13F Filings History of HERITAGE WEALTH MANAGEMENT, LLC

Latest 13F report
Q2 2024 - 30 Jul 2024
Value $
$180,178,793
Signature - Title
David Maxey - Partner/COO
Location
Phoenix, AZ
Summary
This page shows a list of all the recent 13F filings made by HERITAGE WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HERITAGE WEALTH MANAGEMENT, LLC reported 168 stock holdings with total value $180,178,793 as of Q2 2024. Top holdings included SPEM, SMMD, EFA, USHY, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2024 168 $180,178,793 +$7,398,782 -$22,317,249 -$14,918,467 SPEM, SMMD, EFA, USHY, IVV 13F-HR 30 Jul 2024, 14:05
Q1 2024 177 $196,293,506 +$12,033,579 -$8,855,358 +$3,178,221 SPEM, SMMD, EFA, USHY, IVV 13F-HR 25 Apr 2024, 08:28
Q4 2023 168 $184,537,510 $0 $0 $0 SPEM, SMMD, USHY, EFA, IVV 13F-HR 06 Feb 2024, 09:03
Q4 2022 1,077 $700,068,895 +$369,926,760 -$3,510,634 +$366,416,126 SMMD, SPEM, EFA, XPEL, AGG 13F-HR 13 Feb 2023, 14:47
Q3 2022 1,002 $311,179,000 +$42,458,975 -$13,219,334 +$29,239,641 SMMD, SPEM, XPEL, EFA, AGG 13F-HR 14 Nov 2022, 16:54
Q2 2022 987 $300,474,387 +$15,576,768 -$35,833,620 -$20,256,852 SMMD, SPEM, EFA, AGG, USHY 13F-HR 12 Aug 2022, 18:06
Q1 2022 970 $370,063,000 +$116,105,197 -$19,181,058 +$96,924,139 SMMD, SPEM, EFA, AGG, USHY 13F-HR 12 Aug 2022, 19:40
Q3 2021 882 $281,104,000 +$43,555,778 -$21,124,718 +$22,431,060 SMMD, SPEM, EFA, AGG, USHY 13F-HR 10 Nov 2021, 10:29
Q2 2021 892 $263,775,000 +$97,904,269 -$20,099,022 +$77,805,247 SMMD, SPEM, EFA, USHY, AGG 13F-HR 11 Aug 2021, 17:02
Q1 2021 725 $177,174,000 $0 $0 $0 SMMD, EFA, USHY, ESGU, GOVT 13F-HR 16 Jul 2021, 16:43