Heritage Wealth Advisors

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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.

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

Past Filings by Heritage Wealth Advisors

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

View all past filings