Heritage Wealth Management »

Abbvie shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Abbvie (ABBV) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Abbvie

Tip: Access up to 7 years of quarterly data

All positions including Abbvie held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Abbvie by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 944 231.54
2025-03-31 $258k 1.2k 209.52

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Broadcom (AVGO)
Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Heritage Wealth Management

Top funds holding Abbvie

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Charles Schwab Investment Management
Capital Research Global Investors
Northern Trust
FMR
Franklin Resources
Goldman Sachs Group
UBS Group
Ubs Global Asset Management Americas
Bank of New York Mellon

View all funds holding Abbvie