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 39.58% of Heritage Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: USB, PM, COP, NVDA, JNJ, BN, MO, MDT, UNP, RTX.
- Started 30 new stock positions in Abiomed Inc CVRXXX Contingent Value Right, LRCX, BSX, LVS, FNB, MNST, Brookfield Asset Mgmt Reins, Organigram Holdings Ord, IAC, 22nd Centy Group Inccom.
- Reduced shares in these 10 stocks: IVV (-$9.1M), AAPL, VTIP, MKL, IEFA, SPY, VIG, MCD, WFC, .
- Sold out of its positions in BALL, COHR, EMBC, FAST, FVD, FL, GPN, BAR, NARI, IQV.
- Heritage Wealth Advisors was a net buyer of stock by $6.8M.
- Heritage Wealth Advisors has $1.9B in assets under management (AUM), dropping by 5.26%.
- Central Index Key (CIK): 0001591122
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Portfolio Holdings for Heritage Wealth Advisors
Heritage Wealth Advisors holds 574 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Heritage Wealth Advisors has 574 total positions. Only the first 250 positions are shown.
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- Download the Heritage Wealth Advisors June 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| IShares S&P 500 Index Etf (IVV) | 16.7 | $315M | -2% | 706k | 445.71 |
|
| Vanguard Short-Term Infl-Prot Secs ETF Etf (VTIP) | 10.8 | $204M | 4.3M | 47.42 |
|
|
| iShares Core MSCI EAFE Etf (IEFA) | 5.9 | $111M | 1.6M | 67.50 |
|
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| Microsoft Corporation (MSFT) | 3.3 | $63M | 184k | 340.54 |
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| iShares Core S&P Total US Stock Mkt Etf (ITOT) | 3.0 | $56M | 572k | 97.84 |
|
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| Apple (AAPL) | 2.9 | $56M | -4% | 287k | 193.97 |
|
| Merck & Co (MRK) | 2.9 | $55M | 481k | 115.39 |
|
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| SPDR S&P 500 Index Etf (SPY) | 2.8 | $54M | 121k | 443.28 |
|
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| iShares Russell Midcap Value Etf (IWS) | 2.7 | $52M | 470k | 109.84 |
|
|
| UnitedHealth (UNH) | 2.4 | $45M | +2% | 94k | 480.64 |
|
| Berkshire Hathaway Cl B CL B (BRK.B) | 2.3 | $44M | 129k | 341.00 |
|
|
| iShares Core MSCI Emerging Markets ETF Etf (IEMG) | 2.3 | $43M | +2% | 875k | 49.29 |
|
| MasterCard Incorporated (MA) | 2.2 | $42M | +2% | 106k | 393.30 |
|
| Raytheon Technologies Corp (RTX) | 2.2 | $42M | +2% | 424k | 97.96 |
|
| Johnson & Johnson (JNJ) | 2.2 | $41M | +3% | 249k | 165.52 |
|
| Pepsi (PEP) | 2.2 | $41M | 220k | 185.22 |
|
|
| Medtronic (MDT) | 2.2 | $41M | +2% | 461k | 88.10 |
|
| Alphabet Inc. Class C Cap Stk Cl C (GOOG) | 2.1 | $40M | 331k | 120.97 |
|
|
| Comcast Corp New Cl A Cl A (CMCSA) | 2.1 | $39M | +2% | 936k | 41.55 |
|
| Newmont Mining Corporation (NEM) | 1.7 | $31M | +2% | 733k | 42.66 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.6 | $30M | +4% | 895k | 33.65 |
|
| Progressive Corporation (PGR) | 1.6 | $30M | 224k | 132.37 |
|
|
| Wal-Mart Stores Etf (WMT) | 1.6 | $30M | 188k | 157.18 |
|
|
| ConocoPhillips (COP) | 1.5 | $29M | +6% | 278k | 103.61 |
|
| Union Pacific Corporation (UNP) | 1.5 | $28M | +3% | 135k | 204.62 |
|
| Home Depot (HD) | 1.4 | $27M | +2% | 87k | 310.64 |
|
| Markel Corporation (MKL) | 1.2 | $22M | -5% | 16k | 1383.18 |
|
| U.S. Bancorp (USB) | 1.2 | $22M | +11% | 676k | 33.04 |
|
| Walt Disney Company (DIS) | 1.0 | $19M | 213k | 89.28 |
|
|
| Williams Companies Etf (WMB) | 0.7 | $13M | +3% | 411k | 32.63 |
|
| iShares MSCI EAFE Etf (EFA) | 0.7 | $13M | 176k | 72.50 |
|
|
| iShares MSCI ACWI ex US ETF Etf (ACWX) | 0.6 | $11M | 215k | 49.22 |
|
|
| Enterprise Prd Prtnrs Com Ut Ltd Ptn (EPD) | 0.5 | $9.2M | 350k | 26.35 |
|
|
| Vanguard Dividend Appreciation Etf (VIG) | 0.5 | $8.8M | -6% | 54k | 162.43 |
|
| Philip Morris International (PM) | 0.4 | $8.3M | +36% | 85k | 97.62 |
|
| Visa Etf (V) | 0.3 | $5.2M | 22k | 237.48 |
|
|
| Alphabet Inc. Class A Cap Stk Cl A (GOOGL) | 0.3 | $5.0M | 42k | 119.70 |
|
|
| iShares MSCI Emrg Mkt Etf (EEM) | 0.3 | $4.8M | 122k | 39.56 |
|
|
| Amazon (AMZN) | 0.2 | $4.3M | 33k | 130.36 |
|
|
| Ishares S&P 500 Growth Etf (IVW) | 0.2 | $4.3M | 61k | 70.48 |
|
|
| Altria (MO) | 0.2 | $3.9M | +35% | 87k | 45.30 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $3.8M | 36k | 107.25 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $3.5M | -3% | 12k | 298.41 |
|
| iShares S&P 100 Etf (OEF) | 0.2 | $3.5M | 17k | 207.06 |
|
|
| Sector Spdr Tech Select Etf (XLK) | 0.2 | $3.4M | 20k | 173.86 |
|
|
| NVIDIA Corporation (NVDA) | 0.2 | $3.2M | +93% | 7.6k | 423.02 |
|
| Udr (UDR) | 0.1 | $2.7M | 63k | 42.96 |
|
|
| Mondelez Intl Inc Cl A Cl A (MDLZ) | 0.1 | $2.6M | +7% | 35k | 72.94 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $2.5M | 18k | 145.44 |
|
|
| Lowe's Companies (LOW) | 0.1 | $2.5M | 11k | 225.70 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $2.4M | 13k | 188.08 |
|
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| CSX Corporation (CSX) | 0.1 | $2.4M | 70k | 34.10 |
|
|
| Anthem (ELV) | 0.1 | $2.3M | 5.1k | 444.25 |
|
|
| 1/100 Berkshire Htwy Cla Cl A | 0.1 | $2.1M | 400.00 | 5178.10 |
|
|
| Invesco S&P 500 Equal Weight ETF Etf (RSP) | 0.1 | $2.0M | 14k | 149.64 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $2.0M | -3% | 17k | 119.09 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.9M | 13k | 151.74 |
|
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| Vanguard Total Stock Mkt Etf (VTI) | 0.1 | $1.7M | 7.6k | 220.29 |
|
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| Costco Wholesale Corporation (COST) | 0.1 | $1.6M | +2% | 3.0k | 538.35 |
|
| American Century U.S. Quality Value ETF Etf (VALQ) | 0.1 | $1.5M | 31k | 49.77 |
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| CarMax (KMX) | 0.1 | $1.5M | 18k | 83.70 |
|
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| Chevron Corporation (CVX) | 0.1 | $1.5M | 9.3k | 157.35 |
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| Raymond James Financial (RJF) | 0.1 | $1.4M | 14k | 103.77 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | 2.6k | 521.75 |
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| Abbvie (ABBV) | 0.1 | $1.3M | 10k | 134.73 |
|
|
| iShares ESG Aware MSCI EAFE ETF Etf (ESGD) | 0.1 | $1.3M | +78% | 18k | 72.93 |
|
| Blue Ridge Bank (BRBS) | 0.1 | $1.3M | 150k | 8.85 |
|
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| Truist Financial Corp equities (TFC) | 0.1 | $1.3M | -3% | 43k | 30.35 |
|
| Vanguard Mid-Cap ETF Etf (VO) | 0.1 | $1.3M | +5% | 5.9k | 220.16 |
|
| Select Sector Spdr Trust The Utilities Select Sect Etf (XLU) | 0.1 | $1.3M | 20k | 65.44 |
|
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| Illinois Tool Works (ITW) | 0.1 | $1.3M | 5.1k | 250.14 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $1.3M | -4% | 12k | 109.02 |
|
| Waste Management Etf (WM) | 0.1 | $1.3M | 7.3k | 173.42 |
|
|
| Zoetis Etf (ZTS) | 0.1 | $1.2M | 7.1k | 172.21 |
|
|
| Cisco Systems (CSCO) | 0.1 | $1.2M | -4% | 23k | 51.74 |
|
| Coca-Cola Company (KO) | 0.1 | $1.2M | 19k | 60.22 |
|
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| Ishares Russell Midcap Etf (IWR) | 0.1 | $1.2M | 16k | 73.03 |
|
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| Dominion Resources (D) | 0.1 | $1.1M | 22k | 51.79 |
|
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| Ishares Russell 2000 Etf (IWM) | 0.1 | $1.1M | 5.8k | 187.28 |
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| Ishares Tr Russell Etf (IWB) | 0.1 | $1.1M | 4.4k | 243.74 |
|
|
| Universal Corporation (UVV) | 0.1 | $1.1M | +16% | 21k | 49.94 |
|
| General Dynamics Corporation (GD) | 0.1 | $1.0M | 4.8k | 215.15 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $1.0M | 36k | 28.69 |
|
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| Automatic Data Processing (ADP) | 0.1 | $980k | 4.5k | 219.79 |
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| United Parcel Service B CL B (UPS) | 0.0 | $931k | 5.2k | 179.24 |
|
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| Starbucks Corporation (SBUX) | 0.0 | $917k | +2% | 9.3k | 99.06 |
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| Owens & Minor (OMI) | 0.0 | $914k | 48k | 19.04 |
|
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| Norfolk Southern (NSC) | 0.0 | $906k | 4.0k | 226.76 |
|
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| Vanguard Small Cap Etf (VB) | 0.0 | $893k | +9% | 4.5k | 198.89 |
|
| Amgen (AMGN) | 0.0 | $883k | 4.0k | 222.02 |
|
|
| Dimensional U S Core Equity 2 Etf Etf (DFAC) | 0.0 | $880k | 32k | 27.15 |
|
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| Air Products & Chemicals (APD) | 0.0 | $866k | 2.9k | 299.57 |
|
|
| Vanguard Index Funds Vanguard High Dividend Yield Etf (VYM) | 0.0 | $848k | 8.0k | 106.07 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $839k | 4.8k | 173.48 |
|
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| Trane Technologies (TT) | 0.0 | $834k | 4.4k | 191.26 |
|
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| Honeywell International (HON) | 0.0 | $816k | 3.9k | 207.49 |
|
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| Qualcomm (QCOM) | 0.0 | $815k | +3% | 6.8k | 119.04 |
|
| Intuitive Surgical (ISRG) | 0.0 | $811k | 2.4k | 341.94 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $777k | 1.6k | 488.99 |
|
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| Plymouth Industrial REIT Reit (PLYM) | 0.0 | $762k | 33k | 23.02 |
|
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| Applied Materials (AMAT) | 0.0 | $758k | 5.2k | 144.54 |
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| General Electric (GE) | 0.0 | $742k | 6.8k | 109.85 |
|
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| American Express Company (AXP) | 0.0 | $739k | 4.2k | 174.18 |
|
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| iShares ESG Aware MSCI EM ETF Etf (ESGE) | 0.0 | $738k | +72% | 23k | 31.63 |
|
| SYSCO Corporation (SYY) | 0.0 | $718k | 9.7k | 74.20 |
|
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| Microchip Technology (MCHP) | 0.0 | $717k | 8.0k | 89.59 |
|
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| Intuit (INTU) | 0.0 | $703k | 1.5k | 458.26 |
|
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| Schwab US Tips ETF Etf (SCHP) | 0.0 | $697k | 13k | 52.43 |
|
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| Eli Lilly & Co. (LLY) | 0.0 | $695k | 1.5k | 468.98 |
|
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| Schwab US Large-Cap ETF Etf (SCHX) | 0.0 | $689k | 13k | 52.37 |
|
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| Sector Spdr Health Fund Etf (XLV) | 0.0 | $680k | 5.1k | 132.73 |
|
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| Albemarle Corporation (ALB) | 0.0 | $669k | 3.0k | 223.09 |
|
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| United Bankshares (UBSI) | 0.0 | $642k | +30% | 22k | 29.67 |
|
| Caterpillar (CAT) | 0.0 | $629k | 2.6k | 246.05 |
|
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| Ishares Russell Midcap Growth Etf (IWP) | 0.0 | $628k | 6.5k | 96.63 |
|
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| Brookfield Asset Management (BAM) | 0.0 | $623k | 19k | 32.63 |
|
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| Emerson Electric (EMR) | 0.0 | $620k | -5% | 6.9k | 90.39 |
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| Ishares S&P Smcap Value Etf (IJS) | 0.0 | $596k | 6.3k | 95.09 |
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| Sector Spdr Fincl Select Etf (XLF) | 0.0 | $592k | 18k | 33.71 |
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| Tri-Continental Corporation (TY) | 0.0 | $581k | 21k | 27.42 |
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| iShares US Healthcare Etf (IYH) | 0.0 | $577k | 2.1k | 280.25 |
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| Ishares Russell 2000 Value ETF Etf (IWN) | 0.0 | $572k | 4.1k | 140.80 |
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| Biogen Idec (BIIB) | 0.0 | $570k | 2.0k | 284.85 |
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| Nuveen ESG Mid-Cap Value ETF Etf (NUMV) | 0.0 | $562k | +81% | 19k | 29.63 |
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| Vanguard Reit Etf (VNQ) | 0.0 | $561k | 6.7k | 83.56 |
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| International Business Machines (IBM) | 0.0 | $558k | 4.2k | 133.81 |
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| Blackstone Group Com Unit Ltd (BX) | 0.0 | $549k | 5.9k | 92.97 |
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| Pfizer (PFE) | 0.0 | $543k | 15k | 36.68 |
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| Facebook Inc cl a (META) | 0.0 | $530k | +3% | 1.8k | 286.98 |
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| PowerShares QQQ ETF Etf (QQQ) | 0.0 | $522k | 1.4k | 369.42 |
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| Netflix (NFLX) | 0.0 | $515k | -14% | 1.2k | 440.49 |
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| Fairfax India Hldgs Corp Com Sub Vtg (FFXDF) | 0.0 | $507k | 36k | 14.01 |
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| Cintas Corporation (CTAS) | 0.0 | $504k | 1.0k | 497.08 |
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| Atlantic Union B (AUB) | 0.0 | $498k | 19k | 25.95 |
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| Morgan Stanley Com New (MS) | 0.0 | $491k | 5.8k | 85.40 |
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| AvalonBay Communities (AVB) | 0.0 | $484k | 2.6k | 189.24 |
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| Fiserv (FI) | 0.0 | $483k | 3.8k | 126.15 |
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| Danaher Corporation (DHR) | 0.0 | $478k | 2.0k | 240.04 |
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| Rli (RLI) | 0.0 | $478k | 3.5k | 136.47 |
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| Southern Company (SO) | 0.0 | $471k | 6.7k | 70.25 |
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| Duke Energy (DUK) | 0.0 | $436k | 4.9k | 89.74 |
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| Intel Corporation (INTC) | 0.0 | $436k | 13k | 33.44 |
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| Ares Capital Corporation (ARCC) | 0.0 | $422k | 23k | 18.79 |
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| Deere & Company (DE) | 0.0 | $417k | 1.0k | 405.20 |
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| Ishares Barclays Aggregate Bond Etf (AGG) | 0.0 | $415k | 4.2k | 97.94 |
|
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| Schwab US Large-Cap Growth ETF Etf (SCHG) | 0.0 | $414k | 5.5k | 74.95 |
|
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| Nextera Energy (NEE) | 0.0 | $400k | 5.4k | 74.20 |
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| Goldman Sachs (GS) | 0.0 | $399k | -5% | 1.2k | 322.43 |
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| Broadridge Financial Solutions (BR) | 0.0 | $374k | 2.3k | 165.63 |
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| Lauder Estee Co Inc Cl A Cl A (EL) | 0.0 | $370k | 1.9k | 196.38 |
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| Cigna Corp (CI) | 0.0 | $368k | 1.3k | 280.60 |
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| Target Corporation (TGT) | 0.0 | $366k | 2.8k | 131.90 |
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| Nasdaq Omx (NDAQ) | 0.0 | $366k | 7.3k | 49.85 |
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| Aon Plc Com Usd0.01 Cl A Cl A (AON) | 0.0 | $364k | 1.1k | 345.20 |
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| BlackRock (BLK) | 0.0 | $360k | -3% | 520.00 | 691.46 |
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| NewMarket Corporation (NEU) | 0.0 | $358k | 891.00 | 402.12 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $351k | 7.9k | 44.52 |
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| Stanley Furniture Otc (STLY) | 0.0 | $348k | 49k | 7.16 |
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| Marriott Intl Inc Cl A Cl A (MAR) | 0.0 | $347k | 1.9k | 183.69 |
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| Accenture Ltd Cl A Cl A (ACN) | 0.0 | $347k | 1.1k | 308.56 |
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| Edwards Lifesciences (EW) | 0.0 | $343k | 3.6k | 94.33 |
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| Verizon Communications Etf (VZ) | 0.0 | $342k | 9.2k | 37.19 |
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| Dex (DXCM) | 0.0 | $336k | 2.6k | 128.51 |
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| Fs Kkr Capital Corp (FSK) | 0.0 | $334k | 17k | 19.18 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $329k | 1.5k | 219.57 |
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| Nucor Corporation (NUE) | 0.0 | $328k | 2.0k | 163.98 |
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| CVS Caremark Corporation (CVS) | 0.0 | $322k | -7% | 4.7k | 69.13 |
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| Vanguard Health Care ETF Etf (VHT) | 0.0 | $322k | 1.3k | 244.88 |
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| Ishares Dj Select Div Etf (DVY) | 0.0 | $322k | 2.8k | 113.30 |
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| Schwab US Dividend Equity ETF Etf (SCHD) | 0.0 | $319k | +3% | 4.4k | 72.62 |
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| Sba Communications Corp (SBAC) | 0.0 | $313k | 1.4k | 231.76 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $313k | 1.7k | 180.02 |
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| 3M Company (MMM) | 0.0 | $307k | -12% | 3.1k | 100.08 |
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| Valero Energy Corporation (VLO) | 0.0 | $306k | 2.6k | 117.28 |
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| United Rentals (URI) | 0.0 | $293k | 657.00 | 445.37 |
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| Dover Corporation (DOV) | 0.0 | $292k | 2.0k | 147.65 |
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| Teledyne Technologies Incorporated (TDY) | 0.0 | $291k | 708.00 | 411.11 |
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| Fortinet (FTNT) | 0.0 | $284k | 3.8k | 75.59 |
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| Vanguard Mid Cap Value Etf (VOE) | 0.0 | $270k | 1.9k | 138.38 |
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| Travelers Companies (TRV) | 0.0 | $269k | 1.5k | 173.71 |
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| Ford Motor Company (F) | 0.0 | $268k | 18k | 15.13 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $267k | -2% | 1.9k | 138.06 |
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| Ishares S&P Small-Cap Etf (IJT) | 0.0 | $263k | 2.3k | 114.93 |
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| Boeing Company (BA) | 0.0 | $258k | 1.2k | 211.16 |
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| salesforce (CRM) | 0.0 | $257k | 1.2k | 211.26 |
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| iShares Currency Hedged MSCI EAFE Etf (HEFA) | 0.0 | $251k | 8.1k | 31.00 |
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| Advanced Micro Devices (AMD) | 0.0 | $250k | 2.2k | 113.91 |
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| Diamonds TRUST Series I Ut Ser 1 (DIA) | 0.0 | $246k | 714.00 | 343.85 |
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| Kraft Heinz (KHC) | 0.0 | $245k | 6.9k | 35.50 |
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| Capital One Financial (COF) | 0.0 | $242k | +2% | 2.2k | 109.37 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $242k | -2% | 530.00 | 455.80 |
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| Schw US Brd Mkt Etf Etf (SCHB) | 0.0 | $237k | 4.6k | 51.70 |
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| Vanguard 500 ETF Etf (VOO) | 0.0 | $237k | 581.00 | 407.28 |
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| Cbre Group Inc Cl A (CBRE) | 0.0 | $232k | 2.9k | 80.71 |
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| Ingersoll Rand (IR) | 0.0 | $228k | 3.5k | 65.36 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $226k | 2.8k | 80.77 |
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| Ishares Nasdaq Biotechnology Etf (IBB) | 0.0 | $222k | 1.8k | 126.96 |
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| Hanover Insurance (THG) | 0.0 | $218k | 1.9k | 113.03 |
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| Enbridge (ENB) | 0.0 | $217k | 5.8k | 37.15 |
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| McKesson Corporation (MCK) | 0.0 | $217k | 508.00 | 427.31 |
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| Vanguard Total International Stock ETF Etf (VXUS) | 0.0 | $215k | 3.8k | 56.08 |
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| Becton, Dickinson and (BDX) | 0.0 | $213k | 807.00 | 263.88 |
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| NetApp (NTAP) | 0.0 | $209k | 2.7k | 76.40 |
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| Aptar (ATR) | 0.0 | $205k | 1.8k | 115.86 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $197k | +2% | 427.00 | 460.87 |
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| Autodesk (ADSK) | 0.0 | $196k | 960.00 | 204.61 |
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| Genuine Parts Company (GPC) | 0.0 | $195k | -11% | 1.2k | 169.23 |
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| Gilead Sciences (GILD) | 0.0 | $190k | 2.5k | 77.07 |
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| Allstate Corporation (ALL) | 0.0 | $184k | 1.7k | 109.04 |
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| Eaton (ETN) | 0.0 | $182k | 905.00 | 201.10 |
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| Kinsale Cap Group (KNSL) | 0.0 | $178k | 475.00 | 374.20 |
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| Watsco Etf (WSO) | 0.0 | $173k | 453.00 | 381.54 |
|
|
| Ge Healthcare Technologies Ord Wi Ord Shs (GEHC) | 0.0 | $172k | 2.1k | 81.24 |
|
|
| Nestle S A Reg B Adr (NSRGY) | 0.0 | $171k | 1.4k | 120.27 |
|
|
| Novartis A G Adr (NVS) | 0.0 | $170k | 1.7k | 100.91 |
|
|
| Toro Company (TTC) | 0.0 | $170k | 1.7k | 101.65 |
|
|
| Hca Holdings (HCA) | 0.0 | $169k | -2% | 557.00 | 303.66 |
|
| Amphenol Corp Cl A Cl A (APH) | 0.0 | $169k | 2.0k | 84.95 |
|
|
| Corning Incorporated (GLW) | 0.0 | $168k | 4.8k | 35.04 |
|
|
| Nike Inc Class B CL B (NKE) | 0.0 | $167k | +2% | 1.5k | 110.40 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $165k | 2.6k | 63.95 |
|
|
| Unilever Adr (UL) | 0.0 | $160k | 3.1k | 52.13 |
|
|
| Avery Dennison Corporation (AVY) | 0.0 | $158k | -2% | 920.00 | 171.80 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $155k | 396.00 | 390.04 |
|
|
| SPDR S&P Bank ETF Etf (KBE) | 0.0 | $152k | 4.2k | 36.00 |
|
|
| Pinnacle Financial Partners (PNFP) | 0.0 | $151k | -15% | 2.7k | 56.65 |
|
| Novo-Nordisk A-S Adr (NVO) | 0.0 | $150k | 925.00 | 161.83 |
|
|
| Sempra Energy (SRE) | 0.0 | $149k | 1.0k | 145.59 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $145k | 1.2k | 121.07 |
|
|
| Epr Properties (EPR) | 0.0 | $140k | 3.0k | 46.80 |
|
|
| L3harris Technologies (LHX) | 0.0 | $140k | 716.00 | 195.77 |
|
|
| Encompass Health Corp (EHC) | 0.0 | $130k | 1.9k | 67.71 |
|
|
| City Holding Company (CHCO) | 0.0 | $130k | 1.4k | 89.99 |
|
|
| Citigroup Inc. 7.125% prd (C.PJ) | 0.0 | $129k | 4.1k | 31.80 |
|
|
| Prudential Financial (PRU) | 0.0 | $129k | 1.5k | 88.23 |
|
|
| ETFS Physical Palladium Etf (PALL) | 0.0 | $128k | 1.1k | 113.78 |
|
|
| Micron Technology (MU) | 0.0 | $127k | 2.0k | 63.11 |
|
|
| Roper Industries (ROP) | 0.0 | $126k | 261.00 | 480.80 |
|
|
| Huntsman Corporation (HUN) | 0.0 | $122k | 4.5k | 27.02 |
|
|
| Moderna (MRNA) | 0.0 | $122k | 1.0k | 121.50 |
|
|
| Main Street Capital Corporation (MAIN) | 0.0 | $120k | 3.0k | 40.03 |
|
|
| Southwest Airlines (LUV) | 0.0 | $119k | 3.3k | 36.21 |
|
|
| Chubb (CB) | 0.0 | $117k | -16% | 605.00 | 192.60 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $115k | -4% | 561.00 | 204.57 |
|
| General Motors Company (GM) | 0.0 | $115k | 3.0k | 38.56 |
|
|
| PNC Financial Services (PNC) | 0.0 | $115k | 910.00 | 125.95 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $114k | 1.9k | 59.56 |
|
|
| Tesla Motors (TSLA) | 0.0 | $113k | 432.00 | 261.77 |
|
|
| Booking Holdings (BKNG) | 0.0 | $111k | 41.00 | 2700.34 |
|
|
| Ross Stores (ROST) | 0.0 | $110k | 980.00 | 112.13 |
|
Past Filings by Heritage Wealth Advisors
SEC 13F filings are viewable for Heritage Wealth Advisors going back to 2013
- 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
- Heritage Wealth Advisors 2020 Q2 restated filed July 17, 2020
- Heritage Wealth Advisors 2020 Q2 filed July 17, 2020