Managed by Heritage Wealth Management, Llc • Latest filing Q2 2024
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $17.6M | 487.7K | 0.00% | — |
| 2 | ? N/A — | $16.8M | 475.6K | 0.00% | — |
| 3 | ? N/A — | $16.7M | 442.5K | 0.00% | — |
| 4 | ? N/A — | $13.2M | 200.7K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $12.6M |
| 204.3K |
| 0.00% |
| — |
| 6 | ? N/A — | $12.1M | 193.7K | 0.00% | — |
| 7 | I IAU — | $9.2M | 115.5K | 0.00% | — |
| 8 | I IAU — | $9.2M | 250.3K | 0.00% | — |
| 9 | I IAU — | $9.1M | 251.5K | 0.00% | — |
| 10 | I IAU — | $9.1M | 120.8K | 0.00% | — |
| 11 | I IAU — | $8.8M | 112.6K | 0.00% | — |
| 12 | I IAU — | $8.7M | 241.0K | 0.00% | — |
| 13 | I IAU — | $8.4M | 16.0K | 0.00% | — |
| 14 | I IAU — | $7.7M | 14.1K | 0.00% | — |
| 15 | I IAU — | $7M | 14.6K | 0.00% | — |
| 16 | I IAU — | $6.7M | 69.1K | 0.00% | — |
| 17 | I IAU — | $6.7M | 68.4K | 0.00% | — |
| 18 | I IAU — | $6.4M | 64.6K | 0.00% | — |
| 19 | I IAU — | $4.7M | 52.7K | 0.00% | — |
| 20 | I IAU — | $4.7M | 52.9K | 0.00% | — |