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HERITAGE WEALTH MANAGEMENT, INC.
HERITAGE WEALTH MANAGEMENT, INC.
Latest filing: 2026-06-30
HERITAGE WEALTH MANAGEMENT, INC. runs HERITAGE WEALTH MANAGEMENT, INC. and currently holds 272 stock positions, which is more than the average of 230 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%.
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272 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 4.75% | $216.75 | $309.35 | +42.72% | Trimmed -2.27% |
 PG PROCTER & GAMBLE CO | 4.59% | $146.64 | $144.69 | -1.33% | Added +100.00% |
 USB US BANCORP | 4.15% | $60.40 | $62.06 | +2.74% | Added +100.00% |
 MSFT MICROSOFT CORP | 3.33% | $373.02 | $483.24 | +29.55% | Added +100.00% |
 JPM JPMORGAN CHASE & CO | 2.40% | $205.45 | $351.64 | +71.15% | Trimmed -1.02% |
 LLY ELI LILLY & CO | 2.39% | $1,199.43 | $1,254.77 | +4.61% | Added +100.00% |
 WMT WALMART INC | 1.99% | $113.26 | $103.70 | -8.44% | Added +100.00% |
 JNJ JOHNSON & JOHNSON | 1.71% | $253.97 | $270.30 | +6.43% | Added +100.00% |
 CSCO CISCO SYS INC | 1.59% | $47.52 | $111.04 | +133.67% | Trimmed -5.07% |
 JCPB J P MORGAN EXCHANGE TRADED F | 1.58% | $47.04 | $46.16 | -1.88% | Added +6.08% |
Showing 1-10 of 272