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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	$340,624,442

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Procter & Gamble Co	PG	150,814	$23,172,520	6.8%
2.	Microsoft Corp	MSFT	36,137	$18,717,392	5.5%
3.	Apple Inc.	AAPL	70,963	$18,069,330	5.3%
4.	Us Bancorp	USB	278,917	$13,480,059	3.96%
5.	Jpmorgan Chase & Co	JPM	31,064	$9,798,525	2.88%