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 (431 days), 91 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.7% · 6 months +4.9% · 1 year +12.9% · all +12.9%
  • Max drawdown -2.7% · Sharpe 0.75 · win rate 35% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78462F103 · 24.2% · 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
  • 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
  • 464287226 · 1.5% · long · since 2025-06-30

Copy on paper, free More traders How copying works

Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.