Heritage Wealth Advisors

Latest statistics and disclosures from Heritage Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio 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.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
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
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Becton, Dickinson and (BDX) 0.0 $203k +3% 833.00 243.72
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Fs Kkr Capital Corp (FSK) 0.0 $202k -29% 10k 19.97
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Enbridge (ENB) 0.0 $198k -5% 5.5k 36.02
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SPDR S&P Bank ETF Etf (KBE) 0.0 $194k 4.2k 46.02
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Novo-Nordisk A-S Adr (NVO) 0.0 $191k 1.9k 103.45
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Prudential Financial (PRU) 0.0 $188k +30% 1.8k 103.71
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Avery Dennison Corporation (AVY) 0.0 $184k 911.00 202.16
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Fastenal Company (FAST) 0.0 $184k 2.8k 64.77
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L3harris Technologies (LHX) 0.0 $183k +23% 869.00 210.62
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Micron Technology (MU) 0.0 $177k +3% 2.1k 85.34
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Eaton (ETN) 0.0 $177k -18% 736.00 240.82
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iShares Core MSCI Europe Etf (IEUR) 0.0 $176k NEW 3.2k 55.02
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Kinsale Cap Group (KNSL) 0.0 $175k 523.00 334.91
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Capital One Financial (COF) 0.0 $171k -25% 1.3k 131.12
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Amphenol Corp Cl A Cl A (APH) 0.0 $171k +2% 1.7k 99.13
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Allstate Corporation (ALL) 0.0 $171k -12% 1.2k 139.98
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Parker-Hannifin Corporation (PH) 0.0 $161k -11% 349.00 460.70
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Toro Company (TTC) 0.0 $160k 1.7k 95.99
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Edwards Lifesciences (EW) 0.0 $160k 2.1k 76.25
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Sempra Energy (SRE) 0.0 $158k +3% 2.1k 74.73
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Main Street Capital Corporation (MAIN) 0.0 $156k +20% 3.6k 43.23
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Tesla Motors (TSLA) 0.0 $156k +44% 626.00 248.48
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Hca Holdings (HCA) 0.0 $154k +2% 570.00 270.80
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Lauder Estee Co Inc Cl A Cl A (EL) 0.0 $153k -10% 1.0k 146.25
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Novartis A G Adr (NVS) 0.0 $152k 1.5k 100.97
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Chubb (CB) 0.0 $151k +9% 666.00 226.13
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Epr Properties (EPR) 0.0 $145k 3.0k 48.45
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Genuine Parts Company (GPC) 0.0 $143k -10% 1.0k 138.50
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Unilever Adr (UL) 0.0 $142k 2.9k 48.48
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Ross Stores (ROST) 0.0 $139k +2% 1.0k 138.39
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W.R. Berkley Corporation (WRB) 0.0 $137k 1.9k 70.72
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Canadian Natl Ry (CNI) 0.0 $134k 1.1k 125.63
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Nxp Semiconductors N V (NXPI) 0.0 $133k +3% 579.00 229.78
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Bristol Myers Squibb (BMY) 0.0 $132k +7% 2.6k 51.31
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Encompass Health Corp (EHC) 0.0 $128k 1.9k 66.72
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Vanguard Mega Cap Value ETF Etf (MGV) 0.0 $125k NEW 1.1k 109.37
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iShares Global Infrastructure ETF Etf (IGF) 0.0 $123k NEW 2.6k 47.05
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U.S. Bancorp (USB) 0.0 $123k +5% 2.8k 43.27
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Past Filings by Heritage Wealth Advisors

SEC 13F filings are viewable for Heritage Wealth Advisors going back to 2013

View all past filings