Institutions / Heritage Wealth Management, Inc.
Heritage Wealth Management, Inc.
CIK 1944755 · Institution · as of Dec 31, 2025
Portfolio value
$359.61M
Positions
258
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 258 →
| Company | Value | % of portfolio |
|---|---|---|
| PROCTER & GAMBLE Co | $20.47M | 5.7% |
| Apple Inc. | $18.52M | 5.2% |
| Microsoft Corp | $17.24M | 4.8% |
| US Bancorp \De | $14.81M | 4.1% |
| JPMorgan Chase & Co | $9.79M | 2.7% |
| ELI LILLY & Co | $9.00M | 2.5% |
| Walmart Inc. | $8.08M | 2.2% |
| Johnson & Johnson | $5.64M | 1.6% |
| J P Morgan Exchange Traded F | $5.43M | 1.5% |
| Cincinnati Financial Corp | $5.31M | 1.5% |
| AbbVie Inc. | $5.06M | 1.4% |
| Cisco Systems, Inc. | $4.47M | 1.2% |
| Chubb Ltd | $4.03M | 1.1% |
| Kroger Co | $3.94M | 1.1% |
| NVIDIA Corp | $3.84M | 1.1% |
| Allstate Corp | $3.83M | 1.1% |
| Chevron Corp | $3.64M | 1.0% |
| Caterpillar Inc | $3.56M | 1.0% |
| Alphabet Inc. | $3.46M | 1.0% |
| Morgan Stanley ETF Trust | $3.23M | 0.9% |
| American Centy ETF Tr | $3.13M | 0.9% |
| Mcdonald'S Corp | $3.06M | 0.8% |
| Merck & Co., Inc. | $3.02M | 0.8% |
| Alphabet Inc. | $3.02M | 0.8% |
| Valero Energy Corp | $2.92M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.