Partner/COO

0001834505-24-000001.txt : 20240206 0001834505-24-000001.hdr.sgml : 20240206 20240206090316 ACCESSION NUMBER: 0001834505-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240206 DATE AS OF CHANGE: 20240206 EFFECTIVENESS DATE: 20240206 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HERITAGE WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001834505 ORGANIZATION NAME: IRS NUMBER: 472409222 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21295 FILM NUMBER: 24598269 BUSINESS ADDRESS: STREET 1: 2355 E. CAMELBACK ROAD STREET 2: SUITE 330 CITY: PHOENIX STATE: AZ ZIP: 85016 BUSINESS PHONE: 6027755400 MAIL ADDRESS: STREET 1: 2355 E. CAMELBACK ROAD STREET 2: SUITE 330 CITY: PHOENIX STATE: AZ ZIP: 85016 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001834505 XXXXXXXX 12-31-2023 12-31-2023 HERITAGE WEALTH MANAGEMENT, LLC

2355 E. CAMELBACK ROAD SUITE 330 PHOENIX AZ 85016

13F HOLDINGS REPORT 028-21295 000323930 801-126899 N David Maxey Partner/COO 602-775-5400 David Maxey Scottsdale AZ 02-06-2024 0 168 184537510 false INFORMATION TABLE 2 heritage4q2023.inftbl.xml ABBOTT LABS COM 002824100 BBG001S5N9M6 750212 6816 SH SOLE 0 0 6816 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 2326203 6629 SH SOLE 0 0 6629 ADDUS HOMECARE CORP COM 006739106 BBG001T56D18 222376 2395 SH SOLE 0 0 2395 ADVANCED ENERGY INDS COM 007973100 BBG001S8L5Z6 214403 1968 SH SOLE 0 0 1968 AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 878928 3210 SH SOLE 0 0 3210 ALCON AG ORD SHS H01301128 BBG00NPWGYR0 746914 9561 SH SOLE 0 0 9561 ALLEGION PLC ORD SHS G0176J109 BBG003PS7JW0 368693 2910 SH SOLE 0 0 2910 AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 1277798 5919 SH SOLE 0 0 5919 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 2039070 10269 SH SOLE 0 0 10269 ANSYS INC COM 03662Q105 BBG001S926L8 509120 1403 SH SOLE 0 0 1403 AON PLC SHS CL A G0403H108 BBG00SSQFPR9 796209 2736 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