HERITAGE WEALTH MANAGEMENT, INC./TEXAS
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SLB | 12K | $467.11K |
 | XOM | 10K | $1.17M |
 | AAPL | 6K | $1.64M |
 | TRGP | 5K | $885.41K |
 | CVX | 3K | $463.40K |
 | BRK-B | 2K | $898.74K |
 | JPM | 1K | $475.07K |
 | AVGO | 1K | $502.67K |
 | SPGI | 1K | $582.16K |
 | MSFT | 1K | $537.64K |
 | ABBV | 1K | $252.48K |
 | JNJ | 991 | $205.09K |
SLB N.V.
SLB
Shares Held
12K
Value
$467.11K
Exxon Mobil Corporation
XOM
Shares Held
10K
Value
$1.17M
Apple Inc.
AAPL
Shares Held
6K
Value
$1.64M
Targa Resources Corp.
TRGP
Shares Held
5K
Value
$885.41K
Chevron Corporation
CVX
Shares Held
3K
Value
$463.40K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$898.74K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$475.07K
Broadcom Inc.
AVGO
Shares Held
1K
Value
$502.67K
S&P Global Inc.
SPGI
Shares Held
1K
Value
$582.16K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$537.64K
AbbVie Inc.
ABBV
Shares Held
1K
Value
$252.48K
Johnson & Johnson
JNJ
Shares Held
991
Value
$205.09K