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Home > Institutional Investor > Heritage Wealth Management, Inc. > Profile

Instuitional Investor - Heritage Wealth Management, Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Heritage Wealth Management, Inc.
Portfolio Value	$149,281,862

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	American Centy Etf Tr		204,859	$14,803,115	9.92%
2.	Schwab Strategic Trust	FNDF	371,903	$11,867,425	7.95%
3.	Apple Inc.	AAPL	28,369	$7,223,598	4.84%
4.	Vanguard Scottsdale Funds		119,203	$7,015,084	4.7%
5.	Broadcom Inc.	AVGO	16,111	$5,315,180	3.56%