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Home > Institutional Investor > Heritage Wealth Management, Llc > Profile

Instuitional Investor - Heritage Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Heritage Wealth Management, Llc
Portfolio Value $180,178,793
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Index Shs Fds
 442,544 $16,670,592 9.25%
2.
Ishares Tr - RUSEL 2500 ETF
 193,720 $12,126,844 6.73%
3.
Ishares Trust
 VLUE 112,572 $8,817,766 4.89%
4.
Ishares Tr
 241,047 $8,745,189 4.85%
5.
Ishares Trust
 IEF 14,075 $7,702,404 4.27%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)