Holdings
Heritage Wealth Management, Inc.
As of Jun 30, 2026, Heritage Wealth Management, Inc. reported 166 positions worth US$292M. Largest: Apple Inc, Procter & Gamble Company (the) and U.s. Bancorp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 65,777 | US$19M | −1,527 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 125K | US$18.4M | new | Jun 30, 2026 |
| U.s. Bancorp | 275K | US$16.6M | new | Jun 30, 2026 |
| Microsoft Corp. | 35,768 | US$13.3M | new | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 29,383 | US$9.62M | −302 | Jun 30, 2026 |
| Eli Lilly And Company | 7,987 | US$9.58M | new | Jun 30, 2026 |
| Walmart Inc. | 70,520 | US$7.99M | new | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 21,270 | US$7.6M | −69 | Jun 30, 2026 |
| Johnson & Johnson | 26,961 | US$6.85M | new | Jun 30, 2026 |
| Cisco Systems, Inc. | 54,397 | US$6.39M | −2,906 | Jun 30, 2026 |