022 | 5.5% |
ISHARES TR | 7 | Q4 2022 | 4.2% |
Ishares Tr Broad Usd High | 7 | Q4 2022 | 3.4% |
S&P 500 Index ETF | 7 | Q4 2022 | 3.1% |
ISHARES TR | 7 | Q4 2022 | 2.5% |
APPLE INC | 7 | Q4 2022 | 2.1% |
MICROSOFT CORP | 7 | Q4 2022 | 2.1% |
ISHARES TR | 7 | Q4 2022 | 1.8% |
Russell 2000 Index ETF | 7 | Q4 2022 | 1.5% |
View HERITAGE WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-25 |
13F-HR | 2024-02-06 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-08-15 |
13F-HR | 2021-11-10 |
13F-HR | 2021-08-11 |
13F-HR | 2021-07-16 |
View HERITAGE WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.