Instuitional Investor - Heritage Wealth Management, Inc.

Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 67,304 $17,081,089 8.46%
2. JPM 29,685 $8,732,064 4.32%
3.
Jpmorgan Core Plus Bond Etf - CORE PLUS BD ETF
127,338 $5,995,069 2.97%
4. ABBV 21,567 $4,690,679 2.32%
5. CSCO 57,303 $4,446,108 2.2%