Heritage Wealth Management, Inc. - Q12026 Holdings

Heritage Wealth Management, Inc. holds 157 stocks with a total portfolio value of $ 201.99M as of Q12026. In Q12026, Heritage Wealth Management, Inc. added 7 new positions, increased stakes in 49 stocks, reduced 59 holdings, and fully exited 108 positions. The largest holding is Apple Incorporated (AAPL), representing 8.46% of the total portfolio.