Heritage Wealth Management, Inc.

13F Portfolio Filings

Most recent 13F: Q2 2024
Location: Cincinnati, OH
CIK: 0001944755
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q2 2024	220	298,333	PG, MSFT, AAPL, USB	13F-HR	9/9/2024	000194475524000002