HERITAGE WEALTH MANAGEMENT, LLC
13F Portfolio Filings
Most recent 13F
Q2 2024
Location
Phoenix, AZ
CIK
0001834505
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2024
168
180,178
SPEM, SMMD, EFA, USHY
13F-HR
7/30/2024
000183450524000004
Q1 2024
177
196,351
SPEM, SMMD, EFA, USHY
13F-HR
4/25/2024
000183450524000002
Q4 2023
168
184,537
SPEM, SMMD, USHY, EFA
13F-HR
2/6/2024
000183450524000001
Q4 2022
1,077
700,068
SMMD, SPEM, EFA, XPEL
13F-HR
2/13/2023
000183450523000004
Q3 2022
1,058
311,247
SMMD, SPEM, XPEL, EFA
13F-HR
11/14/2022
000183450522000003
Q2 2022
988
300,474
SMMD, SPEM, EFA, AGG
13F-HR
8/15/2022
000183450522000001
Q1 2022
1,006
370,118
SMMD, SPEM, EFA, AGG
13F-HR
8/15/2022
000183450522000002
Q3 2021
900
281,150
SMMD, SPEM, EFA, AGG
13F-HR
11/10/2021
000183450521000004
Q2 2021
892
263,814
SMMD, SPEM, EFA, USHY
13F-HR
8/11/2021
000183450521000003
Q1 2021
725
177,517
SMMD, EFA, USHY, ESGU
13F-HR
7/16/2021
000183450521000002
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