Heritage Wealth Management, Inc. - Portfolio overview

Heritage Wealth Management, Inc. has 264 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. PG - PROCTER AND GAMBLE COMPANY, 6.38%
2. MSFT - MICROSOFT CORPORATION, 5.15%
3. AAPL - APPLE INCORPORATED, 4.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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