Heritage Wealth Management, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 31, 2024
Value $
$305M
Signature - Title
Kendra Means - Consultant
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by Heritage Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Heritage Wealth Management, Inc. reported 229 stock holdings with total value $305M as of Q3 2024. Top holdings included PG, AAPL, MSFT, USB, and LLY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 229 $305M +$8.69M -$14.8M -$6.06M PG, AAPL, MSFT, USB, LLY 13F-HR 10/31/2024, 12:51 PM
Q2 2024 220 $298M $0 $0 PG, MSFT, AAPL, USB, LLY 13F-HR 9/9/2024, 01:03 PM