HERITAGE WEALTH MANAGEMENT, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | USB | 278K | $14.81M |
 | PG | 143K | $20.47M |
 | T | 94K | $2.33M |
 | WMT | 73K | $8.08M |
 | AAPL | 68K | $18.52M |
 | HBAN | 64K | $1.10M |
 | KR | 63K | $3.94M |
 | CSCO | 58K | $4.47M |
 | ET | 56K | $920.73K |
 | HPQ | 37K | $823.57K |
 | MSFT | 36K | $17.24M |
 | CINF | 33K | $5.31M |
 | CCJ | 30K | $2.78M |
 | JPM | 30K | $9.79M |
 | FCX | 30K | $1.52M |
 | MRK | 29K | $3.02M |
 | KO | 28K | $1.96M |
 | JNJ | 27K | $5.64M |
 | CSX | 27K | $965.08K |
 | PFE | 25K | $631.29K |
U.S. Bancorp
USB
Shares Held
278K
Value
$14.81M
The Procter & Gamble Company
PG
Shares Held
143K
Value
$20.47M
AT&T Inc.
T
Shares Held
94K
Value
$2.33M
Walmart Inc.
WMT
Shares Held
73K
Value
$8.08M
Apple Inc.
AAPL
Shares Held
68K
Value
$18.52M
Huntington Bancshares Incorporated
HBAN
Shares Held
64K
Value
$1.10M
The Kroger Co.
KR
Shares Held
63K
Value
$3.94M
Cisco Systems, Inc.
CSCO
Shares Held
58K
Value
$4.47M
Energy Transfer LP
ET
Shares Held
56K
Value
$920.73K
HP Inc.
HPQ
Shares Held
37K
Value
$823.57K
Microsoft Corporation
MSFT
Shares Held
36K
Value
$17.24M
Cincinnati Financial Corporation
CINF
Shares Held
33K
Value
$5.31M
Cameco Corporation
CCJ
Shares Held
30K
Value
$2.78M
JPMorgan Chase & Co.
JPM
Shares Held
30K
Value
$9.79M
Freeport-McMoRan Inc.
FCX
Shares Held
30K
Value
$1.52M
Merck & Co., Inc.
MRK
Shares Held
29K
Value
$3.02M
The Coca-Cola Company
KO
Shares Held
28K
Value
$1.96M
Johnson & Johnson
JNJ
Shares Held
27K
Value
$5.64M
CSX Corporation
CSX
Shares Held
27K
Value
$965.08K
Pfizer Inc.
PFE
Shares Held
25K
Value
$631.29K