HERITAGE WEALTH MANAGEMENT, LLC 13F Holdings
CIK 0001834505 · PHOENIX, AZ
As of Dec 31, 2022, HERITAGE WEALTH MANAGEMENT, LLC reported 1,077 positions worth $626.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES RUSSELL 2500 ETF | SMMD | — | 932,486 | $49.6M | 7.91% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 1,412,802 | $46.6M | 7.44% |
| ISHARES MSCI EAFE ETF | EFA | — | 541,748 | $35.6M | 5.68% |
| XPEL INC | XPEL | Consumer Cyclical | 538,836 | $32.4M | 5.17% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 252,642 | $24.5M | 3.91% |
| ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | USHY | — | 679,760 | $23.5M | 3.75% |
| ISHARES CORE S&P 500 ETF | IVV | — | 56,157 | $21.6M | 3.45% |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | EMB | — | 195,641 |