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Heritage Wealth Management, Inc. Historic Quarter Change: USA Stocks, Sold Out, 2025 Q4

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Heritage Wealth Management, Inc. historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 8 quarters from 2024-06-30 to 2026-06-30, Heritage Wealth Management, Inc. opened 144 positions, added to 194, reduced 587 and sold out of 129.

  • Q4 2025: Stock PSLV; Country of operation Canada; Class TR UNIT; Shares before 40,610.
  • Q4 2025: Stock ZTS; Country of operation United States; Class CL A; Shares before 2,079.
  • Q4 2025: Stock AXON; Country of operation United States; Class COM; Shares before 350.
  • Q4 2025: Stock CARR; Country of operation United States; Class COM; Shares before 4,146.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1944755), 8 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-20); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025PSLV
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER (CANADA)		CanadaTR UNIT40,6100-40,610$637,577$0-$637,5772026-01-26
Q4 2025ZTS
ZOETIS INCORPORATED CLASS A		United StatesCL A2,0790-2,079$304,199$0-$304,1992026-01-26
Q4 2025AXON
AXON ENTERPRISE INCORPORATED		United StatesCOM3500-350$251,174$0-$251,1742026-01-26
Q4 2025CARR
CARRIER GLOBAL CORPORATION		United StatesCOM4,1460-4,146$247,516$0-$247,5162026-01-26
Q4 2025TT
TRANE TECHNOLOGIES PLC SHS (IRELAND)		SHS5250-525$221,529$0-$221,5292026-01-26
Q4 2025RJF
RAYMOND JAMES FINL INCORPORATED		United StatesCOM1,2120-1,212$209,202$0-$209,2022026-01-26
Q4 2025DOW
DOW INCORPORATED		United StatesCOM8,9720-8,972$205,728$0-$205,7282026-01-26
Q4 2025SLV
ISHARES SILVER TR ISHARES		United StatesISHARES4,8440-4,844$205,240$0-$205,2402026-01-26
Q4 2025S
SENTINELONE INCORPORATED CLASS A		United StatesCL A10,2000-10,200$179,622$0-$179,6222026-01-26

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