Heritage Wealth Management, Inc.
Top Portfolio Positions
105 positions ·
$138,884,060 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
67,304 | $17,081,082 | 12.30% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
29,685 | $8,732,139 | 6.29% |
| ABBV |
AbbVie Inc.
Healthcare
|
21,567 | $4,690,606 | 3.38% |
| CSCO |
Cisco Systems, Inc.
Technology
|
57,303 | $4,446,139 | 3.20% |
| VLO |
Valero Energy Corp/Tx
Energy
|
17,800 | $4,398,024 | 3.17% |
| CB |
Chubb Ltd
Financial Services
|
12,837 | $4,183,963 | 3.01% |
| ALL |
Allstate Corp
Financial Services
|
18,399 | $3,814,848 | 2.75% |
| NVDA |
Nvidia Corp
Technology
|
20,838 | $3,634,147 | 2.62% |
| XOM |
Exxon Mobil Corp
Energy
|
20,421 | $3,464,626 | 2.49% |
| MRK |
Merck & Co., Inc.
Healthcare
|
28,639 | $3,444,985 | 2.48% |
Holdings in ET
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,078,406 | 55,876 | Shares | Sole | 2026-04-20 | |
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