HERITAGE WEALTH MANAGEMENT, INC./TEXAS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SLB | 11K | $387.57K |
 | XOM | 10K | $1.09M |
 | T | 8K | $213.24K |
 | AAPL | 6K | $1.56M |
 | TRGP | 5K | $804.02K |
 | CVX | 3K | $501.93K |
 | BRK-B | 2K | $898.90K |
 | JPM | 1K | $463.10K |
 | AVGO | 1K | $479.14K |
 | SPGI | 1K | $542.20K |
 | MSFT | 1K | $572.81K |
 | ABBV | 1K | $255.85K |
SLB N.V.
SLB
Shares Held
11K
Value
$387.57K
Exxon Mobil Corporation
XOM
Shares Held
10K
Value
$1.09M
AT&T Inc.
T
Shares Held
8K
Value
$213.24K
Apple Inc.
AAPL
Shares Held
6K
Value
$1.56M
Targa Resources Corp.
TRGP
Shares Held
5K
Value
$804.02K
Chevron Corporation
CVX
Shares Held
3K
Value
$501.93K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$898.90K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$463.10K
Broadcom Inc.
AVGO
Shares Held
1K
Value
$479.14K
S&P Global Inc.
SPGI
Shares Held
1K
Value
$542.20K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$572.81K
AbbVie Inc.
ABBV
Shares Held
1K
Value
$255.85K