Heritage Wealth Management, Inc.

Q3 2025 13F Holdings

Location
Cincinnati, OH
Holdings as of
9/30/2025
Value ($000)
$340,624
Num holdings
248
Date filed
11/4/2025
Form type
13F-HR
Prev filing
8/14/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type