
HERITAGE WEALTH MANAGEMENT, INC. /CA/
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | CPNG | 34K | $800.08K |
![]() | PLTR | 29K | $5.17M |
![]() | AMCR | 29K | $240.20K |
![]() | AAPL | 26K | $7.15M |
![]() | INTC | 17K | $643.25K |
![]() | HIMS | 16K | $523.12K |
![]() | AVGO | 15K | $5.14M |
![]() | NVDA | 11K | $1.96M |
![]() | WMT | 10K | $1.16M |
![]() | NU | 10K | $167.40K |
![]() | GOOGL | 6K | $1.87M |
![]() | CSCO | 6K | $455.83K |
![]() | AMZN | 5K | $1.26M |
![]() | QCOM | 5K | $870.45K |
![]() | MSFT | 5K | $2.36M |
![]() | SBUX | 4K | $309.13K |
![]() | ORCL | 4K | $703.59K |
![]() | NKE | 3K | $217.64K |
![]() | XOM | 3K | $394.75K |
![]() | RTX | 3K | $561.75K |

Coupang, Inc.
CPNG
Shares Held
34K
Value
$800.08K

Palantir Technologies Inc.
PLTR
Shares Held
29K
Value
$5.17M

Amcor plc
AMCR
Shares Held
29K
Value
$240.20K

Apple Inc.
AAPL
Shares Held
26K
Value
$7.15M

Intel Corporation
INTC
Shares Held
17K
Value
$643.25K

Hims & Hers Health, Inc.
HIMS
Shares Held
16K
Value
$523.12K

Broadcom Inc.
AVGO
Shares Held
15K
Value
$5.14M

NVIDIA Corporation
NVDA
Shares Held
11K
Value
$1.96M

Walmart Inc.
WMT
Shares Held
10K
Value
$1.16M

Nu Holdings Ltd.
NU
Shares Held
10K
Value
$167.40K

Alphabet Inc.
GOOGL
Shares Held
6K
Value
$1.87M

Cisco Systems, Inc.
CSCO
Shares Held
6K
Value
$455.83K

Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.26M

QUALCOMM Incorporated
QCOM
Shares Held
5K
Value
$870.45K

Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.36M

Starbucks Corporation
SBUX
Shares Held
4K
Value
$309.13K

Oracle Corporation
ORCL
Shares Held
4K
Value
$703.59K

NIKE, Inc.
NKE
Shares Held
3K
Value
$217.64K

Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$394.75K

RTX Corporation
RTX
Shares Held
3K
Value
$561.75K
