Holdings
Heritage Wealth Management, Inc./Texas
As of Jun 30, 2026, Heritage Wealth Management, Inc./Texas reported 14 positions worth US$8.68M. Largest: Apple Inc, Targa Resources, Inc. and Exxon Mobil Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 5,475 | US$1.58M | +1,009 | Jun 30, 2026 |
| Targa Resources, Inc. | 4,799 | US$1.29M | no change | Jun 30, 2026 |
| Exxon Mobil Corporation | 9,141 | US$1.25M | +453 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,788 | US$895K | no change | Jun 30, 2026 |
| Pfizer, Inc. | 23,597 | US$568K | new | Jun 30, 2026 |
| Broadcom Inc. | 1,452 | US$549K | no change | Jun 30, 2026 |
| Chevron Corporation | 2,641 | US$438K | −397 | Jun 30, 2026 |
| Microsoft Corp. | 1,166 | US$435K | no change | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 1,236 | US$405K | −29 | Jun 30, 2026 |
| S&p Global Inc. | 961 | US$391K | no change | Jun 30, 2026 |