Partner/COO

0001834505-24-000002.txt : 20240425 0001834505-24-000002.hdr.sgml : 20240425 20240425082850 ACCESSION NUMBER: 0001834505-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240425 DATE AS OF CHANGE: 20240425 EFFECTIVENESS DATE: 20240425 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: 24873139 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 03-31-2024 03-31-2024 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 04-25-2024 0 177 196351997 false INFORMATION TABLE 2 heritage_1q2024.inftbl.xml ABBOTT LABS COM 002824100 BBG001S5N9M6 759858 6685 SH SOLE 0 0 6685 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 1055282 5795 SH SOLE 0 0 5795 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 2240852 6465 SH SOLE 0 0 6465 ACUSHNET HLDGS CORP COM 005098108 BBG00D5L3ST3 201689 3058 SH SOLE 0 0 3058 ADDUS HOMECARE CORP COM 006739106 BBG001T56D18 240681 2329 SH SOLE 0 0 2329 ADVANCED ENERGY INDS COM 007973100 BBG001S8L5Z6 216764 2126 SH SOLE 0 0 2126 AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 58491 19345 SH SOLE 0 0 19345 ALCON AG ORD SHS H01301128 BBG00NPWGYR0 773772 9290 SH SOLE 0 0 9290 ALLEGION PLC ORD SHS G0176J109 BBG003PS7JW0 382870 2842 SH SOLE 0 0 2842 ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 312538 7165 SH SOLE 0 0 7165 AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 1138877 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