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Home > Institutional Investor > Heritage Wealth Management, Inc. > Profile

Instuitional Investor - Heritage Wealth Management, Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Heritage Wealth Management, Inc.
Portfolio Value	$359,605,646

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Procter & Gamble Co	PG	142,830	$20,469,030	5.69%
2.	Apple Inc.	AAPL	68,139	$18,524,148	5.15%
3.	Microsoft Corp	MSFT	35,655	$17,243,473	4.8%
4.	Us Bancorp	USB	277,617	$14,813,643	4.12%
5.	Jpmorgan Chase & Co	JPM	30,392	$9,793,028	2.72%