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