Heritage Wealth Advisors
Latest statistics and disclosures from Heritage Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IEFA, BRK.B, IWS, ITOT, and represent 35.46% of Heritage Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$36M), VOO (+$15M), MRK, COP, PEP, BRK.A, GOOG, JNJ, ADP, BRK.B.
- Started 39 new stock positions in AGRO, MAA, RYDAF, SCHE, COMP, VOD, VNQI, SNOW, Howmet Aerospace Prf, Futura Med.
- Reduced shares in these 10 stocks: UNH (-$59M), SPY (-$45M), CMCSA, MKL, 1/100 Berkshire Htwy Cla 100, UVV, VIG, ELV, IEFA, COST.
- Sold out of its positions in AFL, ACM, ALGN, AIG, AMT, AWK, 1/100 Berkshire Htwy Cla 100, BXP, CHRW, CME.
- Heritage Wealth Advisors was a net seller of stock by $-43M.
- Heritage Wealth Advisors has $2.0B in assets under management (AUM), dropping by -2.12%.
- Central Index Key (CIK): 0001591122
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Portfolio Holdings for Heritage Wealth Advisors
Heritage Wealth Advisors holds 593 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Heritage Wealth Advisors has 593 total positions. Only the first 250 positions are shown.
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- Download the Heritage Wealth Advisors March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| IShares S&P 500 Index Etf (IVV) | 18.9 | $374M | +10% | 665k | 561.90 |
|
| iShares Core MSCI EAFE Etf (IEFA) | 6.6 | $131M | 1.7M | 75.65 |
|
|
| Berkshire Hathaway Cl B CL B (BRK.B) | 3.4 | $67M | +2% | 126k | 532.58 |
|
| iShares Russell Midcap Value Etf (IWS) | 3.3 | $65M | 513k | 125.97 |
|
|
| iShares Core S&P Total US Stock Mkt Etf (ITOT) | 3.3 | $64M | 528k | 122.01 |
|
|
| Raytheon Technologies Corp (RTX) | 3.2 | $63M | 476k | 132.46 |
|
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| Microsoft Corporation (MSFT) | 3.1 | $62M | 164k | 375.39 |
|
|
| MasterCard Incorporated (MA) | 3.1 | $61M | +2% | 111k | 548.12 |
|
| Apple (AAPL) | 3.1 | $60M | 272k | 222.13 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.9 | $57M | +2% | 1.1M | 52.41 |
|
| Automatic Data Processing (ADP) | 2.9 | $57M | +3% | 186k | 305.53 |
|
| Alphabet Inc. Class C Cap Stk Cl C (GOOG) | 2.9 | $56M | +3% | 361k | 156.23 |
|
| Johnson & Johnson (JNJ) | 2.8 | $56M | +3% | 338k | 165.84 |
|
| Progressive Corporation (PGR) | 2.6 | $52M | 184k | 283.01 |
|
|
| Merck & Co (MRK) | 2.6 | $51M | +5% | 566k | 89.76 |
|
| ConocoPhillips (COP) | 2.4 | $47M | +5% | 445k | 105.02 |
|
| iShares Core MSCI Emerging Markets ETF Etf (IEMG) | 2.3 | $46M | 845k | 53.97 |
|
|
| Wal-Mart Stores Etf (WMT) | 2.2 | $44M | 501k | 87.79 |
|
|
| Pepsi (PEP) | 2.2 | $43M | +6% | 288k | 149.94 |
|
| Comcast Corp New Cl A Cl A (CMCSA) | 2.1 | $41M | -6% | 1.1M | 36.90 |
|
| Duke Energy (DUK) | 2.0 | $40M | +2% | 324k | 121.97 |
|
| Union Pacific Corporation (UNP) | 1.8 | $36M | +2% | 154k | 236.24 |
|
| McDonald's Corporation (MCD) | 1.8 | $36M | +4% | 115k | 312.37 |
|
| Home Depot (HD) | 1.7 | $34M | +3% | 93k | 366.49 |
|
| Williams Companies Etf (WMB) | 1.3 | $26M | +5% | 430k | 59.76 |
|
| Vanguard Total World Stock ETF Etf (VT) | 1.0 | $19M | 164k | 115.95 |
|
|
| Vanguard 500 ETF Etf (VOO) | 1.0 | $19M | +416% | 37k | 513.91 |
|
| iShares MSCI ACWI ex US ETF Etf (ACWX) | 0.9 | $17M | 310k | 55.45 |
|
|
| iShares MSCI EAFE Etf (EFA) | 0.7 | $14M | 169k | 81.73 |
|
|
| Philip Morris International (PM) | 0.6 | $13M | 79k | 158.73 |
|
|
| Enterprise Prd Prtnrs Com Ut Ltd Ptn (EPD) | 0.6 | $12M | -2% | 363k | 34.14 |
|
| Markel Corporation (MKL) | 0.6 | $11M | -15% | 6.1k | 1869.61 |
|
| SPDR S&P 500 Index Etf (SPY) | 0.5 | $9.3M | -82% | 17k | 559.39 |
|
| Vanguard Dividend Appreciation Etf (VIG) | 0.4 | $8.6M | -7% | 44k | 193.99 |
|
| Visa Etf (V) | 0.4 | $7.1M | 20k | 350.46 |
|
|
| Amazon (AMZN) | 0.3 | $6.5M | +11% | 34k | 190.26 |
|
| Ishares S&P 500 Growth Etf (IVW) | 0.3 | $5.5M | 60k | 92.83 |
|
|
| Altria (MO) | 0.3 | $5.4M | 89k | 60.02 |
|
|
| iShares MSCI Emrg Mkt Etf (EEM) | 0.3 | $5.3M | 122k | 43.70 |
|
|
| NVIDIA Corporation (NVDA) | 0.2 | $4.9M | 45k | 108.38 |
|
|
| Alphabet Inc. Class A Cap Stk Cl A (GOOGL) | 0.2 | $4.4M | 28k | 154.64 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $4.0M | 33k | 118.93 |
|
|
| Fairfax Financial Holdings Lim (FRFHF) | 0.2 | $3.9M | 2.7k | 1445.09 |
|
|
| Sector Spdr Tech Select Etf (XLK) | 0.2 | $3.9M | -3% | 19k | 206.48 |
|
| Ishares S&P Midcap Etf (IJJ) | 0.2 | $3.8M | 38k | 99.50 |
|
|
| American Century U.S. Quality Value ETF Etf (VALQ) | 0.2 | $3.6M | +15% | 59k | 60.79 |
|
| iShares S&P 100 Etf (OEF) | 0.2 | $3.2M | -5% | 12k | 270.83 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $3.0M | -3% | 12k | 245.30 |
|
| Berkshire Hathaway Inc A Cl A (BRK.A) | 0.1 | $2.4M | NEW | 3.00 | 798441.67 |
|
| Invesco S&P 500 Equal Weight ETF Etf (RSP) | 0.1 | $2.4M | 14k | 173.23 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $2.3M | -17% | 2.5k | 945.78 |
|
| Lowe's Companies (LOW) | 0.1 | $2.3M | 10k | 233.23 |
|
|
| iShares ESG Aware MSCI EAFE ETF Etf (ESGD) | 0.1 | $2.2M | +3% | 27k | 81.69 |
|
| Vanguard Mid-Cap ETF Etf (VO) | 0.1 | $2.2M | 8.4k | 258.62 |
|
|
| Mondelez Intl Inc Cl A Cl A (MDLZ) | 0.1 | $2.1M | -6% | 31k | 67.85 |
|
| CSX Corporation (CSX) | 0.1 | $2.1M | 71k | 29.43 |
|
|
| Ishares Russell Midcap Etf (IWR) | 0.1 | $1.9M | -5% | 22k | 85.07 |
|
| Raymond James Financial (RJF) | 0.1 | $1.9M | 13k | 138.91 |
|
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| Oracle Corporation (ORCL) | 0.1 | $1.9M | 13k | 139.81 |
|
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| Truist Financial Corp equities (TFC) | 0.1 | $1.7M | 40k | 41.15 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $1.7M | 9.7k | 170.41 |
|
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| Chevron Corporation (CVX) | 0.1 | $1.6M | -8% | 9.6k | 167.29 |
|
| Abbvie (ABBV) | 0.1 | $1.6M | -13% | 7.5k | 209.51 |
|
| Vanguard Total Stock Mkt Etf (VTI) | 0.1 | $1.5M | -9% | 5.3k | 274.82 |
|
| iShares ESG Aware MSCI EM ETF Etf (ESGE) | 0.1 | $1.4M | 39k | 34.95 |
|
|
| SPDR Gold MiniShares Etf (GLDM) | 0.1 | $1.4M | 22k | 61.89 |
|
|
| Select Sector Spdr Trust The Utilities Select Sect Etf (XLU) | 0.1 | $1.4M | 17k | 78.85 |
|
|
| Cisco Systems (CSCO) | 0.1 | $1.3M | 21k | 61.71 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $1.3M | -4% | 9.8k | 132.65 |
|
| Anthem (ELV) | 0.1 | $1.2M | -34% | 2.8k | 434.96 |
|
| Coca-Cola Company (KO) | 0.1 | $1.2M | 17k | 71.62 |
|
|
| Trane Technologies (TT) | 0.1 | $1.1M | 3.4k | 336.92 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $1.1M | 27k | 41.73 |
|
|
| Ishares Tr Russell Etf (IWB) | 0.1 | $1.1M | -11% | 3.5k | 306.74 |
|
| Dimensional U S Core Equity 2 Etf Etf (DFAC) | 0.1 | $1.1M | 32k | 32.99 |
|
|
| Qualcomm (QCOM) | 0.1 | $1.1M | 6.9k | 153.61 |
|
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| Norfolk Southern (NSC) | 0.1 | $1.0M | -9% | 4.4k | 236.86 |
|
| PowerShares QQQ ETF Etf (QQQ) | 0.1 | $1.0M | -5% | 2.2k | 468.92 |
|
| Blackrock (BLK) | 0.0 | $977k | 1.0k | 946.48 |
|
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| Facebook Inc cl a (META) | 0.0 | $950k | 1.6k | 576.36 |
|
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| Netflix (NFLX) | 0.0 | $934k | 1.0k | 932.53 |
|
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| International Business Machines (IBM) | 0.0 | $926k | 3.7k | 248.66 |
|
|
| Nuveen ESG Mid-Cap Value ETF Etf (NUMV) | 0.0 | $925k | 27k | 34.21 |
|
|
| Intuitive Surgical (ISRG) | 0.0 | $922k | 1.9k | 495.27 |
|
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| Eli Lilly & Co. (LLY) | 0.0 | $900k | -3% | 1.1k | 825.91 |
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| Udr (UDR) | 0.0 | $900k | 20k | 45.17 |
|
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| Spdr Gold TRUST Etf (GLD) | 0.0 | $873k | 3.0k | 288.16 |
|
|
| Ishares Russell 2000 Etf (IWM) | 0.0 | $871k | -15% | 4.4k | 199.50 |
|
| Caterpillar (CAT) | 0.0 | $847k | 2.6k | 329.80 |
|
|
| Sector Spdr Fincl Select Etf (XLF) | 0.0 | $842k | 17k | 49.81 |
|
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| Dominion Resources (D) | 0.0 | $812k | 15k | 56.07 |
|
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| Thermo Fisher Scientific (TMO) | 0.0 | $809k | -23% | 1.6k | 497.60 |
|
| Sector Spdr Health Fund Etf (XLV) | 0.0 | $786k | 5.4k | 146.01 |
|
|
| Fiserv (FI) | 0.0 | $776k | 3.5k | 220.83 |
|
|
| Intuit (INTU) | 0.0 | $747k | -3% | 1.2k | 613.97 |
|
| Zoetis Etf (ZTS) | 0.0 | $746k | -27% | 4.5k | 164.65 |
|
| Illinois Tool Works (ITW) | 0.0 | $741k | 3.0k | 247.97 |
|
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| General Electric (GE) | 0.0 | $728k | 3.6k | 200.15 |
|
|
| Applied Materials (AMAT) | 0.0 | $705k | -7% | 4.9k | 145.12 |
|
| Universal Corporation (UVV) | 0.0 | $691k | -53% | 12k | 56.05 |
|
| MicroStrategy Incorporated (MSTR) | 0.0 | $674k | -11% | 2.3k | 288.27 |
|
| Ishares Russell Midcap Growth Etf (IWP) | 0.0 | $664k | -12% | 5.7k | 117.49 |
|
| Atlantic Union B (AUB) | 0.0 | $660k | 21k | 31.14 |
|
|
| Vanguard Value ETF Etf (VTV) | 0.0 | $654k | 3.8k | 172.74 |
|
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| Emerson Electric (EMR) | 0.0 | $653k | 6.0k | 109.64 |
|
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| United Bankshares (UBSI) | 0.0 | $645k | 19k | 34.67 |
|
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| Blackstone Group Com Unit Ltd (BX) | 0.0 | $641k | -2% | 4.6k | 139.78 |
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| Morgan Stanley Com New (MS) | 0.0 | $633k | 5.4k | 116.68 |
|
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| iShares US Healthcare Etf (IYH) | 0.0 | $627k | 10k | 60.89 |
|
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| Fairfax India Hldgs Corp Com Sub Vtg (FFXDF) | 0.0 | $615k | 36k | 17.00 |
|
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| Amgen (AMGN) | 0.0 | $615k | -36% | 2.0k | 311.55 |
|
| Ishares S&P Smcap Value Etf (IJS) | 0.0 | $611k | 6.3k | 97.48 |
|
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| Cintas Corporation (CTAS) | 0.0 | $601k | 2.9k | 205.53 |
|
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| NewMarket Corporation (NEU) | 0.0 | $588k | -22% | 1.0k | 566.45 |
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| Tri-Continental Corporation (TY) | 0.0 | $584k | 19k | 30.67 |
|
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| Goldman Sachs (GS) | 0.0 | $567k | -10% | 1.0k | 546.29 |
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| Southern Company (SO) | 0.0 | $561k | -3% | 6.1k | 91.95 |
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| Broadcom (AVGO) | 0.0 | $550k | 3.3k | 167.43 |
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| Ishares Russell 2000 Value ETF Etf (IWN) | 0.0 | $544k | -10% | 3.6k | 150.98 |
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| CarMax (KMX) | 0.0 | $540k | 6.9k | 77.92 |
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| Plymouth Industrial REIT Reit (PLYM) | 0.0 | $533k | 33k | 16.30 |
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| Honeywell International (HON) | 0.0 | $532k | -25% | 2.5k | 211.73 |
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| Vanguard FTSE International Etf (VEA) | 0.0 | $528k | 10k | 50.83 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $517k | 1.5k | 345.24 |
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| Vanguard Reit Etf (VNQ) | 0.0 | $517k | 5.7k | 90.54 |
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| Broadridge Financial Solutions (BR) | 0.0 | $516k | 2.1k | 242.46 |
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| Starbucks Corporation (SBUX) | 0.0 | $509k | -25% | 5.2k | 98.08 |
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| Vanguard Information Technology ETF Etf (VGT) | 0.0 | $509k | 938.00 | 542.38 |
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| SYSCO Corporation (SYY) | 0.0 | $494k | 6.6k | 75.04 |
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| McKesson Corporation (MCK) | 0.0 | $484k | 719.00 | 672.99 |
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| General Dynamics Corporation (GD) | 0.0 | $483k | -6% | 1.8k | 272.58 |
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| Vanguard Index Funds Vanguard High Dividend Yield Etf (VYM) | 0.0 | $476k | 3.7k | 128.96 |
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| Marriott Intl Inc Cl A Cl A (MAR) | 0.0 | $450k | 1.9k | 238.20 |
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| Air Products & Chemicals (APD) | 0.0 | $447k | -18% | 1.5k | 294.92 |
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| Diageo Spon Adr New (DEO) | 0.0 | $442k | -8% | 4.2k | 104.79 |
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| Nextera Energy (NEE) | 0.0 | $442k | 6.2k | 70.88 |
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| Paychex (PAYX) | 0.0 | $434k | 2.8k | 154.28 |
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| Vanguard Growth ETF Etf (VUG) | 0.0 | $432k | 1.2k | 370.71 |
|
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| Waste Management Etf (WM) | 0.0 | $430k | -33% | 1.9k | 231.51 |
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| Vanguard S&P 500 Value ETF Etf (VOOV) | 0.0 | $428k | -31% | 2.3k | 184.18 |
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| Owens & Minor (OMI) | 0.0 | $424k | 47k | 9.03 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $423k | -32% | 2.4k | 179.70 |
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| iShares MSCI Global Mtls&Mng Prdcrs ETF Etf (PICK) | 0.0 | $420k | 12k | 35.88 |
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| United Rentals (URI) | 0.0 | $419k | 669.00 | 626.70 |
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| Ishares Barclays Aggregate Bond Etf (AGG) | 0.0 | $411k | 4.2k | 98.92 |
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| Verizon Communications Etf (VZ) | 0.0 | $393k | -5% | 8.7k | 45.36 |
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| Fortinet (FTNT) | 0.0 | $391k | 4.1k | 96.26 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $385k | -28% | 1.0k | 383.53 |
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| American Express Company (AXP) | 0.0 | $384k | 1.4k | 269.05 |
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| United Parcel Service B CL B (UPS) | 0.0 | $376k | -7% | 3.4k | 109.98 |
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| Teledyne Technologies Incorporated (TDY) | 0.0 | $352k | 708.00 | 497.71 |
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| Fastenal Company (FAST) | 0.0 | $348k | -3% | 4.5k | 77.55 |
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| Cbre Group Inc Cl A (CBRE) | 0.0 | $345k | 2.6k | 130.78 |
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| 3M Company (MMM) | 0.0 | $340k | 2.3k | 146.85 |
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| Microchip Technology (MCHP) | 0.0 | $340k | 7.0k | 48.41 |
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| PNC Financial Services (PNC) | 0.0 | $335k | 1.9k | 175.79 |
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| Dover Corporation (DOV) | 0.0 | $335k | -3% | 1.9k | 175.68 |
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| Vanguard Health Care ETF Etf (VHT) | 0.0 | $334k | 1.3k | 264.79 |
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| Cigna Corp (CI) | 0.0 | $333k | -8% | 1.0k | 329.00 |
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| Aon Plc Com Usd0.01 Cl A Cl A (AON) | 0.0 | $324k | 811.00 | 399.09 |
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| Brookfield Asset Management (BAM) | 0.0 | $323k | 6.7k | 48.45 |
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| Target Corporation (TGT) | 0.0 | $321k | 3.1k | 104.36 |
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| Vanguard Mid Cap Value Etf (VOE) | 0.0 | $313k | 1.9k | 160.54 |
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| Deere & Company (DE) | 0.0 | $312k | 665.00 | 469.35 |
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| Danaher Corporation (DHR) | 0.0 | $307k | -6% | 1.5k | 204.93 |
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| Ishares Dj Select Div Etf (DVY) | 0.0 | $304k | 2.3k | 134.29 |
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| iShares Currency Hedged MSCI EAFE Etf (HEFA) | 0.0 | $294k | 8.1k | 36.29 |
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| Ishares S&P Small-Cap Etf (IJT) | 0.0 | $285k | 2.3k | 124.50 |
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| Chubb (CB) | 0.0 | $282k | 935.00 | 301.98 |
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| Diamonds TRUST Series I Ut Ser 1 (DIA) | 0.0 | $280k | 666.00 | 419.88 |
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| Ge Vernova (GEV) | 0.0 | $277k | 906.00 | 305.28 |
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| Biogen Idec (BIIB) | 0.0 | $274k | 2.0k | 136.84 |
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| Nucor Corporation (NUE) | 0.0 | $272k | 2.3k | 120.34 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $271k | -10% | 530.00 | 512.01 |
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| At&t (T) | 0.0 | $271k | +149% | 9.6k | 28.28 |
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| Calvert Us Lrg Cap Respo Indx Etf Etf (CVLC) | 0.0 | $262k | NEW | 3.8k | 68.94 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $258k | 1.8k | 142.22 |
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| Blue Ridge Bank (BRBS) | 0.0 | $255k | 78k | 3.26 |
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| Gilead Sciences (GILD) | 0.0 | $253k | -2% | 2.3k | 112.05 |
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| Allstate Corporation (ALL) | 0.0 | $249k | 1.2k | 207.07 |
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| NetApp (NTAP) | 0.0 | $240k | 2.7k | 87.84 |
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| Kinsale Cap Group (KNSL) | 0.0 | $236k | +2% | 485.00 | 486.71 |
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| Capital One Financial (COF) | 0.0 | $230k | 1.3k | 179.30 |
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| salesforce (CRM) | 0.0 | $225k | 840.00 | 268.36 |
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| Ishares Nasdaq Biotechnology Etf (IBB) | 0.0 | $224k | 1.8k | 127.90 |
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| Vanguard Total International Stock ETF Etf (VXUS) | 0.0 | $224k | 3.6k | 62.10 |
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| Kraft Heinz (KHC) | 0.0 | $223k | 7.3k | 30.43 |
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| Enbridge (ENB) | 0.0 | $222k | 5.0k | 44.31 |
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| UnitedHealth (UNH) | 0.0 | $222k | -99% | 423.00 | 524.13 |
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| Advanced Micro Devices (AMD) | 0.0 | $221k | 2.1k | 102.74 |
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| Amphenol Corp Cl A Cl A (APH) | 0.0 | $220k | 3.4k | 65.59 |
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| Accenture Ltd Cl A Cl A (ACN) | 0.0 | $220k | -33% | 706.00 | 312.10 |
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| Ingersoll Rand (IR) | 0.0 | $218k | 2.7k | 80.03 |
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| Albemarle Corporation (ALB) | 0.0 | $216k | 3.0k | 72.02 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $214k | 352.00 | 607.85 |
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| Hca Holdings (HCA) | 0.0 | $204k | 590.00 | 345.68 |
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| W.R. Berkley Corporation (WRB) | 0.0 | $204k | 2.9k | 71.16 |
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| Main Street Capital Corporation (MAIN) | 0.0 | $204k | 3.6k | 56.56 |
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| Boeing Company (BA) | 0.0 | $204k | 1.2k | 170.55 |
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| Pfizer (PFE) | 0.0 | $196k | -19% | 7.7k | 25.34 |
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| Encompass Health Corp (EHC) | 0.0 | $194k | 1.9k | 101.28 |
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| Iron Mountain Reit (IRM) | 0.0 | $191k | 2.2k | 86.04 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $184k | 2.6k | 70.21 |
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| Prudential Financial (PRU) | 0.0 | $179k | -3% | 1.6k | 111.68 |
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| L3harris Technologies (LHX) | 0.0 | $178k | -2% | 852.00 | 209.31 |
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| Micron Technology (MU) | 0.0 | $178k | 2.0k | 86.89 |
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| Intel Corporation (INTC) | 0.0 | $174k | -6% | 7.7k | 22.71 |
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| Corning Incorporated (GLW) | 0.0 | $174k | 3.8k | 45.78 |
|
|
| Walt Disney Company (DIS) | 0.0 | $173k | 1.7k | 98.72 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $169k | 1.7k | 97.46 |
|
|
| Novartis A G Adr (NVS) | 0.0 | $168k | 1.5k | 111.48 |
|
|
| Prologis Reit (PLD) | 0.0 | $168k | -3% | 1.5k | 111.79 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $162k | 911.00 | 177.97 |
|
|
| Hanover Insurance (THG) | 0.0 | $162k | -37% | 930.00 | 173.95 |
|
| Ford Motor Company (F) | 0.0 | $160k | 16k | 10.03 |
|
|
| SPDR S&P Bank ETF Etf (KBE) | 0.0 | $158k | 3.0k | 52.96 |
|
|
| Epr Properties (EPR) | 0.0 | $158k | 3.0k | 52.61 |
|
|
| Travelers Companies (TRV) | 0.0 | $157k | -5% | 594.00 | 264.46 |
|
| Dex (DXCM) | 0.0 | $153k | 2.2k | 68.29 |
|
|
| Apollo Global Management LLC Class A Cl A (APO) | 0.0 | $151k | 1.1k | 136.94 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $150k | -3% | 2.1k | 72.48 |
|
| Sempra Energy (SRE) | 0.0 | $146k | -2% | 2.0k | 71.36 |
|
| American Electric Power Company (AEP) | 0.0 | $137k | 1.3k | 109.27 |
|
|
| TJX Companies (TJX) | 0.0 | $131k | +4% | 1.1k | 121.80 |
|
| Unilever Adr (UL) | 0.0 | $131k | -21% | 2.2k | 59.55 |
|
| Wells Fargo & Co Etf (WFC) | 0.0 | $130k | 1.8k | 71.79 |
|
|
| SPDR S&P Biotech ETF Etf (XBI) | 0.0 | $128k | 1.6k | 81.10 |
|
|
| iShares Core S&P Mid Cap ETF Etf (IJH) | 0.0 | $127k | -39% | 2.2k | 58.35 |
|
| Ross Stores (ROST) | 0.0 | $125k | 980.00 | 127.79 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $123k | 254.00 | 484.11 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $119k | 1.0k | 119.14 |
|
|
| SPDR Portfolio S&P 500 Value ETF Etf (SPYV) | 0.0 | $112k | 2.2k | 51.07 |
|
|
| WisdomTree SmallCap Dividend ETF Etf (DES) | 0.0 | $111k | 3.5k | 31.96 |
|
|
| Schwab US Large-Cap ETF Etf (SCHX) | 0.0 | $110k | -2% | 5.0k | 22.08 |
|
| Nestle S A Reg B Adr (NSRGY) | 0.0 | $109k | 1.1k | 101.17 |
|
|
| Toro Company (TTC) | 0.0 | $108k | -10% | 1.5k | 72.75 |
|
| Southwest Airlines (LUV) | 0.0 | $107k | -2% | 3.2k | 33.58 |
|
| Vanguard Mega Cap ETF Etf (MGC) | 0.0 | $106k | NEW | 526.00 | 201.38 |
|
| iShares Silver Trust Etf (SLV) | 0.0 | $105k | 3.4k | 30.99 |
|
|
| Vanguard Intl Eqty Index Etf (VEU) | 0.0 | $105k | +28% | 1.7k | 60.65 |
|
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $102k | 2.3k | 44.22 |
|
|
| ETFS Physical Palladium Etf (PALL) | 0.0 | $102k | 1.1k | 90.55 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $101k | 530.00 | 189.93 |
|
|
| Citigroup (C) | 0.0 | $100k | -2% | 1.4k | 70.99 |
|
| Kroger (KR) | 0.0 | $100k | -3% | 1.5k | 67.69 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $100k | 590.00 | 169.20 |
|
|
| Ptc (PTC) | 0.0 | $95k | 614.00 | 154.95 |
|
|
| Aptar (ATR) | 0.0 | $94k | -18% | 630.00 | 148.38 |
|
| Oneok (OKE) | 0.0 | $93k | 934.00 | 99.22 |
|
|
| Stantec (STN) | 0.0 | $92k | 1.1k | 82.84 |
|
Past Filings by Heritage Wealth Advisors
SEC 13F filings are viewable for Heritage Wealth Advisors going back to 2013
- 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
- Heritage Wealth Advisors 2024 Q1 filed May 8, 2024
- Heritage Wealth Advisors 2023 Q4 filed Feb. 12, 2024
- Heritage Wealth Advisors 2023 Q3 filed Nov. 9, 2023
- Heritage Wealth Advisors 2023 Q2 filed Aug. 9, 2023