CIK 1944755
Heritage Wealth Management, Inc.
Institutional 13F holdings & portfolio
Holdings
258
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 258
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PG | PROCTER AND GAMBLE CO | 143K | $1M+ | SH |
| AAPL | APPLE INC | 68K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 36K | $1M+ | SH |
| USB | US BANCORP DEL | 278K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 30K | $1M+ | SH |
| LLY | ELI LILLY & CO | 8K | $1M+ | SH |
| WMT | WALMART INC | 73K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 27K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 115K | $1M+ | SH |
| CINF | CINCINNATI FINL CORP | 33K | $1M+ | SH |
| ABBV | ABBVIE INC | 22K | $1M+ | SH |
| CSCO | CISCO SYS INC | 58K | $1M+ | SH |
| CB | CHUBB LIMITED | 13K | $1M+ | SH |
| KR | KROGER CO | 63K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 21K | $1M+ | SH |
| ALL | ALLSTATE CORP | 18K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 24K | $1M+ | SH |
| CAT | CATERPILLAR INC | 6K | $1M+ | SH |
| GOOG | ALPHABET INC | 11K | $1M+ | SH |
| EVTR | MORGAN STANLEY ETF TRUST | 63K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 31K | $1M+ | SH |
| MCD | MCDONALDS CORP | 10K | $1M+ | SH |
| MRK | MERCK & CO INC | 29K | $1M+ | SH |
| GOOGL | ALPHABET INC | 10K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 18K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 11K | $1M+ | SH |
| AVGO | BROADCOM INC | 8K | $1M+ | SH |
| CCJ | CAMECO CORP | 30K | $1M+ | SH |
| ORCL | ORACLE CORP | 13K | $1M+ | SH |
| BUFB | INNOVATOR ETFS TRUST | 69K | $1M+ | SH |
| ETN | EATON CORP PLC | 8K | $1M+ | SH |
| SMIG | ETF SER SOLUTIONS | 86K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 20K | $1M+ | SH |
| AGG | ISHARES TR | 25K | $1M+ | SH |
| DE | DEERE & CO | 5K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 42K | $1M+ | SH |
| JSCP | J P MORGAN EXCHANGE TRADED F | 49K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 52K | $1M+ | SH |
| T | AT&T INC | 94K | $1M+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 23K | $1M+ | SH |
| AMZN | AMAZON COM INC | 10K | $1M+ | SH |
| CTAS | CINTAS CORP | 11K | $1M+ | SH |
| CRM | SALESFORCE INC | 8K | $1M+ | SH |
| COWZ | PACER FDS TR | 33K | $1M+ | SH |
| RTX | RTX CORPORATION | 11K | $1M+ | SH |
| KO | COCA COLA CO | 28K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 17K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 12K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 7K | $1M+ | SH |