Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Heritage Wealth Management, Inc. > Profile

Instuitional Investor - Heritage Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Heritage Wealth Management, Inc.
Portfolio Value $300,799,553
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Procter & Gamble Co
 PG 115,558 $19,373,288 6.44%
2.
Apple Inc.
 AAPL 76,562 $19,172,753 6.37%
3.
Microsoft Corp
 MSFT 38,667 $16,298,068 5.41%
4.
Us Bancorp
 USB 290,860 $13,911,834 4.62%
5.
Jpmorgan Chase & Co
 JPM 33,741 $8,088,026 2.68%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)