Heritage Wealth Management, Inc. Portfolio Holdings

Heritage Wealth Management, Inc.

  • $309 Billion
  • Q2 2025

Heritage Wealth Management, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $309 Billion distributed in 239 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $18.4B, Procter & Gamble CO with a value of $18.1B, Apple Inc. with a value of $14.9B, Us Bancorp \De\ with a value of $12.6B, and Jpmorgan Chase & CO with a value of $9.2B.

Examining the 13F form we can see an increase of $15.1B in the current position value, from $294B to 309B.

Heritage Wealth Management, Inc. is based out at Cincinnati, OH

Below you can find more details about Heritage Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $309 Billion
Technology: $61.8 Billion
Financial Services: $52.2 Billion
ETFs: $45.3 Billion
Consumer Defensive: $41 Billion
Healthcare: $29.1 Billion
Industrials: $27.5 Billion
Energy: $16.5 Billion
Communication Services: $8.96 Billion
Other: $20.2 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.94B
$815 Million 0.26% of portfolio
28,750
Q2 2025 Added 130.28%
$451M
$91.2 Million 0.03% of portfolio
10,600
Q2 2025 Reduced 90.04%

Summary

  • Portfolio
  • No. of Stocks 239
  • Current Value $309 Billion
  • Prior Value $294 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 124 stocks
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