Heritage Wealth Management, Inc. Portfolio Holdings
Heritage Wealth Management, Inc.
- $360 Billion
- Q4 2025
Heritage Wealth Management, Inc. has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $360 Billion distributed in 258 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Procter & Gamble CO with a value of $20.5B, Apple Inc. with a value of $18.5B, Microsoft Corp with a value of $17.2B, Us Bancorp \De\ with a value of $14.8B, and Jpmorgan Chase & CO with a value of $9.79B.
Examining the 13F form we can see an increase of $19B in the current position value, from $341B to 360B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 258
- Current Value $360 Billion
- Prior Value $341 Billion
- Filing
- Period Q4 2025
- Filing Date January 26, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 23 stocks
- Additional Purchases 55 stocks
- Sold out of 0 stocks
- Reduced holdings in 115 stocks