Long-term investor
Heritage Wealth Management, Inc. @heritagewealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002012170).
Record
- Tracked since 2025-06-30 (472 days), 95 trades recorded
- Returns: week n/a · month n/a · 90 days -0.8% · 6 months +2.0% · 1 year +2.5% · all +2.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103_CALL · 20.4% · long · since 2025-06-30
- 025072349 · 7.9% · long · since 2025-06-30
- 92206C102 · 5.2% · long · since 2025-06-30
- 808524300 · 5.0% · long · since 2025-06-30
- 46436E718 · 4.8% · long · since 2025-09-30
- 78462F103_PUT · 3.4% · long · since 2026-06-30
- AAPL · 3.0% · long · since 2025-06-30
- 921937835 · 2.4% · long · since 2025-06-30
- 25434V708 · 2.1% · long · since 2025-06-30
- AVGO · 2.1% · long · since 2025-06-30
- 808524854 · 2.1% · long · since 2025-06-30
- 464287242 · 1.6% · long · since 2025-06-30