Heritage Wealth Management, Inc.: 13F holdings
CIK 19447552026Q2
| Positions | 272 |
|---|---|
| Reported value | $400.8m |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 65,777 | $19.0m | 4.7% |
| PG PROCTER & GAMBLE CO | 125,340 | $18.4m | 4.6% |
| USB US BANCORP | 275,102 | $16.6m | 4.1% |
| MSFT MICROSOFT CORP | 35,768 | $13.3m | 3.3% |
| JPM JPMORGAN CHASE & CO | 29,383 | $9.6m | 2.4% |
| LLY ELI LILLY & CO | 7,987 | $9.6m | 2.4% |
| WMT WALMART INC | 70,520 | $8.0m | 2.0% |
| JNJ JOHNSON & JOHNSON | 26,961 | $6.8m | 1.7% |
| CSCO CISCO SYS INC | 54,397 | $6.4m | 1.6% |
| JCPB J P MORGAN EXCHANGE TRADED F | 135,075 | $6.3m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1944755")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.