Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Heritage Wealth Management

Latest statistics and disclosures from Heritage Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are PG, AAPL, MSFT, USB, LLY, and represent 25.50% of Heritage Wealth Management's stock portfolio.
Added to shares of these 10 stocks: CTAS, AVGO, CCJ, COR, JCPB, RSP, GEV, ITB, SBUX, ITA.
Started 15 new stock positions in SBUX, SHOT, ERC, IJR, VOE, PPL, RSP, MMU, BDJ, COR. VALE, GEV, ITA, RMT, ITB.
Reduced shares in these 10 stocks: VOO, AAPL, INTC, AGG, , NVDA, SNOW, MSFT, LLY, .
Sold out of its positions in Amerisourcebergen Corp cmn, META, USMV, XHB, SNOW, TM.
Heritage Wealth Management was a net seller of stock by $-6.1M.
Heritage Wealth Management has $305M in assets under management (AUM), dropping by 2.24%.
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 229 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Procter & Gamble Company (PG)	6.7	$20M		117k	173.20	View chart
Apple (AAPL)	6.0	$18M	-5%	78k	233.00	View chart
Microsoft Corporation (MSFT)	5.5	$17M	-2%	39k	430.30	View chart
Us Bancorp Del Com New (USB)	4.4	$14M		296k	45.73	View chart
Eli Lilly & Co. (LLY)	2.9	$8.9M	-4%	10k	885.94	View chart
JPMorgan Chase & Co. (JPM)	2.3	$7.2M		34k	210.86	View chart
Wal-Mart Stores (WMT)	2.1	$6.5M		80k	80.75	View chart
Johnson & Johnson (JNJ)	1.6	$5.0M		31k	162.06	View chart
Abbvie (ABBV)	1.6	$4.8M		24k	197.48	View chart
Cincinnati Financial Corporation (CINF)	1.5	$4.4M		33k	136.12	View chart
Chubb (CB)	1.3	$4.0M		14k	288.39	View chart
Allstate Corporation (ALL)	1.3	$3.8M		20k	189.65	View chart
Chevron Corporation (CVX)	1.2	$3.7M	-2%	25k	147.27	View chart
Kroger (KR)	1.2	$3.7M		65k	57.30	View chart
McDonald's Corporation (MCD)	1.1	$3.3M	-2%	11k	304.52	View chart
Cisco Systems (CSCO)	1.1	$3.2M	-3%	61k	53.22	View chart
Eaton Corporation Plc Shs Ireland SHS (ETN)	1.0	$3.2M	-6%	9.6k	331.44	View chart
Merck & Co (MRK)	1.0	$3.1M		27k	113.56	View chart
Caterpillar (CAT)	0.9	$2.8M		7.1k	391.12	View chart
Vanguard Index Funds Sp 500 Etf Sp 500 Etf Shs (VOO)	0.9	$2.7M	-48%	5.1k	527.64	View chart
Avantis Us Small Cap Value Etf Us Sml Cp Valu (AVUV)	0.9	$2.7M		28k	95.95	View chart
Valero Energy Corporation (VLO)	0.9	$2.7M		20k	135.03	View chart
Analog Devices (ADI)	0.9	$2.6M	-3%	11k	230.17	View chart
J P Morgan Short Duration Core Plus Etf Short Dura Core (JSCP)	0.8	$2.6M	+9%	54k	47.52	View chart
Exxon Mobil Corporation (XOM)	0.8	$2.5M	-5%	22k	117.22	View chart
NVIDIA Corporation (NVDA)	0.8	$2.5M	-19%	21k	121.44	View chart
Oracle Corporation (ORCL)	0.8	$2.5M		15k	170.40	View chart
Cintas Corporation (CTAS)	0.8	$2.3M	+297%	11k	205.88	View chart
Deere & Company (DE)	0.7	$2.2M	-2%	5.3k	417.33	View chart
At&t (T)	0.7	$2.2M		101k	22.00	View chart
Bahl Gaynor Small Mid Cap Income Growth Etf Bahl Gaynor Sml (SMIG)	0.7	$2.2M		74k	29.26	View chart
Coca-Cola Company (KO)	0.7	$2.1M		30k	71.86	View chart
Duke Energy Corporation Com New (DUK)	0.7	$2.1M	-5%	18k	115.30	View chart
Pepsi (PEP)	0.7	$2.0M	-6%	12k	170.06	View chart
International Business Machines (IBM)	0.6	$1.8M		8.3k	221.07	View chart
Abbott Laboratories (ABT)	0.6	$1.8M		15k	114.01	View chart
Union Pacific Corporation (UNP)	0.6	$1.7M		7.1k	246.49	View chart
Kla Corporation Com New (KLAC)	0.6	$1.7M		2.2k	774.41	View chart
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)	0.5	$1.6M	-6%	3.5k	460.26	View chart
Freeport Mcmoran Incorporated Class B CL B (FCX)	0.5	$1.6M	-2%	32k	49.92	View chart
Nextera Energy (NEE)	0.5	$1.6M	-2%	19k	84.53	View chart
Hp (HPQ)	0.5	$1.6M		45k	35.87	View chart
Marathon Petroleum Corp (MPC)	0.5	$1.6M		9.8k	162.91	View chart
Etf Ser Solutions Bahl Gaynor Income Bahl Gaynor In (BGIG)	0.5	$1.6M		53k	29.99	View chart
Home Depot (HD)	0.5	$1.6M	-2%	3.9k	405.20	View chart
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)	0.5	$1.6M		9.4k	165.85	View chart
Costco Wholesale Corporation (COST)	0.5	$1.5M		1.7k	886.52	View chart
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)	0.5	$1.5M	+23%	32k	48.24	View chart
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)	0.5	$1.5M		9.0k	167.19	View chart
Marathon Oil Corporation (MRO)	0.5	$1.5M		56k	26.63	View chart
Philip Morris International (PM)	0.5	$1.5M		12k	121.40	View chart
Mondelez International Incorporated Class A Cl A (MDLZ)	0.5	$1.5M	-5%	20k	73.67	View chart
Cameco Corporation (CCJ)	0.5	$1.5M	+280%	31k	47.76	View chart
Encompass Health Corp (EHC)	0.5	$1.5M		15k	96.64	View chart
UnitedHealth (UNH)	0.5	$1.4M		2.4k	584.68	View chart
Advanced Micro Devices (AMD)	0.5	$1.4M		8.5k	164.08	View chart
PNC Financial Services (PNC)	0.4	$1.4M		7.4k	184.84	View chart
Broadcom (AVGO)	0.4	$1.4M	+878%	7.9k	172.51	View chart
Vanguard Mid Cap Etf Mid Cap Etf (VO)	0.4	$1.4M	-9%	5.1k	263.83	View chart
Pfizer (PFE)	0.4	$1.4M	-2%	47k	28.94	View chart
Raytheon Technologies Corp (RTX)	0.4	$1.3M	-6%	11k	121.16	View chart
Amazon (AMZN)	0.4	$1.3M	-4%	7.1k	186.33	View chart
Stryker Corporation (SYK)	0.4	$1.3M		3.6k	361.26	View chart
United Parcel Service Incorporated Class B CL B (UPS)	0.4	$1.3M	-10%	9.4k	136.34	View chart
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG)	0.4	$1.3M	-41%	13k	101.27	View chart
Qualcomm (QCOM)	0.4	$1.3M		7.4k	170.05	View chart
Vanguard Small Cap Etf Small Cp Etf (VB)	0.4	$1.2M	-6%	5.1k	237.21	View chart
Crescent Energy Company Class A Cl A Com (CRGY)	0.4	$1.2M	-12%	109k	10.95	View chart
Air Products & Chemicals (APD)	0.4	$1.2M	-5%	3.9k	297.73	View chart
ConocoPhillips (COP)	0.4	$1.2M	-9%	11k	105.28	View chart
First Trust Enhanced Equity Income Fund (FFA)	0.4	$1.2M		57k	20.34	View chart
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)	0.4	$1.1M	+9%	19k	59.51	View chart
Pacer Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)	0.4	$1.1M	+6%	19k	57.83	View chart
Emerson Electric (EMR)	0.4	$1.1M		9.8k	109.37	View chart
Waste Management (WM)	0.4	$1.1M		5.2k	207.60	View chart
Comcast Corporation New Class A Cl A (CMCSA)	0.3	$1.0M		25k	41.77	View chart
Anthem (ELV)	0.3	$1.0M	-7%	2.0k	519.89	View chart
D.R. Horton (DHI)	0.3	$1.0M	-11%	5.3k	190.77	View chart
Ft Vest Laddered Buffer Etf Ft Vest Laddered (BUFR)	0.3	$987k		33k	29.89	View chart
Phillips 66 (PSX)	0.3	$984k		7.5k	131.45	View chart
Northern Oil And Gas Inc Mn (NOG)	0.3	$972k	+11%	28k	35.41	View chart
Verizon Communications (VZ)	0.3	$961k		21k	44.91	View chart
Honeywell International (HON)	0.3	$955k		4.6k	206.71	View chart
CSX Corporation (CSX)	0.3	$952k		28k	34.53	View chart
Automatic Data Processing (ADP)	0.3	$909k		3.3k	276.73	View chart
Vanguard International Dividend Appreciation Etf Intl Dvd Etf (VIGI)	0.3	$904k	-6%	10k	88.28	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$903k		5.2k	173.67	View chart
Archer Daniels Midland Company (ADM)	0.3	$885k	-6%	15k	59.74	View chart
Amgen (AMGN)	0.3	$877k		2.7k	322.18	View chart
Bank of America Corporation (BAC)	0.3	$860k		22k	39.68	View chart
AmerisourceBergen (COR)	0.3	$855k	NEW	3.8k	225.08	View chart
Huntington Bancshares Incorporated (HBAN)	0.3	$849k		58k	14.70	View chart
Ishares Tr Us Regnl Bks Etf Us Regnl Bks Etf (IAT)	0.3	$849k		18k	47.54	View chart
Johnson Controls International Plc Shs Ireland SHS (JCI)	0.3	$845k	+2%	11k	77.61	View chart
Motorola Solutions Incorporated Com New (MSI)	0.3	$837k	-8%	1.9k	449.63	View chart
Ge Aerospace Com New (GE)	0.3	$834k	-2%	4.4k	188.58	View chart
Diamondback Energy (FANG)	0.3	$833k		4.8k	172.40	View chart
Viatris (VTRS)	0.3	$820k	-3%	71k	11.61	View chart
American Homes 4 Rent Class A Reit Cl A (AMH)	0.3	$803k	-7%	21k	38.39	View chart
Davis Select Worldwide Etf Select Wrld Wi (DWLD)	0.3	$780k	+4%	21k	37.90	View chart
Norfolk Southern (NSC)	0.2	$762k		3.1k	248.50	View chart
WESCO International (WCC)	0.2	$757k	-3%	4.5k	167.98	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.2	$751k	-10%	2.7k	283.18	View chart
Genpact Limited Shs Bermuda SHS (G)	0.2	$743k		19k	39.21	View chart
Visa Incorporated Com Class A Com Cl A (V)	0.2	$733k		2.7k	274.95	View chart
KB Home (KBH)	0.2	$730k	-2%	8.5k	85.69	View chart
Xcel Energy (XEL)	0.2	$729k		11k	65.30	View chart
Bank of New York Mellon Corporation (BK)	0.2	$719k		10k	71.86	View chart
Intercontinental Exchange (ICE)	0.2	$715k		4.5k	160.64	View chart
Royce Value Trust (RVT)	0.2	$712k		45k	15.70	View chart
Strive Us Energy Etf Strive Us Energy (DRLL)	0.2	$711k		25k	28.09	View chart
Novartis Ag Sponsored Adr Switzerland Sponsored Adr (NVS)	0.2	$706k		6.1k	115.02	View chart
Fifth Third Ban (FITB)	0.2	$705k		17k	42.84	View chart
Zoetis Incorporated Class A Cl A (ZTS)	0.2	$696k		3.6k	195.38	View chart
Astrazeneca Sponsored Adr (AZN)	0.2	$693k		8.9k	77.91	View chart
AFLAC Incorporated (AFL)	0.2	$676k	-2%	6.0k	111.80	View chart
Dollar General (DG)	0.2	$667k	-4%	7.9k	84.57	View chart
salesforce (CRM)	0.2	$663k		2.4k	273.71	View chart
American Tower Reit (AMT)	0.2	$652k		2.8k	232.56	View chart
Equinix (EQIX)	0.2	$644k		725.00	887.63	View chart
Canadian Pacific Kansas City (CP)	0.2	$642k		7.5k	85.54	View chart
Spdr Sp 500 Etf Tr Unit (SPY)	0.2	$620k	-24%	1.1k	573.88	View chart
3M Company (MMM)	0.2	$614k	-4%	4.5k	136.69	View chart
Liberty All Star Equity Fd Sh Ben Int Sh Ben Int (USA)	0.2	$600k		85k	7.10	View chart
Intel Corporation (INTC)	0.2	$575k	-62%	25k	23.46	View chart
Sempra Energy (SRE)	0.2	$574k		6.9k	83.63	View chart
Pure Storage Incorporated Class A Cl A (PSTG)	0.2	$550k		11k	50.24	View chart
American Water Works (AWK)	0.2	$548k		3.8k	146.24	View chart
Travelers Companies (TRV)	0.2	$546k		2.3k	234.12	View chart
Proshares Sp Midcap 400 Dividend Aristocrats Etf Sp Mdcp 400 Div (REGL)	0.2	$543k	+4%	6.6k	81.78	View chart
Proshares Msci Eafe Dividend Growers Etf Msci Eafe Divd (EFAD)	0.2	$542k		13k	41.83	View chart
Dow (DOW)	0.2	$526k		9.6k	54.63	View chart
Ishares Tr Core Sp500 Etf Core Sp500 Etf (IVV)	0.2	$525k		910.00	576.82	View chart
Public Service Enterprise (PEG)	0.2	$509k		5.7k	89.21	View chart
Vitesse Energy Incorporated Common Stock (VTS)	0.2	$501k		21k	24.02	View chart
Boulder Growth & Income Fund (STEW)	0.2	$501k		32k	15.80	View chart
Northrop Grumman Corporation (NOC)	0.2	$496k		940.00	528.07	View chart
Altria (MO)	0.2	$491k		9.6k	51.04	View chart
Carrier Global Corporation (CARR)	0.2	$486k		6.0k	80.49	View chart
Globe Life (GL)	0.2	$483k		4.6k	105.91	View chart
Kimberly-Clark Corporation (KMB)	0.2	$481k		3.4k	142.28	View chart
Illinois Tool Works (ITW)	0.2	$481k		1.8k	262.07	View chart
Vanguard Long Term Corporate Bond Etf Lg Term Cor Bd (VCLT)	0.2	$469k	+20%	5.8k	81.23	View chart
Proshares Sp 500 Dividend Aristocrats Etf Sp 500 Dv Arist (NOBL)	0.2	$467k	-9%	4.4k	106.76	View chart
Enbridge (ENB)	0.2	$464k		11k	40.61	View chart
Sentinelone Incorporated Class A Cl A (S)	0.2	$459k	-5%	19k	23.92	View chart
Bristol Myers Squibb (BMY)	0.1	$444k	-7%	8.6k	51.74	View chart
Charles Schwab Corporation (SCHW)	0.1	$442k		6.8k	64.81	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	0.1	$439k	-9%	2.2k	198.06	View chart
Linde Plc Shs Ireland SHS (LIN)	0.1	$437k	-15%	916.00	476.86	View chart
SYSCO Corporation (SYY)	0.1	$433k		5.6k	78.06	View chart
Southern Company (SO)	0.1	$430k		4.8k	90.18	View chart
Charter Communications Incorporated New Class A Cl A (CHTR)	0.1	$422k		1.3k	324.08	View chart
American Electric Power Company (AEP)	0.1	$422k		4.1k	102.60	View chart
Yum! Brands (YUM)	0.1	$418k	-15%	3.0k	139.71	View chart
Marsh & McLennan Companies (MMC)	0.1	$413k		1.9k	223.09	View chart
Sprott Physical Silver Tr Tr Unit Canada Tr Unit (PSLV)	0.1	$386k		37k	10.45	View chart
Thermo Fisher Scientific (TMO)	0.1	$383k		619.00	618.57	View chart
Novo Nordisk A S Adr Denmark Adr (NVO)	0.1	$383k		3.2k	119.07	View chart
American Express Company (AXP)	0.1	$382k		1.4k	271.20	View chart
Diageo Plc Spon Adr New United Kingdom Spon Adr New (DEO)	0.1	$379k		2.7k	140.34	View chart
Boeing Company (BA)	0.1	$374k	-5%	2.5k	152.04	View chart
Vanguard Tax Exempt Bond Etf Tax Exempt Bd (VTEB)	0.1	$370k	-4%	7.2k	51.12	View chart
Tesla Motors (TSLA)	0.1	$353k		1.4k	261.63	View chart
Clorox Company (CLX)	0.1	$347k		2.1k	162.95	View chart
Global X Us Infrastructure Development Etf Us Infr Dev Etf (PAVE)	0.1	$347k		8.4k	41.16	View chart
Piper Jaffray Companies (PIPR)	0.1	$347k		1.2k	283.81	View chart
Micron Technology (MU)	0.1	$345k		3.3k	103.71	View chart
West Fraser Timb (WFG)	0.1	$343k	-31%	3.5k	97.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$340k	+19%	697.00	488.07	View chart
Paccar (PCAR)	0.1	$334k		3.4k	98.68	View chart
Prologis (PLD)	0.1	$330k		2.6k	126.28	View chart
Cardinal Health (CAH)	0.1	$326k		3.0k	110.52	View chart
Liberty Media Corporation Del Com Lbty One S C Com Lbty One S C (FWONK)	0.1	$325k		4.2k	77.43	View chart
Otis Worldwide Corp (OTIS)	0.1	$324k		3.1k	103.94	View chart
Vanguard High Dividend Yield Etf High Div Yld (VYM)	0.1	$322k		2.5k	128.20	View chart
Cme (CME)	0.1	$321k		1.5k	220.71	View chart
Spdr Health Care Select Sbi Healthcare (XLV)	0.1	$316k		2.0k	154.02	View chart
American Financial (AFG)	0.1	$310k	-10%	2.3k	134.60	View chart
Newmont Mining Corporation (NEM)	0.1	$310k	+8%	5.8k	53.45	View chart
Occidental Petroleum Corporation (OXY)	0.1	$308k	-11%	6.0k	51.54	View chart
Vanguard Extended Market Etf Extend Mkt Etf (VXF)	0.1	$308k		1.7k	181.99	View chart
Proshares Russell 2000 Dividend Growers Etf Russ 2000 Divd (SMDV)	0.1	$306k	-8%	4.4k	69.26	View chart
Pacer Us Small Cap Cash Cows 100 Etf Pacer Us Small (CALF)	0.1	$306k		6.6k	46.52	View chart
Generac Holdings (GNRC)	0.1	$300k		1.9k	158.88	View chart
Ark Etf Trust Innovation Etf Innovation Etf (ARKK)	0.1	$294k		6.2k	47.53	View chart
Invesco Sp 500 Equal Weight Etf Sp500 Eql Wgt (RSP)	0.1	$291k	NEW	1.6k	179.16	View chart
Lowe's Companies (LOW)	0.1	$288k		1.1k	270.85	View chart
MetLife (MET)	0.1	$286k		3.5k	82.48	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$286k		11k	26.03	View chart
Jabil Circuit (JBL)	0.1	$285k		2.4k	119.83	View chart
Microchip Technology (MCHP)	0.1	$281k		3.5k	80.28	View chart
Ge Vernova (GEV)	0.1	$276k	NEW	1.1k	254.98	View chart
Trane Technologies Plc Shs Ireland SHS (TT)	0.1	$272k	-6%	700.00	388.73	View chart
Barrick Gold Corp (GOLD)	0.1	$270k		14k	19.89	View chart
Prudential Financial (PRU)	0.1	$264k		2.2k	121.10	View chart
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA)	0.1	$257k	-52%	3.3k	78.05	View chart
Ishares Tr Us Home Cons Etf Us Home Cons Etf (ITB)	0.1	$257k	NEW	2.0k	127.10	View chart
Evercore Incorporated Class A Class A (EVR)	0.1	$253k		1.0k	253.34	View chart
Walt Disney Company (DIS)	0.1	$252k	-4%	2.6k	96.19	View chart
Alps International Sector Dividend Dogs Etf Intl Sec Dv Dog (IDOG)	0.1	$252k		7.9k	31.85	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.1	$251k		29k	8.68	View chart
Starbucks Corporation (SBUX)	0.1	$249k	NEW	2.6k	97.49	View chart
Dominion Resources (D)	0.1	$245k		4.2k	57.79	View chart
Nike Incorporated Class B CL B (NKE)	0.1	$243k		2.8k	88.40	View chart
Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)	0.1	$242k	-13%	3.7k	64.74	View chart
Spdr Sp Midcap 400 Etf Trust Utser1 Spdcrp (MDY)	0.1	$236k	-4%	414.00	570.15	View chart
Mastercard Incorporated Class A Cl A (MA)	0.1	$234k		473.00	493.80	View chart
Ark Autonomous Technology Robotics Etf Autnmus Technlgy (ARKQ)	0.1	$226k		3.7k	60.92	View chart
Ishares Tr Us Aer Def Etf Us Aer Def Etf (ITA)	0.1	$225k	NEW	1.5k	149.64	View chart
Alps Disruptive Technologies Etf Disruptive Tech (DTEC)	0.1	$222k		5.0k	44.31	View chart
Vaneck Semiconductor Etf Semiconductr Etf (SMH)	0.1	$221k		900.00	245.45	View chart
Texas Instruments Incorporated (TXN)	0.1	$218k		1.1k	206.57	View chart
TJX Companies (TJX)	0.1	$217k		1.9k	117.54	View chart
PPL Corporation (PPL)	0.1	$216k	NEW	6.5k	33.08	View chart
Mccormick Company Incorporated Com Non Vtg Com Non Vtg (MKC)	0.1	$214k	-18%	2.6k	82.30	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.1	$212k	-17%	2.5k	84.53	View chart
Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)	0.1	$212k		7.8k	27.01	View chart
Wells Fargo & Company (WFC)	0.1	$212k		3.7k	56.49	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$208k		24k	8.72	View chart
Vanguard Mid Cap Value Etf Mcap Vl Idxvip (VOE)	0.1	$208k	NEW	1.2k	167.67	View chart
Ishares Tr Core Sp Scp Etf Core Sp Scp Etf (IJR)	0.1	$207k	NEW	1.8k	116.96	View chart
Lam Research Corporation (LRCX)	0.1	$204k		250.00	816.08	View chart
Royce Micro Capital Trust (RMT)	0.1	$185k	NEW	19k	9.61	View chart
Vale S A Sponsored Ads Brazil Sponsored Ads (VALE)	0.1	$174k	NEW	15k	11.68	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$156k	NEW	18k	8.65	View chart
Western Asset Managed Municipals Fnd (MMU)	0.0	$118k	NEW	11k	10.84	View chart
Wells Fargo Adv Multi-Sector Inco Fund (ERC)	0.0	$108k	NEW	11k	9.58	View chart
Safety Shot Incorporated Com New (SHOT)	0.0	$18k	NEW	15k	1.22	View chart

Past Filings by Heritage Wealth Management

SEC 13F filings are viewable for Heritage Wealth Management going back to 2024

Heritage Wealth Management 2024 Q3 filed Oct. 31, 2024
Heritage Wealth Management 2024 Q2 filed Sept. 9, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z