Heritage Wealth Management, Inc. /CA/
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
San Diego, Ca, 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 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