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, MSFT, ITOT, and represent 38.45% of Heritage Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VT (+$19M), VOO (+$16M), VTV (+$8.7M), VTIP (+$7.6M), ACWX, BN, ADP, MCD, PICK, MINT.
- Started 231 new stock positions in WY, SDZNY, VRTX, EPAM, HAL, LNKB, AAL, MGK, FLT, ABR.
- Reduced shares in these 10 stocks: IVV (-$5.0M), IEMG, PGR, MRK, MSFT, UNH, MMC, BRK.B, GOOG, AAPL.
- Sold out of its positions in ADPT, AKTS, AMCORE Financial, ANTX, APP, BATRK, Canopy Gro, CPRX, CMI, DBVT.
- Heritage Wealth Advisors was a net buyer of stock by $27M.
- Heritage Wealth Advisors has $2.0B in assets under management (AUM), dropping by 9.46%.
- Central Index Key (CIK): 0001591122
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Download as csv Download as ExcelPortfolio Holdings for Heritage Wealth Advisors
Heritage Wealth Advisors holds 727 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Heritage Wealth Advisors has 727 total positions. Only the first 250 positions are shown.
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- Download the Heritage Wealth Advisors December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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IShares S&P 500 Index Etf (IVV) | 16.1 | $323M | 676k | 477.63 |
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Vanguard Short-Term Infl-Prot Secs ETF Etf (VTIP) | 10.6 | $214M | +3% | 4.5M | 47.49 |
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iShares Core MSCI EAFE Etf (IEFA) | 5.8 | $116M | 1.6M | 70.35 |
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Microsoft Corporation (MSFT) | 3.1 | $63M | -4% | 167k | 376.04 |
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iShares Core S&P Total US Stock Mkt Etf (ITOT) | 2.8 | $56M | -2% | 536k | 105.23 |
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iShares Russell Midcap Value Etf (IWS) | 2.7 | $54M | 468k | 116.29 |
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Apple (AAPL) | 2.7 | $54M | -3% | 279k | 192.53 |
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SPDR S&P 500 Index Etf (SPY) | 2.5 | $51M | 106k | 475.31 |
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Merck & Co (MRK) | 2.5 | $50M | -6% | 457k | 109.02 |
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UnitedHealth (UNH) | 2.5 | $50M | -5% | 94k | 526.47 |
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Berkshire Hathaway Cl B CL B (BRK.B) | 2.2 | $44M | -4% | 125k | 356.66 |
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MasterCard Incorporated (MA) | 2.1 | $43M | -3% | 100k | 426.51 |
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Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.1 | $43M | +9% | 1.1M | 40.12 |
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Alphabet Inc. Class C Cap Stk Cl C (GOOG) | 2.1 | $42M | -4% | 297k | 140.93 |
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Johnson & Johnson (JNJ) | 2.0 | $41M | 261k | 156.74 |
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Comcast Corp New Cl A Cl A (CMCSA) | 2.0 | $41M | -3% | 930k | 43.85 |
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iShares Core MSCI Emerging Markets ETF Etf (IEMG) | 2.0 | $40M | -10% | 787k | 50.58 |
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Medtronic (MDT) | 1.9 | $39M | -2% | 474k | 82.38 |
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Pepsi (PEP) | 1.9 | $38M | 226k | 169.84 |
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ConocoPhillips (COP) | 1.9 | $38M | 329k | 116.07 |
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Raytheon Technologies Corp (RTX) | 1.9 | $37M | 442k | 84.14 |
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Automatic Data Processing (ADP) | 1.7 | $35M | +10% | 149k | 232.97 |
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Union Pacific Corporation (UNP) | 1.6 | $33M | 134k | 245.62 |
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Progressive Corporation (PGR) | 1.6 | $33M | -10% | 206k | 159.28 |
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PNC Financial Services (PNC) | 1.6 | $32M | 205k | 154.85 |
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Home Depot (HD) | 1.5 | $29M | -4% | 84k | 346.55 |
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Wal-Mart Stores Etf (WMT) | 1.4 | $28M | 180k | 157.65 |
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McDonald's Corporation (MCD) | 1.3 | $26M | +10% | 87k | 296.51 |
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Markel Corporation (MKL) | 1.0 | $21M | -6% | 14k | 1419.90 |
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Vanguard Total World Stock ETF Etf (VT) | 1.0 | $19M | +91486% | 188k | 102.88 |
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Vanguard 500 ETF Etf (VOO) | 0.8 | $16M | +6280% | 37k | 436.80 |
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iShares MSCI ACWI ex US ETF Etf (ACWX) | 0.8 | $16M | +45% | 312k | 51.04 |
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Williams Companies Etf (WMB) | 0.7 | $15M | 424k | 34.83 |
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iShares MSCI EAFE Etf (EFA) | 0.7 | $13M | 174k | 75.35 |
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Enterprise Prd Prtnrs Com Ut Ltd Ptn (EPD) | 0.5 | $9.2M | 347k | 26.35 |
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Vanguard Dividend Appreciation Etf (VIG) | 0.4 | $8.8M | 52k | 170.40 |
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Vanguard Value ETF Etf (VTV) | 0.4 | $8.7M | +28419% | 59k | 149.50 |
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Philip Morris International (PM) | 0.4 | $7.8M | 83k | 94.08 |
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Alphabet Inc. Class A Cap Stk Cl A (GOOGL) | 0.3 | $5.5M | -4% | 39k | 139.69 |
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Visa Etf (V) | 0.3 | $5.2M | -8% | 20k | 260.35 |
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iShares MSCI Emrg Mkt Etf (EEM) | 0.2 | $4.9M | 122k | 40.21 |
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Fairfax Financial Holdings Lim (FRFHF) | 0.2 | $4.8M | 5.2k | 927.13 |
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Ishares S&P 500 Growth Etf (IVW) | 0.2 | $4.5M | 60k | 75.10 |
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Amazon (AMZN) | 0.2 | $4.4M | -6% | 29k | 151.94 |
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Sector Spdr Tech Select Etf (XLK) | 0.2 | $3.9M | 20k | 192.48 |
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NVIDIA Corporation (NVDA) | 0.2 | $3.6M | -2% | 7.3k | 495.22 |
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Exxon Mobil Corporation (XOM) | 0.2 | $3.6M | 36k | 99.98 |
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Altria (MO) | 0.2 | $3.6M | 90k | 40.34 |
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iShares S&P 100 Etf (OEF) | 0.2 | $3.2M | 14k | 223.39 |
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JPMorgan Chase & Co. (JPM) | 0.1 | $2.8M | -4% | 16k | 170.10 |
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Mondelez Intl Inc Cl A Cl A (MDLZ) | 0.1 | $2.6M | 36k | 72.43 |
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CSX Corporation (CSX) | 0.1 | $2.4M | 70k | 34.67 |
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Lowe's Companies (LOW) | 0.1 | $2.3M | -15% | 10k | 222.55 |
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1/100 Berkshire Htwy Cla Cl A | 0.1 | $2.2M | 400.00 | 5426.25 |
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Invesco S&P 500 Equal Weight ETF Etf (RSP) | 0.1 | $2.1M | 14k | 157.80 |
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Anthem (ELV) | 0.1 | $2.1M | -10% | 4.5k | 471.56 |
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Costco Wholesale Corporation (COST) | 0.1 | $1.9M | 2.9k | 660.08 |
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iShares ESG Aware MSCI EAFE ETF Etf (ESGD) | 0.1 | $1.9M | +2% | 25k | 75.54 |
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Oracle Corporation (ORCL) | 0.1 | $1.8M | 17k | 105.43 |
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Vanguard Mid-Cap ETF Etf (VO) | 0.1 | $1.7M | +28% | 7.4k | 232.63 |
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Chevron Corporation (CVX) | 0.1 | $1.6M | +4% | 11k | 149.16 |
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Procter & Gamble Company (PG) | 0.1 | $1.6M | -6% | 11k | 146.54 |
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Truist Financial Corp equities (TFC) | 0.1 | $1.6M | 43k | 36.92 |
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Raymond James Financial (RJF) | 0.1 | $1.5M | 14k | 111.50 |
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American Century U.S. Quality Value ETF Etf (VALQ) | 0.1 | $1.5M | 28k | 53.11 |
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Abbvie (ABBV) | 0.1 | $1.5M | +6% | 9.5k | 154.97 |
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Universal Corporation (UVV) | 0.1 | $1.5M | 22k | 67.32 |
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Zoetis Etf (ZTS) | 0.1 | $1.4M | 7.0k | 197.37 |
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Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | 2.6k | 530.79 |
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Illinois Tool Works (ITW) | 0.1 | $1.4M | 5.2k | 261.92 |
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General Dynamics Corporation (GD) | 0.1 | $1.3M | +5% | 5.1k | 259.67 |
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Vanguard Total Stock Mkt Etf (VTI) | 0.1 | $1.3M | -23% | 5.4k | 237.22 |
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Ishares Russell Midcap Etf (IWR) | 0.1 | $1.2M | 16k | 77.73 |
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iShares ESG Aware MSCI EM ETF Etf (ESGE) | 0.1 | $1.2M | +13% | 38k | 32.06 |
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Abbott Laboratories (ABT) | 0.1 | $1.2M | 11k | 110.07 |
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Ishares Russell 2000 Etf (IWM) | 0.1 | $1.2M | 5.8k | 200.72 |
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Norfolk Southern (NSC) | 0.1 | $1.1M | 4.9k | 236.38 |
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Cisco Systems (CSCO) | 0.1 | $1.1M | -4% | 22k | 50.52 |
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Ishares Tr Russell Etf (IWB) | 0.1 | $1.1M | 4.2k | 262.26 |
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Coca-Cola Company (KO) | 0.1 | $1.1M | 19k | 58.93 |
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iShares MSCI Global Mtls&Mng Prdcrs ETF Etf (PICK) | 0.1 | $1.1M | NEW | 25k | 43.48 |
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Amgen (AMGN) | 0.1 | $1.0M | -2% | 3.6k | 288.02 |
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Bank of America Corporation (BAC) | 0.1 | $1.0M | -4% | 30k | 33.67 |
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Intuit (INTU) | 0.0 | $974k | 1.6k | 625.21 |
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United Parcel Service B CL B (UPS) | 0.0 | $973k | 6.2k | 157.23 |
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Qualcomm (QCOM) | 0.0 | $969k | 6.7k | 144.63 |
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Dimensional U S Core Equity 2 Etf Etf (DFAC) | 0.0 | $947k | 32k | 29.23 |
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Adobe Systems Incorporated (ADBE) | 0.0 | $915k | +2% | 1.5k | 596.60 |
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Owens & Minor (OMI) | 0.0 | $904k | -2% | 47k | 19.27 |
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Select Sector Spdr Trust The Utilities Select Sect Etf (XLU) | 0.0 | $897k | -22% | 14k | 63.33 |
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Trane Technologies (TT) | 0.0 | $875k | -11% | 3.6k | 243.90 |
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Vanguard Small Cap Etf (VB) | 0.0 | $872k | 4.1k | 213.33 |
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Pimco Enhanced Short Maturity Active ETF Etf (MINT) | 0.0 | $866k | NEW | 8.7k | 99.78 |
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Applied Materials (AMAT) | 0.0 | $846k | 5.2k | 162.07 |
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Honeywell International (HON) | 0.0 | $836k | 4.0k | 209.70 |
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United Bankshares (UBSI) | 0.0 | $817k | 22k | 37.55 |
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Nuveen ESG Mid-Cap Value ETF Etf (NUMV) | 0.0 | $816k | +4% | 26k | 31.54 |
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Dominion Resources (D) | 0.0 | $801k | +4% | 17k | 47.00 |
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Diageo Spon Adr New (DEO) | 0.0 | $798k | -3% | 5.5k | 145.66 |
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Plymouth Industrial REIT Reit (PLYM) | 0.0 | $797k | 33k | 24.07 |
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Air Products & Chemicals (APD) | 0.0 | $780k | 2.8k | 273.84 |
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Starbucks Corporation (SBUX) | 0.0 | $780k | -8% | 8.1k | 96.00 |
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Atlantic Union B (AUB) | 0.0 | $773k | -3% | 21k | 36.54 |
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Udr (UDR) | 0.0 | $773k | -68% | 20k | 38.29 |
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Caterpillar (CAT) | 0.0 | $768k | 2.6k | 295.67 |
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Vanguard Bond Short Term Index Fund Etf (BSV) | 0.0 | $764k | NEW | 9.9k | 77.02 |
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Facebook Inc cl a (META) | 0.0 | $730k | +8% | 2.1k | 353.96 |
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International Business Machines (IBM) | 0.0 | $727k | +6% | 4.4k | 163.55 |
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Microchip Technology (MCHP) | 0.0 | $727k | 8.1k | 90.18 |
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Blackstone Group Com Unit Ltd (BX) | 0.0 | $717k | -5% | 5.5k | 130.92 |
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Sector Spdr Health Fund Etf (XLV) | 0.0 | $699k | 5.1k | 136.38 |
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iShares US Healthcare Etf (IYH) | 0.0 | $698k | +18% | 2.4k | 286.24 |
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Ishares S&P Smcap Value Etf (IJS) | 0.0 | $698k | +7% | 6.8k | 103.07 |
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Intuitive Surgical (ISRG) | 0.0 | $680k | -4% | 2.0k | 337.36 |
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American Express Company (AXP) | 0.0 | $677k | -14% | 3.6k | 187.34 |
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Schwab US Tips ETF Etf (SCHP) | 0.0 | $673k | -3% | 13k | 52.20 |
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Waste Management Etf (WM) | 0.0 | $672k | -33% | 3.8k | 179.11 |
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Ishares Russell Midcap Growth Etf (IWP) | 0.0 | $672k | 6.4k | 104.46 |
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Emerson Electric (EMR) | 0.0 | $671k | 6.9k | 97.33 |
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Walt Disney Company (DIS) | 0.0 | $654k | -12% | 7.2k | 90.29 |
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SYSCO Corporation (SYY) | 0.0 | $646k | -8% | 8.8k | 73.13 |
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Sector Spdr Fincl Select Etf (XLF) | 0.0 | $636k | 17k | 37.60 |
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Ishares Russell 2000 Value ETF Etf (IWN) | 0.0 | $631k | 4.1k | 155.33 |
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Intel Corporation (INTC) | 0.0 | $628k | +6% | 13k | 50.25 |
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BlackRock (BLK) | 0.0 | $619k | -6% | 762.00 | 812.06 |
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CarMax (KMX) | 0.0 | $615k | -55% | 8.0k | 76.74 |
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Tri-Continental Corporation (TY) | 0.0 | $611k | 21k | 28.83 |
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Spdr Gold TRUST Etf (GLD) | 0.0 | $602k | +4403% | 14k | 44.25 |
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Vanguard Corp Bond Etf Etf (VCSH) | 0.0 | $594k | NEW | 7.7k | 77.37 |
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Vanguard Reit Etf (VNQ) | 0.0 | $593k | 6.7k | 88.36 |
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General Electric (GE) | 0.0 | $585k | -30% | 4.6k | 127.63 |
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Netflix (NFLX) | 0.0 | $581k | +2% | 1.2k | 486.88 |
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PowerShares QQQ ETF Etf (QQQ) | 0.0 | $579k | 1.4k | 409.52 |
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Brookfield Renewable Corp Ordinary Shares - Class Ord Shs (BEPC) | 0.0 | $574k | +6111% | 20k | 28.79 |
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Vanguard S&P 500 Value ETF Etf (VOOV) | 0.0 | $560k | +432% | 3.3k | 167.98 |
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Eli Lilly & Co. (LLY) | 0.0 | $557k | -35% | 955.00 | 582.92 |
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Fairfax India Hldgs Corp Com Sub Vtg (FFXDF) | 0.0 | $550k | 36k | 15.20 |
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Morgan Stanley Com New (MS) | 0.0 | $547k | 5.9k | 93.25 |
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Cintas Corporation (CTAS) | 0.0 | $524k | 870.00 | 602.66 |
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Biogen Idec (BIIB) | 0.0 | $520k | 2.0k | 258.77 |
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Texas Instruments Incorporated (TXN) | 0.0 | $513k | -4% | 3.0k | 170.46 |
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Target Corporation (TGT) | 0.0 | $496k | 3.5k | 142.42 |
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Pfizer (PFE) | 0.0 | $489k | -3% | 17k | 28.79 |
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Goldman Sachs (GS) | 0.0 | $488k | +2% | 1.3k | 385.87 |
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Fiserv (FI) | 0.0 | $478k | 3.6k | 132.84 |
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NewMarket Corporation (NEU) | 0.0 | $475k | -2% | 871.00 | 545.83 |
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Broadridge Financial Solutions (BR) | 0.0 | $467k | 2.3k | 205.75 |
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Rli (RLI) | 0.0 | $466k | 3.5k | 133.12 |
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Duke Energy (DUK) | 0.0 | $466k | +7% | 4.8k | 97.04 |
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Vanguard FTSE International Etf (VEA) | 0.0 | $464k | +2021% | 9.7k | 47.90 |
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Danaher Corporation (DHR) | 0.0 | $443k | +3% | 1.9k | 231.30 |
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Brookfield Asset Management (BAM) | 0.0 | $436k | 11k | 40.17 |
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Albemarle Corporation (ALB) | 0.0 | $435k | 3.0k | 144.48 |
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Southern Company (SO) | 0.0 | $435k | 6.2k | 70.12 |
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Marriott Intl Inc Cl A Cl A (MAR) | 0.0 | $430k | 1.9k | 225.51 |
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Nasdaq Omx (NDAQ) | 0.0 | $426k | 7.3k | 58.14 |
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Vanguard Index Funds Vanguard High Dividend Yield Etf (VYM) | 0.0 | $412k | -53% | 3.7k | 111.63 |
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Accenture Ltd Cl A Cl A (ACN) | 0.0 | $412k | +4% | 1.2k | 350.85 |
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Nextera Energy (NEE) | 0.0 | $408k | +46% | 6.7k | 60.74 |
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Cigna Corp (CI) | 0.0 | $399k | +5% | 1.3k | 299.45 |
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Bank of New York Mellon Corporation (BK) | 0.0 | $399k | -2% | 7.7k | 52.05 |
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Vanguard Growth ETF Etf (VUG) | 0.0 | $397k | +321% | 1.3k | 310.79 |
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United Rentals (URI) | 0.0 | $380k | 663.00 | 573.42 |
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Ishares Barclays Aggregate Bond Etf (AGG) | 0.0 | $371k | 3.7k | 99.26 |
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Valero Energy Corporation (VLO) | 0.0 | $361k | +6% | 2.8k | 129.98 |
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SPDR Gold MiniShares Etf (GLDM) | 0.0 | $359k | NEW | 8.8k | 40.91 |
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Verizon Communications Etf (VZ) | 0.0 | $355k | +6% | 9.4k | 37.70 |
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Nucor Corporation (NUE) | 0.0 | $351k | 2.0k | 174.04 |
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Advanced Micro Devices (AMD) | 0.0 | $342k | +5% | 2.3k | 147.41 |
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Arthur J. Gallagher & Co. (AJG) | 0.0 | $341k | 1.5k | 224.88 |
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Ares Capital Corporation (ARCC) | 0.0 | $329k | -14% | 16k | 20.03 |
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salesforce (CRM) | 0.0 | $322k | +6% | 1.2k | 263.14 |
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Vanguard Health Care ETF Etf (VHT) | 0.0 | $317k | -4% | 1.3k | 250.76 |
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Teledyne Technologies Incorporated (TDY) | 0.0 | $316k | 708.00 | 446.29 |
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Aon Plc Com Usd0.01 Cl A Cl A (AON) | 0.0 | $313k | 1.1k | 291.02 |
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Ishares S&P Small-Cap Etf (IJT) | 0.0 | $310k | +8% | 2.5k | 125.14 |
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3M Company (MMM) | 0.0 | $309k | 2.8k | 109.31 |
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Vanguard Mega Cap Growth ETF Etf (MGK) | 0.0 | $305k | NEW | 1.2k | 259.51 |
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Dover Corporation (DOV) | 0.0 | $305k | 2.0k | 153.81 |
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Boeing Company (BA) | 0.0 | $304k | -4% | 1.2k | 260.66 |
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CVS Caremark Corporation (CVS) | 0.0 | $299k | +2% | 3.8k | 78.96 |
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Travelers Companies (TRV) | 0.0 | $297k | 1.6k | 190.50 |
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Vanguard Mid Cap Value Etf (VOE) | 0.0 | $283k | 1.9k | 145.01 |
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Dex (DXCM) | 0.0 | $281k | 2.3k | 124.09 |
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Paychex (PAYX) | 0.0 | $278k | 2.3k | 119.11 |
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HG Holdings (STLY) | 0.0 | $273k | 49k | 5.62 |
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Cbre Group Inc Cl A (CBRE) | 0.0 | $270k | 2.9k | 93.09 |
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Deere & Company (DE) | 0.0 | $269k | -27% | 673.00 | 399.87 |
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Diamonds TRUST Series I Ut Ser 1 (DIA) | 0.0 | $269k | 714.00 | 376.87 |
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AvalonBay Communities (AVB) | 0.0 | $267k | -24% | 1.4k | 187.27 |
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Ishares Dj Select Div Etf (DVY) | 0.0 | $265k | -11% | 2.3k | 117.22 |
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Kraft Heinz (KHC) | 0.0 | $255k | 6.9k | 36.98 |
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iShares Currency Hedged MSCI EAFE Etf (HEFA) | 0.0 | $255k | 8.1k | 31.51 |
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Northrop Grumman Corporation (NOC) | 0.0 | $254k | +2% | 543.00 | 468.14 |
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Ingersoll Rand (IR) | 0.0 | $253k | 3.3k | 77.34 |
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Nestle S A Reg B Adr (NSRGY) | 0.0 | $247k | -9% | 2.1k | 115.63 |
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NetApp (NTAP) | 0.0 | $241k | 2.7k | 88.16 |
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McKesson Corporation (MCK) | 0.0 | $240k | +2% | 519.00 | 462.98 |
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Kimberly-Clark Corporation (KMB) | 0.0 | $239k | 2.0k | 121.51 |
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Blue Ridge Bank (BRBS) | 0.0 | $239k | -47% | 79k | 3.03 |
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Ishares Nasdaq Biotechnology Etf (IBB) | 0.0 | $238k | 1.8k | 135.85 |
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Autodesk (ADSK) | 0.0 | $237k | 972.00 | 243.48 |
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Hanover Insurance (THG) | 0.0 | $234k | 1.9k | 121.42 |
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Broadcom (AVGO) | 0.0 | $230k | +123% | 206.00 | 1116.25 |
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Ishares S&P Smallcap Core ETF Etf (IJR) | 0.0 | $229k | +551% | 2.1k | 108.27 |
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Ford Motor Company (F) | 0.0 | $223k | +2% | 18k | 12.19 |
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Vanguard Total International Stock ETF Etf (VXUS) | 0.0 | $223k | 3.8k | 57.96 |
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Fortinet (FTNT) | 0.0 | $222k | 3.8k | 58.53 |
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Vanguard Emerging Market Etf (VWO) | 0.0 | $220k | +287% | 5.3k | 41.10 |
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Aptar (ATR) | 0.0 | $219k | 1.8k | 123.62 |
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Canadian Pacific Kansas City (CP) | 0.0 | $208k | 2.6k | 79.06 |
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Gilead Sciences (GILD) | 0.0 | $206k | +3% | 2.5k | 81.01 |
|
Becton, Dickinson and (BDX) | 0.0 | $203k | +3% | 833.00 | 243.72 |
|
Fs Kkr Capital Corp (FSK) | 0.0 | $202k | -29% | 10k | 19.97 |
|
Enbridge (ENB) | 0.0 | $198k | -5% | 5.5k | 36.02 |
|
SPDR S&P Bank ETF Etf (KBE) | 0.0 | $194k | 4.2k | 46.02 |
|
|
Novo-Nordisk A-S Adr (NVO) | 0.0 | $191k | 1.9k | 103.45 |
|
|
Prudential Financial (PRU) | 0.0 | $188k | +30% | 1.8k | 103.71 |
|
Avery Dennison Corporation (AVY) | 0.0 | $184k | 911.00 | 202.16 |
|
|
Fastenal Company (FAST) | 0.0 | $184k | 2.8k | 64.77 |
|
|
L3harris Technologies (LHX) | 0.0 | $183k | +23% | 869.00 | 210.62 |
|
Micron Technology (MU) | 0.0 | $177k | +3% | 2.1k | 85.34 |
|
Eaton (ETN) | 0.0 | $177k | -18% | 736.00 | 240.82 |
|
iShares Core MSCI Europe Etf (IEUR) | 0.0 | $176k | NEW | 3.2k | 55.02 |
|
Kinsale Cap Group (KNSL) | 0.0 | $175k | 523.00 | 334.91 |
|
|
Capital One Financial (COF) | 0.0 | $171k | -25% | 1.3k | 131.12 |
|
Amphenol Corp Cl A Cl A (APH) | 0.0 | $171k | +2% | 1.7k | 99.13 |
|
Allstate Corporation (ALL) | 0.0 | $171k | -12% | 1.2k | 139.98 |
|
Parker-Hannifin Corporation (PH) | 0.0 | $161k | -11% | 349.00 | 460.70 |
|
Toro Company (TTC) | 0.0 | $160k | 1.7k | 95.99 |
|
|
Edwards Lifesciences (EW) | 0.0 | $160k | 2.1k | 76.25 |
|
|
Sempra Energy (SRE) | 0.0 | $158k | +3% | 2.1k | 74.73 |
|
Main Street Capital Corporation (MAIN) | 0.0 | $156k | +20% | 3.6k | 43.23 |
|
Tesla Motors (TSLA) | 0.0 | $156k | +44% | 626.00 | 248.48 |
|
Hca Holdings (HCA) | 0.0 | $154k | +2% | 570.00 | 270.80 |
|
Lauder Estee Co Inc Cl A Cl A (EL) | 0.0 | $153k | -10% | 1.0k | 146.25 |
|
Novartis A G Adr (NVS) | 0.0 | $152k | 1.5k | 100.97 |
|
|
Chubb (CB) | 0.0 | $151k | +9% | 666.00 | 226.13 |
|
Epr Properties (EPR) | 0.0 | $145k | 3.0k | 48.45 |
|
|
Genuine Parts Company (GPC) | 0.0 | $143k | -10% | 1.0k | 138.50 |
|
Unilever Adr (UL) | 0.0 | $142k | 2.9k | 48.48 |
|
|
Ross Stores (ROST) | 0.0 | $139k | +2% | 1.0k | 138.39 |
|
W.R. Berkley Corporation (WRB) | 0.0 | $137k | 1.9k | 70.72 |
|
|
Canadian Natl Ry (CNI) | 0.0 | $134k | 1.1k | 125.63 |
|
|
Nxp Semiconductors N V (NXPI) | 0.0 | $133k | +3% | 579.00 | 229.78 |
|
Bristol Myers Squibb (BMY) | 0.0 | $132k | +7% | 2.6k | 51.31 |
|
Encompass Health Corp (EHC) | 0.0 | $128k | 1.9k | 66.72 |
|
|
Vanguard Mega Cap Value ETF Etf (MGV) | 0.0 | $125k | NEW | 1.1k | 109.37 |
|
iShares Global Infrastructure ETF Etf (IGF) | 0.0 | $123k | NEW | 2.6k | 47.05 |
|
U.S. Bancorp (USB) | 0.0 | $123k | +5% | 2.8k | 43.27 |
|
Past Filings by Heritage Wealth Advisors
SEC 13F filings are viewable for Heritage Wealth Advisors going back to 2013
- 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
- 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