Managed by Heritage Wealth Management, Inc. • Latest filing Q1 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | P PG — | $19.4M | 115.6K | 0.00% | — |
| 6 | P PG — | $19.4M | 113.6K | 0.00% | — |
| 7 | A AAPL — | $19.2M | 76.6K | 0.00% | — |
| 8 | M MSFT — | $18.9M | 40.4K | 0.00% | — |
| 9 | M MSFT — | $18.7M | 36.1K | 0.00% | — |
| 10 | A AAPL — | $18.7M | 82.7K | 0.00% | — |
| 11 | A AAPL — | $18.5M | 68.1K | 0.00% | — |
| 12 | M MSFT — | $18.4M | 36.9K | 0.00% | — |
| 13 | A AAPL — | $18.2M | 78.1K | 0.00% | — |
| 14 | P PG — | $18.1M | 113.6K | 0.00% | — |
| 15 | A AAPL — | $18.1M | 71.0K | 0.00% | — |
| 16 | M MSFT — | $17.2M | 35.7K | 0.00% | — |
| 17 | A AAPL — | $17.1M | 67.3K | 0.00% | — |
| 18 | M MSFT — | $16.9M | 39.3K | 0.00% | — |
| 19 | A AAPL — | $16.4M | 73.8K | 0.00% | — |
| 20 | M MSFT — | $16.3M | 38.7K | 0.00% | — |