Heritage Wealth Management, Inc. Portfolio Holdings

Heritage Wealth Management, Inc.

  • $305 Billion
  • Q3 2024

Heritage Wealth Management, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $305 Billion distributed in 229 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Procter & Gamble CO with a value of $20.3B, Apple Inc. with a value of $18.2B, Microsoft Corp with a value of $16.9B, Us Bancorp \De\ with a value of $13.5B, and Eli Lilly & CO with a value of $8.87B.

Examining the 13F form we can see an increase of $6.67B in the current position value, from $298B to 305B.

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 $305 Billion
Technology: $61.2 Billion
Financial Services: $50.3 Billion
Consumer Defensive: $43 Billion
Healthcare: $36.3 Billion
ETFs: $31.6 Billion
Industrials: $26.7 Billion
Energy: $19.4 Billion
Consumer Cyclical: $9.67 Billion
Other: $22.1 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$665M
$1.19 Billion 0.39% of portfolio
108,700
Q3 2024 Reduced 12.23%

Summary

  • Portfolio
  • No. of Stocks 229
  • Current Value $305 Billion
  • Prior Value $298 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 15 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 102 stocks
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