Heritage Wealth Advisors
Latest statistics and disclosures from Heritage Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IEFA, GOOG, MSFT, RTX, and represent 40.08% of Heritage Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$42M), JPM (+$42M), IEFA (+$8.1M), MKL, SPHQ, COP, MRK, IEMG, SPY, IWS.
- Started 29 new stock positions in VGSH, SPYG, Sony Financial Group, XSOE, SPMD, TTAM, FETH, VNQI, VMBS, SCHA.
- Reduced shares in these 10 stocks: CMCSA (-$40M), PEP (-$37M), VALQ, IVV, RTX, , MSTR, NVDA, PLYM, BN.
- Sold out of its positions in ANSS, BHF, FNB, HASI, HNST, ICE, SPHD, USHY, KR, Lucid Group. MGM, MSTR, MINT, PLYM, PII, TROW, PFG, SJM, YETI.
- Heritage Wealth Advisors was a net buyer of stock by $31M.
- Heritage Wealth Advisors has $2.3B in assets under management (AUM), dropping by 8.50%.
- Central Index Key (CIK): 0001591122
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Portfolio Holdings for Heritage Wealth Advisors
Heritage Wealth Advisors holds 600 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Heritage Wealth Advisors has 600 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Heritage Wealth Advisors Sept. 30, 2025 positions
- Download the Heritage Wealth Advisors September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| IShares S&P 500 Index Etf (IVV) | 19.2 | $439M | 656k | 669.30 |
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| iShares Core MSCI EAFE Etf (IEFA) | 9.8 | $224M | +3% | 2.6M | 87.31 |
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| Alphabet Inc. Class C Cap Stk Cl C (GOOG) | 3.9 | $89M | 365k | 243.55 |
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| Microsoft Corporation (MSFT) | 3.8 | $86M | 166k | 517.95 |
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| Raytheon Technologies Corp (RTX) | 3.4 | $78M | 467k | 167.33 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 3.3 | $75M | 1.1M | 68.58 |
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| iShares Russell Midcap Value Etf (IWS) | 3.2 | $73M | 525k | 139.67 |
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| Apple (AAPL) | 3.1 | $70M | 276k | 254.63 |
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| Berkshire Hathaway Cl B CL B (BRK.B) | 2.8 | $63M | 126k | 502.74 |
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| Johnson & Johnson (JNJ) | 2.7 | $63M | 338k | 185.42 |
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| MasterCard Incorporated (MA) | 2.7 | $63M | 110k | 568.81 |
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| iShares Core MSCI Emerging Markets ETF Etf (IEMG) | 2.5 | $58M | +3% | 878k | 65.92 |
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| Automatic Data Processing (ADP) | 2.4 | $56M | 189k | 293.50 |
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| Merck & Co (MRK) | 2.3 | $52M | +4% | 614k | 83.93 |
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| Wal-Mart Stores (WMT) | 2.2 | $51M | 495k | 103.06 |
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| Amazon (AMZN) | 2.2 | $50M | +568% | 227k | 219.57 |
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| Progressive Corporation (PGR) | 2.0 | $46M | 186k | 246.95 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $45M | +1227% | 144k | 315.43 |
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| ConocoPhillips (COP) | 2.0 | $45M | +4% | 478k | 94.59 |
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| Duke Energy (DUK) | 1.8 | $40M | 324k | 123.75 |
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| Home Depot (HD) | 1.7 | $39M | +2% | 96k | 405.19 |
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| Union Pacific Corporation (UNP) | 1.7 | $38M | +3% | 160k | 236.37 |
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| iShares Core S&P Total US Stock Mkt Etf (ITOT) | 1.6 | $38M | 258k | 145.65 |
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| McDonald's Corporation (MCD) | 1.6 | $36M | +2% | 118k | 303.89 |
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| Williams Companies (WMB) | 1.2 | $28M | +2% | 435k | 63.35 |
|
| Vanguard Total World Stock ETF Etf (VT) | 1.1 | $25M | 178k | 137.80 |
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| Vanguard 500 ETF Etf (VOO) | 1.0 | $22M | 36k | 612.37 |
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| iShares MSCI ACWI ex US ETF Etf (ACWX) | 0.9 | $20M | 309k | 65.01 |
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| iShares MSCI EAFE Etf (EFA) | 0.7 | $16M | 166k | 93.37 |
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| Markel Corporation (MKL) | 0.7 | $15M | +32% | 8.1k | 1911.36 |
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| Philip Morris International (PM) | 0.5 | $12M | 76k | 162.20 |
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| SPDR S&P 500 Index Etf (SPY) | 0.5 | $12M | +14% | 18k | 666.18 |
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| Enterprise Prd Prtnrs Com Ut Ltd Ptn (EPD) | 0.5 | $12M | 367k | 31.27 |
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| Vanguard Dividend Appreciation Etf (VIG) | 0.4 | $9.3M | 43k | 215.79 |
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| NVIDIA Corporation (NVDA) | 0.3 | $7.8M | -7% | 42k | 186.58 |
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| Ishares S&P 500 Growth Etf (IVW) | 0.3 | $7.3M | +2% | 61k | 120.72 |
|
| Alphabet Inc. Class A Cap Stk Cl A (GOOGL) | 0.3 | $6.9M | 28k | 243.10 |
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| Visa (V) | 0.3 | $6.9M | 20k | 341.38 |
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| iShares MSCI Emrg Mkt Etf (EEM) | 0.3 | $6.5M | 122k | 53.40 |
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| Altria (MO) | 0.3 | $5.8M | 88k | 66.06 |
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| Fairfax Financial Holdings Lim (FRFHF) | 0.2 | $4.7M | 2.7k | 1749.89 |
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| Sector Spdr Tech Select Etf (XLK) | 0.2 | $4.6M | 16k | 281.86 |
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| Ishares S&P Midcap Etf (IJJ) | 0.2 | $4.2M | 38k | 110.95 |
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| iShares S&P 100 Etf (OEF) | 0.2 | $3.8M | 12k | 332.84 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $3.7M | 33k | 112.75 |
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| iShares ESG Aware MSCI EAFE ETF Etf (ESGD) | 0.1 | $3.3M | +4% | 35k | 92.98 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.9M | 10k | 281.25 |
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| Pepsi (PEP) | 0.1 | $2.7M | -93% | 19k | 140.44 |
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| Invesco S&P 500 Equal Weight ETF Etf (RSP) | 0.1 | $2.7M | 14k | 189.70 |
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| Invesco S&P 500 Quality ETF Etf (SPHQ) | 0.1 | $2.5M | NEW | 35k | 73.29 |
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| Vanguard Mid-Cap ETF Etf (VO) | 0.1 | $2.5M | +2% | 8.6k | 293.74 |
|
| CSX Corporation (CSX) | 0.1 | $2.5M | 71k | 35.51 |
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| Lowe's Companies (LOW) | 0.1 | $2.5M | 9.9k | 251.31 |
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| Raymond James Financial (RJF) | 0.1 | $2.3M | 13k | 172.60 |
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| Berkshire Hathaway Inc A Cl A (BRK.A) | 0.1 | $2.3M | 3.00 | 754200.00 |
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| Costco Wholesale Corporation (COST) | 0.1 | $2.2M | 2.3k | 925.63 |
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| Ishares Russell Midcap Etf (IWR) | 0.1 | $2.2M | 22k | 96.55 |
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| Mondelez Intl Inc Cl A Cl A (MDLZ) | 0.1 | $1.9M | 31k | 62.47 |
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| Truist Financial Corp equities (TFC) | 0.1 | $1.8M | 39k | 45.72 |
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| Vanguard Total Stock Mkt Etf (VTI) | 0.1 | $1.8M | 5.4k | 328.15 |
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| iShares ESG Aware MSCI EM ETF Etf (ESGE) | 0.1 | $1.7M | 40k | 43.42 |
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| SPDR Gold MiniShares Etf (GLDM) | 0.1 | $1.7M | 22k | 76.45 |
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| Abbvie (ABBV) | 0.1 | $1.5M | 6.5k | 231.54 |
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| Chevron Corporation (CVX) | 0.1 | $1.5M | 9.6k | 155.29 |
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| Procter & Gamble Company (PG) | 0.1 | $1.5M | 9.5k | 153.65 |
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| Cisco Systems (CSCO) | 0.1 | $1.4M | 21k | 68.42 |
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| Trane Technologies (TT) | 0.1 | $1.4M | 3.4k | 421.96 |
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| Norfolk Southern (NSC) | 0.1 | $1.3M | 4.4k | 300.38 |
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| Ishares Tr Russell Etf (IWB) | 0.1 | $1.3M | 3.5k | 365.48 |
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| American Century U.S. Quality Value ETF Etf (VALQ) | 0.1 | $1.3M | -66% | 20k | 64.46 |
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| Facebook Inc cl a (META) | 0.1 | $1.3M | +5% | 1.7k | 734.17 |
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| Dimensional U S Core Equity 2 Etf Etf (DFAC) | 0.1 | $1.2M | 32k | 38.57 |
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| Abbott Laboratories (ABT) | 0.1 | $1.2M | 9.3k | 133.94 |
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| Caterpillar (CAT) | 0.1 | $1.2M | 2.6k | 477.15 |
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| Netflix (NFLX) | 0.1 | $1.2M | 1.0k | 1198.92 |
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| Qualcomm (QCOM) | 0.1 | $1.1M | 6.9k | 166.36 |
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| Blackrock (BLK) | 0.0 | $1.1M | -8% | 944.00 | 1165.87 |
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| General Electric (GE) | 0.0 | $1.1M | 3.6k | 300.82 |
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| Coca-Cola Company (KO) | 0.0 | $1.1M | -2% | 16k | 66.32 |
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| Ishares Russell 2000 Etf (IWM) | 0.0 | $1.1M | 4.4k | 241.97 |
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| Broadcom (AVGO) | 0.0 | $1.1M | 3.2k | 329.91 |
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| International Business Machines (IBM) | 0.0 | $1.1M | 3.7k | 282.16 |
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| Universal Corporation (UVV) | 0.0 | $1.0M | 18k | 55.87 |
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| Bank of America Corporation (BAC) | 0.0 | $1.0M | 19k | 51.59 |
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| Applied Materials (AMAT) | 0.0 | $995k | 4.9k | 204.74 |
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| Nuveen ESG Mid-Cap Value ETF Etf (NUMV) | 0.0 | $993k | 26k | 38.69 |
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| Select Sector Spdr Trust The Utilities Select Sect Etf (XLU) | 0.0 | $973k | -7% | 11k | 87.21 |
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| PowerShares QQQ ETF Etf (QQQ) | 0.0 | $959k | 1.6k | 600.37 |
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| Sector Spdr Fincl Select Etf (XLF) | 0.0 | $911k | 17k | 53.87 |
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| Anthem (ELV) | 0.0 | $903k | 2.8k | 323.12 |
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| Sector Spdr Health Fund Etf (XLV) | 0.0 | $890k | +18% | 6.4k | 139.17 |
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| Dominion Resources (D) | 0.0 | $889k | 15k | 61.17 |
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| Morgan Stanley Com New (MS) | 0.0 | $864k | 5.4k | 158.96 |
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| Vanguard Value ETF Etf (VTV) | 0.0 | $837k | 4.5k | 186.49 |
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| Goldman Sachs (GS) | 0.0 | $827k | 1.0k | 796.35 |
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| Eli Lilly & Co. (LLY) | 0.0 | $825k | 1.1k | 763.00 |
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| Ishares Russell Midcap Growth Etf (IWP) | 0.0 | $805k | 5.7k | 142.41 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $789k | 1.6k | 485.02 |
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| Emerson Electric (EMR) | 0.0 | $781k | 6.0k | 131.18 |
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| Intuitive Surgical (ISRG) | 0.0 | $761k | -6% | 1.7k | 447.23 |
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| Atlantic Union B (AUB) | 0.0 | $744k | 21k | 35.29 |
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| Udr (UDR) | 0.0 | $742k | 20k | 37.26 |
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| Intuit (INTU) | 0.0 | $740k | -10% | 1.1k | 683.01 |
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| Blackstone Group Com Unit Ltd (BX) | 0.0 | $726k | 4.2k | 170.85 |
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| Illinois Tool Works (ITW) | 0.0 | $720k | -5% | 2.8k | 260.72 |
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| Taiwan Semiconductr Adrf Adr (TSM) | 0.0 | $714k | 2.6k | 279.29 |
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| P10 Inc. Class A Cl A (PX) | 0.0 | $710k | NEW | 65k | 10.88 |
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| Ishares S&P Smcap Value Etf (IJS) | 0.0 | $693k | 6.3k | 110.59 |
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| iShares US Healthcare Etf (IYH) | 0.0 | $686k | 12k | 58.72 |
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| Zoetis Inc Cl A (ZTS) | 0.0 | $661k | 4.5k | 146.32 |
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| Tri-Continental Corporation (TY) | 0.0 | $647k | 19k | 34.00 |
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| United Rentals (URI) | 0.0 | $637k | 667.00 | 954.66 |
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| Ishares Russell 2000 Value ETF Etf (IWN) | 0.0 | $637k | 3.6k | 176.81 |
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| Fairfax India Hldgs Corp Com Sub Vtg (FFXDF) | 0.0 | $625k | 36k | 17.25 |
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| Vanguard FTSE International Etf (VEA) | 0.0 | $620k | 10k | 59.92 |
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| NewMarket Corporation (NEU) | 0.0 | $609k | 735.00 | 828.21 |
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| General Dynamics Corporation (GD) | 0.0 | $604k | 1.8k | 341.00 |
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| Cintas Corporation (CTAS) | 0.0 | $600k | 2.9k | 205.26 |
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| Southern Company (SO) | 0.0 | $590k | 6.2k | 94.77 |
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| Vanguard Information Technology ETF Etf (VGT) | 0.0 | $579k | -15% | 776.00 | 746.63 |
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| Ge Vernova (GEV) | 0.0 | $557k | 906.00 | 614.90 |
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| Amgen (AMGN) | 0.0 | $557k | 2.0k | 282.20 |
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| SYSCO Corporation (SYY) | 0.0 | $542k | 6.6k | 82.34 |
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| Spdr Gold TRUST Etf (GLD) | 0.0 | $535k | 1.5k | 355.47 |
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| Honeywell International (HON) | 0.0 | $529k | 2.5k | 210.48 |
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| Vanguard Reit Reit (VNQ) | 0.0 | $523k | 5.7k | 91.42 |
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| iShares MSCI Global Mtls&Mng Prdcrs ETF Etf (PICK) | 0.0 | $521k | 12k | 44.50 |
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| Broadridge Financial Solutions (BR) | 0.0 | $507k | 2.1k | 238.17 |
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| Vanguard Index Funds Vanguard High Dividend Yield Etf (VYM) | 0.0 | $507k | 3.6k | 140.95 |
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| Marriott Intl Inc Cl A Cl A (MAR) | 0.0 | $493k | 1.9k | 260.44 |
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| United Bankshares (UBSI) | 0.0 | $491k | -29% | 13k | 37.21 |
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| American Express Company (AXP) | 0.0 | $474k | 1.4k | 332.16 |
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| Vanguard S&P 500 Value ETF Etf (VOOV) | 0.0 | $466k | 2.3k | 199.45 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $464k | 1.5k | 309.74 |
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| Verizon Communications (VZ) | 0.0 | $453k | 10k | 43.95 |
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| Ishares Barclays Aggregate Bond Etf (AGG) | 0.0 | $453k | 4.5k | 100.24 |
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| Microchip Technology (MCHP) | 0.0 | $452k | 7.0k | 64.22 |
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| Fiserv (FI) | 0.0 | $446k | 3.5k | 128.93 |
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| Starbucks Corporation (SBUX) | 0.0 | $440k | 5.2k | 84.60 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $433k | 2.4k | 183.73 |
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| Fastenal Company (FAST) | 0.0 | $428k | 8.7k | 49.04 |
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| Nextera Energy (NEE) | 0.0 | $426k | -5% | 5.6k | 75.49 |
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| Cbre Group Inc Cl A (CBRE) | 0.0 | $416k | 2.6k | 157.56 |
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| Teledyne Technologies Incorporated (TDY) | 0.0 | $415k | 708.00 | 586.04 |
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| Waste Management (WM) | 0.0 | $407k | 1.8k | 220.83 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $402k | -2% | 1.1k | 352.75 |
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| McKesson Corporation (MCK) | 0.0 | $400k | 518.00 | 772.54 |
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| Calvert Us Lrg Cap Respo Indx Etf Etf (CVLC) | 0.0 | $399k | -7% | 4.9k | 81.87 |
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| Entergy Corporation (ETR) | 0.0 | $399k | 4.3k | 93.19 |
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| Air Products & Chemicals (APD) | 0.0 | $397k | 1.5k | 272.72 |
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| Amphenol Corp Cl A Cl A (APH) | 0.0 | $395k | -5% | 3.2k | 123.75 |
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| Diageo Spon Adr New (DEO) | 0.0 | $390k | -3% | 4.1k | 95.43 |
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| PNC Financial Services (PNC) | 0.0 | $388k | 1.9k | 200.89 |
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| Vanguard Growth ETF Etf (VUG) | 0.0 | $386k | 805.00 | 479.40 |
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| Brookfield Asset Management (BAM) | 0.0 | $379k | 6.6k | 56.94 |
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| 3M Company (MMM) | 0.0 | $359k | 2.3k | 155.17 |
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| Paychex (PAYX) | 0.0 | $349k | 2.8k | 126.76 |
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| Advanced Micro Devices (AMD) | 0.0 | $348k | 2.1k | 161.79 |
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| Micron Technology (MU) | 0.0 | $342k | 2.0k | 167.32 |
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| Fortinet (FTNT) | 0.0 | $341k | 4.1k | 84.08 |
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| Vanguard Mid Cap Value Etf (VOE) | 0.0 | $340k | 1.9k | 174.58 |
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| Blue Ridge Bank (BRBS) | 0.0 | $331k | 78k | 4.23 |
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| Capital One Financial (COF) | 0.0 | $329k | 1.5k | 212.59 |
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| Ishares S&P Small-Cap Etf (IJT) | 0.0 | $324k | 2.3k | 141.50 |
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| NetApp (NTAP) | 0.0 | $323k | 2.7k | 118.46 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $323k | 530.00 | 609.32 |
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| Ishares Dj Select Div Etf (DVY) | 0.0 | $321k | 2.3k | 142.10 |
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| iShares Currency Hedged MSCI EAFE Etf (HEFA) | 0.0 | $321k | 8.1k | 39.61 |
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| Dover Corporation (DOV) | 0.0 | $318k | 1.9k | 166.83 |
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| CarMax (KMX) | 0.0 | $313k | 7.0k | 44.87 |
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| Corning Incorporated (GLW) | 0.0 | $312k | 3.8k | 82.03 |
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| Nucor Corporation (NUE) | 0.0 | $304k | 2.2k | 135.43 |
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| Deere & Company (DE) | 0.0 | $304k | 665.00 | 457.26 |
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| Cigna Corp (CI) | 0.0 | $292k | 1.0k | 288.25 |
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| Intel Corporation (INTC) | 0.0 | $292k | -5% | 8.7k | 33.55 |
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| Aon Plc Com Usd0.01 Cl A Cl A (AON) | 0.0 | $286k | 803.00 | 356.58 |
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| Biogen Idec (BIIB) | 0.0 | $280k | 2.0k | 140.08 |
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| Diamonds TRUST Series I Ut Ser 1 (DIA) | 0.0 | $278k | 600.00 | 463.74 |
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| At&t (T) | 0.0 | $271k | 9.6k | 28.24 |
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| Danaher Corporation (DHR) | 0.0 | $271k | -8% | 1.4k | 198.26 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $267k | 352.00 | 758.15 |
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| L3harris Technologies (LHX) | 0.0 | $260k | 852.00 | 305.41 |
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| Allstate Corporation (ALL) | 0.0 | $258k | 1.2k | 214.65 |
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| Boeing Company (BA) | 0.0 | $258k | 1.2k | 215.83 |
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| Vanguard Total International Stock ETF Etf (VXUS) | 0.0 | $253k | -4% | 3.4k | 73.46 |
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| Enbridge (ENB) | 0.0 | $253k | 5.0k | 50.46 |
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| Ishares Nasdaq Biotechnology Etf (IBB) | 0.0 | $253k | 1.8k | 144.37 |
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| Gilead Sciences (GILD) | 0.0 | $250k | 2.3k | 111.00 |
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| Seagate Technology (STX) | 0.0 | $248k | 1.1k | 236.06 |
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| Hca Holdings (HCA) | 0.0 | $246k | -2% | 578.00 | 426.17 |
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| Encompass Health Corp (EHC) | 0.0 | $244k | 1.9k | 127.02 |
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| Albemarle Corporation (ALB) | 0.0 | $243k | 3.0k | 81.08 |
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| Main Street Capital Corporation (MAIN) | 0.0 | $229k | 3.6k | 63.59 |
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| Iron Mountain Reit (IRM) | 0.0 | $227k | 2.2k | 101.94 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $226k | 1.8k | 124.34 |
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| Owens & Minor (OMI) | 0.0 | $225k | 47k | 4.80 |
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| Ingersoll Rand (IR) | 0.0 | $225k | 2.7k | 82.62 |
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| Chubb (CB) | 0.0 | $222k | -15% | 787.00 | 282.24 |
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| W.R. Berkley Corporation (WRB) | 0.0 | $219k | 2.9k | 76.62 |
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| Kinsale Cap Group (KNSL) | 0.0 | $206k | 485.00 | 425.26 |
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| Novartis A G Adr (NVS) | 0.0 | $200k | 1.6k | 128.24 |
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| D-wave Quantum (QBTS) | 0.0 | $197k | 8.0k | 24.71 |
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| Walt Disney Company (DIS) | 0.0 | $197k | 1.7k | 114.50 |
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| Schwab US Large-Cap Growth ETF Etf (SCHG) | 0.0 | $196k | +616% | 6.1k | 31.91 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $196k | 2.6k | 74.49 |
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| Kraft Heinz (KHC) | 0.0 | $191k | 7.3k | 26.04 |
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| salesforce (CRM) | 0.0 | $187k | -6% | 787.00 | 237.00 |
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| Sempra Energy (SRE) | 0.0 | $184k | 2.0k | 89.98 |
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| Target Corporation (TGT) | 0.0 | $181k | 2.0k | 89.70 |
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| SPDR S&P Bank ETF Etf (KBE) | 0.0 | $178k | 3.0k | 59.42 |
|
|
| Epr Properties (EPR) | 0.0 | $174k | 3.0k | 58.01 |
|
|
| Prologis Reit (PLD) | 0.0 | $172k | 1.5k | 114.52 |
|
|
| American Electric Power Company (AEP) | 0.0 | $168k | +15% | 1.5k | 112.50 |
|
| Prudential Financial (PRU) | 0.0 | $166k | 1.6k | 103.74 |
|
|
| United Parcel Service B CL B (UPS) | 0.0 | $161k | -13% | 1.9k | 83.55 |
|
| Edwards Lifesciences (EW) | 0.0 | $160k | 2.1k | 77.77 |
|
|
| TJX Companies (TJX) | 0.0 | $156k | 1.1k | 144.54 |
|
|
| Tesla Motors (TSLA) | 0.0 | $151k | +8% | 340.00 | 444.72 |
|
| Dex (DXCM) | 0.0 | $151k | 2.2k | 67.29 |
|
|
| Ross Stores (ROST) | 0.0 | $149k | 980.00 | 152.39 |
|
|
| Avery Dennison Corporation (AVY) | 0.0 | $148k | 911.00 | 162.17 |
|
|
| Apollo Global Management LLC Class A Cl A (APO) | 0.0 | $147k | 1.1k | 133.27 |
|
|
| Citigroup (C) | 0.0 | $144k | 1.4k | 101.50 |
|
|
| iShares Silver Trust Etf (SLV) | 0.0 | $143k | 3.4k | 42.37 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $139k | 1.0k | 138.60 |
|
|
| SPDR Portfolio S&P 500 Value ETF Etf (SPYV) | 0.0 | $138k | +13% | 2.5k | 55.33 |
|
| KLA-Tencor Corporation (KLAC) | 0.0 | $135k | 125.00 | 1078.60 |
|
|
| Unilever Adr (UL) | 0.0 | $135k | 2.3k | 59.28 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $135k | -11% | 1.6k | 83.82 |
|
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $134k | 2.3k | 57.80 |
|
|
| Vanguard Health Care ETF Etf (VHT) | 0.0 | $133k | -59% | 512.00 | 259.75 |
|
| Schwab US Large-Cap ETF Etf (SCHX) | 0.0 | $131k | 5.0k | 26.34 |
|
|
| ETFS Physical Palladium Etf (PALL) | 0.0 | $128k | 1.1k | 114.17 |
|
|
| Vanguard Mega Cap ETF Etf (MGC) | 0.0 | $128k | 526.00 | 244.09 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $125k | 254.00 | 491.25 |
|
|
| Ptc (PTC) | 0.0 | $125k | 614.00 | 203.02 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $121k | 531.00 | 227.85 |
|
|
| Pfizer (PFE) | 0.0 | $121k | 4.7k | 25.48 |
|
|
| Accenture Ltd Cl A Cl A (ACN) | 0.0 | $121k | -30% | 489.00 | 246.81 |
|
| Stantec (STN) | 0.0 | $120k | 1.1k | 107.80 |
|
|
| Comcast Corp New Cl A Cl A (CMCSA) | 0.0 | $119k | -99% | 3.8k | 31.42 |
|
| Vanguard Intl Eqty Index Etf (VEU) | 0.0 | $114k | 1.6k | 71.38 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $112k | 590.00 | 190.58 |
|
|
| Sprott Physical Gold & Silver Trust Etf (CEF) | 0.0 | $110k | 3.0k | 36.69 |
|
|
| Roku Inc Com Cl A Cl A (ROKU) | 0.0 | $107k | 1.1k | 100.13 |
|
|
| Genworth Financial (GNW) | 0.0 | $102k | 12k | 8.90 |
|
|
| Southwest Airlines (LUV) | 0.0 | $101k | 3.2k | 31.91 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $100k | 1.1k | 94.30 |
|
|
| Nestle S A Reg B Adr (NSRGY) | 0.0 | $99k | 1.1k | 91.77 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $97k | 211.00 | 458.11 |
|
Past Filings by Heritage Wealth Advisors
SEC 13F filings are viewable for Heritage Wealth Advisors going back to 2013
- 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
- Heritage Wealth Advisors 2023 Q4 filed Feb. 12, 2024