Heritage Wealth Advisors
Latest statistics and disclosures from Heritage Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPHQ, IEFA, PHYS, IWS, and represent 51.74% of Heritage Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPHQ (+$349M), IEFA (+$21M), IVV (+$10M), IEMG (+$7.4M), J, VOO, IWS, AVGO, GLDM, AMTM.
- Started 121 new stock positions in TROW, AWK, ASML, VOOG, PANW, RYLD, CIEN, UITB, ADYYF, MPC.
- Reduced shares in these 10 stocks: MRK (-$68M), ADP (-$40M), GOOG (-$32M), RTX (-$25M), JNJ (-$21M), BN (-$15M), EFA (-$15M), MA (-$15M), AMZN (-$14M), WMT (-$13M).
- Sold out of its positions in LOWV, ADYEY, AKAM, ADM, AstraZeneca, BIGGQ, OWL, DELL, DBOEY, DVN.
- Heritage Wealth Advisors was a net seller of stock by $-32M.
- Heritage Wealth Advisors has $2.6B in assets under management (AUM), dropping by -2.25%.
- Central Index Key (CIK): 0001591122
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Portfolio Holdings for Heritage Wealth Advisors
Heritage Wealth Advisors holds 692 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Heritage Wealth Advisors has 692 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Heritage Wealth Advisors March 31, 2026 positions
- Download the Heritage Wealth Advisors March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| IShares S&P 500 Index Etf (IVV) | 17.3 | $443M | +2% | 678k | 653.21 |
|
| Invesco S&P 500 Quality ETF Etf (SPHQ) | 13.8 | $353M | +8884% | 4.7M | 75.19 |
|
| iShares Core MSCI EAFE Etf (IEFA) | 10.9 | $279M | +7% | 3.1M | 90.53 |
|
| Sprott Physical Gold Trust Unit Ut (PHYS) | 6.6 | $170M | -6% | 4.8M | 35.44 |
|
| iShares Russell Midcap Value Etf (IWS) | 3.1 | $80M | 546k | 145.74 |
|
|
| iShares Core MSCI Emerging Markets ETF Etf (IEMG) | 2.7 | $70M | +11% | 1.0M | 69.75 |
|
| Alphabet Inc. Class C Cap Stk Cl C (GOOG) | 2.7 | $68M | -31% | 239k | 286.86 |
|
| Apple (AAPL) | 2.4 | $62M | -10% | 244k | 253.79 |
|
| Raytheon Technologies Corp (RTX) | 2.4 | $62M | -29% | 320k | 192.90 |
|
| Johnson & Johnson (JNJ) | 2.4 | $61M | -25% | 249k | 244.44 |
|
| Microsoft Corporation (MSFT) | 2.2 | $56M | -16% | 152k | 370.17 |
|
| ConocoPhillips (COP) | 2.0 | $52M | -19% | 394k | 132.00 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.0 | $51M | -22% | 1.3M | 40.47 |
|
| Berkshire Hathaway Cl B CL B (BRK.B) | 1.9 | $48M | -19% | 101k | 479.20 |
|
| Wal-Mart Stores (WMT) | 1.9 | $47M | -21% | 382k | 124.28 |
|
| MasterCard Incorporated (MA) | 1.7 | $45M | -24% | 89k | 499.66 |
|
| Amazon (AMZN) | 1.6 | $42M | -24% | 201k | 208.27 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $37M | -17% | 125k | 294.16 |
|
| iShares Core S&P Total US Stock Mkt Etf (ITOT) | 1.4 | $37M | 258k | 142.43 |
|
|
| Duke Energy (DUK) | 1.3 | $34M | -20% | 258k | 130.94 |
|
| Progressive Corporation (PGR) | 1.3 | $33M | -13% | 165k | 198.24 |
|
| Union Pacific Corporation (UNP) | 1.3 | $32M | -18% | 133k | 242.62 |
|
| McDonald's Corporation (MCD) | 1.2 | $30M | -18% | 97k | 310.79 |
|
| Home Depot (HD) | 1.1 | $28M | -17% | 84k | 328.89 |
|
| Williams Companies (WMB) | 0.9 | $23M | -26% | 320k | 72.78 |
|
| Vanguard Total World Stock ETF Etf (VT) | 0.9 | $23M | -7% | 165k | 138.32 |
|
| Vanguard 500 ETF Etf (VOO) | 0.9 | $23M | +5% | 38k | 597.55 |
|
| iShares MSCI ACWI ex US ETF Etf (ACWX) | 0.8 | $21M | 309k | 68.47 |
|
|
| Markel Corporation (MKL) | 0.5 | $14M | -8% | 7.3k | 1914.07 |
|
| Enterprise Prd Prtnrs Com Ut Ltd Ptn (EPD) | 0.5 | $13M | -4% | 344k | 37.84 |
|
| SPDR S&P 500 Index Etf (SPY) | 0.4 | $11M | -5% | 17k | 650.34 |
|
| Philip Morris International (PM) | 0.4 | $11M | -12% | 66k | 165.34 |
|
| Alphabet Inc. Class A Cap Stk Cl A (GOOGL) | 0.3 | $7.9M | -3% | 28k | 287.56 |
|
| Vanguard Dividend Appreciation Etf (VIG) | 0.3 | $7.3M | -20% | 34k | 215.06 |
|
| Ishares S&P 500 Growth Etf (IVW) | 0.3 | $6.9M | 61k | 113.11 |
|
|
| Merck & Co (MRK) | 0.2 | $6.0M | -91% | 50k | 120.29 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $5.4M | -2% | 32k | 169.66 |
|
| Altria (MO) | 0.2 | $5.4M | -6% | 82k | 65.99 |
|
| Visa (V) | 0.2 | $4.5M | 15k | 302.24 |
|
|
| Sector Spdr Tech Select Etf (XLK) | 0.2 | $4.3M | 33k | 132.90 |
|
|
| Ishares S&P 500 Value Etf (IVE) | 0.2 | $4.0M | 19k | 211.15 |
|
|
| iShares ESG Aware MSCI EAFE ETF Etf (ESGD) | 0.1 | $3.8M | +3% | 40k | 95.62 |
|
| iShares S&P 100 Etf (OEF) | 0.1 | $3.7M | 12k | 318.07 |
|
|
| Ishares S&P Midcap Etf (IJJ) | 0.1 | $3.4M | -24% | 29k | 117.66 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $3.2M | -64% | 18k | 174.40 |
|
| CSX Corporation (CSX) | 0.1 | $3.1M | +5% | 75k | 41.05 |
|
| SPDR Gold MiniShares Etf (GLDM) | 0.1 | $2.8M | +32% | 30k | 92.69 |
|
| Vanguard Mid-Cap ETF Etf (VO) | 0.1 | $2.4M | 8.2k | 287.18 |
|
|
| Lowe's Companies (LOW) | 0.1 | $2.3M | 9.9k | 236.28 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $2.3M | +2% | 2.3k | 996.43 |
|
| Pepsi (PEP) | 0.1 | $2.2M | -21% | 14k | 155.29 |
|
| Automatic Data Processing (ADP) | 0.1 | $2.2M | -94% | 11k | 203.18 |
|
| Jacobs Engineering Group (J) | 0.1 | $2.2M | NEW | 17k | 127.28 |
|
| Berkshire Hathaway Inc A Cl A (BRK.A) | 0.1 | $2.2M | 3.00 | 718140.00 |
|
|
| Raymond James Financial (RJF) | 0.1 | $1.9M | 13k | 144.79 |
|
|
| iShares ESG Aware MSCI EM ETF Etf (ESGE) | 0.1 | $1.9M | +4% | 42k | 45.47 |
|
| Applied Materials (AMAT) | 0.1 | $1.8M | +10% | 5.4k | 341.79 |
|
| Mondelez Intl Inc Cl A Cl A (MDLZ) | 0.1 | $1.7M | 30k | 57.64 |
|
|
| Vanguard Total Stock Mkt Etf (VTI) | 0.1 | $1.7M | 5.4k | 320.83 |
|
|
| Broadcom (AVGO) | 0.1 | $1.7M | +73% | 5.5k | 309.51 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $1.7M | -5% | 36k | 45.97 |
|
| Sector Spdr Engy Select Etf (XLE) | 0.1 | $1.6M | -11% | 26k | 61.26 |
|
| Chevron Corporation (CVX) | 0.1 | $1.6M | -17% | 7.8k | 206.90 |
|
| Abbvie (ABBV) | 0.1 | $1.5M | +9% | 7.1k | 217.50 |
|
| Trane Technologies (TT) | 0.1 | $1.4M | 3.4k | 416.74 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $1.4M | 9.5k | 144.44 |
|
|
| iShares MSCI EAFE Etf (EFA) | 0.1 | $1.3M | -91% | 14k | 97.13 |
|
| Coca-Cola Company (KO) | 0.1 | $1.3M | +7% | 17k | 76.05 |
|
| Ishares Russell 1000 Growth Etf (IWF) | 0.1 | $1.3M | 3.0k | 426.41 |
|
|
| Ishares Tr Russell Etf (IWB) | 0.0 | $1.3M | 3.5k | 356.56 |
|
|
| Cisco Systems (CSCO) | 0.0 | $1.3M | -19% | 16k | 77.59 |
|
| General Electric (GE) | 0.0 | $1.3M | +20% | 4.4k | 283.77 |
|
| Dimensional U S Core Equity 2 Etf Etf (DFAC) | 0.0 | $1.2M | 32k | 38.86 |
|
|
| Facebook Inc cl a (META) | 0.0 | $1.2M | +23% | 2.1k | 572.04 |
|
| American Century U.S. Quality Value ETF Etf (VALQ) | 0.0 | $1.1M | -3% | 17k | 65.02 |
|
| Netflix (NFLX) | 0.0 | $1.1M | +14% | 12k | 96.15 |
|
| Oracle Corporation (ORCL) | 0.0 | $1.1M | -28% | 7.3k | 147.12 |
|
| Nuveen ESG Mid-Cap Value ETF Etf (NUMV) | 0.0 | $1.0M | +3% | 27k | 38.77 |
|
| International Business Machines (IBM) | 0.0 | $1.0M | +11% | 4.2k | 242.39 |
|
| PIMCO Enhanced Short Maturity Active ETF Etf (MINT) | 0.0 | $1.0M | -13% | 10k | 100.57 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $994k | +7% | 1.1k | 919.77 |
|
| PowerShares QQQ ETF Etf (QQQ) | 0.0 | $992k | +7% | 1.7k | 577.18 |
|
| Bank of America Corporation (BAC) | 0.0 | $984k | 20k | 48.75 |
|
|
| Universal Corporation (UVV) | 0.0 | $981k | 19k | 52.70 |
|
|
| Spdr Gold TRUST Etf (GLD) | 0.0 | $976k | +50% | 2.3k | 430.29 |
|
| Ge Vernova (GEV) | 0.0 | $959k | +24% | 1.1k | 872.90 |
|
| Taiwan Semiconductr Adrf Ads (TSM) | 0.0 | $934k | +8% | 2.8k | 337.95 |
|
| Dominion Resources (D) | 0.0 | $912k | 15k | 61.82 |
|
|
| Goldman Sachs (GS) | 0.0 | $908k | +3% | 1.1k | 845.99 |
|
| Morgan Stanley Com New (MS) | 0.0 | $902k | 5.5k | 164.56 |
|
|
| Amphenol Corp Cl A Cl A (APH) | 0.0 | $892k | -83% | 7.1k | 126.35 |
|
| Vanguard Value ETF Etf (VTV) | 0.0 | $880k | 4.5k | 196.20 |
|
|
| Norfolk Southern (NSC) | 0.0 | $878k | -30% | 3.1k | 286.99 |
|
| Blackrock (BLK) | 0.0 | $875k | -3% | 910.00 | 961.71 |
|
| Intuitive Surgical (ISRG) | 0.0 | $871k | +11% | 1.9k | 460.99 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $870k | +8% | 1.8k | 491.53 |
|
| Caterpillar (CAT) | 0.0 | $866k | -51% | 1.2k | 708.46 |
|
| Ishares Russell Midcap Etf (IWR) | 0.0 | $856k | -60% | 8.8k | 97.23 |
|
| Abbott Laboratories (ABT) | 0.0 | $843k | -11% | 8.2k | 102.67 |
|
| Sector Spdr Fincl Select Etf (XLF) | 0.0 | $835k | 17k | 49.37 |
|
|
| Vanguard Information Technology ETF Etf (VGT) | 0.0 | $800k | +18% | 1.1k | 697.95 |
|
| Emerson Electric (EMR) | 0.0 | $786k | 6.0k | 131.02 |
|
|
| iShares US Healthcare Etf (IYH) | 0.0 | $762k | 12k | 61.64 |
|
|
| Atlantic Union B (AUB) | 0.0 | $754k | 21k | 35.74 |
|
|
| Ishares S&P Smcap Value Etf (IJS) | 0.0 | $743k | 6.3k | 118.45 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $727k | -62% | 4.3k | 169.14 |
|
| Anthem (ELV) | 0.0 | $715k | -7% | 2.4k | 292.75 |
|
| Micron Technology (MU) | 0.0 | $691k | 2.0k | 337.84 |
|
|
| Vanguard FTSE International Etf (VEA) | 0.0 | $667k | 10k | 64.08 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $661k | -7% | 2.5k | 260.24 |
|
| Invesco S&P 500 Equal Weight ETF Etf (RSP) | 0.0 | $653k | -75% | 3.4k | 191.90 |
|
| Udr (UDR) | 0.0 | $652k | -3% | 19k | 33.78 |
|
| Ishares S&P National AMT-Free Etf (MUB) | 0.0 | $649k | +8% | 6.1k | 106.15 |
|
| Marriott Intl Inc Cl A Cl A (MAR) | 0.0 | $619k | 1.9k | 327.07 |
|
|
| Eaton (ETN) | 0.0 | $575k | -83% | 1.6k | 357.67 |
|
| Ishares Russell 2000 Value ETF Etf (IWN) | 0.0 | $569k | -16% | 3.0k | 189.59 |
|
| Tri-Continental Corporation (TY) | 0.0 | $564k | 18k | 31.59 |
|
|
| United Bankshares (UBSI) | 0.0 | $551k | 13k | 41.42 |
|
|
| Honeywell International (HON) | 0.0 | $550k | -3% | 2.4k | 226.01 |
|
| Albemarle Corporation (ALB) | 0.0 | $539k | 3.0k | 179.53 |
|
|
| Nextera Energy (NEE) | 0.0 | $524k | +7% | 5.6k | 92.88 |
|
| Corning Incorporated (GLW) | 0.0 | $518k | 3.8k | 135.97 |
|
|
| Verizon Communications (VZ) | 0.0 | $517k | 10k | 50.20 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $508k | -64% | 2.3k | 216.58 |
|
| Qualcomm (QCOM) | 0.0 | $505k | -43% | 3.9k | 128.78 |
|
| Amgen (AMGN) | 0.0 | $502k | -24% | 1.4k | 351.85 |
|
| Ishares Barclays Aggregate Bond Etf (AGG) | 0.0 | $498k | 5.0k | 99.28 |
|
|
| TJX Companies (TJX) | 0.0 | $497k | -81% | 3.1k | 159.70 |
|
| Vanguard S&P 500 Value ETF Etf (VOOV) | 0.0 | $495k | +3% | 2.4k | 203.83 |
|
| United Rentals (URI) | 0.0 | $490k | 672.00 | 728.56 |
|
|
| Blackstone Group Com Unit Ltd (BX) | 0.0 | $489k | 4.2k | 114.99 |
|
|
| iShares MSCI Global Mtls&Mng Prdcrs ETF Etf (PICK) | 0.0 | $481k | 8.5k | 56.59 |
|
|
| Entergy Corporation (ETR) | 0.0 | $481k | 4.3k | 112.36 |
|
|
| P10 Inc. Class A Cl A (RPC) | 0.0 | $474k | 65k | 7.26 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $470k | 6.6k | 71.33 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $469k | 5.2k | 89.59 |
|
|
| Microchip Technology (MCHP) | 0.0 | $455k | 7.0k | 64.61 |
|
|
| Intuit (INTU) | 0.0 | $454k | +3% | 1.1k | 432.55 |
|
| Ishares Russell Midcap Growth Etf (IWP) | 0.0 | $448k | -38% | 3.5k | 128.12 |
|
| McKesson Corporation (MCK) | 0.0 | $448k | 518.00 | 865.36 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $443k | -2% | 2.3k | 194.14 |
|
| American Express Company (AXP) | 0.0 | $436k | 1.4k | 302.48 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $430k | -87% | 4.6k | 93.98 |
|
| Air Products & Chemicals (APD) | 0.0 | $430k | 1.5k | 290.49 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $428k | 708.00 | 605.01 |
|
|
| Amentum Holdings (AMTM) | 0.0 | $426k | NEW | 16k | 26.08 |
|
| Dover Corporation (DOV) | 0.0 | $412k | 2.0k | 208.45 |
|
|
| Waste Management (WM) | 0.0 | $411k | +23% | 1.8k | 229.79 |
|
| Fastenal Company (FAST) | 0.0 | $405k | 8.7k | 46.40 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $403k | -78% | 3.4k | 118.21 |
|
| PNC Financial Services (PNC) | 0.0 | $399k | 1.9k | 208.14 |
|
|
| NewMarket Corporation (NEU) | 0.0 | $390k | -3% | 609.00 | 640.95 |
|
| Select Sector Spdr Trust The Utilities Select Sect Etf (XLU) | 0.0 | $386k | -40% | 8.4k | 45.89 |
|
| Sector Spdr Health Fund Etf (XLV) | 0.0 | $385k | -62% | 2.6k | 146.61 |
|
| Intel Corporation (INTC) | 0.0 | $384k | 8.7k | 44.13 |
|
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| Nucor Corporation (NUE) | 0.0 | $380k | 2.2k | 169.10 |
|
|
| WisdomTree US Quality Dividend Gr ETF Etf (DGRW) | 0.0 | $372k | NEW | 4.2k | 87.83 |
|
| Biogen Idec (BIIB) | 0.0 | $368k | 2.0k | 183.33 |
|
|
| Vanguard Mid Cap Value Etf (VOE) | 0.0 | $359k | 1.9k | 184.28 |
|
|
| Calvert Us Lrg Cap Respo Indx Etf Etf (CVLC) | 0.0 | $357k | -8% | 4.5k | 80.06 |
|
| Vanguard Growth ETF Etf (VUG) | 0.0 | $352k | 805.00 | 436.60 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $346k | 2.1k | 162.48 |
|
|
| iShares Currency Hedged MSCI EAFE Etf (HEFA) | 0.0 | $344k | 8.1k | 42.49 |
|
|
| Ishares Dj Select Div Etf (DVY) | 0.0 | $342k | 2.3k | 151.41 |
|
|
| Fortinet (FTNT) | 0.0 | $332k | 4.1k | 81.72 |
|
|
| Ishares S&P Small-Cap Etf (IJT) | 0.0 | $331k | 2.3k | 144.71 |
|
|
| Southern Company (SO) | 0.0 | $331k | -44% | 3.4k | 96.52 |
|
| Danaher Corporation (DHR) | 0.0 | $331k | +27% | 1.7k | 189.65 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $315k | 352.00 | 895.24 |
|
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| Ishares Comex Gold Trust ETF GT (IAU) | 0.0 | $307k | 3.5k | 88.16 |
|
|
| Blue Ridge Bank (BRBS) | 0.0 | $305k | -7% | 73k | 4.20 |
|
| Brookfield Asset Management (BAM) | 0.0 | $296k | 6.6k | 44.45 |
|
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| Ishares Nasdaq Biotechnology Etf (IBB) | 0.0 | $296k | 1.8k | 168.85 |
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| General Dynamics Corporation (GD) | 0.0 | $291k | 849.00 | 343.22 |
|
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| Capital One Financial (COF) | 0.0 | $288k | +2% | 1.6k | 182.43 |
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| Cadence Design Systems (CDNS) | 0.0 | $286k | -87% | 1.0k | 277.87 |
|
| At&t (T) | 0.0 | $284k | +2% | 9.8k | 28.99 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $279k | -82% | 643.00 | 433.97 |
|
| SPDR Dow Jones Industrial Average ETF Etf (DIA) | 0.0 | $278k | 600.00 | 463.19 |
|
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| Tesla Motors (TSLA) | 0.0 | $272k | +93% | 731.00 | 371.75 |
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| Enbridge (ENB) | 0.0 | $271k | 5.0k | 54.14 |
|
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| CarMax (KMX) | 0.0 | $268k | -7% | 6.4k | 41.58 |
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| Vanguard Index Funds Vanguard High Dividend Yield Etf (VYM) | 0.0 | $266k | 1.8k | 148.10 |
|
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| Vanguard Total International Stock ETF Etf (VXUS) | 0.0 | $266k | 3.4k | 77.11 |
|
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| Hca Holdings (HCA) | 0.0 | $264k | 559.00 | 472.90 |
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| Aon Plc Com Usd0.01 Cl A Cl A (AON) | 0.0 | $263k | 816.00 | 322.78 |
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| Ishares Russell 2000 Etf (IWM) | 0.0 | $262k | -76% | 1.1k | 248.09 |
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| Chubb (CB) | 0.0 | $256k | 786.00 | 325.93 |
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| Boeing Company (BA) | 0.0 | $254k | 1.3k | 199.03 |
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| Gilead Sciences (GILD) | 0.0 | $252k | 1.8k | 139.37 |
|
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| 3M Company (MMM) | 0.0 | $249k | -25% | 1.7k | 145.22 |
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| Invesco Solar ETF Etf (TAN) | 0.0 | $238k | NEW | 4.3k | 55.71 |
|
| Ecolab (ECL) | 0.0 | $235k | -84% | 884.00 | 266.02 |
|
| iShares Silver Trust Etf (SLV) | 0.0 | $233k | 3.4k | 68.14 |
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| Iron Mountain (IRM) | 0.0 | $227k | 2.2k | 102.14 |
|
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| Canadian Pacific Kansas City (CP) | 0.0 | $223k | +8% | 2.8k | 78.66 |
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| Ingersoll Rand (IR) | 0.0 | $218k | 2.7k | 80.12 |
|
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| American Electric Power Company (AEP) | 0.0 | $218k | +4% | 1.7k | 131.08 |
|
| Analog Devices (ADI) | 0.0 | $214k | +75% | 673.00 | 318.09 |
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| Deere & Company (DE) | 0.0 | $214k | -43% | 379.00 | 563.30 |
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| Ross Stores (ROST) | 0.0 | $212k | 980.00 | 216.63 |
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| Prologis (PLD) | 0.0 | $205k | +3% | 1.5k | 132.18 |
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| Roper Industries (ROP) | 0.0 | $191k | -88% | 539.00 | 353.86 |
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| Main Street Capital Corporation (MAIN) | 0.0 | $191k | 3.6k | 52.96 |
|
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| W.R. Berkley Corporation (WRB) | 0.0 | $190k | 2.9k | 66.28 |
|
|
| SPDR Portfolio S&P 500 High Div ETF Etf (SPYD) | 0.0 | $189k | NEW | 4.2k | 45.52 |
|
| Guggenheim S&P Global Water ETF Etf (CGW) | 0.0 | $187k | NEW | 2.9k | 63.94 |
|
| Encompass Health Corp (EHC) | 0.0 | $186k | 1.9k | 96.73 |
|
|
| KLA-Tencor Corporation (KLAC) | 0.0 | $184k | 125.00 | 1472.41 |
|
|
| Verisk Analytics Inc Cla Cl A (VRSK) | 0.0 | $183k | +512% | 962.00 | 189.75 |
|
| Paychex (PAYX) | 0.0 | $182k | -27% | 2.0k | 92.12 |
|
| United Parcel Service B CL B (UPS) | 0.0 | $179k | -7% | 1.8k | 98.35 |
|
| SPDR S&P Bank ETF Etf (KBE) | 0.0 | $178k | 3.0k | 59.55 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $175k | 1.8k | 96.47 |
|
|
| Schwab US Large-Cap Growth ETF Etf (SCHG) | 0.0 | $174k | -2% | 6.0k | 29.13 |
|
| Iqvia Holdings (IQV) | 0.0 | $172k | -90% | 1.0k | 170.54 |
|
| salesforce (CRM) | 0.0 | $170k | -7% | 911.00 | 186.67 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $166k | 485.00 | 341.66 |
|
|
| Kraft Heinz (KHC) | 0.0 | $165k | 7.3k | 22.49 |
|
|
| Stryker Corporation (SYK) | 0.0 | $158k | NEW | 481.00 | 328.59 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $157k | 911.00 | 172.68 |
|
|
| Lam Research (LRCX) | 0.0 | $156k | +1116% | 730.00 | 213.66 |
|
| Wells Fargo & Company (WFC) | 0.0 | $153k | +19% | 1.9k | 79.61 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $153k | +107% | 272.00 | 561.89 |
|
| ETFS Physical Palladium Etf (PALL) | 0.0 | $152k | 1.1k | 134.71 |
|
|
| Epr Properties (EPR) | 0.0 | $150k | 3.0k | 49.96 |
|
|
| Sprott Physical Gold & Silver Trust Ut (CEF) | 0.0 | $143k | 3.0k | 47.72 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $142k | +3% | 573.00 | 246.87 |
|
| SPDR Portfolio S&P 500 Value ETF Etf (SPYV) | 0.0 | $141k | 2.5k | 56.58 |
|
|
| Fair Isaac Corporation (FICO) | 0.0 | $141k | -88% | 132.00 | 1067.54 |
|
| Vanguard Health Care ETF Etf (VHT) | 0.0 | $140k | 512.00 | 272.49 |
|
|
| Schwab US Large-Cap ETF Etf (SCHX) | 0.0 | $132k | 5.1k | 25.64 |
|
|
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $129k | 2.3k | 55.65 |
|
|
| Sempra Energy (SRE) | 0.0 | $128k | -30% | 1.3k | 97.17 |
|
| Vanguard Short-Term Corp Bond ETF Etf (VCSH) | 0.0 | $124k | NEW | 1.6k | 79.27 |
|
| Apollo Global Management LLC Class A Cl A (APO) | 0.0 | $123k | 1.1k | 111.42 |
|
|
| Bp Adr (BP) | 0.0 | $120k | 2.5k | 47.00 |
|
|
| Willis Towers Watson (WTW) | 0.0 | $118k | +218% | 405.00 | 290.70 |
|
| Dex (DXCM) | 0.0 | $117k | 1.9k | 62.80 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $116k | 590.00 | 195.98 |
|
|
| D-wave Quantum (QBTS) | 0.0 | $115k | 8.0k | 14.43 |
|
|
| Fiserv (FISV) | 0.0 | $114k | 2.0k | 55.80 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $113k | -29% | 466.00 | 243.08 |
|
| Ameriprise Financial (AMP) | 0.0 | $113k | 254.00 | 444.40 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $111k | +6% | 564.00 | 196.75 |
|
| Canadian Natl Ry (CNI) | 0.0 | $110k | 1.1k | 102.77 |
|
|
| Kinder Morgan (KMI) | 0.0 | $109k | NEW | 3.2k | 33.53 |
|
| Southwest Airlines (LUV) | 0.0 | $108k | 2.9k | 37.57 |
|
|
| Owens & Minor (ACH) | 0.0 | $107k | 47k | 2.28 |
|
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $106k | 500.00 | 211.90 |
|
Past Filings by Heritage Wealth Advisors
SEC 13F filings are viewable for Heritage Wealth Advisors going back to 2013
- Heritage Wealth Advisors 2026 Q1 filed May 14, 2026
- 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