StockDriftsStockDriftsTop 50 Heritage Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPEM | SPDR INDEX SHS FDS | 9.25% | 442.5K | $16.7M | -9.25%(-45.13K) | — | 2024-06-30 | |
| SMMD | ISHARES TR | 6.73% | 193.7K | $12.1M | -3.48%(-6.99K) | — | 2024-06-30 | |
| EFA | ISHARES TR | 4.89% | 112.6K | $8.8M | -2.54%(-2.93K) | — | 2024-06-30 | |
| USHY | ISHARES TR | 4.85% | 241.0K | $8.7M | -3.70%(-9.27K) | — | 2024-06-30 | |
| IVV | ISHARES TR | 4.27% | 14.1K | $7.7M | -11.76%(-1.88K) | — | 2024-06-30 | |
| AGG | ISHARES TR | 3.72% | 69.1K | $6.7M | +1.07%(+729) | — | 2024-06-30 | |
| EMB | ISHARES TR | 2.47% | 50.4K | $4.5M | -4.40%(-2.32K) | — | 2024-06-30 | |
| IEFA | ISHARES TR | 2.12% | 52.5K | $3.8M | -9.93%(-5.79K) | — | 2024-06-30 | |
| MSFT | MICROSOFT CORP | 1.89% | 7.6K | $3.4M | -10.21%(-868) | — | 2024-06-30 | |
| AAPL | APPLE INC | 1.85% | 15.8K | $3.3M | -7.05%(-1.20K) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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