Heritage Wealth Management, Inc.

Q2 2024 13F Holdings Report, Stock Holdings

Signature - Title
Kendra Means - Consultant
Location
Cincinnati, OH
Holdings as of
30 Jun 2024
Value $
$297,991,568
Num holdings
220
Filing time
09 Sep 2024, 13:03:51 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included PG, MSFT, AAPL, USB, and LLY.
Next filing
Q3 2024 - 31 Oct 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Kendra Means Consultant Covington, Kentucky 09 Sep 2024

Other Included Managers (1):

Num Name Location File Number
1 Freedom