Heritage Wealth Management, Inc.

Q3 2025 13F Detailed 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
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None