Heritage Wealth Management, Inc. Portfolio Holdings

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025

Heritage Wealth Management, Inc. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $341 Billion distributed in 248 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Procter & Gamble CO with a value of $23.2B, Microsoft Corp with a value of $18.7B, Apple Inc. with a value of $18.1B, Us Bancorp \De\ with a value of $13.5B, and Jpmorgan Chase & CO with a value of $9.8B.

Examining the 13F form we can see an increase of $31.7B in the current position value, from $309B to 341B.

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 $341 Billion
Technology: $69.2 Billion
Financial Services: $55.4 Billion
ETFs: $54.3 Billion
Consumer Defensive: $45.7 Billion
Healthcare: $30.9 Billion
Industrials: $27.7 Billion
Energy: $17.1 Billion
Communication Services: $9.92 Billion
Other: $21.4 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.24B
$794 Million 0.23% of portfolio
18,955
Q2 2024 New
$5.15B
$459 Million 0.13% of portfolio
7,220
Q2 2025 Reduced 2.04%
$4.5B
$424 Million 0.12% of portfolio
1,221
Q1 2025 Reduced 0.08%
$9.65B
$316 Million 0.09% of portfolio
1,885
Q2 2024 New
$8.76B
$210 Million 0.06% of portfolio
13,000
Q3 2025 Reduced 3.7%
$2.73B
$215 Million 0.06% of portfolio
9,659
Q2 2025 New
$3.45B
$180 Million 0.05% of portfolio
10,200
Q3 2025 Reduced 15.7%

Summary

  • Portfolio
  • No. of Stocks 248
  • Current Value $341 Billion
  • Prior Value $309 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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