Heritage Wealth Advisors
Latest statistics and disclosures from Heritage Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VTIP, IEFA, ITOT, MRK, and represent 40.63% of Heritage Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTIP (+$200M), Brookfield Corp Cl A Ltd Vt Sh (+$24M), ACWX (+$9.6M), Brookfield Asset Management (+$5.2M), IEFA, CMCSA, MSFT, GOOG, BRBS, MA.
- Started 57 new stock positions in XLB, VCLT, TMUS, VTIP, ODFL, VRSK, Global X Fds, CPNG, MET, VNDA.
- Reduced shares in these 10 stocks: Brookfield Asset Management (-$29M), IEMG (-$7.7M), IVV, IWS, PFF, MKL, IYH, ITOT, IVW, VIG.
- Sold out of its positions in ATVI, BBY, Brookfield Asset Management, CHSCL, Carlotz, C, GME, Global X Blockchain ETF, RNRG, GH.
- Heritage Wealth Advisors was a net buyer of stock by $224M.
- Heritage Wealth Advisors has $1.7B in assets under management (AUM), dropping by 25.26%.
- Central Index Key (CIK): 0001591122
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Portfolio Holdings for Heritage Wealth Advisors
Heritage Wealth Advisors holds 573 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Heritage Wealth Advisors has 573 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Heritage Wealth Advisors Dec. 31, 2022 positions
- Download the Heritage Wealth Advisors December 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| IShares S&P 500 Index Etf (IVV) | 17.2 | $298M | 774k | 384.21 | ||
| Vanguard Short-Term Infl-Prot Secs ETF Etf (VTIP) | 11.6 | $200M | NEW | 4.3M | 46.71 | |
| iShares Core MSCI EAFE Etf (IEFA) | 5.8 | $101M | +2% | 1.6M | 61.64 | |
| iShares Core S&P Total US Stock Mkt Etf (ITOT) | 3.0 | $52M | 614k | 84.80 | ||
| Merck & Co (MRK) | 2.9 | $51M | 458k | 110.95 | ||
| iShares Russell Midcap Value Etf (IWS) | 2.8 | $48M | -5% | 457k | 105.34 | |
| SPDR S&P 500 Index Etf (SPY) | 2.7 | $47M | 123k | 382.43 | ||
| UnitedHealth (UNH) | 2.7 | $46M | +2% | 86k | 530.18 | |
| Microsoft Corporation (MSFT) | 2.5 | $43M | +4% | 179k | 239.82 | |
| Johnson & Johnson (JNJ) | 2.3 | $40M | +3% | 227k | 176.65 | |
| Raytheon Technologies Corp (RTX) | 2.3 | $40M | +4% | 393k | 100.92 | |
| Apple (AAPL) | 2.2 | $39M | +2% | 298k | 129.93 | |
| iShares Core MSCI Emerging Markets ETF Etf (IEMG) | 2.2 | $39M | -16% | 825k | 46.70 | |
| Berkshire Hathaway Cl B CL B (BRK.B) | 2.2 | $38M | +4% | 123k | 308.90 | |
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| Pepsi (PEP) | 2.1 | $37M | +4% | 205k | 180.66 | |
| Newmont Mining Corporation (NEM) | 1.8 | $32M | +2% | 667k | 47.20 | |
| MasterCard Incorporated (MA) | 1.8 | $31M | +5% | 89k | 347.73 | |
| Comcast Corp New Cl A Cl A (CMCSA) | 1.7 | $30M | +9% | 862k | 34.97 | |
| ConocoPhillips (COP) | 1.7 | $29M | +2% | 245k | 118.00 | |
| Progressive Corporation (PGR) | 1.6 | $28M | +3% | 212k | 129.71 | |
| Alphabet Inc. Class C Cap Stk Cl C (GOOG) | 1.6 | $27M | +7% | 308k | 88.73 | |
| Union Pacific Corporation (UNP) | 1.5 | $26M | +3% | 124k | 207.07 | |
| Home Depot (HD) | 1.5 | $25M | +3% | 80k | 315.86 | |
| U.S. Bancorp (USB) | 1.4 | $25M | +5% | 573k | 43.61 | |
| Wal-Mart Stores Etf (WMT) | 1.4 | $25M | +3% | 176k | 141.79 | |
| Markel Corporation (MKL) | 1.4 | $25M | -3% | 19k | 1317.49 | |
| Brookfield Corp Cl A Ltd Vt Sh | 1.4 | $24M | NEW | 753k | 31.46 | |
| Medtronic (MDT) | 1.4 | $23M | +4% | 300k | 77.72 | |
| Walt Disney Company (DIS) | 1.0 | $17M | +2% | 194k | 86.88 | |
| Dominion Resources (D) | 0.9 | $16M | 260k | 61.32 | ||
| Williams Companies Etf (WMB) | 0.7 | $13M | +2% | 388k | 32.90 | |
| iShares MSCI EAFE Etf (EFA) | 0.7 | $11M | 173k | 65.64 | ||
| iShares MSCI ACWI ex US ETF Etf (ACWX) | 0.6 | $9.8M | +4730% | 215k | 45.50 | |
| Vanguard Dividend Appreciation Etf (VIG) | 0.5 | $9.2M | -4% | 60k | 151.85 | |
| Enterprise Prd Prtnrs Com Ut Ltd Ptn (EPD) | 0.4 | $7.4M | +6% | 307k | 24.12 | |
| Philip Morris International (PM) | 0.4 | $6.5M | 64k | 101.21 | ||
| Brookfield Asset Management | 0.3 | $5.2M | NEW | 182k | 28.67 | |
| iShares MSCI Emrg Mkt Etf (EEM) | 0.3 | $4.6M | 122k | 37.90 | ||
| Visa Etf (V) | 0.3 | $4.4M | 21k | 207.76 | ||
| Exxon Mobil Corporation (XOM) | 0.2 | $3.9M | 36k | 110.30 | ||
| Ishares S&P 500 Growth Etf (IVW) | 0.2 | $3.7M | -13% | 63k | 58.50 | |
| Alphabet Inc. Class A Cap Stk Cl A (GOOGL) | 0.2 | $3.6M | 40k | 88.23 | ||
| McDonald's Corporation (MCD) | 0.2 | $3.0M | -7% | 12k | 263.53 | |
| Altria (MO) | 0.2 | $3.0M | 66k | 45.71 | ||
| iShares S&P 100 Etf (OEF) | 0.2 | $3.0M | 18k | 170.57 | ||
| Amazon (AMZN) | 0.2 | $2.9M | -6% | 34k | 84.00 | |
| Invesco S&P 500 Equal Weight ETF Etf (RSP) | 0.2 | $2.7M | +35% | 19k | 141.25 | |
| Anthem (ELV) | 0.2 | $2.6M | +2% | 5.1k | 512.98 | |
| Udr (UDR) | 0.1 | $2.5M | 63k | 38.73 | ||
| Sector Spdr Tech Select Etf (XLK) | 0.1 | $2.4M | 19k | 124.44 | ||
| JPMorgan Chase & Co. (JPM) | 0.1 | $2.4M | -2% | 18k | 134.10 | |
| Mondelez Intl Inc Cl A Cl A (MDLZ) | 0.1 | $2.3M | 35k | 66.65 | ||
| Marsh & McLennan Companies (MMC) | 0.1 | $2.2M | +2% | 13k | 165.48 | |
| Lowe's Companies (LOW) | 0.1 | $2.2M | 11k | 199.24 | ||
| CSX Corporation (CSX) | 0.1 | $2.1M | 69k | 30.98 | ||
| Truist Financial Corp equities (TFC) | 0.1 | $2.0M | -2% | 47k | 43.03 | |
| Procter & Gamble Company (PG) | 0.1 | $1.9M | 13k | 151.56 | ||
| 1/100 Berkshire Htwy Cla Cl A | 0.1 | $1.9M | 400.00 | 4687.11 | ||
| Blue Ridge Bank (BRBS) | 0.1 | $1.9M | +1760% | 150k | 12.49 | |
| Bank of America Corporation (BAC) | 0.1 | $1.8M | -4% | 53k | 33.12 | |
| Chevron Corporation (CVX) | 0.1 | $1.7M | -10% | 9.2k | 179.49 | |
| Abbvie (ABBV) | 0.1 | $1.6M | +4% | 9.8k | 161.61 | |
| Select Sector Spdr Trust The Utilities Select Sect Etf (XLU) | 0.1 | $1.6M | +4% | 22k | 70.50 | |
| Raymond James Financial (RJF) | 0.1 | $1.5M | 14k | 106.85 | ||
| Vanguard Total Stock Mkt Etf (VTI) | 0.1 | $1.5M | 7.6k | 191.20 | ||
| Oracle Corporation (ORCL) | 0.1 | $1.4M | 18k | 81.74 | ||
| Coca-Cola Company (KO) | 0.1 | $1.4M | -4% | 23k | 63.61 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | -3% | 2.6k | 550.69 | |
| Abbott Laboratories (ABT) | 0.1 | $1.4M | +3% | 12k | 109.79 | |
| American Century U.S. Quality Value ETF Etf (VALQ) | 0.1 | $1.3M | 27k | 47.54 | ||
| Costco Wholesale Corporation (COST) | 0.1 | $1.3M | -13% | 2.8k | 456.47 | |
| General Dynamics Corporation (GD) | 0.1 | $1.2M | +4% | 5.0k | 248.11 | |
| Cisco Systems (CSCO) | 0.1 | $1.2M | -3% | 25k | 47.64 | |
| Illinois Tool Works (ITW) | 0.1 | $1.1M | -5% | 5.1k | 220.28 | |
| CarMax (KMX) | 0.1 | $1.1M | +37% | 18k | 60.89 | |
| Vanguard Mid-Cap ETF Etf (VO) | 0.1 | $1.1M | +3% | 5.4k | 203.81 | |
| Waste Management Etf (WM) | 0.1 | $1.1M | -10% | 7.0k | 156.87 | |
| Automatic Data Processing (ADP) | 0.1 | $1.1M | +2% | 4.4k | 238.86 | |
| Amgen (AMGN) | 0.1 | $1.1M | 4.0k | 262.64 | ||
| Zoetis Etf (ZTS) | 0.1 | $1.0M | -4% | 7.1k | 146.55 | |
| Ishares Russell Midcap Etf (IWR) | 0.1 | $1.0M | 16k | 67.45 | ||
| Ishares Russell 2000 Etf (IWM) | 0.1 | $989k | +4% | 5.7k | 174.37 | |
| Norfolk Southern (NSC) | 0.1 | $981k | 4.0k | 246.42 | ||
| Universal Corporation (UVV) | 0.1 | $970k | 18k | 52.81 | ||
| Owens & Minor (OMI) | 0.1 | $937k | 48k | 19.53 | ||
| Ishares Tr Russell Etf (IWB) | 0.1 | $926k | 4.4k | 210.52 | ||
| Air Products & Chemicals (APD) | 0.1 | $916k | +4% | 3.0k | 308.26 | |
| United Parcel Service B CL B (UPS) | 0.1 | $904k | +6% | 5.2k | 173.85 | |
| Diageo Spon Adr New (DEO) | 0.1 | $887k | 5.0k | 178.19 | ||
| Honeywell International (HON) | 0.1 | $865k | +6% | 4.0k | 214.29 | |
| Vanguard Index Funds Vanguard High Dividend Yield Etf (VYM) | 0.1 | $865k | 8.0k | 108.21 | ||
| Starbucks Corporation (SBUX) | 0.0 | $858k | +8% | 8.7k | 99.19 | |
| Ishares Russell Midcap Growth Etf (IWP) | 0.0 | $836k | 10k | 83.60 | ||
| Emerson Electric (EMR) | 0.0 | $790k | 8.2k | 96.06 | ||
| Dimensional U S Core Equity 2 Etf Etf (DFAC) | 0.0 | $787k | 32k | 24.28 | ||
| Vanguard Small Cap Etf (VB) | 0.0 | $756k | 4.1k | 183.54 | ||
| iShares US Healthcare Etf (IYH) | 0.0 | $746k | -45% | 2.6k | 283.71 | |
| SYSCO Corporation (SYY) | 0.0 | $741k | 9.7k | 76.45 | ||
| Qualcomm (QCOM) | 0.0 | $725k | -12% | 6.6k | 109.93 | |
| Pfizer (PFE) | 0.0 | $710k | 14k | 51.24 | ||
| Trane Technologies (TT) | 0.0 | $708k | 4.2k | 168.09 | ||
| Sector Spdr Health Fund Etf (XLV) | 0.0 | $696k | 5.1k | 135.85 | ||
| Schwab US Tips ETF Etf (SCHP) | 0.0 | $689k | 13k | 51.79 | ||
| iShares ESG Aware MSCI EAFE ETF Etf (ESGD) | 0.0 | $682k | 10k | 65.74 | ||
| Atlantic Union B (AUB) | 0.0 | $674k | 19k | 35.14 | ||
| United Bankshares (UBSI) | 0.0 | $674k | -6% | 17k | 40.49 | |
| Intel Corporation (INTC) | 0.0 | $672k | 25k | 26.43 | ||
| Albemarle Corporation (ALB) | 0.0 | $651k | 3.0k | 216.86 | ||
| CVS Caremark Corporation (CVS) | 0.0 | $642k | +6% | 6.9k | 93.19 | |
| Intuit (INTU) | 0.0 | $640k | +11% | 1.6k | 389.22 | |
| Plymouth Industrial REIT Reit (PLYM) | 0.0 | $635k | 33k | 19.18 | ||
| Intuitive Surgical (ISRG) | 0.0 | $627k | -22% | 2.4k | 265.35 | |
| American Express Company (AXP) | 0.0 | $622k | 4.2k | 147.73 | ||
| Caterpillar (CAT) | 0.0 | $612k | 2.6k | 239.56 | ||
| Sector Spdr Fincl Select Etf (XLF) | 0.0 | $600k | +2% | 18k | 34.20 | |
| General Electric (GE) | 0.0 | $599k | -8% | 7.1k | 83.79 | |
| Eli Lilly & Co. (LLY) | 0.0 | $597k | -11% | 1.6k | 365.84 | |
| Schwab US Large-Cap ETF Etf (SCHX) | 0.0 | $594k | 13k | 45.15 | ||
| International Business Machines (IBM) | 0.0 | $588k | 4.2k | 140.89 | ||
| Ishares S&P Smcap Value Etf (IJS) | 0.0 | $573k | 6.3k | 91.31 | ||
| Vanguard Reit Etf (VNQ) | 0.0 | $564k | 6.8k | 82.48 | ||
| Ishares Russell 2000 Value ETF Etf (IWN) | 0.0 | $563k | 4.1k | 138.67 | ||
| Biogen Idec (BIIB) | 0.0 | $563k | 2.0k | 276.92 | ||
| Adobe Systems Incorporated (ADBE) | 0.0 | $558k | -4% | 1.7k | 336.53 | |
| Tri-Continental Corporation (TY) | 0.0 | $556k | 22k | 25.63 | ||
| Microchip Technology (MCHP) | 0.0 | $537k | +2% | 7.6k | 70.25 | |
| Danaher Corporation (DHR) | 0.0 | $518k | +26% | 2.0k | 265.42 | |
| Morgan Stanley Com New (MS) | 0.0 | $505k | -5% | 5.9k | 85.02 | |
| Applied Materials (AMAT) | 0.0 | $503k | -5% | 5.2k | 97.38 | |
| Duke Energy (DUK) | 0.0 | $500k | 4.9k | 102.99 | ||
| Cigna Corp (CI) | 0.0 | $468k | 1.4k | 331.34 | ||
| Lauder Estee Co Inc Cl A Cl A (EL) | 0.0 | $467k | -7% | 1.9k | 248.11 | |
| Rli (RLI) | 0.0 | $459k | 3.5k | 131.27 | ||
| Cintas Corporation (CTAS) | 0.0 | $458k | 1.0k | 451.62 | ||
| Capital One Financial (COF) | 0.0 | $456k | +7% | 4.9k | 92.96 | |
| Nasdaq Omx (NDAQ) | 0.0 | $450k | 7.3k | 61.35 | ||
| Blackstone Group Com Unit Ltd (BX) | 0.0 | $446k | 6.0k | 74.19 | ||
| Fairfax India Hldgs Corp Com Sub Vtg (FFXDF) | 0.0 | $445k | 36k | 12.28 | ||
| NVIDIA Corporation (NVDA) | 0.0 | $438k | -22% | 3.0k | 146.14 | |
| NewMarket Corporation (NEU) | 0.0 | $433k | 1.4k | 311.11 | ||
| Deere & Company (DE) | 0.0 | $433k | 1.0k | 428.77 | ||
| SPDR S&P Bank ETF Etf (KBE) | 0.0 | $428k | 9.5k | 45.15 | ||
| BlackRock (BLK) | 0.0 | $428k | +24% | 604.00 | 708.91 | |
| Goldman Sachs (GS) | 0.0 | $416k | +11% | 1.2k | 343.32 | |
| 3M Company (MMM) | 0.0 | $414k | 3.4k | 119.94 | ||
| Target Corporation (TGT) | 0.0 | $413k | 2.8k | 149.04 | ||
| Ishares Barclays Aggregate Bond Etf (AGG) | 0.0 | $411k | 4.2k | 96.99 | ||
| Ares Capital Corporation (ARCC) | 0.0 | $411k | 22k | 18.47 | ||
| AvalonBay Communities (AVB) | 0.0 | $404k | -10% | 2.5k | 161.50 | |
| iShares ESG Aware MSCI EM ETF Etf (ESGE) | 0.0 | $402k | 13k | 30.07 | ||
| Netflix (NFLX) | 0.0 | $387k | -10% | 1.3k | 294.88 | |
| Fiserv (FISV) | 0.0 | $384k | 3.8k | 101.07 | ||
| Sba Communications Corp (SBAC) | 0.0 | $379k | 1.4k | 280.31 | ||
| PowerShares QQQ ETF Etf (QQQ) | 0.0 | $377k | 1.4k | 266.28 | ||
| Verizon Communications Etf (VZ) | 0.0 | $371k | -12% | 9.4k | 39.40 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $359k | 7.9k | 45.52 | ||
| Edwards Lifesciences (EW) | 0.0 | $346k | 4.6k | 74.61 | ||
| Ishares Dj Select Div Etf (DVY) | 0.0 | $343k | 2.8k | 120.60 | ||
| Stanley Furniture Otc (STLY) | 0.0 | $340k | 49k | 7.00 | ||
| Valero Energy Corporation (VLO) | 0.0 | $330k | 2.6k | 126.84 | ||
| Vanguard Health Care ETF Etf (VHT) | 0.0 | $327k | 1.3k | 248.11 | ||
| Schwab US Large-Cap Growth ETF Etf (SCHG) | 0.0 | $325k | 5.8k | 55.56 | ||
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.0 | $321k | 4.2k | 75.54 | ||
| Humana (HUM) | 0.0 | $318k | 621.00 | 512.19 | ||
| Aon Plc Com Usd0.01 Cl A Cl A (AON) | 0.0 | $316k | -6% | 1.1k | 300.14 | |
| Nuveen ESG Mid-Cap Value ETF Etf (NUMV) | 0.0 | $312k | 11k | 29.75 | ||
| Kimberly-Clark Corporation (KMB) | 0.0 | $309k | 2.3k | 135.75 | ||
| Nextera Energy (NEE) | 0.0 | $309k | +12% | 3.7k | 83.60 | |
| Kraft Heinz (KHC) | 0.0 | $305k | 7.5k | 40.71 | ||
| Broadridge Financial Solutions (BR) | 0.0 | $305k | 2.3k | 134.13 | ||
| Fs Kkr Capital Corp (FSK) | 0.0 | $299k | 17k | 17.50 | ||
| Dex (DXCM) | 0.0 | $296k | -10% | 2.6k | 113.24 | |
| Travelers Companies (TRV) | 0.0 | $294k | 1.6k | 187.47 | ||
| Southern Company (SO) | 0.0 | $289k | 4.1k | 71.41 | ||
| Northrop Grumman Corporation (NOC) | 0.0 | $289k | 530.00 | 545.61 | ||
| Teledyne Technologies Incorporated (TDY) | 0.0 | $283k | 708.00 | 399.91 | ||
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $282k | 1.5k | 188.54 | ||
| Texas Instruments Incorporated (TXN) | 0.0 | $282k | 1.7k | 165.22 | ||
| Marriott Intl Inc Cl A Cl A (MAR) | 0.0 | $282k | -7% | 1.9k | 148.89 | |
| Micron Technology (MU) | 0.0 | $278k | +3% | 5.6k | 49.98 | |
| Accenture Ltd Cl A Cl A (ACN) | 0.0 | $274k | +24% | 1.0k | 266.84 | |
| Dover Corporation (DOV) | 0.0 | $268k | 2.0k | 135.41 | ||
| Nucor Corporation (NUE) | 0.0 | $264k | 2.0k | 131.81 | ||
| Vanguard Mid Cap Value Etf (VOE) | 0.0 | $264k | 1.9k | 135.24 | ||
| Hanover Insurance (THG) | 0.0 | $261k | 1.9k | 135.13 | ||
| Nestle S A Reg B Adr (NSRGY) | 0.0 | $253k | 2.2k | 115.80 | ||
| Diamonds TRUST Series I Ut Ser 1 (DIA) | 0.0 | $248k | 749.00 | 331.33 | ||
| Ishares S&P Small-Cap Etf (IJT) | 0.0 | $247k | 2.3k | 108.07 | ||
| Allstate Corporation (ALL) | 0.0 | $246k | 1.8k | 135.60 | ||
| Facebook Inc cl a (META) | 0.0 | $243k | -9% | 2.0k | 120.34 | |
| Enbridge (ENB) | 0.0 | $242k | 6.2k | 39.10 | ||
| United Rentals (URI) | 0.0 | $234k | 657.00 | 355.42 | ||
| Schw US Brd Mkt Etf Etf (SCHB) | 0.0 | $232k | 5.2k | 44.81 | ||
| Boeing Company (BA) | 0.0 | $231k | 1.2k | 190.49 | ||
| Pinnacle Financial Partners (PNFP) | 0.0 | $231k | NEW | 3.1k | 73.40 | |
| Ishares Nasdaq Biotechnology Etf (IBB) | 0.0 | $230k | 1.8k | 131.29 | ||
| Genuine Parts Company (GPC) | 0.0 | $226k | 1.3k | 173.51 | ||
| Quest Diagnostics Incorporated (DGX) | 0.0 | $225k | 1.4k | 156.44 | ||
| Primis Financial Corp (FRST) | 0.0 | $222k | NEW | 19k | 11.85 | |
| iShares Currency Hedged MSCI EAFE Etf (HEFA) | 0.0 | $219k | 8.1k | 27.00 | ||
| Cbre Group Inc Cl A (CBRE) | 0.0 | $218k | +31% | 2.8k | 76.96 | |
| Gilead Sciences (GILD) | 0.0 | $212k | 2.5k | 85.85 | ||
| Canadian Pacific Railway (CP) | 0.0 | $209k | 2.8k | 74.59 | ||
| PNC Financial Services (PNC) | 0.0 | $206k | 1.3k | 157.94 | ||
| Becton, Dickinson and (BDX) | 0.0 | $205k | 807.00 | 254.18 | ||
| Vanguard 500 ETF Etf (VOO) | 0.0 | $204k | 581.00 | 351.34 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $204k | +32% | 2.8k | 71.95 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $202k | 415.00 | 487.02 | ||
| Vanguard Total International Stock ETF Etf (VXUS) | 0.0 | $199k | 3.8k | 51.72 | ||
| Ford Motor Company (F) | 0.0 | $198k | 17k | 11.63 | ||
| Avery Dennison Corporation (AVY) | 0.0 | $197k | +8% | 1.1k | 181.03 | |
| Aptar (ATR) | 0.0 | $195k | 1.8k | 109.98 | ||
| Autodesk (ADSK) | 0.0 | $194k | 1.0k | 186.87 | ||
| McKesson Corporation (MCK) | 0.0 | $191k | 508.00 | 375.12 | ||
| Toro Company (TTC) | 0.0 | $189k | 1.7k | 113.20 | ||
| ETFS Physical Palladium Etf (PALL) | 0.0 | $186k | 1.1k | 165.11 | ||
| Fortinet (FTNT) | 0.0 | $183k | 3.8k | 48.89 | ||
| Unilever Adr (UL) | 0.0 | $183k | 3.6k | 50.35 | ||
| Moderna (MRNA) | 0.0 | $180k | 1.0k | 179.62 | ||
| L3harris Technologies (LHX) | 0.0 | $179k | +22% | 861.00 | 208.33 | |
| Ingersoll Rand (IR) | 0.0 | $177k | 3.4k | 52.25 | ||
| salesforce (CRM) | 0.0 | $176k | -8% | 1.3k | 132.59 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $176k | 1.9k | 92.85 | ||
| Wells Fargo & Co Etf (WFC) | 0.0 | $174k | -6% | 4.2k | 41.29 | |
| Nike Inc Class B CL B (NKE) | 0.0 | $172k | 1.5k | 117.04 | ||
| Novartis A G Adr (NVS) | 0.0 | $169k | 1.9k | 90.72 | ||
| Community Financial (TCFC) | 0.0 | $165k | 4.1k | 39.90 | ||
| NetApp (NTAP) | 0.0 | $164k | 2.7k | 60.06 | ||
| Amphenol Corp Cl A Cl A (APH) | 0.0 | $161k | +8% | 2.1k | 76.14 | |
| Watsco Etf (WSO) | 0.0 | $160k | 643.00 | 249.43 | ||
| Sempra Energy (SRE) | 0.0 | $158k | -12% | 1.0k | 154.54 | |
| Roper Industries (ROP) | 0.0 | $153k | 355.00 | 432.09 | ||
| Corning Incorporated (GLW) | 0.0 | $153k | 4.8k | 31.94 | ||
| Advanced Micro Devices (AMD) | 0.0 | $145k | 2.2k | 64.77 | ||
| Prudential Financial (PRU) | 0.0 | $145k | 1.5k | 99.47 | ||
| Chubb (CB) | 0.0 | $145k | +71% | 655.00 | 220.60 | |
| Canadian Natl Ry (CNI) | 0.0 | $142k | 1.2k | 118.88 | ||
| Eaton (ETN) | 0.0 | $142k | 905.00 | 156.95 | ||
| W.R. Berkley Corporation (WRB) | 0.0 | $139k | 1.9k | 72.57 | ||
| City Holding Company (CHCO) | 0.0 | $134k | -4% | 1.4k | 93.09 | |
| SPDR S&P 500 Growth Etf (SPYG) | 0.0 | $132k | NEW | 2.6k | 50.67 | |
| Hca Holdings (HCA) | 0.0 | $128k | NEW | 534.00 | 240.17 | |
| Citigroup Inc. 7.125% prd (C.PJ) | 0.0 | $127k | NEW | 4.1k | 31.35 | |
| Ecolab (ECL) | 0.0 | $126k | -5% | 868.00 | 145.56 | |
| S&p Global (SPGI) | 0.0 | $126k | NEW | 375.00 | 335.19 | |
| Novo-Nordisk A-S Adr (NVO) | 0.0 | $125k | 925.00 | 135.34 | ||
| Kinsale Cap Group (KNSL) | 0.0 | $124k | 475.00 | 261.52 | ||
| CoStar (CSGP) | 0.0 | $124k | +2006% | 1.6k | 77.28 | |
| Huntsman Corporation (HUN) | 0.0 | $124k | 4.5k | 27.48 | ||
| 22nd Centy (XXII) | 0.0 | $117k | 127k | 0.92 | ||
Past Filings by Heritage Wealth Advisors
SEC 13F filings are viewable for Heritage Wealth Advisors going back to 2013
- Heritage Wealth Advisors 2022 Q4 filed Feb. 7, 2023
- Heritage Wealth Advisors 2022 Q3 filed Nov. 10, 2022
- Heritage Wealth Advisors 2022 Q2 filed Aug. 4, 2022
- Heritage Wealth Advisors 2022 Q1 filed May 11, 2022
- Heritage Wealth Advisors 2021 Q4 restated filed March 28, 2022
- Heritage Wealth Advisors 2021 Q4 filed Feb. 2, 2022
- Heritage Wealth Advisors 2021 Q3 filed Nov. 2, 2021
- Heritage Wealth Advisors 2021 Q2 restated filed Aug. 9, 2021
- Heritage Wealth Advisors 2021 Q2 filed July 27, 2021
- Heritage Wealth Advisors 2021 Q1 filed April 27, 2021
- Heritage Wealth Advisors 2020 Q4 filed Feb. 1, 2021
- Heritage Wealth Advisors 2020 Q3 filed Nov. 3, 2020
- Heritage Wealth Advisors 2020 Q2 restated filed July 17, 2020
- Heritage Wealth Advisors 2020 Q2 filed July 17, 2020
- Heritage Wealth Advisors 2020 Q1 filed May 5, 2020
- Heritage Wealth Advisors 2019 Q4 filed Feb. 4, 2020