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Advanced Explorations shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of Advanced Explorations shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in Advanced Explorations

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All positions including Advanced Explorations held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advanced Explorations by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $0 100 0.00
2023-12-31 $0 100 0.00
2023-09-30 $0 100 0.00
2023-06-30 $0 100 0.00
2023-03-31 $0 80 0.00
2022-12-31 $0 80 0.00
2022-09-30 $0 80 0.00

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IShares S&P 500 Index Etf (IVV)
Vanguard S&P 500 Value ETF Etf (VOOV)
iShares Core MSCI EAFE Etf (IEFA)
Microsoft Corporation (MSFT)
iShares Core S&P Total US Stock Mkt Etf (ITOT)
Merck & Co (MRK)
iShares Russell Midcap Value Etf (IWS)
Spdr Gold TRUST Etf (GLD)
Berkshire Hathaway Cl B CL B (BRK.B)
MasterCard Incorporated (MA)
United Rentals (URI)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Apple (AAPL)
Raymond James Financial (RJF)
Brookfield Corp Cl A Ltd Vt Sh (BN)

View all positions for Heritage Wealth Advisors

Top funds holding Advanced Explorations

Heritage Wealth Advisors

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