Heritage Wealth Advisors
Latest statistics and disclosures from Heritage Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IEFA, MSFT, ITOT, AAPL, and represent 33.10% of Heritage Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$9.7M), IJJ, GOOG, MCD, UNH, COP, IWS, XLU, PEP, MRK.
- Started 119 new stock positions in MTD, PLTR, CCHGY, AWK, HIG, ORLY, NDAQ, EOG, MGM, HWM.
- Reduced shares in these 10 stocks: VTIP (-$237M), PNC (-$40M), IVV (-$5.2M), RTX, IJH, NVDA, , BRK.B, WMT, SCHP.
- Sold out of its positions in ABNB, ABR, BATRA, BLK, PRF, SCHA, FNDF, FNDA, SCHP, 2u. BNDW, Brookfield Asset Mgmt Reins, Ferguson Plc F.
- Heritage Wealth Advisors was a net seller of stock by $-240M.
- Heritage Wealth Advisors has $2.1B in assets under management (AUM), dropping by -3.70%.
- Central Index Key (CIK): 0001591122
Tip: Access up to 7 years of quarterly data
Positions held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Heritage Wealth Advisors
Heritage Wealth Advisors holds 636 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Heritage Wealth Advisors has 636 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Heritage Wealth Advisors Sept. 30, 2024 positions
- Download the Heritage Wealth Advisors September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| IShares S&P 500 Index Etf (IVV) | 17.2 | $367M | 636k | 576.82 |
|
|
| iShares Core MSCI EAFE Etf (IEFA) | 6.2 | $132M | 1.7M | 78.05 |
|
|
| Microsoft Corporation (MSFT) | 3.4 | $73M | 170k | 430.30 |
|
|
| iShares Core S&P Total US Stock Mkt Etf (ITOT) | 3.1 | $67M | 533k | 125.62 |
|
|
| Apple (AAPL) | 3.1 | $67M | 287k | 233.00 |
|
|
| iShares Russell Midcap Value Etf (IWS) | 3.1 | $66M | +3% | 498k | 132.25 |
|
| UnitedHealth (UNH) | 3.1 | $65M | +4% | 112k | 584.68 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.9 | $62M | 1.2M | 53.15 |
|
|
| SPDR S&P 500 Index Etf (SPY) | 2.8 | $60M | 105k | 573.76 |
|
|
| Berkshire Hathaway Cl B CL B (BRK.B) | 2.8 | $60M | 130k | 460.26 |
|
|
| Raytheon Technologies Corp (RTX) | 2.7 | $58M | -4% | 478k | 121.16 |
|
| Merck & Co (MRK) | 2.6 | $56M | +3% | 495k | 113.56 |
|
| Alphabet Inc. Class C Cap Stk Cl C (GOOG) | 2.6 | $56M | +5% | 335k | 167.19 |
|
| MasterCard Incorporated (MA) | 2.5 | $54M | +2% | 110k | 493.80 |
|
| Automatic Data Processing (ADP) | 2.4 | $51M | +3% | 183k | 276.73 |
|
| Johnson & Johnson (JNJ) | 2.4 | $50M | +2% | 311k | 162.06 |
|
| Progressive Corporation (PGR) | 2.3 | $50M | 197k | 253.76 |
|
|
| iShares Core MSCI Emerging Markets ETF Etf (IEMG) | 2.2 | $48M | 831k | 57.41 |
|
|
| Comcast Corp New Cl A Cl A (CMCSA) | 2.2 | $47M | 1.1M | 41.77 |
|
|
| Pepsi (PEP) | 2.1 | $45M | +4% | 264k | 170.05 |
|
| Wal-Mart Stores Etf (WMT) | 2.1 | $45M | 551k | 80.75 |
|
|
| ConocoPhillips (COP) | 2.0 | $42M | +6% | 399k | 105.28 |
|
| Home Depot (HD) | 1.8 | $38M | +2% | 94k | 405.20 |
|
| Duke Energy (DUK) | 1.7 | $37M | 318k | 115.30 |
|
|
| Union Pacific Corporation (UNP) | 1.7 | $37M | +2% | 149k | 246.48 |
|
| McDonald's Corporation (MCD) | 1.6 | $35M | +8% | 113k | 304.51 |
|
| Vanguard 500 ETF Etf (VOO) | 1.4 | $29M | +49% | 56k | 527.67 |
|
| Vanguard Total World Stock ETF Etf (VT) | 1.1 | $23M | 188k | 119.70 |
|
|
| Williams Companies Etf (WMB) | 1.0 | $22M | +3% | 482k | 45.65 |
|
| Markel Corporation (MKL) | 1.0 | $22M | 14k | 1568.58 |
|
|
| iShares MSCI ACWI ex US ETF Etf (ACWX) | 0.8 | $18M | 310k | 57.22 |
|
|
| iShares MSCI EAFE Etf (EFA) | 0.7 | $14M | 171k | 83.63 |
|
|
| Enterprise Prd Prtnrs Com Ut Ltd Ptn (EPD) | 0.5 | $11M | 370k | 29.11 |
|
|
| Philip Morris International (PM) | 0.5 | $9.8M | -3% | 81k | 121.40 |
|
| Vanguard Dividend Appreciation Etf (VIG) | 0.4 | $9.5M | 48k | 198.06 |
|
|
| Fairfax Financial Holdings Lim (FRFHF) | 0.3 | $6.7M | 5.3k | 1264.05 |
|
|
| NVIDIA Corporation (NVDA) | 0.3 | $6.4M | -22% | 53k | 121.44 |
|
| Amazon (AMZN) | 0.3 | $5.7M | +2% | 31k | 186.33 |
|
| Ishares S&P 500 Growth Etf (IVW) | 0.3 | $5.7M | 60k | 95.75 |
|
|
| iShares MSCI Emrg Mkt Etf (EEM) | 0.3 | $5.6M | 122k | 45.86 |
|
|
| Visa Etf (V) | 0.3 | $5.5M | 20k | 274.95 |
|
|
| Alphabet Inc. Class A Cap Stk Cl A (GOOGL) | 0.2 | $4.7M | 28k | 165.85 |
|
|
| Altria (MO) | 0.2 | $4.6M | 91k | 51.04 |
|
|
| Sector Spdr Tech Select Etf (XLK) | 0.2 | $4.4M | +13% | 19k | 225.76 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $4.0M | +2% | 34k | 117.22 |
|
| Ishares S&P Midcap Etf (IJJ) | 0.2 | $4.0M | NEW | 38k | 106.03 |
|
| iShares S&P 100 Etf (OEF) | 0.2 | $3.7M | 13k | 276.76 |
|
|
| American Century U.S. Quality Value ETF Etf (VALQ) | 0.1 | $3.1M | +3% | 50k | 62.12 |
|
| Select Sector Spdr Trust The Utilities Select Sect Etf (XLU) | 0.1 | $3.1M | +215% | 38k | 80.78 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $2.8M | +8% | 3.1k | 886.52 |
|
| Lowe's Companies (LOW) | 0.1 | $2.7M | 10k | 270.85 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $2.7M | +4% | 13k | 210.86 |
|
| CSX Corporation (CSX) | 0.1 | $2.5M | +2% | 72k | 34.53 |
|
| Mondelez Intl Inc Cl A Cl A (MDLZ) | 0.1 | $2.5M | 34k | 73.67 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $2.4M | +40% | 14k | 170.40 |
|
| Invesco S&P 500 Equal Weight ETF Etf (RSP) | 0.1 | $2.4M | 13k | 179.16 |
|
|
| Anthem (ELV) | 0.1 | $2.3M | 4.5k | 519.96 |
|
|
| Vanguard Mid-Cap ETF Etf (VO) | 0.1 | $2.2M | +12% | 8.3k | 263.84 |
|
| iShares ESG Aware MSCI EAFE ETF Etf (ESGD) | 0.1 | $2.2M | 26k | 84.17 |
|
|
| Ishares Russell Midcap Etf (IWR) | 0.1 | $2.1M | 24k | 88.14 |
|
|
| 1/100 Berkshire Htwy Cla Cl A | 0.1 | $2.1M | 300.00 | 6911.80 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $1.9M | +12% | 11k | 173.20 |
|
| Abbvie (ABBV) | 0.1 | $1.9M | +12% | 9.4k | 197.47 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $1.7M | -2% | 41k | 42.77 |
|
| Raymond James Financial (RJF) | 0.1 | $1.7M | 14k | 122.46 |
|
|
| Vanguard Total Stock Mkt Etf (VTI) | 0.1 | $1.6M | 5.8k | 283.16 |
|
|
| Chevron Corporation (CVX) | 0.1 | $1.6M | +6% | 11k | 147.27 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.5M | 2.4k | 618.57 |
|
|
| PowerShares QQQ ETF Etf (QQQ) | 0.1 | $1.5M | +76% | 3.1k | 488.07 |
|
| iShares ESG Aware MSCI EM ETF Etf (ESGE) | 0.1 | $1.4M | 39k | 36.41 |
|
|
| Universal Corporation (UVV) | 0.1 | $1.4M | 26k | 53.11 |
|
|
| Trane Technologies (TT) | 0.1 | $1.3M | 3.4k | 388.73 |
|
|
| Zoetis Etf (ZTS) | 0.1 | $1.3M | 6.6k | 195.38 |
|
|
| Ishares Tr Russell Etf (IWB) | 0.1 | $1.3M | 4.0k | 314.39 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $1.2M | -20% | 4.1k | 302.20 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.2M | +9% | 11k | 114.01 |
|
| Norfolk Southern (NSC) | 0.1 | $1.2M | 4.9k | 248.49 |
|
|
| Coca-Cola Company (KO) | 0.1 | $1.2M | 17k | 71.86 |
|
|
| Qualcomm (QCOM) | 0.1 | $1.2M | +2% | 6.8k | 170.05 |
|
| SPDR Gold MiniShares Etf (GLDM) | 0.1 | $1.2M | 22k | 52.13 |
|
|
| Ishares Russell 2000 Etf (IWM) | 0.1 | $1.1M | -10% | 5.2k | 220.87 |
|
| Cisco Systems (CSCO) | 0.1 | $1.1M | 22k | 53.22 |
|
|
| Dimensional U S Core Equity 2 Etf Etf (DFAC) | 0.1 | $1.1M | 32k | 34.29 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $1.1M | 28k | 39.68 |
|
|
| PIMCO Enhanced Short Maturity Active ETF Etf (MINT) | 0.1 | $1.1M | +49% | 11k | 100.69 |
|
| Applied Materials (AMAT) | 0.0 | $1.1M | 5.3k | 202.05 |
|
|
| Amgen (AMGN) | 0.0 | $1.0M | +4% | 3.2k | 322.21 |
|
| Blackrock | 0.0 | $1.0M | NEW | 1.1k | 949.74 |
|
| Caterpillar (CAT) | 0.0 | $1.0M | 2.6k | 391.12 |
|
|
| Nuveen ESG Mid-Cap Value ETF Etf (NUMV) | 0.0 | $1.0M | 27k | 36.84 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $991k | +25% | 1.1k | 885.94 |
|
| Intuit (INTU) | 0.0 | $963k | 1.6k | 620.89 |
|
|
| Intuitive Surgical (ISRG) | 0.0 | $954k | -2% | 1.9k | 491.27 |
|
| Facebook Inc cl a (META) | 0.0 | $932k | +3% | 1.6k | 572.44 |
|
| Udr (UDR) | 0.0 | $903k | 20k | 45.34 |
|
|
| International Business Machines (IBM) | 0.0 | $901k | +9% | 4.1k | 221.08 |
|
| Dominion Resources (D) | 0.0 | $846k | -6% | 15k | 57.79 |
|
| United Bankshares (UBSI) | 0.0 | $813k | 22k | 37.10 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $804k | 1.6k | 517.78 |
|
|
| Atlantic Union B (AUB) | 0.0 | $800k | 21k | 37.67 |
|
|
| Sector Spdr Health Fund Etf (XLV) | 0.0 | $789k | 5.1k | 154.02 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $788k | 3.0k | 262.03 |
|
|
| Nextera Energy (NEE) | 0.0 | $781k | +39% | 9.2k | 84.53 |
|
| Blackstone Group Com Unit Ltd (BX) | 0.0 | $777k | -6% | 5.1k | 153.13 |
|
| Sector Spdr Fincl Select Etf (XLF) | 0.0 | $766k | 17k | 45.32 |
|
|
| Spdr Gold TRUST Etf (GLD) | 0.0 | $755k | +106% | 3.1k | 243.07 |
|
| Ishares Russell Midcap Growth Etf (IWP) | 0.0 | $755k | 6.4k | 117.29 |
|
|
| Plymouth Industrial REIT Reit (PLYM) | 0.0 | $748k | 33k | 22.60 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $741k | 3.6k | 206.57 |
|
|
| Owens & Minor (OMI) | 0.0 | $736k | 47k | 15.69 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $730k | -12% | 7.5k | 97.49 |
|
| Netflix (NFLX) | 0.0 | $710k | 1.0k | 709.27 |
|
|
| General Electric (GE) | 0.0 | $710k | +3% | 3.8k | 188.58 |
|
| Honeywell International (HON) | 0.0 | $701k | -12% | 3.4k | 206.70 |
|
| Cintas Corporation (CTAS) | 0.0 | $683k | +302% | 3.3k | 205.88 |
|
| Ishares S&P Smcap Value Etf (IJS) | 0.0 | $675k | 6.3k | 107.66 |
|
|
| iShares US Healthcare Etf (IYH) | 0.0 | $670k | 10k | 65.00 |
|
|
| Vanguard Growth ETF Etf (VUG) | 0.0 | $668k | +258% | 1.7k | 383.85 |
|
| Ishares Russell 2000 Value ETF Etf (IWN) | 0.0 | $667k | 4.0k | 166.82 |
|
|
| Tri-Continental Corporation (TY) | 0.0 | $667k | 20k | 33.04 |
|
|
| Vanguard Value ETF Etf (VTV) | 0.0 | $661k | 3.8k | 174.57 |
|
|
| Emerson Electric (EMR) | 0.0 | $654k | 6.0k | 109.37 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $650k | -23% | 4.6k | 140.34 |
|
| Vanguard S&P 500 Value ETF Etf (VOOV) | 0.0 | $641k | 3.4k | 190.70 |
|
|
| Fiserv (FI) | 0.0 | $640k | 3.6k | 179.65 |
|
|
| Walt Disney Company (DIS) | 0.0 | $621k | -6% | 6.5k | 96.20 |
|
| CarMax (KMX) | 0.0 | $617k | 8.0k | 77.38 |
|
|
| Goldman Sachs (GS) | 0.0 | $615k | 1.2k | 495.31 |
|
|
| Waste Management Etf (WM) | 0.0 | $585k | 2.8k | 207.60 |
|
|
| Microchip Technology (MCHP) | 0.0 | $571k | +26% | 7.1k | 80.29 |
|
| Morgan Stanley Com New (MS) | 0.0 | $565k | -6% | 5.4k | 104.24 |
|
| Southern Company (SO) | 0.0 | $557k | 6.2k | 90.18 |
|
|
| Vanguard Reit Etf (VNQ) | 0.0 | $556k | 5.7k | 97.42 |
|
|
| Broadcom (AVGO) | 0.0 | $555k | +1770% | 3.2k | 172.50 |
|
| Air Products & Chemicals (APD) | 0.0 | $555k | -20% | 1.9k | 297.80 |
|
| Vanguard Information Technology ETF Etf (VGT) | 0.0 | $550k | 938.00 | 586.52 |
|
|
| Fairfax India Hldgs Corp Com Sub Vtg (FFXDF) | 0.0 | $546k | 36k | 15.07 |
|
|
| Rli (RLI) | 0.0 | $542k | 3.5k | 154.98 |
|
|
| Target Corporation (TGT) | 0.0 | $542k | +7% | 3.5k | 155.86 |
|
| United Rentals (URI) | 0.0 | $540k | 667.00 | 809.73 |
|
|
| Vanguard FTSE International Etf (VEA) | 0.0 | $521k | 9.9k | 52.81 |
|
|
| Danaher Corporation (DHR) | 0.0 | $516k | 1.9k | 278.05 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $514k | 6.6k | 78.06 |
|
|
| iShares MSCI Global Mtls&Mng Prdcrs ETF Etf (PICK) | 0.0 | $506k | -34% | 12k | 43.21 |
|
| United Parcel Service B CL B (UPS) | 0.0 | $504k | -3% | 3.7k | 136.34 |
|
| Vanguard Short-Term Infl-Prot Secs ETF Etf (VTIP) | 0.0 | $479k | -99% | 9.7k | 49.31 |
|
| Vanguard Index Funds Vanguard High Dividend Yield Etf (VYM) | 0.0 | $473k | 3.7k | 128.20 |
|
|
| Marriott Intl Inc Cl A Cl A (MAR) | 0.0 | $470k | 1.9k | 248.60 |
|
|
| Brookfield Asset Management (BAM) | 0.0 | $466k | 9.9k | 47.29 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $459k | 2.1k | 215.03 |
|
|
| Spdr Ser Tr S&P Divid Etf Etf (SDY) | 0.0 | $438k | NEW | 3.1k | 142.04 |
|
| Cigna Corp (CI) | 0.0 | $438k | 1.3k | 346.44 |
|
|
| McKesson Corporation (MCK) | 0.0 | $430k | +71% | 869.00 | 494.42 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $422k | 1.5k | 281.37 |
|
|
| Ishares Barclays Aggregate Bond Etf (AGG) | 0.0 | $417k | +6% | 4.1k | 101.28 |
|
| NewMarket Corporation (NEU) | 0.0 | $415k | 751.00 | 551.89 |
|
|
| Verizon Communications Etf (VZ) | 0.0 | $403k | -7% | 9.0k | 44.91 |
|
| Paychex (PAYX) | 0.0 | $392k | 2.9k | 134.19 |
|
|
| Biogen Idec (BIIB) | 0.0 | $388k | 2.0k | 193.84 |
|
|
| Accenture Ltd Cl A Cl A (ACN) | 0.0 | $388k | +3% | 1.1k | 353.54 |
|
| American Express Company (AXP) | 0.0 | $387k | +7% | 1.4k | 271.20 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $380k | -2% | 719.00 | 528.07 |
|
| Dover Corporation (DOV) | 0.0 | $380k | 2.0k | 191.74 |
|
|
| PNC Financial Services (PNC) | 0.0 | $357k | -99% | 1.9k | 184.84 |
|
| Vanguard Health Care ETF Etf (VHT) | 0.0 | $356k | 1.3k | 282.27 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $349k | -2% | 2.1k | 164.08 |
|
| Fastenal Company (FAST) | 0.0 | $341k | +26% | 4.8k | 71.42 |
|
| NetApp (NTAP) | 0.0 | $337k | 2.7k | 123.51 |
|
|
| Cbre Group Inc Cl A (CBRE) | 0.0 | $334k | -6% | 2.7k | 124.48 |
|
| Vanguard Mid Cap Value Etf (VOE) | 0.0 | $327k | 1.9k | 167.67 |
|
|
| Nucor Corporation (NUE) | 0.0 | $321k | 2.1k | 150.34 |
|
|
| Ishares S&P Small-Cap Etf (IJT) | 0.0 | $319k | 2.3k | 139.49 |
|
|
| iShares Core S&P Mid Cap ETF Etf (IJH) | 0.0 | $318k | -86% | 5.1k | 62.32 |
|
| Chubb (CB) | 0.0 | $317k | +69% | 1.1k | 288.38 |
|
| 3M Company (MMM) | 0.0 | $316k | 2.3k | 136.69 |
|
|
| Fortinet (FTNT) | 0.0 | $315k | 4.1k | 77.55 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $310k | 708.00 | 437.66 |
|
|
| Ishares Dj Select Div Etf (DVY) | 0.0 | $305k | 2.3k | 135.07 |
|
|
| salesforce (CRM) | 0.0 | $294k | -6% | 1.1k | 273.71 |
|
| iShares Currency Hedged MSCI EAFE Etf (HEFA) | 0.0 | $287k | 8.1k | 35.42 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $286k | 3.0k | 94.71 |
|
|
| Hca Holdings (HCA) | 0.0 | $284k | +24% | 698.00 | 406.64 |
|
| Aon Plc Com Usd0.01 Cl A Cl A (AON) | 0.0 | $283k | 819.00 | 345.99 |
|
|
| Diamonds TRUST Series I Ut Ser 1 (DIA) | 0.0 | $282k | 666.00 | 423.12 |
|
|
| Deere & Company (DE) | 0.0 | $278k | +2% | 665.00 | 417.33 |
|
| Pfizer (PFE) | 0.0 | $276k | 9.6k | 28.94 |
|
|
| Ingersoll Rand (IR) | 0.0 | $267k | 2.7k | 98.16 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $267k | -2% | 1.9k | 142.28 |
|
| Iron Mountain Reit (IRM) | 0.0 | $264k | +344% | 2.2k | 118.83 |
|
| Kraft Heinz (KHC) | 0.0 | $260k | +7% | 7.4k | 35.11 |
|
| Ishares Nasdaq Biotechnology Etf (IBB) | 0.0 | $255k | 1.8k | 145.60 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $248k | 12k | 20.94 |
|
|
| Sabra Health Care REIT Reit (SBRA) | 0.0 | $241k | 13k | 18.61 |
|
|
| Travelers Companies (TRV) | 0.0 | $239k | +426% | 1.0k | 234.12 |
|
| Ge Vernova (GEV) | 0.0 | $231k | 906.00 | 254.98 |
|
|
| Allstate Corporation (ALL) | 0.0 | $229k | 1.2k | 189.65 |
|
|
| Vanguard Total International Stock ETF Etf (VXUS) | 0.0 | $227k | 3.5k | 64.74 |
|
|
| AvalonBay Communities (AVB) | 0.0 | $226k | 1.0k | 225.25 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $225k | 2.6k | 85.54 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $224k | +666% | 383.00 | 584.56 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $222k | +3% | 352.00 | 631.82 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $221k | 475.00 | 465.57 |
|
|
| Novo-Nordisk A-S Adr (NVO) | 0.0 | $220k | 1.9k | 119.07 |
|
|
| Blue Ridge Bank (BRBS) | 0.0 | $219k | 78k | 2.80 |
|
|
| Hanover Insurance (THG) | 0.0 | $219k | 1.5k | 148.11 |
|
|
| Amphenol Corp Cl A Cl A (APH) | 0.0 | $219k | 3.4k | 65.16 |
|
|
| Prudential Financial (PRU) | 0.0 | $214k | +10% | 1.8k | 121.10 |
|
| Micron Technology (MU) | 0.0 | $212k | 2.0k | 103.71 |
|
|
| L3harris Technologies (LHX) | 0.0 | $210k | +3% | 884.00 | 237.87 |
|
| Enbridge (ENB) | 0.0 | $204k | 5.0k | 40.61 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $203k | +62% | 1.7k | 117.15 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $201k | 911.00 | 220.76 |
|
|
| Gilead Sciences (GILD) | 0.0 | $194k | 2.3k | 83.84 |
|
|
| Intel Corporation (INTC) | 0.0 | $193k | -24% | 8.2k | 23.46 |
|
| Capital One Financial (COF) | 0.0 | $192k | 1.3k | 149.73 |
|
|
| Prologis Reit (PLD) | 0.0 | $191k | +4% | 1.5k | 126.28 |
|
| SPDR S&P Bank ETF Etf (KBE) | 0.0 | $191k | 3.6k | 52.89 |
|
|
| Vanguard Small Cap Etf (VB) | 0.0 | $187k | 788.00 | 237.21 |
|
|
| Encompass Health Corp (EHC) | 0.0 | $185k | 1.9k | 96.64 |
|
|
| Unilever Adr (UL) | 0.0 | $183k | 2.8k | 64.96 |
|
|
| Boeing Company (BA) | 0.0 | $181k | +6% | 1.2k | 152.04 |
|
| Main Street Capital Corporation (MAIN) | 0.0 | $181k | 3.6k | 50.14 |
|
|
| Vanguard Short-Term Corp Bond ETF Etf (VCSH) | 0.0 | $178k | 2.2k | 79.42 |
|
|
| Corning Incorporated (GLW) | 0.0 | $176k | +2% | 3.9k | 45.15 |
|
| Sempra Energy (SRE) | 0.0 | $175k | +2% | 2.1k | 83.63 |
|
| Novartis A G Adr (NVS) | 0.0 | $173k | 1.5k | 115.02 |
|
|
| Ford Motor Company (F) | 0.0 | $173k | -10% | 16k | 10.56 |
|
| Vanguard Industrials ETF Etf (VIS) | 0.0 | $171k | NEW | 657.00 | 260.07 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $162k | +49% | 2.9k | 56.73 |
|
| Analog Devices (ADI) | 0.0 | $162k | +24% | 702.00 | 230.02 |
|
| SPDR S&P Biotech ETF Etf (XBI) | 0.0 | $156k | NEW | 1.6k | 98.80 |
|
| Sector Spdr Materials Etf (XLB) | 0.0 | $152k | +85% | 1.6k | 96.38 |
|
| Dex (DXCM) | 0.0 | $150k | 2.2k | 67.04 |
|
|
| Vanguard Bond Index Fund Etf (BND) | 0.0 | $148k | +236% | 2.0k | 75.11 |
|
| Ross Stores (ROST) | 0.0 | $148k | 980.00 | 150.51 |
|
|
| Epr Properties (EPR) | 0.0 | $147k | 3.0k | 49.04 |
|
|
| Eaton (ETN) | 0.0 | $146k | +11% | 439.00 | 331.44 |
|
| iShares Global Infrastructure ETF Etf (IGF) | 0.0 | $145k | 2.7k | 54.43 |
|
|
| Toro Company (TTC) | 0.0 | $145k | 1.7k | 86.73 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $145k | 321.00 | 450.05 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $140k | +2% | 2.1k | 65.99 |
|
| Genuine Parts Company (GPC) | 0.0 | $140k | 1.0k | 139.68 |
|
|
| Apollo Global Management LLC Class A Cl A (APO) | 0.0 | $137k | +10% | 1.1k | 124.91 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $137k | 571.00 | 240.09 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $133k | 6.7k | 19.73 |
|
|
| American Electric Power Company (AEP) | 0.0 | $129k | -24% | 1.3k | 102.60 |
|
| Aptar (ATR) | 0.0 | $123k | 770.00 | 160.19 |
|
|
| Schwab US Large-Cap ETF Etf (SCHX) | 0.0 | $122k | 1.8k | 67.85 |
|
|
| TJX Companies (TJX) | 0.0 | $121k | NEW | 1.0k | 117.54 |
|
| WisdomTree SmallCap Dividend ETF Etf (DES) | 0.0 | $120k | 3.5k | 34.49 |
|
Past Filings by Heritage Wealth Advisors
SEC 13F filings are viewable for Heritage Wealth Advisors going back to 2013
- Heritage Wealth Advisors 2022 Q3 restated filed Dec. 12, 2024
- Heritage Wealth Advisors 2022 Q4 restated filed Dec. 12, 2024
- Heritage Wealth Advisors 2023 Q2 restated filed Dec. 12, 2024
- Heritage Wealth Advisors 2023 Q3 restated filed Dec. 12, 2024
- Heritage Wealth Advisors 2023 Q4 restated filed Dec. 12, 2024
- Heritage Wealth Advisors 2024 Q1 restated filed Dec. 12, 2024
- Heritage Wealth Advisors 2024 Q2 restated filed Dec. 12, 2024
- Heritage Wealth Advisors 2024 Q2 restated filed Dec. 12, 2024
- Heritage Wealth Advisors 2024 Q3 filed Nov. 12, 2024
- Heritage Wealth Advisors 2024 Q2 filed Aug. 6, 2024
- Heritage Wealth Advisors 2024 Q1 filed May 8, 2024
- Heritage Wealth Advisors 2023 Q4 filed Feb. 12, 2024
- Heritage Wealth Advisors 2023 Q3 filed Nov. 9, 2023
- Heritage Wealth Advisors 2023 Q2 filed Aug. 9, 2023
- Heritage Wealth Advisors 2023 Q1 filed May 4, 2023
- Heritage Wealth Advisors 2022 Q4 filed Feb. 7, 2023