Heritage Wealth Management, Inc./Texas
Long-term investor · TX · @heritagewealthmanagement-5_p
+16.3%
All time
S&P +14.9%
Long-term investor
Heritage Wealth Management, Inc./Texas @heritagewealthmanagement-5_p
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001966400).
Record
- Tracked since 2025-06-30 (495 days), 36 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +8.6% · 1 year +16.3% · all +16.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V401 · 28.2% · long · since 2025-09-30
- 25434V724 · 14.0% · long · since 2025-09-30
- 25434V500 · 12.8% · long · since 2025-09-30
- 25434V203 · 9.8% · long · since 2025-09-30
- 46436E718 · 6.6% · long · since 2025-09-30
- 25239Y196 · 5.6% · long · since 2026-09-30
- 25434V872 · 4.7% · long · since 2025-09-30
- 464288414 · 3.5% · long · since 2025-09-30
- 922908553 · 3.3% · long · since 2025-09-30
- 25434V302 · 3.0% · long · since 2025-09-30
- 25434V880 · 1.3% · long · since 2025-09-30
- 464287804 · 0.8% · long · since 2025-09-30