HERITAGE WEALTH MANAGEMENT, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | USB | 279K | $13.48M |
 | PG | 151K | $23.17M |
 | T | 93K | $2.63M |
 | WMT | 73K | $7.53M |
 | AAPL | 71K | $18.07M |
 | HBAN | 64K | $1.11M |
 | KR | 64K | $4.30M |
 | CSCO | 59K | $4.03M |
 | HPQ | 39K | $1.05M |
 | MSFT | 36K | $18.72M |
 | CINF | 33K | $5.14M |
 | JPM | 31K | $9.80M |
 | CCJ | 31K | $2.58M |
 | FCX | 30K | $1.18M |
 | MRK | 29K | $2.41M |
 | PFE | 28K | $715.71K |
 | KO | 28K | $1.85M |
 | JNJ | 27K | $5.08M |
 | CSX | 27K | $952.49K |
 | CVX | 24K | $3.70M |
U.S. Bancorp
USB
Shares Held
279K
Value
$13.48M
The Procter & Gamble Company
PG
Shares Held
151K
Value
$23.17M
AT&T Inc.
T
Shares Held
93K
Value
$2.63M
Walmart Inc.
WMT
Shares Held
73K
Value
$7.53M
Apple Inc.
AAPL
Shares Held
71K
Value
$18.07M
Huntington Bancshares Incorporated
HBAN
Shares Held
64K
Value
$1.11M
The Kroger Co.
KR
Shares Held
64K
Value
$4.30M
Cisco Systems, Inc.
CSCO
Shares Held
59K
Value
$4.03M
HP Inc.
HPQ
Shares Held
39K
Value
$1.05M
Microsoft Corporation
MSFT
Shares Held
36K
Value
$18.72M
Cincinnati Financial Corporation
CINF
Shares Held
33K
Value
$5.14M
JPMorgan Chase & Co.
JPM
Shares Held
31K
Value
$9.80M
Cameco Corporation
CCJ
Shares Held
31K
Value
$2.58M
Freeport-McMoRan Inc.
FCX
Shares Held
30K
Value
$1.18M
Merck & Co., Inc.
MRK
Shares Held
29K
Value
$2.41M
Pfizer Inc.
PFE
Shares Held
28K
Value
$715.71K
The Coca-Cola Company
KO
Shares Held
28K
Value
$1.85M
Johnson & Johnson
JNJ
Shares Held
27K
Value
$5.08M
CSX Corporation
CSX
Shares Held
27K
Value
$952.49K
Chevron Corporation
CVX
Shares Held
24K
Value
$3.70M