Holdings
Heritage Wealth Management, Inc.
As of Jun 30, 2026, Heritage Wealth Management, Inc. reported 48 positions worth US$49.2M. Largest: Apple Inc, Broadcom Inc. and Palantir Technologies Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 27,352 | US$7.91M | +715 | Jun 30, 2026 |
| Broadcom Inc. | 14,934 | US$5.64M | +112 | Jun 30, 2026 |
| Palantir Technologies Inc. | 29,086 | US$3.39M | +23 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 7,510 | US$2.68M | +448 | Jun 30, 2026 |
| Intel Corporation | 17,059 | US$2.38M | +227 | Jun 30, 2026 |
| Nvidia Corporation | 11,590 | US$2.32M | +546 | Jun 30, 2026 |
| Microsoft Corp. | 5,255 | US$1.96M | +357 | Jun 30, 2026 |
| Meta Platforms, Inc. | 2,816 | US$1.59M | +41 | Jun 30, 2026 |
| Amazon.com, Inc. | 6,542 | US$1.56M | +498 | Jun 30, 2026 |
| Walmart Inc. | 12,273 | US$1.39M | +574 | Jun 30, 2026 |