Heritage Wealth Advisors
Latest statistics and disclosures from Heritage Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IEFA, PHYS, GOOG, MSFT, and represent 41.09% of Heritage Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: PHYS (+$170M), IEFA (+$26M), BN (+$24M), AMZN (+$9.4M), MSFT (+$7.3M), ADP (+$5.3M), APH (+$5.2M), MA, IVV, IVE.
- Started 42 new stock positions in DNP, BITX, PSX, SOLS, IWD, IQV, IVE, Co-Diagnostics, ROP, Q.
- Reduced shares in these 10 stocks: GOOG (-$5.2M), RTX, V, WMT, AAPL, FFXDF, JNJ, VOO, VNQ, MRK.
- Sold out of its positions in A, AVB, CODX, CCI, HYLB, FFXDF, FDX, GUNR, HWM.P, USIG.
- Heritage Wealth Advisors was a net buyer of stock by $296M.
- Heritage Wealth Advisors has $2.6B in assets under management (AUM), dropping by 14.60%.
- Central Index Key (CIK): 0001591122
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Portfolio Holdings for Heritage Wealth Advisors
Heritage Wealth Advisors holds 609 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Heritage Wealth Advisors has 609 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Heritage Wealth Advisors Dec. 31, 2025 positions
- Download the Heritage Wealth Advisors December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| IShares S&P 500 Index Etf (IVV) | 17.3 | $454M | 662k | 684.94 |
|
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| iShares Core MSCI EAFE Etf (IEFA) | 9.8 | $256M | +11% | 2.9M | 89.46 |
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| Sprott Physical Gold Trust Unit Ut (PHYS) | 6.5 | $170M | NEW | 5.1M | 33.02 |
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| Alphabet Inc. Class C Cap Stk Cl C (GOOG) | 4.2 | $109M | -4% | 349k | 313.76 |
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| Microsoft Corporation (MSFT) | 3.3 | $88M | +9% | 181k | 483.62 |
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| Raytheon Technologies Corp (RTX) | 3.2 | $83M | -3% | 451k | 183.40 |
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| iShares Russell Midcap Value Etf (IWS) | 2.9 | $76M | +2% | 540k | 141.05 |
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| Apple (AAPL) | 2.8 | $74M | 273k | 271.86 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.8 | $74M | +47% | 1.6M | 45.89 |
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| Johnson & Johnson (JNJ) | 2.6 | $69M | 335k | 206.95 |
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| MasterCard Incorporated (MA) | 2.6 | $68M | +7% | 119k | 570.88 |
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| Merck & Co (MRK) | 2.5 | $64M | 611k | 105.24 |
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| Berkshire Hathaway Cl B CL B (BRK.B) | 2.4 | $63M | 125k | 502.06 |
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| Amazon (AMZN) | 2.4 | $62M | +17% | 268k | 230.82 |
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| iShares Core MSCI Emerging Markets ETF Etf (IEMG) | 2.3 | $60M | +2% | 896k | 67.22 |
|
| Wal-Mart Stores (WMT) | 2.1 | $54M | 487k | 111.41 |
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| Automatic Data Processing (ADP) | 2.1 | $54M | +10% | 210k | 257.23 |
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $49M | +5% | 151k | 322.22 |
|
| ConocoPhillips (COP) | 1.8 | $46M | +2% | 491k | 93.61 |
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| Progressive Corporation (PGR) | 1.7 | $43M | +2% | 190k | 227.72 |
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| iShares Core S&P Total US Stock Mkt Etf (ITOT) | 1.5 | $38M | 258k | 148.69 |
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| Duke Energy (DUK) | 1.5 | $38M | 324k | 117.21 |
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| Union Pacific Corporation (UNP) | 1.4 | $38M | 163k | 231.32 |
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| McDonald's Corporation (MCD) | 1.4 | $37M | 120k | 305.63 |
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| Home Depot (HD) | 1.3 | $35M | +5% | 102k | 344.10 |
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| Williams Companies (WMB) | 1.0 | $26M | 436k | 60.11 |
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| Vanguard Total World Stock ETF Etf (VT) | 1.0 | $25M | 178k | 141.06 |
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| Vanguard 500 ETF Etf (VOO) | 0.9 | $22M | -2% | 36k | 627.14 |
|
| iShares MSCI ACWI ex US ETF Etf (ACWX) | 0.8 | $21M | 309k | 67.13 |
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|
| Markel Corporation (MKL) | 0.7 | $17M | 8.0k | 2149.65 |
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| iShares MSCI EAFE Etf (EFA) | 0.6 | $16M | 166k | 96.03 |
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| SPDR S&P 500 Index Etf (SPY) | 0.5 | $12M | 18k | 681.92 |
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| Philip Morris International (PM) | 0.5 | $12M | 75k | 160.40 |
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| Enterprise Prd Prtnrs Com Ut Ltd Ptn (EPD) | 0.4 | $12M | 360k | 32.06 |
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| NVIDIA Corporation (NVDA) | 0.4 | $9.5M | +20% | 51k | 186.50 |
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| Vanguard Dividend Appreciation Etf (VIG) | 0.4 | $9.4M | 43k | 219.78 |
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|
| Alphabet Inc. Class A Cap Stk Cl A (GOOGL) | 0.3 | $8.9M | 29k | 313.00 |
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| Ishares S&P 500 Growth Etf (IVW) | 0.3 | $7.5M | 61k | 123.26 |
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| iShares MSCI Emrg Mkt Etf (EEM) | 0.3 | $6.7M | 122k | 54.71 |
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| Amphenol Corp Cl A Cl A (APH) | 0.2 | $5.6M | +1209% | 42k | 135.14 |
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| Visa (V) | 0.2 | $5.3M | -24% | 15k | 350.71 |
|
| Fairfax Financial Holdings Lim (FRFHF) | 0.2 | $5.1M | 2.7k | 1908.36 |
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| Altria (MO) | 0.2 | $5.1M | 88k | 57.66 |
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| Sector Spdr Tech Select Etf (XLK) | 0.2 | $4.7M | +100% | 33k | 143.97 |
|
| Ishares S&P Midcap Etf (IJJ) | 0.2 | $4.2M | 38k | 112.33 |
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| Ishares S&P 500 Value Etf (IVE) | 0.2 | $4.0M | NEW | 19k | 212.07 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $4.0M | 33k | 120.34 |
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| iShares S&P 100 Etf (OEF) | 0.2 | $3.9M | 12k | 342.97 |
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| Invesco S&P 500 Quality ETF Etf (SPHQ) | 0.1 | $3.9M | +50% | 52k | 75.05 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $3.8M | NEW | 38k | 99.91 |
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| iShares ESG Aware MSCI EAFE ETF Etf (ESGD) | 0.1 | $3.7M | +9% | 39k | 95.09 |
|
| Eaton (ETN) | 0.1 | $3.2M | +7358% | 10k | 318.51 |
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| Invesco S&P 500 Equal Weight ETF Etf (RSP) | 0.1 | $2.7M | 14k | 191.55 |
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| TJX Companies (TJX) | 0.1 | $2.6M | +1497% | 17k | 153.61 |
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| Pepsi (PEP) | 0.1 | $2.6M | -5% | 18k | 143.52 |
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| CSX Corporation (CSX) | 0.1 | $2.6M | 71k | 36.25 |
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| Cadence Design Systems (CDNS) | 0.1 | $2.5M | NEW | 8.0k | 312.58 |
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| Lowe's Companies (LOW) | 0.1 | $2.4M | 9.9k | 241.16 |
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| Vanguard Mid-Cap ETF Etf (VO) | 0.1 | $2.4M | -4% | 8.3k | 290.24 |
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| Iqvia Holdings (IQV) | 0.1 | $2.4M | NEW | 10k | 225.41 |
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| Berkshire Hathaway Inc A Cl A (BRK.A) | 0.1 | $2.3M | 3.00 | 754800.00 |
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| Cintas Corporation (CTAS) | 0.1 | $2.2M | +292% | 12k | 188.07 |
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| Ishares Russell Midcap Etf (IWR) | 0.1 | $2.1M | 22k | 96.27 |
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| Raymond James Financial (RJF) | 0.1 | $2.1M | 13k | 160.59 |
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| Cooper Cos (COO) | 0.1 | $2.1M | NEW | 25k | 81.96 |
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| Roper Industries (ROP) | 0.1 | $2.0M | NEW | 4.5k | 445.13 |
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| Oracle Corporation (ORCL) | 0.1 | $2.0M | 10k | 194.92 |
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| Zoetis Cl A (ZTS) | 0.1 | $2.0M | +248% | 16k | 125.82 |
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| Fair Isaac Corporation (FICO) | 0.1 | $2.0M | NEW | 1.2k | 1690.62 |
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| SPDR Gold MiniShares Etf (GLDM) | 0.1 | $1.9M | +3% | 23k | 85.37 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.9M | -4% | 2.2k | 862.34 |
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| Truist Financial Corp equities (TFC) | 0.1 | $1.9M | -2% | 38k | 49.21 |
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| Vanguard Total Stock Mkt Etf (VTI) | 0.1 | $1.8M | 5.4k | 335.24 |
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| iShares ESG Aware MSCI EM ETF Etf (ESGE) | 0.1 | $1.8M | 40k | 44.17 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.7M | +346% | 6.7k | 258.79 |
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| Mondelez Intl Inc Cl A Cl A (MDLZ) | 0.1 | $1.6M | 30k | 53.83 |
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| Cisco Systems (CSCO) | 0.1 | $1.6M | -4% | 20k | 77.03 |
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| Mid Cap S P D R TRUST Etf (MDY) | 0.1 | $1.5M | NEW | 2.6k | 603.28 |
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| Ecolab (ECL) | 0.1 | $1.5M | NEW | 5.8k | 262.52 |
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| Abbvie (ABBV) | 0.1 | $1.5M | 6.5k | 228.49 |
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| Caterpillar (CAT) | 0.1 | $1.4M | 2.5k | 572.87 |
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| Chevron Corporation (CVX) | 0.1 | $1.4M | 9.5k | 152.41 |
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| Ishares Russell 1000 Growth Etf (IWF) | 0.1 | $1.4M | NEW | 3.0k | 473.31 |
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| Motorola Solutions Com New (MSI) | 0.1 | $1.4M | +1623% | 3.6k | 383.28 |
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| Procter & Gamble Company (PG) | 0.1 | $1.4M | 9.5k | 143.31 |
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| Trane Technologies (TT) | 0.1 | $1.3M | 3.4k | 389.20 |
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| Ishares Tr Russell Etf (IWB) | 0.1 | $1.3M | 3.5k | 373.44 |
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| Sector Spdr Engy Select Etf (XLE) | 0.1 | $1.3M | NEW | 30k | 44.71 |
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| Norfolk Southern (NSC) | 0.0 | $1.3M | 4.4k | 288.70 |
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| Dimensional U S Core Equity 2 Etf Etf (DFAC) | 0.0 | $1.3M | -2% | 32k | 39.59 |
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| Applied Materials (AMAT) | 0.0 | $1.2M | 4.9k | 256.99 |
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| American Century U.S. Quality Value ETF Etf (VALQ) | 0.0 | $1.2M | -10% | 18k | 66.14 |
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| Qualcomm (QCOM) | 0.0 | $1.2M | 6.9k | 171.05 |
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| Abbott Laboratories (ABT) | 0.0 | $1.2M | 9.3k | 125.29 |
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| PIMCO Enhanced Short Maturity Active ETF Etf (MINT) | 0.0 | $1.2M | NEW | 12k | 100.34 |
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| Facebook Inc cl a (META) | 0.0 | $1.1M | 1.7k | 659.93 |
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| Coca-Cola Company (KO) | 0.0 | $1.1M | 16k | 69.91 |
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| General Electric (GE) | 0.0 | $1.1M | 3.7k | 308.03 |
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| International Business Machines (IBM) | 0.0 | $1.1M | 3.8k | 296.21 |
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| Broadcom (AVGO) | 0.0 | $1.1M | 3.2k | 346.10 |
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| Bank of America Corporation (BAC) | 0.0 | $1.1M | +2% | 20k | 55.00 |
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| Sector Spdr Health Fund Etf (XLV) | 0.0 | $1.1M | +9% | 7.0k | 154.80 |
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| Ishares Russell 2000 Etf (IWM) | 0.0 | $1.1M | 4.4k | 246.18 |
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| Eli Lilly & Co. (LLY) | 0.0 | $1.1M | -6% | 1.0k | 1074.68 |
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| Nuveen ESG Mid-Cap Value ETF Etf (NUMV) | 0.0 | $1.0M | 26k | 39.10 |
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| Blackrock (BLK) | 0.0 | $1.0M | 944.00 | 1070.34 |
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| PowerShares QQQ ETF Etf (QQQ) | 0.0 | $982k | 1.6k | 614.31 |
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| Universal Corporation (UVV) | 0.0 | $968k | 18k | 52.75 |
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| Morgan Stanley Com New (MS) | 0.0 | $966k | 5.4k | 177.54 |
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| Intuitive Surgical (ISRG) | 0.0 | $964k | 1.7k | 566.36 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $942k | 1.6k | 579.45 |
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| Netflix (NFLX) | 0.0 | $939k | +900% | 10k | 93.76 |
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| Sector Spdr Fincl Select Etf (XLF) | 0.0 | $926k | 17k | 54.77 |
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| Anthem (ELV) | 0.0 | $922k | -5% | 2.6k | 350.55 |
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| Goldman Sachs (GS) | 0.0 | $912k | 1.0k | 879.00 |
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| Vanguard Value ETF Etf (VTV) | 0.0 | $857k | 4.5k | 190.99 |
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| Dominion Resources (D) | 0.0 | $852k | 15k | 58.59 |
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| iShares US Healthcare Etf (IYH) | 0.0 | $805k | +5% | 12k | 65.10 |
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| Emerson Electric (EMR) | 0.0 | $791k | 6.0k | 132.72 |
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| Taiwan Semiconductr Adrf Adr (TSM) | 0.0 | $777k | 2.6k | 303.89 |
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| Ishares Russell Midcap Growth Etf (IWP) | 0.0 | $774k | 5.7k | 136.94 |
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| Atlantic Union B (AUB) | 0.0 | $744k | 21k | 35.30 |
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| Udr (UDR) | 0.0 | $730k | 20k | 36.68 |
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| Vanguard Information Technology ETF Etf (VGT) | 0.0 | $727k | +24% | 964.00 | 753.96 |
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| Ishares S&P Smcap Value Etf (IJS) | 0.0 | $713k | 6.3k | 113.72 |
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| Illinois Tool Works (ITW) | 0.0 | $678k | 2.8k | 246.26 |
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| Intuit (INTU) | 0.0 | $671k | -6% | 1.0k | 662.60 |
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| Blackstone Group Com Unit Ltd (BX) | 0.0 | $655k | 4.2k | 154.14 |
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| Ishares Russell 2000 Value ETF Etf (IWN) | 0.0 | $652k | 3.6k | 181.21 |
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| Vanguard FTSE International Etf (VEA) | 0.0 | $652k | 10k | 62.47 |
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| P10 Inc. Class A Cl A (PX) | 0.0 | $640k | 65k | 9.81 |
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| Amgen (AMGN) | 0.0 | $615k | -4% | 1.9k | 327.31 |
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| Ishares S&P National AMT-Free Etf (MUB) | 0.0 | $605k | NEW | 5.6k | 107.11 |
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| Select Sector Spdr Trust The Utilities Select Sect Etf (XLU) | 0.0 | $600k | +25% | 14k | 42.69 |
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| Spdr Gold TRUST Etf (GLD) | 0.0 | $596k | 1.5k | 396.31 |
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| Tri-Continental Corporation (TY) | 0.0 | $593k | -4% | 18k | 32.66 |
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| Marriott Intl Inc Cl A Cl A (MAR) | 0.0 | $587k | 1.9k | 310.24 |
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| Micron Technology (MU) | 0.0 | $583k | 2.0k | 285.41 |
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| Ge Vernova (GEV) | 0.0 | $579k | -2% | 886.00 | 653.57 |
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| Southern Company (SO) | 0.0 | $543k | 6.2k | 87.20 |
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| United Rentals (URI) | 0.0 | $540k | 667.00 | 809.32 |
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| American Express Company (AXP) | 0.0 | $528k | 1.4k | 369.95 |
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| United Bankshares (UBSI) | 0.0 | $508k | 13k | 38.40 |
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| Ishares Barclays Aggregate Bond Etf (AGG) | 0.0 | $496k | +9% | 5.0k | 99.89 |
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| Honeywell International (HON) | 0.0 | $490k | 2.5k | 195.07 |
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| SYSCO Corporation (SYY) | 0.0 | $485k | 6.6k | 73.69 |
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| Vanguard S&P 500 Value ETF Etf (VOOV) | 0.0 | $481k | 2.3k | 204.81 |
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| Broadridge Financial Solutions (BR) | 0.0 | $475k | 2.1k | 223.17 |
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| Advanced Micro Devices (AMD) | 0.0 | $460k | 2.1k | 214.16 |
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| Microchip Technology (MCHP) | 0.0 | $449k | 7.0k | 63.72 |
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| Starbucks Corporation (SBUX) | 0.0 | $438k | 5.2k | 84.21 |
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| iShares MSCI Global Mtls&Mng Prdcrs ETF Etf (PICK) | 0.0 | $436k | -27% | 8.5k | 51.34 |
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| NewMarket Corporation (NEU) | 0.0 | $432k | -14% | 629.00 | 687.26 |
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| McKesson Corporation (MCK) | 0.0 | $425k | 518.00 | 820.29 |
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| Albemarle Corporation (ALB) | 0.0 | $424k | 3.0k | 141.44 |
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| Cbre Group Inc Cl A (CBRE) | 0.0 | $424k | 2.6k | 160.79 |
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| Nextera Energy (NEE) | 0.0 | $420k | -7% | 5.2k | 80.28 |
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| Verizon Communications (VZ) | 0.0 | $420k | 10k | 40.73 |
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| Calvert Us Lrg Cap Respo Indx Etf Etf (CVLC) | 0.0 | $411k | 4.9k | 84.24 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $405k | 2.3k | 173.49 |
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| PNC Financial Services (PNC) | 0.0 | $398k | 1.9k | 208.72 |
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| Entergy Corporation (ETR) | 0.0 | $395k | 4.3k | 92.43 |
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| Vanguard Growth ETF Etf (VUG) | 0.0 | $393k | 805.00 | 487.65 |
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| Dover Corporation (DOV) | 0.0 | $386k | +3% | 2.0k | 195.24 |
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| Capital One Financial (COF) | 0.0 | $374k | 1.5k | 242.36 |
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| 3M Company (MMM) | 0.0 | $370k | 2.3k | 160.09 |
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| Nucor Corporation (NUE) | 0.0 | $367k | 2.2k | 163.11 |
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| Teledyne Technologies Incorporated (TDY) | 0.0 | $362k | 708.00 | 510.73 |
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| Air Products & Chemicals (APD) | 0.0 | $360k | 1.5k | 247.02 |
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| Diageo Spon Adr New (DEO) | 0.0 | $353k | 4.1k | 86.27 |
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| Biogen Idec (BIIB) | 0.0 | $352k | 2.0k | 175.99 |
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| Fastenal Company (FAST) | 0.0 | $350k | 8.7k | 40.13 |
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| Brookfield Asset Management (BAM) | 0.0 | $348k | 6.6k | 52.39 |
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| Vanguard Mid Cap Value Etf (VOE) | 0.0 | $346k | 1.9k | 177.37 |
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| iShares Currency Hedged MSCI EAFE Etf (HEFA) | 0.0 | $335k | 8.1k | 41.36 |
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| Blue Ridge Bank (BRBS) | 0.0 | $334k | 78k | 4.27 |
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| Corning Incorporated (GLW) | 0.0 | $333k | 3.8k | 87.56 |
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| Ishares S&P Small-Cap Etf (IJT) | 0.0 | $323k | 2.3k | 141.16 |
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| Fortinet (FTNT) | 0.0 | $322k | 4.1k | 79.41 |
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| Intel Corporation (INTC) | 0.0 | $321k | 8.7k | 36.90 |
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| Ishares Dj Select Div Etf (DVY) | 0.0 | $319k | 2.3k | 141.14 |
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| Waste Management (WM) | 0.0 | $319k | -21% | 1.5k | 219.71 |
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| Danaher Corporation (DHR) | 0.0 | $313k | 1.4k | 228.96 |
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| Deere & Company (DE) | 0.0 | $310k | 665.00 | 465.57 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $309k | 352.00 | 878.96 |
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| Paychex (PAYX) | 0.0 | $307k | 2.7k | 112.18 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $302k | 530.00 | 570.21 |
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| Ishares Nasdaq Biotechnology Etf (IBB) | 0.0 | $295k | 1.8k | 168.77 |
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| NetApp (NTAP) | 0.0 | $292k | 2.7k | 107.09 |
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| Seagate Technology (STX) | 0.0 | $289k | 1.1k | 275.39 |
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| Diamonds TRUST Series I Ut Ser 1 (DIA) | 0.0 | $288k | 600.00 | 480.57 |
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| General Dynamics Corporation (GD) | 0.0 | $286k | -52% | 849.00 | 336.66 |
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| Aon Plc Com Usd0.01 Cl A Cl A (AON) | 0.0 | $283k | 803.00 | 352.88 |
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| Ishares Comex Gold Trust ETF GT (IAU) | 0.0 | $283k | NEW | 3.5k | 81.17 |
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| Cigna Corp (CI) | 0.0 | $279k | 1.0k | 275.23 |
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| Boeing Company (BA) | 0.0 | $277k | +6% | 1.3k | 217.12 |
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| CarMax (KMX) | 0.0 | $268k | 6.9k | 38.64 |
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| salesforce (CRM) | 0.0 | $261k | +25% | 984.00 | 264.91 |
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| Hca Holdings (HCA) | 0.0 | $261k | -3% | 558.00 | 467.08 |
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| Vanguard Total International Stock ETF Etf (VXUS) | 0.0 | $260k | 3.4k | 75.44 |
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| Vanguard Index Funds Vanguard High Dividend Yield Etf (VYM) | 0.0 | $258k | -50% | 1.8k | 143.52 |
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| L3harris Technologies (LHX) | 0.0 | $250k | 852.00 | 293.57 |
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| Allstate Corporation (ALL) | 0.0 | $250k | 1.2k | 208.15 |
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| Chubb (CB) | 0.0 | $245k | 786.00 | 312.12 |
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| ProShares Ultra Bitcoin ETF Etf (BITU) | 0.0 | $243k | NEW | 11k | 22.09 |
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| Enbridge (ENB) | 0.0 | $240k | 5.0k | 47.83 |
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| At&t (T) | 0.0 | $238k | 9.6k | 24.84 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $232k | -41% | 663.00 | 349.99 |
|
| Gilead Sciences (GILD) | 0.0 | $219k | -20% | 1.8k | 122.74 |
|
| iShares Silver Trust Etf (SLV) | 0.0 | $218k | 3.4k | 64.42 |
|
|
| Main Street Capital Corporation (MAIN) | 0.0 | $217k | 3.6k | 60.39 |
|
|
| Ingersoll Rand (IR) | 0.0 | $216k | 2.7k | 79.22 |
|
|
| Novartis A G Adr (NVS) | 0.0 | $215k | 1.6k | 137.87 |
|
|
| D-wave Quantum (QBTS) | 0.0 | $209k | 8.0k | 26.15 |
|
|
| Encompass Health Corp (EHC) | 0.0 | $204k | 1.9k | 106.14 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $201k | 2.9k | 70.12 |
|
|
| Schwab US Large-Cap Growth ETF Etf (SCHG) | 0.0 | $200k | 6.1k | 32.62 |
|
|
| Walt Disney Company (DIS) | 0.0 | $196k | 1.7k | 113.77 |
|
|
| United Parcel Service B CL B (UPS) | 0.0 | $194k | 2.0k | 99.20 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $193k | 2.6k | 73.63 |
|
|
| Prologis (PLD) | 0.0 | $192k | 1.5k | 127.66 |
|
|
| Kinsale Cap Group (KNSL) | 0.0 | $190k | 485.00 | 391.12 |
|
|
| Iron Mountain (IRM) | 0.0 | $184k | 2.2k | 82.95 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $183k | 1.8k | 100.89 |
|
|
| American Electric Power Company (AEP) | 0.0 | $183k | +6% | 1.6k | 115.31 |
|
| SPDR S&P Bank ETF Etf (KBE) | 0.0 | $181k | 3.0k | 60.69 |
|
|
| Prudential Financial (PRU) | 0.0 | $181k | 1.6k | 112.88 |
|
|
| Kraft Heinz (KHC) | 0.0 | $178k | 7.3k | 24.25 |
|
|
| Ross Stores (ROST) | 0.0 | $177k | 980.00 | 180.14 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $176k | 2.1k | 85.25 |
|
|
| Tesla Motors (TSLA) | 0.0 | $170k | +11% | 378.00 | 449.72 |
|
| Sempra Energy (SRE) | 0.0 | $168k | -6% | 1.9k | 88.29 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $166k | 911.00 | 181.88 |
|
|
| AB US Low Volatility Equity ETF Etf (LOWV) | 0.0 | $165k | NEW | 2.1k | 78.36 |
|
| ETFS Physical Palladium Etf (PALL) | 0.0 | $164k | 1.1k | 145.38 |
|
|
| Target Corporation (TGT) | 0.0 | $162k | -17% | 1.7k | 97.75 |
|
| Citigroup (C) | 0.0 | $160k | -3% | 1.4k | 116.69 |
|
| Apollo Global Management LLC Class A Cl A (APO) | 0.0 | $159k | 1.1k | 144.76 |
|
|
| KLA-Tencor Corporation (KLAC) | 0.0 | $152k | 125.00 | 1215.08 |
|
|
| Epr Properties (EPR) | 0.0 | $150k | 3.0k | 49.90 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $150k | 1.6k | 93.20 |
|
|
| Vanguard Health Care ETF Etf (VHT) | 0.0 | $148k | 512.00 | 288.02 |
|
|
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $144k | 2.3k | 62.46 |
|
|
| SPDR Portfolio S&P 500 Value ETF Etf (SPYV) | 0.0 | $142k | 2.5k | 56.81 |
|
|
| Schwab US Large-Cap ETF Etf (SCHX) | 0.0 | $138k | +3% | 5.1k | 26.91 |
|
| Sprott Physical Gold & Silver Trust Ut (CEF) | 0.0 | $137k | 3.0k | 45.80 |
|
|
| Fiserv (FI) | 0.0 | $137k | -41% | 2.0k | 67.17 |
|
| Owens & Minor (ACH) | 0.0 | $131k | 47k | 2.80 |
|
|
| Accenture Ltd Cl A Cl A (ACN) | 0.0 | $131k | 488.00 | 268.30 |
|
|
| Unilever Adr (UL) | 0.0 | $128k | NEW | 2.0k | 65.40 |
|
Past Filings by Heritage Wealth Advisors
SEC 13F filings are viewable for Heritage Wealth Advisors going back to 2013
- Heritage Wealth Advisors 2025 Q4 filed Feb. 13, 2026
- Heritage Wealth Advisors 2025 Q3 filed Nov. 13, 2025
- Heritage Wealth Advisors 2025 Q2 filed Aug. 11, 2025
- Heritage Wealth Advisors 2025 Q1 filed May 8, 2025
- Heritage Wealth Advisors 2024 Q4 filed Feb. 12, 2025
- 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