HERITAGE WEALTH MANAGEMENT, INC. 13F Portfolio
HERITAGE WEALTH MANAGEMENT, INC. runs HERITAGE WEALTH MANAGEMENT, INC. and currently holds 272 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $400.84M. Their top holdings are AAPL, PG, USB, MSFT, JPM. The top five represent 19.2% of reported portfolio weight. HERITAGE WEALTH MANAGEMENT, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, HERITAGE WEALTH MANAGEMENT, INC. initiated 1 new position. They added to 63 existing positions. They trimmed 33 positions. Their current best-performing preview position is AMD with returns of +185.56%.
Portfolio Value
$400.84M
Alpha Score
26.9
#0 of 1000
Holdings
272
HERITAGE WEALTH MANAGEMENT, INC. Current 13F Holdings
Reported holdings from HERITAGE WEALTH MANAGEMENT, INC.'s latest SEC 13F filing, ranked by portfolio weight.
272 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 4.75% | $216.75 | $336.68 | +55.33% | Trimmed -2.27% |
 PG PROCTER & GAMBLE CO | 4.59% | $146.64 | $151.23 | +3.13% | Added +100.00% |
 USB US BANCORP | 4.15% | $60.40 | $57.07 | -5.52% | Added +100.00% |
 MSFT MICROSOFT CORP | 3.33% | $373.02 | $535.07 | +43.44% | Added +100.00% |
 JPM JPMORGAN CHASE & CO | 2.40% | $205.45 | $333.01 | +62.09% | Trimmed -1.02% |
 LLY ELI LILLY & CO | 2.39% | $1,199.43 | $1,178.52 | -1.74% | Added +100.00% |
 WMT WALMART INC | 1.99% | $113.26 | $111.35 | -1.69% | Added +100.00% |
 JNJ JOHNSON & JOHNSON | 1.71% | $253.97 | $261.49 | +2.96% | Added +100.00% |
 CSCO CISCO SYS INC | 1.59% | $47.52 | $118.39 | +149.14% | Trimmed -5.07% |
 JCPB J P MORGAN EXCHANGE TRADED F | 1.58% | $47.04 | $44.74 | -4.89% | Added +6.08% |
Showing 1-10 of 272