StockDriftsStockDriftsTop 50 Heritage Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | 8.46% | 67.3K | $17.1M | -1.23%(-835) | $192.88(+54.95%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & COMPANY | 4.32% | 29.7K | $8.7M | -2.33%(-707) | $201.28(+49.17%) | 2026-03-31 | |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 2.97% | 127.3K | $6.0M | +11.11%(+12.73K) | $47.12(-0.73%) | 2026-03-31 | |
| ABBV | ABBVIE INCORPORATED | 2.32% | 21.6K | $4.7M | -2.59%(-573) | $176.81(+17.92%) | 2026-03-31 | |
| CSCO | CISCO SYSTEMS INCORPORATED | 2.2% | 57.3K | $4.4M | -1.15%(-665) | $48.71(+109.14%) | 2026-03-31 | |
| VLO | VALERO ENERGY CORPORATION | 2.18% | 17.8K | $4.4M | -0.75%(-134) | $163.54(+49.26%) | 2026-03-31 | |
| CB | CHUBB LIMITED SWITZ (SWITZERLAND) | 2.07% | 12.8K | $4.2M | -0.50%(-65) | $257.11(+22.91%) | 2026-03-31 | |
| ALL | ALLSTATE CORPORATION | 1.89% | 18.4K | $3.8M | -0.05%(-10) | $166.33(+29.58%) | 2026-03-31 | |
| EVTR | EATON VANCE TOTAL RETURN BOND ETF | 1.86% | 74.0K | $3.8M | +18.12%(+11.36K) | $51.39(-1.27%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.8% | 20.8K | $3.6M | +1.19%(+245) | $110.67(+104.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.06% | +26.18% |
| Top 20 Holdings Unweighted | +11.81% | +39.79% |
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