Heritage Wealth Management, Inc.
13F Portfolio Filings
Most recent 13F
Q3 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
Q3 2024
229
305,008
PG, AAPL, MSFT, USB
13F-HR
10/31/2024
000194475524000004
Q2 2024
220
298,333
PG, MSFT, AAPL, USB
13F-HR
9/9/2024
000194475524000002