Long-term investor
Heritage Wealth Management, Inc. @heritagewealthmanagementt3u-
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001944755).
Record
- Tracked since 2025-06-30 (454 days), 393 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +913.3% · all +913.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.7% · long · since 2025-06-30
- PG · 4.6% · long · since 2025-06-30
- USB · 4.1% · long · since 2025-06-30
- MSFT · 3.3% · long · since 2025-06-30
- JPM · 2.4% · long · since 2025-06-30
- LLY · 2.4% · long · since 2025-06-30
- WMT · 2.0% · long · since 2025-06-30
- JNJ · 1.7% · long · since 2025-06-30
- CSCO · 1.6% · long · since 2025-06-30
- 46641Q670 · 1.6% · long · since 2025-06-30
- CAT · 1.5% · long · since 2025-06-30
- CINF · 1.5% · long · since 2025-06-30