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, IEMG, and represent 54.65% of Heritage Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$55M), IEFA (+$44M), SPHQ (+$26M), IEMG (+$13M), MSFT (+$8.5M), Exxon Mobil Corp, GLDM, VO, TSM, AVGO.
- Started 69 new stock positions in KKPNY, FDN, Uranium Royalty Corp, FEZ, GNL, FE, ADYEY, RHHBY, MTB, TECK.
- Reduced shares in these 10 stocks: , MRK, GOOG, PHYS, ITOT, IWS, ADP, RTX, COP, JNJ.
- Sold out of its positions in AFRM, ALL, AEE, GHI, BKNG, BAH, CME, Carnival Corporation, CNC, COO.
- Heritage Wealth Advisors was a net buyer of stock by $133M.
- Heritage Wealth Advisors has $2.9B in assets under management (AUM), dropping by 13.83%.
- Central Index Key (CIK): 0001591122
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Portfolio Holdings for Heritage Wealth Advisors
Heritage Wealth Advisors holds 703 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Heritage Wealth Advisors has 703 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Heritage Wealth Advisors June 30, 2026 positions
- Download the Heritage Wealth Advisors June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| IShares S&P 500 Index Etf (IVV) | 19.3 | $563M | +10% | 752k | 748.89 |
|
| Invesco S&P 500 Quality ETF Etf (SPHQ) | 15.4 | $449M | +6% | 5.0M | 90.10 |
|
| iShares Core MSCI EAFE Etf (IEFA) | 11.7 | $342M | +14% | 3.5M | 96.58 |
|
| Sprott Physical Gold Trust Unit Ut (PHYS) | 4.9 | $142M | 4.7M | 30.17 |
|
|
| iShares Core MSCI Emerging Markets ETF Etf (IEMG) | 3.3 | $96M | +15% | 1.2M | 82.84 |
|
| iShares Russell Midcap Value Etf (IWS) | 3.0 | $88M | -2% | 535k | 164.60 |
|
| Alphabet Inc. Class C Cap Stk Cl C (GOOG) | 2.8 | $82M | -3% | 231k | 353.33 |
|
| Apple (AAPL) | 2.4 | $70M | 241k | 289.36 |
|
|
| Microsoft Corporation (MSFT) | 2.2 | $65M | +14% | 175k | 373.02 |
|
| Johnson & Johnson (JNJ) | 2.1 | $62M | 245k | 253.97 |
|
|
| Raytheon Technologies Corp (RTX) | 2.0 | $59M | -2% | 313k | 189.73 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.8 | $53M | 1.2M | 42.59 |
|
|
| Berkshire Hathaway Cl B CL B (BRK.B) | 1.7 | $49M | 99k | 500.39 |
|
|
| Amazon (AMZN) | 1.6 | $47M | -2% | 197k | 238.34 |
|
| MasterCard Incorporated (MA) | 1.6 | $46M | 89k | 513.60 |
|
|
| Wal-Mart Stores (WMT) | 1.5 | $43M | 375k | 113.26 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $40M | 123k | 327.33 |
|
|
| iShares Core S&P Total US Stock Mkt Etf (ITOT) | 1.4 | $40M | -5% | 244k | 164.27 |
|
| ConocoPhillips (COP) | 1.4 | $40M | -2% | 383k | 103.96 |
|
| Progressive Corporation (PGR) | 1.3 | $37M | +3% | 170k | 218.45 |
|
| Union Pacific Corporation (UNP) | 1.2 | $35M | -2% | 130k | 272.00 |
|
| Duke Energy (DUK) | 1.1 | $32M | -2% | 251k | 126.58 |
|
| Home Depot (HD) | 1.0 | $29M | -2% | 82k | 352.68 |
|
| Vanguard Total World Stock ETF Etf (VT) | 0.9 | $26M | 165k | 156.95 |
|
|
| Vanguard 500 ETF Etf (VOO) | 0.9 | $26M | 37k | 686.81 |
|
|
| McDonald's Corporation (MCD) | 0.9 | $26M | -2% | 95k | 270.31 |
|
| Williams Companies (WMB) | 0.8 | $24M | 319k | 74.34 |
|
|
| iShares MSCI ACWI ex US ETF Etf (ACWX) | 0.8 | $24M | 309k | 76.11 |
|
|
| Markel Corporation (MKL) | 0.5 | $14M | 7.3k | 1953.01 |
|
|
| SPDR S&P 500 Index Etf (SPY) | 0.4 | $13M | +2% | 18k | 746.77 |
|
| Enterprise Prd Prtnrs Com Ut Ltd Ptn (EPD) | 0.4 | $13M | 343k | 36.76 |
|
|
| Philip Morris International (PM) | 0.4 | $11M | -6% | 61k | 180.91 |
|
| Alphabet Inc. Class A Cap Stk Cl A (GOOGL) | 0.4 | $11M | +11% | 31k | 357.37 |
|
| Ishares S&P 500 Growth Etf (IVW) | 0.3 | $7.7M | -7% | 56k | 137.53 |
|
| Vanguard Dividend Appreciation Etf (VIG) | 0.3 | $7.3M | -8% | 31k | 236.62 |
|
| Sector Spdr Tech Select Etf (XLK) | 0.2 | $6.3M | 33k | 190.52 |
|
|
| Altria (MO) | 0.2 | $5.4M | -7% | 76k | 71.95 |
|
| Applied Materials (AMAT) | 0.2 | $4.7M | +22% | 6.6k | 723.00 |
|
| iShares ESG Aware MSCI EAFE ETF Etf (ESGD) | 0.2 | $4.5M | +10% | 44k | 102.81 |
|
| Exxon Mobil Corp | 0.2 | $4.5M | NEW | 33k | 136.72 |
|
| SPDR Gold MiniShares Etf (GLDM) | 0.2 | $4.5M | +85% | 56k | 79.42 |
|
| Ishares S&P 500 Value Etf (IVE) | 0.1 | $4.3M | 19k | 227.06 |
|
|
| iShares S&P 100 Etf (OEF) | 0.1 | $4.2M | 12k | 365.87 |
|
|
| Visa (V) | 0.1 | $4.2M | -18% | 12k | 343.09 |
|
| Ishares S&P Midcap Etf (IJJ) | 0.1 | $3.8M | 29k | 133.66 |
|
|
| NVIDIA Corporation (NVDA) | 0.1 | $3.7M | 18k | 200.09 |
|
|
| CSX Corporation (CSX) | 0.1 | $3.5M | 74k | 47.53 |
|
|
| Broadcom (AVGO) | 0.1 | $3.4M | +60% | 8.9k | 377.74 |
|
| Micron Technology (MU) | 0.1 | $3.3M | +38% | 2.8k | 1154.29 |
|
| Taiwan Semiconductr Adrf Adr (TSM) | 0.1 | $2.9M | +122% | 6.2k | 477.57 |
|
| Vanguard Mid-Cap ETF Etf (VO) | 0.1 | $2.5M | +276% | 31k | 80.57 |
|
| Merck & Co (MRK) | 0.1 | $2.4M | -62% | 19k | 128.50 |
|
| iShares ESG Aware MSCI EM ETF Etf (ESGE) | 0.1 | $2.3M | 41k | 54.69 |
|
|
| Berkshire Hathaway Inc A Cl A (BRK.A) | 0.1 | $2.2M | 3.00 | 748850.00 |
|
|
| Lowe's Companies (LOW) | 0.1 | $2.1M | -3% | 9.5k | 220.49 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $2.1M | -2% | 2.2k | 935.47 |
|
| Jacobs Engineering Group (J) | 0.1 | $2.0M | -4% | 16k | 126.00 |
|
| Vanguard Total Stock Mkt Etf (VTI) | 0.1 | $2.0M | 5.5k | 370.03 |
|
|
| Raymond James Financial (RJF) | 0.1 | $2.0M | 13k | 152.03 |
|
|
| Cisco Systems (CSCO) | 0.1 | $2.0M | +4% | 17k | 117.46 |
|
| Abbvie (ABBV) | 0.1 | $1.9M | +7% | 7.6k | 251.63 |
|
| Pepsi (PEP) | 0.1 | $1.8M | -5% | 13k | 135.40 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $1.8M | 36k | 49.82 |
|
|
| Mondelez Intl Inc Cl A Cl A (MDLZ) | 0.1 | $1.7M | 30k | 57.84 |
|
|
| Trane Technologies (TT) | 0.1 | $1.7M | 3.4k | 491.16 |
|
|
| General Electric (GE) | 0.1 | $1.7M | 4.4k | 373.73 |
|
|
| iShares MSCI EAFE Etf (EFA) | 0.1 | $1.5M | +4% | 14k | 103.88 |
|
| Ishares Tr Russell Etf (IWB) | 0.0 | $1.5M | 3.5k | 409.50 |
|
|
| Facebook Inc cl a (META) | 0.0 | $1.4M | +18% | 2.5k | 563.23 |
|
| Coca-Cola Company (KO) | 0.0 | $1.4M | 17k | 81.27 |
|
|
| Dimensional U S Core Equity 2 Etf Etf (DFAC) | 0.0 | $1.4M | 32k | 44.36 |
|
|
| Sector Spdr Engy Select Etf (XLE) | 0.0 | $1.4M | 26k | 53.11 |
|
|
| PowerShares QQQ ETF Etf (QQQ) | 0.0 | $1.4M | +8% | 1.9k | 736.40 |
|
| Procter & Gamble Company (PG) | 0.0 | $1.4M | -2% | 9.3k | 146.65 |
|
| International Business Machines (IBM) | 0.0 | $1.3M | +10% | 4.7k | 281.21 |
|
| Vanguard Information Technology ETF Etf (VGT) | 0.0 | $1.3M | +852% | 11k | 119.51 |
|
| Caterpillar (CAT) | 0.0 | $1.3M | 1.2k | 1064.90 |
|
|
| Ge Vernova (GEV) | 0.0 | $1.3M | 1.1k | 1174.86 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $1.3M | +9% | 22k | 56.98 |
|
| Chevron Corporation (CVX) | 0.0 | $1.2M | -3% | 7.5k | 165.76 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $1.2M | -5% | 1.0k | 1199.43 |
|
| Intel Corporation (INTC) | 0.0 | $1.2M | 8.7k | 139.63 |
|
|
| American Century U.S. Quality Value ETF Etf (VALQ) | 0.0 | $1.2M | 17k | 69.71 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $1.2M | +9% | 8.0k | 146.56 |
|
| Nuveen ESG Mid-Cap Value ETF Etf (NUMV) | 0.0 | $1.2M | 27k | 43.49 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $1.1M | 5.5k | 209.05 |
|
|
| Universal Corporation (UVV) | 0.0 | $1.1M | +17% | 22k | 52.17 |
|
| Amphenol Corp Cl A Cl A (APH) | 0.0 | $1.1M | -8% | 6.4k | 176.32 |
|
| Dominion Resources (D) | 0.0 | $1.1M | +11% | 16k | 68.29 |
|
| Goldman Sachs (GS) | 0.0 | $1.1M | 1.1k | 1011.37 |
|
|
| Spdr Gold TRUST Etf (GLD) | 0.0 | $1.0M | +23% | 2.8k | 368.38 |
|
| Vanguard Value ETF Etf (VTV) | 0.0 | $1.0M | +4% | 4.7k | 217.93 |
|
| Corning Incorporated (GLW) | 0.0 | $989k | 3.9k | 255.43 |
|
|
| Ishares Russell Midcap Etf (IWR) | 0.0 | $971k | 8.8k | 110.32 |
|
|
| Norfolk Southern (NSC) | 0.0 | $929k | -3% | 3.0k | 314.59 |
|
| Anthem (ELV) | 0.0 | $908k | -3% | 2.3k | 386.73 |
|
| Sector Spdr Fincl Select Etf (XLF) | 0.0 | $907k | 17k | 53.61 |
|
|
| Atlantic Union B (AUB) | 0.0 | $900k | 21k | 42.31 |
|
|
| Marriott Intl Inc Cl A Cl A (MAR) | 0.0 | $875k | +24% | 2.4k | 370.59 |
|
| PIMCO Enhanced Short Maturity Active ETF Etf (MINT) | 0.0 | $873k | -14% | 8.7k | 100.81 |
|
| Emerson Electric (EMR) | 0.0 | $859k | 6.0k | 143.15 |
|
|
| Ishares S&P Smcap Value Etf (IJS) | 0.0 | $857k | 6.3k | 136.68 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $857k | +148% | 876.00 | 978.12 |
|
| Blackrock (BLK) | 0.0 | $843k | -3% | 877.00 | 961.56 |
|
| iShares US Healthcare Etf (IYH) | 0.0 | $829k | 12k | 67.01 |
|
|
| Eaton (ETN) | 0.0 | $770k | +12% | 1.8k | 426.12 |
|
| Udr (UDR) | 0.0 | $770k | 19k | 39.92 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $762k | -68% | 3.4k | 223.97 |
|
| United Rentals (URI) | 0.0 | $761k | 672.00 | 1132.89 |
|
|
| Vanguard FTSE International Etf (VEA) | 0.0 | $742k | 10k | 71.25 |
|
|
| Invesco S&P 500 Equal Weight ETF Etf (RSP) | 0.0 | $732k | 3.4k | 212.76 |
|
|
| Qualcomm (QCOM) | 0.0 | $724k | 3.9k | 184.79 |
|
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| Intuitive Surgical (ISRG) | 0.0 | $708k | -5% | 1.8k | 397.68 |
|
| Microchip Technology (MCHP) | 0.0 | $694k | +8% | 7.6k | 91.20 |
|
| TJX Companies (TJX) | 0.0 | $693k | +46% | 4.6k | 151.50 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $681k | 2.3k | 298.07 |
|
|
| Ishares Russell 1000 Growth Etf (IWF) | 0.0 | $666k | +77% | 5.4k | 124.17 |
|
| Ishares Russell 2000 Value ETF Etf (IWN) | 0.0 | $664k | 3.0k | 221.20 |
|
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| Fortinet (FTNT) | 0.0 | $623k | 4.1k | 153.62 |
|
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| Tri-Continental Corporation (TY) | 0.0 | $614k | 18k | 34.42 |
|
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| Abbott Laboratories (ABT) | 0.0 | $613k | -17% | 6.8k | 90.74 |
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| United Bankshares (UBSI) | 0.0 | $612k | 13k | 45.83 |
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| Air Liquide Adr (AIQUY) | 0.0 | $611k | NEW | 16k | 39.48 |
|
| Amgen (AMGN) | 0.0 | $582k | +12% | 1.6k | 362.12 |
|
| Ishares S&P National AMT-Free Etf (MUB) | 0.0 | $582k | -11% | 5.4k | 107.62 |
|
| Banco Bilbao Vizcayaargentaria Sa Ads Adr (BBVA) | 0.0 | $559k | NEW | 22k | 25.06 |
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| SYSCO Corporation (SYY) | 0.0 | $550k | 6.6k | 83.58 |
|
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| Ridgepost Capital Cl A (RPC) | 0.0 | $514k | 65k | 7.87 |
|
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| Illinois Tool Works (ITW) | 0.0 | $504k | -26% | 1.9k | 270.47 |
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| Nucor Corporation (NUE) | 0.0 | $501k | 2.2k | 222.75 |
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| Cintas Corporation (CTAS) | 0.0 | $497k | -32% | 2.9k | 170.08 |
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| Nextera Energy (NEE) | 0.0 | $495k | 5.6k | 87.77 |
|
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| iShares MSCI Global Mtls&Mng Prdcrs ETF Etf (PICK) | 0.0 | $494k | 8.5k | 58.15 |
|
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| Entergy Corporation (ETR) | 0.0 | $491k | 4.3k | 114.86 |
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| NewMarket Corporation (NEU) | 0.0 | $482k | 609.00 | 791.24 |
|
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| Vanguard Growth ETF Etf (VUG) | 0.0 | $473k | +581% | 5.5k | 86.13 |
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| Teledyne Technologies Incorporated (TDY) | 0.0 | $472k | 708.00 | 666.90 |
|
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| PNC Financial Services (PNC) | 0.0 | $472k | 1.9k | 246.23 |
|
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| American Express Company (AXP) | 0.0 | $471k | -3% | 1.4k | 338.25 |
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| Air Products & Chemicals (APD) | 0.0 | $470k | +8% | 1.6k | 293.18 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $467k | -6% | 4.0k | 117.67 |
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| Netflix (NFLX) | 0.0 | $465k | -43% | 6.5k | 71.40 |
|
| Southern Company (SO) | 0.0 | $447k | +36% | 4.7k | 95.71 |
|
| Capital One Financial (COF) | 0.0 | $445k | +40% | 2.2k | 200.62 |
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| Dover Corporation (DOV) | 0.0 | $443k | 2.0k | 224.28 |
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| Teck Resources CL B (TECK) | 0.0 | $443k | NEW | 7.4k | 59.46 |
|
| Vanguard S&P 500 Value ETF Etf (VOOV) | 0.0 | $443k | -16% | 2.0k | 219.26 |
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| Verizon Communications (VZ) | 0.0 | $439k | 10k | 42.34 |
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| Biogen Idec (BIIB) | 0.0 | $434k | 2.0k | 216.06 |
|
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| Fastenal Company (FAST) | 0.0 | $419k | 8.7k | 48.03 |
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| Sector Spdr Health Fund Etf (XLV) | 0.0 | $416k | 2.6k | 158.66 |
|
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| Citizens Financial (CFG) | 0.0 | $410k | NEW | 5.9k | 70.07 |
|
| Ishares S&P Small-Cap Etf (IJT) | 0.0 | $409k | 2.3k | 178.60 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $405k | 3.0k | 135.03 |
|
|
| WisdomTree US Quality Dividend Gr ETF Etf (DGRW) | 0.0 | $405k | 4.2k | 95.62 |
|
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| Ishares Barclays Aggregate Bond Etf (AGG) | 0.0 | $403k | -18% | 4.1k | 98.98 |
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| Ishares Russell 2000 Etf (IWM) | 0.0 | $399k | +25% | 1.3k | 300.56 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $399k | -5% | 4.3k | 92.27 |
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| Br Amer Tobacco Plc Adrf Adr (BTI) | 0.0 | $393k | +536% | 6.4k | 61.76 |
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| McKesson Corporation (MCK) | 0.0 | $391k | 518.00 | 755.60 |
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| Select Sector Spdr Trust The Utilities Select Sect Etf (XLU) | 0.0 | $391k | +2% | 8.6k | 45.34 |
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| Koninklijke KPN NV Adr (KKPNY) | 0.0 | $388k | NEW | 78k | 5.00 |
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| Analog Devices (ADI) | 0.0 | $387k | +44% | 973.00 | 397.36 |
|
| Calvert Us Lrg Cap Respo Indx Etf Etf (CVLC) | 0.0 | $386k | -8% | 4.1k | 94.47 |
|
| Vanguard Mid Cap Value Etf (VOE) | 0.0 | $385k | 1.9k | 197.60 |
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| Starbucks Corporation (SBUX) | 0.0 | $382k | -28% | 3.7k | 102.18 |
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| iShares Currency Hedged MSCI EAFE Etf (HEFA) | 0.0 | $380k | 8.1k | 46.92 |
|
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| KLA-Tencor Corporation (KLAC) | 0.0 | $377k | +900% | 1.3k | 301.71 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $374k | -57% | 745.00 | 501.36 |
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| Assurant (AIZ) | 0.0 | $362k | NEW | 1.3k | 268.53 |
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| Shin Etsu Chem Adr (SHECY) | 0.0 | $357k | NEW | 17k | 21.67 |
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| Ishares Dj Select Div Etf (DVY) | 0.0 | $353k | 2.3k | 156.30 |
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| M&T Bank Corporation (MTB) | 0.0 | $348k | NEW | 1.5k | 238.01 |
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| Waste Management (WM) | 0.0 | $346k | -13% | 1.6k | 222.88 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $344k | -36% | 1.5k | 229.57 |
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| CarMax (KMX) | 0.0 | $341k | 6.4k | 52.89 |
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| American Electric Power Company (AEP) | 0.0 | $337k | +48% | 2.5k | 136.81 |
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| Ishares Nasdaq Biotechnology Etf (IBB) | 0.0 | $333k | 1.8k | 190.19 |
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| Carrier Global Corporation (CARR) | 0.0 | $330k | +480% | 4.5k | 73.35 |
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| Amentum Holdings (AMTM) | 0.0 | $321k | -4% | 16k | 20.67 |
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| Lam Research (LRCX) | 0.0 | $316k | 730.00 | 433.33 |
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| Industria De Diseno Textil SA Adr (IDEXY) | 0.0 | $315k | NEW | 20k | 15.77 |
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| SPDR Dow Jones Industrial Average ETF Etf (DIA) | 0.0 | $313k | 600.00 | 522.39 |
|
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| Shell Adr Each Rep 2 Ord Wi Adr (SHEL) | 0.0 | $310k | NEW | 4.0k | 77.54 |
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| Tesla Motors (TSLA) | 0.0 | $309k | 734.00 | 420.60 |
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| General Dynamics Corporation (GD) | 0.0 | $301k | 849.00 | 354.24 |
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| Danaher Corporation (DHR) | 0.0 | $299k | -9% | 1.6k | 190.46 |
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| Brookfield Asset Management (BAM) | 0.0 | $298k | 6.6k | 44.85 |
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| Vanguard Total International Stock ETF Etf (VXUS) | 0.0 | $295k | 3.4k | 85.49 |
|
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| Broadridge Financial Solutions (BR) | 0.0 | $292k | 2.1k | 136.95 |
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| Vanguard Index Funds Vanguard High Dividend Yield Etf (VYM) | 0.0 | $284k | 1.8k | 158.03 |
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| Iron Mountain (IRM) | 0.0 | $281k | 2.2k | 126.31 |
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| 3M Company (MMM) | 0.0 | $278k | 1.7k | 161.89 |
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| Intuit (INTU) | 0.0 | $274k | 1.1k | 260.90 |
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| Baker Hughes Company Cl A (BKR) | 0.0 | $274k | +5142% | 4.9k | 55.50 |
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| Honeywell International (HON) | 0.0 | $272k | NEW | 1.2k | 223.90 |
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| Enbridge (ENB) | 0.0 | $272k | 5.0k | 54.21 |
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| Aon Plc Com Usd0.01 Cl A Cl A (AON) | 0.0 | $271k | 816.00 | 331.69 |
|
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| Honeywell Aerospace (HONA) | 0.0 | $269k | NEW | 1.2k | 221.08 |
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| Chubb (CB) | 0.0 | $268k | 786.00 | 340.74 |
|
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| Bnp Paribas Adr (BNPQY) | 0.0 | $263k | NEW | 4.5k | 58.27 |
|
| Ishares Comex Gold Trust ETF GT (IAU) | 0.0 | $263k | 3.5k | 75.51 |
|
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| Paychex (PAYX) | 0.0 | $263k | +35% | 2.7k | 98.33 |
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| Boeing Company (BA) | 0.0 | $258k | -6% | 1.2k | 216.47 |
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| Blue Ridge Bank (BRBS) | 0.0 | $256k | 73k | 3.53 |
|
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| Invesco Solar ETF Etf (TAN) | 0.0 | $252k | 4.3k | 59.15 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $246k | 2.8k | 86.65 |
|
|
| United Parcel Service B CL B (UPS) | 0.0 | $242k | +23% | 2.2k | 107.52 |
|
| Deere & Company (DE) | 0.0 | $240k | 379.00 | 634.33 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $240k | +51% | 2.9k | 82.64 |
|
| iShares MSCI USA Minimum Volatility Etf (USMV) | 0.0 | $239k | +1276% | 2.5k | 96.46 |
|
| Grupo Financiero Banorte SAB de CV Adr (GBOOY) | 0.0 | $238k | NEW | 4.5k | 52.69 |
|
| Gilead Sciences (GILD) | 0.0 | $228k | 1.8k | 126.34 |
|
|
| Ingersoll Rand (IR) | 0.0 | $223k | 2.7k | 81.99 |
|
|
| Hca Holdings (HCA) | 0.0 | $218k | 559.00 | 389.90 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $210k | +5% | 1.9k | 109.77 |
|
| Prologis (PLD) | 0.0 | $210k | 1.5k | 135.47 |
|
|
| At&t (T) | 0.0 | $209k | +3% | 10k | 20.70 |
|
| Ross Stores (ROST) | 0.0 | $209k | 980.00 | 212.85 |
|
|
| SPDR S&P Bank ETF Etf (KBE) | 0.0 | $204k | 3.0k | 68.22 |
|
|
| Schwab US Large-Cap Growth ETF Etf (SCHG) | 0.0 | $203k | 6.0k | 33.84 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $202k | 2.9k | 70.53 |
|
|
| SPDR Portfolio S&P 500 High Div ETF Etf (SPYD) | 0.0 | $198k | 4.2k | 47.71 |
|
|
| Encompass Health Corp (EHC) | 0.0 | $194k | 1.9k | 101.08 |
|
|
| Guggenheim S&P Global Water ETF Etf (CGW) | 0.0 | $192k | 2.9k | 65.73 |
|
|
| D-wave Quantum (QBTS) | 0.0 | $192k | 8.0k | 23.99 |
|
|
| Kinder Morgan (KMI) | 0.0 | $188k | +81% | 5.9k | 31.97 |
|
| Main Street Capital Corporation (MAIN) | 0.0 | $187k | 3.6k | 51.88 |
|
|
| iShares Silver Trust Etf (SLV) | 0.0 | $183k | 3.4k | 53.47 |
|
|
| Epr Properties (EPR) | 0.0 | $174k | 3.0k | 58.01 |
|
|
| Owens & Minor (ACH) | 0.0 | $160k | 47k | 3.42 |
|
|
| Kinsale Cap Group (KNSL) | 0.0 | $160k | 485.00 | 329.81 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $159k | 564.00 | 281.27 |
|
|
| Vanguard Health Care ETF Etf (VHT) | 0.0 | $153k | 512.00 | 299.19 |
|
|
| SPDR Portfolio S&P 500 Value ETF Etf (SPYV) | 0.0 | $152k | 2.5k | 60.79 |
|
|
| Schwab US Large-Cap ETF Etf (SCHX) | 0.0 | $151k | 5.1k | 29.43 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $149k | 573.00 | 260.22 |
|
|
| Avery Dennison Corporation (AVY) | 0.0 | $148k | 911.00 | 162.35 |
|
|
| Southwest Airlines (LUV) | 0.0 | $148k | 2.9k | 51.42 |
|
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $145k | 500.00 | 289.43 |
|
|
| Hanover Insurance (THG) | 0.0 | $144k | +56% | 673.00 | 214.12 |
|
| Apollo Global Mgmt (APO) | 0.0 | $130k | 1.1k | 118.31 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $127k | 1.1k | 119.24 |
|
|
| Dex (DXCM) | 0.0 | $125k | 1.9k | 67.35 |
|
|
| salesforce (CRM) | 0.0 | $125k | -12% | 799.00 | 156.66 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $125k | 590.00 | 211.95 |
|
|
| ETFS Physical Palladium Etf (PALL) | 0.0 | $124k | +400% | 5.6k | 22.08 |
|
| Rbc Cad (RY) | 0.0 | $124k | 600.00 | 206.97 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $124k | +71% | 1.2k | 103.45 |
|
| Sempra Energy (SRE) | 0.0 | $122k | 1.3k | 92.71 |
|
Past Filings by Heritage Wealth Advisors
SEC 13F filings are viewable for Heritage Wealth Advisors going back to 2013
- Heritage Wealth Advisors 2026 Q2 filed Aug. 14, 2026
- 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