HERITAGE WEALTH MANAGEMENT, INC.

HERITAGE WEALTH MANAGEMENT, INC. runs HERITAGE WEALTH MANAGEMENT, INC. and currently holds 157 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $201.99M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. HERITAGE WEALTH MANAGEMENT, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, HERITAGE WEALTH MANAGEMENT, INC.'s portfolio at HERITAGE WEALTH MANAGEMENT, INC. has delivered returns of +15.45%. Their 3-year annualized return is +20.01%. Looking at the 5-year horizon, HERITAGE WEALTH MANAGEMENT, INC. has achieved +20.01% annualized returns at HERITAGE WEALTH MANAGEMENT, INC..