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

Instuitional Investor - Heritage Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Heritage Wealth Management, Inc.
Portfolio Value $293,814,730
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Procter & Gamble Co
 PG 113,600 $19,359,667 6.59%
2.
Apple Inc.
 AAPL 73,813 $16,396,063 5.58%
3.
Microsoft Corp
 MSFT 37,539 $14,091,937 4.8%
4.
Us Bancorp
 USB 279,090 $11,783,180 4.01%
5.
Jpmorgan Chase & Co
 JPM 32,457 $7,961,739 2.71%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)