Heritage Wealth Management, Inc. /CA/

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
San Diego, CA
CIK
0002012170
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 84 132,949 SPY calls, AVLV, SCHG, AAPL 13F-HR 4/30/2025 000194104025000247
Q4 2024 90 138,930 SPY calls, AVLV, SCHG, AAPL 13F-HR 2/11/2025 000194104025000121
Q3 2024 126 141,067 SPY calls, AVLV, SCHG, VGSH 13F-HR 10/18/2024 000194104024000442
Q2 2024 120 136,280 SPY calls, AVLV, SCHG, VGSH 13F-HR 7/25/2024 000194104024000295
Q1 2024 118 132,420 SPY calls, AVLV, SCHG, DFAC 13F-HR 5/6/2024 000194104024000233
Q4 2023 112 125,015 SPY calls, AMERICAN CENTY ETF TR, SCHG, DFAC 13F-HR 2/14/2024 000194104024000148