Heritage Wealth Management, Inc. - Q42025 Holdings

Heritage Wealth Management, Inc. holds 258 stocks with a total portfolio value of $ 359.61M as of Q42025. In Q42025, Heritage Wealth Management, Inc. added 23 new positions, increased stakes in 55 stocks, reduced 115 holdings, and fully exited 13 positions. The largest holding is Procter And Gamble Co (PG), representing 5.69% of the total portfolio.