Heritage Wealth Management, Inc. Portfolio Holdings
Heritage Wealth Management, Inc.
- $298 Billion
- Q2 2024
Heritage Wealth Management, Inc. has filed its 13F form on September 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $298 Billion distributed in 223 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Procter & Gamble CO with a value of $19.5B, Microsoft Corp with a value of $18.9B, Apple Inc. with a value of $18.7B, Us Bancorp \De\ with a value of $11.7B, and Eli Lilly & CO with a value of $9.58B.
Examining the 13F form we can see an increase of $298B in the current position value.
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
$298 Billion
Technology: $66.2 Billion
Financial Services: $44.6 Billion
Consumer Defensive: $40.9 Billion
Healthcare: $34.5 Billion
ETFs: $32.7 Billion
Industrials: $24.8 Billion
Energy: $20 Billion
Consumer Cyclical: $8.62 Billion
Other: $20.7 Billion
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 223
- Current Value $298 Billion
- Filing
- Period Q2 2024
- Filing Date September 09, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 220 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks