Heritage Wealth Management
Latest statistics and disclosures from Heritage Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001944755
Tip: Access up to 7 years of quarterly data
Positions held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Heritage Wealth Management
Heritage Wealth Management holds 220 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Procter & Gamble Company (PG) | 6.5 | $20M | 118k | 165.21 |
|
|
| Microsoft Corporation (MSFT) | 6.3 | $19M | 40k | 467.56 |
|
|
| Apple (AAPL) | 6.3 | $19M | 83k | 226.34 |
|
|
| U.S. Bancorp (USB) | 3.9 | $12M | 298k | 39.04 |
|
|
| Eli Lilly & Co. (LLY) | 3.2 | $9.6M | 11k | 914.57 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.3 | $7.0M | 34k | 204.79 |
|
|
| Wal-Mart Stores (WMT) | 1.9 | $5.6M | 80k | 70.04 |
|
|
| Vanguard Index Funds Sp 500 Etf Etf (VOO) | 1.7 | $5.1M | 10k | 509.81 |
|
|
| Johnson & Johnson (JNJ) | 1.6 | $4.6M | 32k | 146.48 |
|
|
| Abbvie (ABBV) | 1.4 | $4.1M | 24k | 167.25 |
|
|
| Chevron Corporation (CVX) | 1.3 | $4.0M | 26k | 154.31 |
|
|
| Cincinnati Financial Corporation (CINF) | 1.3 | $3.8M | 33k | 115.70 |
|
|
| Chubb (CB) | 1.2 | $3.5M | 14k | 252.51 |
|
|
| Merck & Co (MRK) | 1.2 | $3.5M | 28k | 126.45 |
|
|
| Kroger (KR) | 1.1 | $3.3M | 65k | 51.84 |
|
|
| Eaton Corporation SHS (ETN) | 1.1 | $3.3M | 10k | 317.37 |
|
|
| NVIDIA Corporation (NVDA) | 1.1 | $3.3M | 26k | 125.83 |
|
|
| Allstate Corporation (ALL) | 1.1 | $3.2M | 20k | 158.43 |
|
|
| Valero Energy Corporation (VLO) | 1.0 | $3.1M | 20k | 152.78 |
|
|
| Cisco Systems (CSCO) | 1.0 | $3.0M | 63k | 46.65 |
|
|
| McDonald's Corporation (MCD) | 0.9 | $2.8M | 11k | 251.09 |
|
|
| Analog Devices (ADI) | 0.9 | $2.7M | 12k | 230.89 |
|
|
| Exxon Mobil Corporation (XOM) | 0.9 | $2.6M | 23k | 113.37 |
|
|
| Avantis Us Small Cap Value Etf Etf (AVUV) | 0.8 | $2.5M | 28k | 88.24 |
|
|
| Caterpillar (CAT) | 0.8 | $2.4M | 7.2k | 328.35 |
|
|
| J P Morgan Short Duration Core Plus Etf Etf (JSCP) | 0.8 | $2.3M | 50k | 46.43 |
|
|
| Oracle Corporation (ORCL) | 0.7 | $2.1M | 15k | 144.83 |
|
|
| Intel Corporation (INTC) | 0.7 | $2.1M | 66k | 32.02 |
|
|
| Ishares Tr Core Us Aggbd Et Etf (AGG) | 0.7 | $2.1M | 22k | 97.58 |
|
|
| Pepsi (PEP) | 0.7 | $2.1M | 13k | 164.39 |
|
|
| Cintas Corporation (CTAS) | 0.7 | $2.0M | 2.8k | 711.72 |
|
|
| Deere & Company (DE) | 0.7 | $2.0M | 5.5k | 360.03 |
|
|
| Bahl Gaynor Small Mid Cap Income Growth Etf Etf (SMIG) | 0.7 | $2.0M | 74k | 26.21 |
|
|
| KLA-Tencor Corporation (KLAC) | 0.6 | $1.9M | 2.3k | 855.21 |
|
|
| Coca-Cola Company (KO) | 0.6 | $1.9M | 30k | 63.76 |
|
|
| Duke Energy (DUK) | 0.6 | $1.9M | 19k | 100.56 |
|
|
| At&t (T) | 0.6 | $1.9M | 100k | 18.77 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $1.8M | 9.4k | 190.60 |
|
|
| Alphabet Inc Class C cs (GOOG) | 0.6 | $1.7M | 9.0k | 191.96 |
|
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.6 | $1.7M | 33k | 51.52 |
|
|
| Marathon Petroleum Corp (MPC) | 0.6 | $1.7M | 9.9k | 170.74 |
|
|
| Union Pacific Corporation (UNP) | 0.5 | $1.6M | 7.1k | 225.16 |
|
|
| Abbott Laboratories (ABT) | 0.5 | $1.6M | 15k | 104.02 |
|
|
| Marathon Oil Corporation (MRO) | 0.5 | $1.6M | 56k | 28.18 |
|
|
| Berkshire Hathaway (BRK.B) | 0.5 | $1.5M | 3.8k | 411.17 |
|
|
| Hp (HPQ) | 0.5 | $1.5M | 45k | 34.63 |
|
|
| Qualcomm (QCOM) | 0.5 | $1.5M | 7.5k | 205.76 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $1.5M | 1.7k | 885.67 |
|
|
| Crescent Energy Company (CRGY) | 0.5 | $1.5M | 124k | 12.17 |
|
|
| Amazon (AMZN) | 0.5 | $1.5M | 7.4k | 200.00 |
|
|
| Etf Ser Solutions Bahl & Gaynor Income Etf (BGIG) | 0.5 | $1.5M | 53k | 28.01 |
|
|
| International Business Machines (IBM) | 0.5 | $1.5M | 8.3k | 176.02 |
|
|
| Advanced Micro Devices (AMD) | 0.5 | $1.5M | 8.5k | 171.90 |
|
|
| United Parcel Service (UPS) | 0.5 | $1.4M | 11k | 136.35 |
|
|
| Mondelez Int (MDLZ) | 0.5 | $1.4M | 21k | 66.98 |
|
|
| Nextera Energy (NEE) | 0.5 | $1.4M | 20k | 72.09 |
|
|
| Broadcom (AVGO) | 0.5 | $1.4M | 811.00 | 1702.61 |
|
|
| Vanguard Mid Cap Etf Etf (VO) | 0.5 | $1.4M | 5.7k | 241.67 |
|
|
| ConocoPhillips (COP) | 0.5 | $1.4M | 12k | 112.55 |
|
|
| Pfizer (PFE) | 0.5 | $1.4M | 48k | 28.05 |
|
|
| Home Depot (HD) | 0.4 | $1.3M | 4.0k | 334.58 |
|
|
| Encompass Health Corp (EHC) | 0.4 | $1.3M | 15k | 85.25 |
|
|
| Philip Morris International (PM) | 0.4 | $1.2M | 12k | 102.12 |
|
|
| Stryker Corporation (SYK) | 0.4 | $1.2M | 3.6k | 337.25 |
|
|
| Jpmorgan Core Plus Bond Etf Etf (JCPB) | 0.4 | $1.2M | 26k | 46.48 |
|
|
| Raytheon Technologies Corp (RTX) | 0.4 | $1.2M | 12k | 100.37 |
|
|
| PNC Financial Services (PNC) | 0.4 | $1.2M | 7.4k | 156.51 |
|
|
| UnitedHealth (UNH) | 0.4 | $1.2M | 2.4k | 488.01 |
|
|
| Vanguard Small Cap Etf Etf (VB) | 0.4 | $1.2M | 5.4k | 216.48 |
|
|
| First Tr Enhanced Equity Incom Equity (FFA) | 0.4 | $1.1M | 57k | 19.91 |
|
|
| Anthem (ELV) | 0.4 | $1.1M | 2.1k | 530.42 |
|
|
| Waste Management (WM) | 0.4 | $1.1M | 5.2k | 210.33 |
|
|
| Emerson Electric (EMR) | 0.4 | $1.1M | 9.8k | 109.46 |
|
|
| Dollar General (DG) | 0.4 | $1.1M | 8.3k | 128.20 |
|
|
| Air Products & Chemicals (APD) | 0.4 | $1.0M | 4.1k | 252.70 |
|
|
| Phillips 66 (PSX) | 0.3 | $1.0M | 7.5k | 138.40 |
|
|
| Honeywell International (HON) | 0.3 | $982k | 4.6k | 212.24 |
|
|
| Jpmorgan Equity Premium Income Etf Etf (JEPI) | 0.3 | $978k | 17k | 56.38 |
|
|
| Archer Daniels Midland Company (ADM) | 0.3 | $974k | 16k | 61.36 |
|
|
| Pacer Us Cash Cows 100 Etf Etf (COWZ) | 0.3 | $969k | 18k | 53.41 |
|
|
| Diamondback Energy (FANG) | 0.3 | $966k | 4.7k | 203.53 |
|
|
| Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 0.3 | $957k | 5.2k | 183.99 |
|
|
| Ft Vest Laddered Buffer Etf Etf (BUFR) | 0.3 | $955k | 33k | 29.12 |
|
|
| Comcast Corporation (CMCSA) | 0.3 | $952k | 25k | 37.86 |
|
|
| Northern Oil And Gas Inc Mn (NOG) | 0.3 | $939k | 25k | 38.07 |
|
|
| CSX Corporation (CSX) | 0.3 | $918k | 28k | 33.30 |
|
|
| Vanguard International Dividend Appreciation Etf Etf (VIGI) | 0.3 | $906k | 11k | 82.41 |
|
|
| Verizon Communications (VZ) | 0.3 | $893k | 22k | 41.27 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $875k | 22k | 40.41 |
|
|
| American Homes 4 Rent Class A Reit Cl A (AMH) | 0.3 | $850k | 23k | 37.45 |
|
|
| Amgen (AMGN) | 0.3 | $846k | 2.7k | 310.87 |
|
|
| Amerisourcebergen Corp cmn | 0.3 | $846k | 3.8k | 222.68 |
|
|
| D.R. Horton (DHI) | 0.3 | $812k | 6.0k | 135.56 |
|
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.3 | $806k | 3.0k | 272.14 |
|
|
| Spdr Sp 500 Etf Etf (SPY) | 0.3 | $793k | 1.4k | 554.70 |
|
|
| Motorola Solutions (MSI) | 0.3 | $790k | 2.0k | 386.87 |
|
|
| Automatic Data Processing (ADP) | 0.3 | $774k | 3.3k | 235.56 |
|
|
| Viatris (VTRS) | 0.3 | $757k | 73k | 10.32 |
|
|
| Strive Us Energy Etf Etf (DRLL) | 0.3 | $747k | 25k | 29.54 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.2 | $744k | 58k | 12.84 |
|
|
| Ishares Tr Us Regnl Bks Etf Etf (IAT) | 0.2 | $728k | 18k | 40.80 |
|
|
| General Electric (GE) | 0.2 | $725k | 4.5k | 160.50 |
|
|
| WESCO International (WCC) | 0.2 | $723k | 4.7k | 154.46 |
|
|
| Pure Storage Inc - Class A (PSTG) | 0.2 | $721k | 11k | 64.68 |
|
|
| Visa (V) | 0.2 | $721k | 2.7k | 270.36 |
|
|
| Johnson Controls International SHS (JCI) | 0.2 | $710k | 11k | 66.79 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $688k | 8.9k | 77.34 |
|
|
| Davis Select Worldwide Etf Etf (DWLD) | 0.2 | $667k | 20k | 33.92 |
|
|
| Novartis Sponsored Adr (NVS) | 0.2 | $664k | 6.1k | 108.13 |
|
|
| Royce Small Cap Trust Incorporated Equity (RVT) | 0.2 | $662k | 46k | 14.33 |
|
|
| Norfolk Southern (NSC) | 0.2 | $662k | 3.1k | 215.86 |
|
|
| salesforce (CRM) | 0.2 | $638k | 2.4k | 263.19 |
|
|
| Intercontinental Exchange (ICE) | 0.2 | $627k | 4.5k | 140.79 |
|
|
| Zoetis Inc Cl A (ZTS) | 0.2 | $624k | 3.6k | 174.96 |
|
|
| Canadian Pacific Kansas City (CP) | 0.2 | $612k | 7.6k | 80.22 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.2 | $600k | 10k | 59.88 |
|
|
| Fifth Third Ban (FITB) | 0.2 | $593k | 17k | 36.01 |
|
|
| Genpact SHS (G) | 0.2 | $589k | 19k | 31.05 |
|
|
| Xcel Energy (XEL) | 0.2 | $585k | 11k | 52.69 |
|
|
| Liberty All Star Equity Fd Sh Ben Int Equity (USA) | 0.2 | $582k | 85k | 6.89 |
|
|
| KB Home (KBH) | 0.2 | $575k | 8.7k | 65.89 |
|
|
| AFLAC Incorporated (AFL) | 0.2 | $552k | 6.2k | 89.05 |
|
|
| American Tower Reit (AMT) | 0.2 | $549k | 2.8k | 195.64 |
|
|
| Equinix (EQIX) | 0.2 | $547k | 725.00 | 754.49 |
|
|
| Snowflake Inc Cl A (SNOW) | 0.2 | $530k | 3.7k | 143.02 |
|
|
| Sempra Energy (SRE) | 0.2 | $523k | 6.9k | 76.13 |
|
|
| Ishares Tr Core Msci Eafe Etf (IEFA) | 0.2 | $520k | 7.0k | 74.26 |
|
|
| Ishares Tr Core Sp500 Etf Etf (IVV) | 0.2 | $508k | 910.00 | 557.76 |
|
|
| Vitesse Energy (VTS) | 0.2 | $503k | 21k | 24.12 |
|
|
| Dow (DOW) | 0.2 | $503k | 9.6k | 52.23 |
|
|
| Charles Schwab Corporation (SCHW) | 0.2 | $499k | 6.8k | 73.20 |
|
|
| Proshares Msci Eafe Dividend Growers Etf Etf (EFAD) | 0.2 | $498k | 13k | 38.48 |
|
|
| American Water Works (AWK) | 0.2 | $488k | 3.8k | 130.01 |
|
|
| Boeing Company (BA) | 0.2 | $483k | 2.6k | 184.83 |
|
|
| 3M Company (MMM) | 0.2 | $475k | 4.7k | 101.32 |
|
|
| Linde SHS (LIN) | 0.2 | $471k | 1.1k | 435.72 |
|
|
| Travelers Companies (TRV) | 0.2 | $470k | 2.3k | 201.87 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $467k | 3.4k | 138.29 |
|
|
| Proshares Sp 500 Dividend Aristocrats Etf Etf (NOBL) | 0.2 | $463k | 4.8k | 95.52 |
|
|
| Srh Total Return Fund Incorporated Equity (STEW) | 0.2 | $462k | 32k | 14.57 |
|
|
| Proshares Sp Midcap 400 Dividend Aristocrats Etf Etf (REGL) | 0.2 | $459k | 6.3k | 72.52 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $457k | 3.2k | 142.37 |
|
|
| Yum! Brands (YUM) | 0.2 | $456k | 3.5k | 129.12 |
|
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.2 | $453k | 2.5k | 183.99 |
|
|
| Micron Technology (MU) | 0.1 | $445k | 3.4k | 131.60 |
|
|
| Altria (MO) | 0.1 | $443k | 9.6k | 46.10 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $428k | 1.8k | 233.14 |
|
|
| Public Service Enterprise (PEG) | 0.1 | $422k | 5.7k | 74.07 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $418k | 6.8k | 61.79 |
|
|
| Enbridge (ENB) | 0.1 | $415k | 12k | 35.61 |
|
|
| Sentinelone (S) | 0.1 | $414k | 20k | 20.35 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $409k | 940.00 | 434.73 |
|
|
| Cameco Corporation (CCJ) | 0.1 | $402k | 8.1k | 49.93 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $396k | 1.9k | 213.92 |
|
|
| Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $393k | 1.3k | 301.79 |
|
|
| Sprott Physical Silver Tr Tr Unit Tr Unit (PSLV) | 0.1 | $393k | 37k | 10.63 |
|
|
| SYSCO Corporation (SYY) | 0.1 | $387k | 5.6k | 69.75 |
|
|
| West Fraser Timb (WFG) | 0.1 | $387k | 5.2k | 74.77 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $382k | 6.0k | 63.24 |
|
|
| Vanguard Tax Exempt Bond Etf Etf (VTEB) | 0.1 | $380k | 7.6k | 50.25 |
|
|
| Southern Company (SO) | 0.1 | $372k | 4.8k | 78.04 |
|
|
| Globe Life (GL) | 0.1 | $372k | 4.6k | 81.48 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $369k | 9.3k | 39.66 |
|
|
| Vanguard Long Term Corporate Bond Etf Etf (VCLT) | 0.1 | $367k | 4.8k | 76.82 |
|
|
| American Electric Power Company (AEP) | 0.1 | $361k | 4.1k | 87.86 |
|
|
| Ishares Tr Msci Usa Min Vol Etf (USMV) | 0.1 | $359k | 4.3k | 84.12 |
|
|
| Diageo Spon Adr New (DEO) | 0.1 | $350k | 2.7k | 129.64 |
|
|
| Paccar (PCAR) | 0.1 | $344k | 3.4k | 100.22 |
|
|
| Tesla Motors (TSLA) | 0.1 | $342k | 1.4k | 251.52 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $334k | 619.00 | 540.10 |
|
|
| American Express Company (AXP) | 0.1 | $332k | 1.4k | 235.63 |
|
|
| Microchip Technology (MCHP) | 0.1 | $322k | 3.5k | 92.15 |
|
|
| Global X Us Infrastructure Development Etf Etf (PAVE) | 0.1 | $309k | 8.4k | 36.60 |
|
|
| American Financial (AFG) | 0.1 | $307k | 2.6k | 119.65 |
|
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.1 | $306k | 4.2k | 72.82 |
|
|
| Otis Worldwide Corp (OTIS) | 0.1 | $302k | 3.1k | 96.88 |
|
|
| Prologis (PLD) | 0.1 | $299k | 2.6k | 114.46 |
|
|
| Vanguard High Dividend Yield Etf Etf (VYM) | 0.1 | $298k | 2.5k | 118.57 |
|
|
| Spdr Health Care Select Etf (XLV) | 0.1 | $296k | 2.0k | 144.41 |
|
|
| Proshares Russell 2000 Dividend Growers Etf Etf (SMDV) | 0.1 | $294k | 4.8k | 61.04 |
|
|
| Invesco Qqq Tr Etf (QQQ) | 0.1 | $290k | 585.00 | 496.16 |
|
|
| Ark Etf Trust Innovation Etf Etf (ARKK) | 0.1 | $290k | 6.3k | 45.95 |
|
|
| Cme (CME) | 0.1 | $286k | 1.5k | 196.39 |
|
|
| Piper Jaffray Companies (PIPR) | 0.1 | $284k | 1.2k | 232.36 |
|
|
| Vanguard Extended Market Etf Etf (VXF) | 0.1 | $284k | 1.7k | 167.94 |
|
|
| Clorox Company (CLX) | 0.1 | $283k | 2.1k | 133.23 |
|
|
| Cardinal Health (CAH) | 0.1 | $283k | 3.0k | 95.89 |
|
|
| Lam Research Corporation (LRCX) | 0.1 | $276k | 254.00 | 1087.80 |
|
|
| Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF) | 0.1 | $275k | 6.4k | 42.69 |
|
|
| Walt Disney Company (DIS) | 0.1 | $269k | 2.7k | 97.99 |
|
|
| Vanguard Total International Stock Etf Etf (VXUS) | 0.1 | $267k | 4.3k | 61.63 |
|
|
| Generac Holdings (GNRC) | 0.1 | $265k | 1.9k | 140.50 |
|
|
| Jabil Circuit (JBL) | 0.1 | $258k | 2.4k | 108.56 |
|
|
| Prudential Financial (PRU) | 0.1 | $255k | 2.2k | 116.84 |
|
|
| Cohen & Steers infrastucture Fund (UTF) | 0.1 | $251k | 11k | 22.85 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $249k | 750.00 | 331.68 |
|
|
| Vaneck Semiconductor Etf Etf (SMH) | 0.1 | $243k | 900.00 | 269.72 |
|
|
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.1 | $243k | 29k | 8.40 |
|
|
| MetLife (MET) | 0.1 | $241k | 3.5k | 69.50 |
|
|
| Alps International Sector Dividend Dogs Etf Etf (IDOG) | 0.1 | $241k | 7.9k | 30.47 |
|
|
| Newmont Mining Corporation (NEM) | 0.1 | $239k | 5.4k | 44.51 |
|
|
| Barrick Gold Corp (GOLD) | 0.1 | $236k | 14k | 17.44 |
|
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.1 | $235k | 3.0k | 77.02 |
|
|
| Spdr Sp Midcap 400 Etf Trust Etf (MDY) | 0.1 | $230k | 434.00 | 528.82 |
|
|
| Lowe's Companies (LOW) | 0.1 | $227k | 1.1k | 213.98 |
|
|
| McCormick & Company, Incorporated (MKC) | 0.1 | $227k | 3.2k | 70.88 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $223k | 3.7k | 59.62 |
|
|
| Toyota Motor Corporation Ads Ads (TM) | 0.1 | $222k | 1.1k | 206.45 |
|
|
| Spdr Sp Homebuilders Etf Etf (XHB) | 0.1 | $218k | 2.2k | 97.96 |
|
|
| Ark Autonomous Technology & Robotics Etf Etf (ARKQ) | 0.1 | $215k | 3.7k | 58.05 |
|
|
| Facebook Inc cl a (META) | 0.1 | $213k | 395.00 | 539.91 |
|
|
| Evercore Partners (EVR) | 0.1 | $213k | 1.0k | 212.77 |
|
|
| MasterCard Incorporated (MA) | 0.1 | $213k | 473.00 | 449.49 |
|
|
| Alps Disruptive Technologies Etf Etf (DTEC) | 0.1 | $210k | 5.0k | 41.99 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $210k | 1.1k | 198.79 |
|
|
| Nike (NKE) | 0.1 | $207k | 2.8k | 75.43 |
|
|
| TJX Companies (TJX) | 0.1 | $207k | 1.9k | 111.64 |
|
|
| Dominion Resources (D) | 0.1 | $206k | 4.2k | 49.11 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $204k | 24k | 8.55 |
|
|
| Dimensional Etf Trust World Ex U S Core Equity 2 Etf Etf (DFAX) | 0.1 | $203k | 7.8k | 25.94 |
|
Past Filings by Heritage Wealth Management
SEC 13F filings are viewable for Heritage Wealth Management going back to 2024
- Heritage Wealth Management 2024 Q2 filed Sept. 9, 2024