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 38.28% of Heritage Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTIP (+$234M), SPY (+$55M), RTX (+$50M), UNH (+$44M), PGR (+$41M), WMT (+$38M), PNC (+$34M), DUK (+$31M), UNP (+$28M), WMB (+$20M).
- Started 9 new stock positions in BNL, GEV, FIS, PLD, SOLV, YUMC, ARE, YUM, CINF.
- Reduced shares in these 10 stocks: VOOV (-$822M), WAB (-$87M), URI (-$65M), RJF (-$59M), MDT (-$39M), PG (-$31M), GLD (-$23M), BNDW (-$13M), VLO (-$7.7M), UL (-$7.4M).
- Sold out of its positions in AAL, American National BankShares, ADSK, BK, CELH, ETRN, STLY, IAC, SOXQ, EMB.
- Heritage Wealth Advisors was a net seller of stock by $-526M.
- Heritage Wealth Advisors has $2.2B in assets under management (AUM), dropping by 1.35%.
- Central Index Key (CIK): 0001591122
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Portfolio Holdings for Heritage Wealth Advisors
Heritage Wealth Advisors holds 530 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Heritage Wealth Advisors has 530 total positions. Only the first 250 positions are shown.
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- Download the Heritage Wealth Advisors June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| IShares S&P 500 Index Etf (IVV) | 15.9 | $353M | 645k | 547.23 |
|
|
| Vanguard Short-Term Infl-Prot Secs ETF Etf (VTIP) | 10.6 | $234M | +609897% | 4.8M | 48.54 |
|
| iShares Core MSCI EAFE Etf (IEFA) | 5.5 | $122M | 1.7M | 72.64 |
|
|
| Microsoft Corporation (MSFT) | 3.4 | $75M | +2% | 168k | 446.95 |
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| iShares Core S&P Total US Stock Mkt Etf (ITOT) | 2.9 | $63M | 534k | 118.78 |
|
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| Apple (AAPL) | 2.7 | $60M | 286k | 210.62 |
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| Merck & Co (MRK) | 2.7 | $59M | +2% | 479k | 123.80 |
|
| Alphabet Inc. Class C Cap Stk Cl C (GOOG) | 2.6 | $58M | 317k | 183.42 |
|
|
| iShares Russell Midcap Value Etf (IWS) | 2.6 | $58M | +2% | 481k | 120.74 |
|
| SPDR S&P 500 Index Etf (SPY) | 2.6 | $57M | +2779% | 104k | 544.22 |
|
| UnitedHealth (UNH) | 2.5 | $55M | +393% | 107k | 509.26 |
|
| Berkshire Hathaway Cl B CL B (BRK.B) | 2.4 | $54M | +2% | 131k | 406.80 |
|
| Raytheon Technologies Corp (RTX) | 2.3 | $50M | +28189% | 499k | 100.39 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.2 | $48M | +3% | 1.2M | 41.54 |
|
| MasterCard Incorporated (MA) | 2.1 | $48M | +3% | 108k | 441.16 |
|
| Johnson & Johnson (JNJ) | 2.0 | $44M | +7% | 303k | 146.16 |
|
| iShares Core MSCI Emerging Markets ETF Etf (IEMG) | 2.0 | $44M | +2% | 825k | 53.53 |
|
| Comcast Corp New Cl A Cl A (CMCSA) | 2.0 | $43M | +9% | 1.1M | 39.16 |
|
| ConocoPhillips (COP) | 1.9 | $43M | +5% | 374k | 114.38 |
|
| Automatic Data Processing (ADP) | 1.9 | $42M | +5% | 177k | 238.69 |
|
| Pepsi (PEP) | 1.9 | $42M | +4% | 253k | 164.93 |
|
| Progressive Corporation (PGR) | 1.9 | $41M | +1650233% | 198k | 207.71 |
|
| Wal-Mart Stores Etf (WMT) | 1.7 | $38M | +95430% | 560k | 67.71 |
|
| PNC Financial Services (PNC) | 1.5 | $34M | +186799% | 217k | 155.48 |
|
| Union Pacific Corporation (UNP) | 1.5 | $33M | +566% | 145k | 226.26 |
|
| Home Depot (HD) | 1.4 | $32M | +4% | 92k | 344.24 |
|
| Duke Energy (DUK) | 1.4 | $31M | +6677% | 313k | 100.23 |
|
| McDonald's Corporation (MCD) | 1.2 | $27M | +8% | 104k | 254.84 |
|
| Markel Corporation (MKL) | 1.0 | $22M | 14k | 1575.66 |
|
|
| Vanguard Total World Stock ETF Etf (VT) | 1.0 | $21M | +232% | 188k | 112.63 |
|
| Williams Companies Etf (WMB) | 0.9 | $20M | +301665% | 465k | 42.50 |
|
| Vanguard 500 ETF Etf (VOO) | 0.8 | $19M | +6307% | 37k | 500.13 |
|
| iShares MSCI ACWI ex US ETF Etf (ACWX) | 0.7 | $16M | 310k | 53.13 |
|
|
| iShares MSCI EAFE Etf (EFA) | 0.6 | $14M | 174k | 78.33 |
|
|
| Enterprise Prd Prtnrs Com Ut Ltd Ptn (EPD) | 0.5 | $11M | 372k | 28.98 |
|
|
| Vanguard Dividend Appreciation Etf (VIG) | 0.4 | $8.8M | +3408% | 48k | 182.55 |
|
| Philip Morris International (PM) | 0.4 | $8.5M | 84k | 101.33 |
|
|
| NVIDIA Corporation (NVDA) | 0.4 | $8.4M | +899% | 68k | 123.54 |
|
| Fairfax Financial Holdings Lim (FRFHF) | 0.3 | $6.0M | 5.3k | 1137.38 |
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| Amazon (AMZN) | 0.3 | $5.8M | +4% | 30k | 193.25 |
|
| Ishares S&P 500 Growth Etf (IVW) | 0.2 | $5.5M | 60k | 92.54 |
|
|
| iShares MSCI Emrg Mkt Etf (EEM) | 0.2 | $5.2M | 122k | 42.59 |
|
|
| Visa Etf (V) | 0.2 | $5.2M | +3190% | 20k | 262.47 |
|
| Alphabet Inc. Class A Cap Stk Cl A (GOOGL) | 0.2 | $5.1M | -28% | 28k | 182.15 |
|
| Altria (MO) | 0.2 | $4.1M | 91k | 45.55 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $3.9M | -4% | 34k | 115.12 |
|
| Sector Spdr Tech Select Etf (XLK) | 0.2 | $3.8M | +38% | 17k | 226.23 |
|
| iShares S&P 100 Etf (OEF) | 0.2 | $3.5M | 13k | 264.30 |
|
|
| American Century U.S. Quality Value ETF Etf (VALQ) | 0.1 | $2.8M | +9% | 49k | 56.74 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $2.5M | 2.9k | 849.99 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $2.5M | -3% | 12k | 202.25 |
|
| Anthem (ELV) | 0.1 | $2.4M | 4.5k | 541.91 |
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| CSX Corporation (CSX) | 0.1 | $2.3M | 70k | 33.45 |
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| iShares Core S&P Mid Cap ETF Etf (IJH) | 0.1 | $2.3M | +2648% | 39k | 58.52 |
|
| Lowe's Companies (LOW) | 0.1 | $2.2M | -5% | 10k | 220.46 |
|
| Mondelez Intl Inc Cl A Cl A (MDLZ) | 0.1 | $2.2M | -4% | 34k | 65.44 |
|
| Invesco S&P 500 Equal Weight ETF Etf (RSP) | 0.1 | $2.2M | 13k | 164.28 |
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| iShares ESG Aware MSCI EAFE ETF Etf (ESGD) | 0.1 | $2.1M | +3% | 26k | 78.78 |
|
| Ishares Russell Midcap Etf (IWR) | 0.1 | $1.9M | +2% | 24k | 81.08 |
|
| 1/100 Berkshire Htwy Cla Cl A | 0.1 | $1.8M | 300.00 | 6122.41 |
|
|
| Vanguard Mid-Cap ETF Etf (VO) | 0.1 | $1.8M | +2159% | 7.4k | 242.10 |
|
| Raymond James Financial (RJF) | 0.1 | $1.7M | -97% | 14k | 123.61 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.6M | -94% | 10k | 164.92 |
|
| Chevron Corporation (CVX) | 0.1 | $1.6M | +3% | 11k | 156.42 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $1.6M | +5709% | 42k | 38.85 |
|
| Vanguard Total Stock Mkt Etf (VTI) | 0.1 | $1.6M | +2526% | 5.9k | 267.50 |
|
| General Dynamics Corporation (GD) | 0.1 | $1.5M | 5.1k | 290.14 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $1.4M | 10k | 141.20 |
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|
| Abbvie (ABBV) | 0.1 | $1.4M | -9% | 8.3k | 171.53 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.3M | +44% | 2.4k | 553.00 |
|
| Qualcomm (QCOM) | 0.1 | $1.3M | +1022% | 6.6k | 199.18 |
|
| iShares ESG Aware MSCI EM ETF Etf (ESGE) | 0.1 | $1.3M | +2% | 39k | 33.53 |
|
| Universal Corporation (UVV) | 0.1 | $1.3M | +8526% | 26k | 48.19 |
|
| Applied Materials (AMAT) | 0.1 | $1.2M | 5.2k | 235.99 |
|
|
| Ishares Tr Russell Etf (IWB) | 0.1 | $1.2M | 4.0k | 297.54 |
|
|
| Ishares Russell 2000 Etf (IWM) | 0.1 | $1.2M | 5.8k | 202.87 |
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|
| Zoetis Etf (ZTS) | 0.1 | $1.1M | +2098% | 6.6k | 173.36 |
|
| Trane Technologies (TT) | 0.1 | $1.1M | +3286% | 3.4k | 328.93 |
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| Bank of America Corporation (BAC) | 0.0 | $1.1M | -2% | 28k | 39.77 |
|
| Norfolk Southern (NSC) | 0.0 | $1.1M | +7% | 5.0k | 214.67 |
|
| Coca-Cola Company (KO) | 0.0 | $1.1M | -10% | 17k | 63.65 |
|
| Dimensional U S Core Equity 2 Etf Etf (DFAC) | 0.0 | $1.0M | 32k | 32.24 |
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|
| Abbott Laboratories (ABT) | 0.0 | $1.0M | -8% | 9.9k | 103.91 |
|
| Cisco Systems (CSCO) | 0.0 | $1.0M | +3% | 21k | 47.51 |
|
| SPDR Gold MiniShares Etf (GLDM) | 0.0 | $1.0M | +903% | 22k | 46.09 |
|
| Intuit (INTU) | 0.0 | $1.0M | 1.5k | 657.06 |
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| Amgen (AMGN) | 0.0 | $966k | -11% | 3.1k | 312.45 |
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| Nuveen ESG Mid-Cap Value ETF Etf (NUMV) | 0.0 | $894k | 27k | 33.03 |
|
|
| Intuitive Surgical (ISRG) | 0.0 | $886k | 2.0k | 444.85 |
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| Caterpillar (CAT) | 0.0 | $851k | 2.6k | 333.10 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $851k | 1.5k | 555.54 |
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| PowerShares QQQ ETF Etf (QQQ) | 0.0 | $834k | -83% | 1.7k | 479.11 |
|
| Honeywell International (HON) | 0.0 | $823k | 3.9k | 213.53 |
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| Select Sector Spdr Trust The Utilities Select Sect Etf (XLU) | 0.0 | $821k | +489% | 12k | 68.14 |
|
| Udr (UDR) | 0.0 | $819k | +4878% | 20k | 41.15 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $809k | 893.00 | 905.38 |
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| Facebook Inc cl a (META) | 0.0 | $793k | -11% | 1.6k | 504.22 |
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| Diageo Spon Adr New (DEO) | 0.0 | $766k | +10% | 6.1k | 126.08 |
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| Dominion Resources (D) | 0.0 | $764k | -8% | 16k | 49.00 |
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| Sector Spdr Health Fund Etf (XLV) | 0.0 | $747k | +502% | 5.1k | 145.75 |
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| iShares MSCI Global Mtls&Mng Prdcrs ETF Etf (PICK) | 0.0 | $735k | 18k | 40.83 |
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| BlackRock (BLK) | 0.0 | $731k | +23% | 928.00 | 787.53 |
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| Pimco Enhanced Short Maturity Active ETF Etf (MINT) | 0.0 | $730k | +866% | 7.3k | 100.65 |
|
| Illinois Tool Works (ITW) | 0.0 | $721k | -39% | 3.0k | 236.93 |
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| Ishares Russell Midcap Growth Etf (IWP) | 0.0 | $710k | 6.4k | 110.35 |
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| United Bankshares (UBSI) | 0.0 | $709k | +340% | 22k | 32.44 |
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| Plymouth Industrial REIT Reit (PLYM) | 0.0 | $708k | -84% | 33k | 21.38 |
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| Atlantic Union B (AUB) | 0.0 | $699k | 21k | 32.85 |
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| Sector Spdr Fincl Select Etf (XLF) | 0.0 | $695k | +229% | 17k | 41.11 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $685k | +600% | 3.5k | 194.53 |
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| Walt Disney Company (DIS) | 0.0 | $685k | 6.9k | 99.29 |
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| Blackstone Group Com Unit Ltd (BX) | 0.0 | $671k | 5.4k | 123.80 |
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| Schwab US Tips ETF Etf (SCHP) | 0.0 | $671k | +1128% | 13k | 52.01 |
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| Netflix (NFLX) | 0.0 | $665k | 985.00 | 674.88 |
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| Starbucks Corporation (SBUX) | 0.0 | $664k | +798% | 8.5k | 77.85 |
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| Emerson Electric (EMR) | 0.0 | $656k | -9% | 6.0k | 110.16 |
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| International Business Machines (IBM) | 0.0 | $644k | -11% | 3.7k | 172.95 |
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| Owens & Minor (OMI) | 0.0 | $633k | 47k | 13.50 |
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| iShares US Healthcare Etf (IYH) | 0.0 | $631k | 10k | 61.27 |
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| Tri-Continental Corporation (TY) | 0.0 | $625k | -52% | 20k | 30.97 |
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| Ishares Russell 2000 Value ETF Etf (IWN) | 0.0 | $618k | 4.1k | 152.30 |
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| Ishares S&P Smcap Value Etf (IJS) | 0.0 | $610k | 6.3k | 97.27 |
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| Vanguard Value ETF Etf (VTV) | 0.0 | $608k | -80% | 3.8k | 160.41 |
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| Air Products & Chemicals (APD) | 0.0 | $601k | 2.3k | 258.09 |
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| Waste Management Etf (WM) | 0.0 | $590k | +72% | 2.8k | 213.34 |
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| Vanguard S&P 500 Value ETF Etf (VOOV) | 0.0 | $588k | -99% | 3.3k | 175.79 |
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| CarMax (KMX) | 0.0 | $585k | 8.0k | 73.34 |
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| General Electric (GE) | 0.0 | $578k | 3.6k | 158.97 |
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| Cintas Corporation (CTAS) | 0.0 | $577k | -4% | 824.00 | 700.26 |
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| Morgan Stanley Com New (MS) | 0.0 | $562k | 5.8k | 97.18 |
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| Goldman Sachs (GS) | 0.0 | $561k | 1.2k | 452.25 |
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| Vanguard Information Technology ETF Etf (VGT) | 0.0 | $541k | +86% | 938.00 | 576.59 |
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| Fiserv (FI) | 0.0 | $529k | 3.6k | 149.04 |
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| United Parcel Service B CL B (UPS) | 0.0 | $524k | +483% | 3.8k | 136.84 |
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| Fairfax India Hldgs Corp Com Sub Vtg (FFXDF) | 0.0 | $520k | 36k | 14.35 |
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| Microchip Technology (MCHP) | 0.0 | $514k | -24% | 5.6k | 91.51 |
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| Rli (RLI) | 0.0 | $492k | -74% | 3.5k | 140.69 |
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| Vanguard FTSE International Etf (VEA) | 0.0 | $486k | +1927% | 9.8k | 49.42 |
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| Vanguard Reit Etf (VNQ) | 0.0 | $478k | +70% | 5.7k | 83.76 |
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| Target Corporation (TGT) | 0.0 | $477k | +355% | 3.2k | 148.04 |
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| Southern Company (SO) | 0.0 | $474k | +141% | 6.1k | 77.57 |
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| SYSCO Corporation (SYY) | 0.0 | $470k | +2533% | 6.6k | 71.39 |
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| Nextera Energy (NEE) | 0.0 | $469k | 6.6k | 70.81 |
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| Biogen Idec (BIIB) | 0.0 | $464k | 2.0k | 231.82 |
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| Marriott Intl Inc Cl A Cl A (MAR) | 0.0 | $457k | 1.9k | 241.77 |
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| Danaher Corporation (DHR) | 0.0 | $455k | -2% | 1.8k | 249.85 |
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| Vanguard Index Funds Vanguard High Dividend Yield Etf (VYM) | 0.0 | $437k | +3313% | 3.7k | 118.60 |
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| United Rentals (URI) | 0.0 | $425k | -99% | 657.00 | 646.73 |
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| Broadridge Financial Solutions (BR) | 0.0 | $420k | 2.1k | 197.00 |
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| Cigna Corp (CI) | 0.0 | $418k | 1.3k | 330.57 |
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| Verizon Communications Etf (VZ) | 0.0 | $400k | +525% | 9.7k | 41.24 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $388k | 1.5k | 259.31 |
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| NewMarket Corporation (NEU) | 0.0 | $387k | -13% | 751.00 | 515.57 |
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| Ishares Barclays Aggregate Bond Etf (AGG) | 0.0 | $376k | +2% | 3.9k | 97.08 |
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| Brookfield Asset Management (BAM) | 0.0 | $375k | 9.8k | 38.05 |
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| Dover Corporation (DOV) | 0.0 | $357k | 2.0k | 180.45 |
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| Advanced Micro Devices (AMD) | 0.0 | $356k | -3% | 2.2k | 162.21 |
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| NetApp (NTAP) | 0.0 | $352k | 2.7k | 128.80 |
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| Paychex (PAYX) | 0.0 | $341k | +24% | 2.9k | 118.56 |
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| Intel Corporation (INTC) | 0.0 | $339k | -8% | 11k | 30.97 |
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| Vanguard Health Care ETF Etf (VHT) | 0.0 | $336k | -65% | 1.3k | 266.06 |
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| Nucor Corporation (NUE) | 0.0 | $332k | 2.1k | 158.08 |
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| Spdr Gold TRUST Etf (GLD) | 0.0 | $323k | -98% | 1.5k | 215.04 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $322k | +39% | 738.00 | 435.95 |
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| Accenture Ltd Cl A Cl A (ACN) | 0.0 | $320k | -6% | 1.1k | 303.33 |
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| American Express Company (AXP) | 0.0 | $306k | -62% | 1.3k | 231.55 |
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| McKesson Corporation (MCK) | 0.0 | $297k | 508.00 | 584.04 |
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| salesforce (CRM) | 0.0 | $296k | +1394% | 1.2k | 257.10 |
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| Ishares S&P Small-Cap Etf (IJT) | 0.0 | $294k | 2.3k | 128.43 |
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| Vanguard Mid Cap Value Etf (VOE) | 0.0 | $293k | -73% | 1.9k | 150.43 |
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| iShares Currency Hedged MSCI EAFE Etf (HEFA) | 0.0 | $288k | 8.1k | 35.55 |
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| Albemarle Corporation (ALB) | 0.0 | $287k | 3.0k | 95.52 |
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| Broadcom (AVGO) | 0.0 | $276k | 172.00 | 1605.53 |
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| Teledyne Technologies Incorporated (TDY) | 0.0 | $275k | +60% | 708.00 | 387.98 |
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| Ishares Dj Select Div Etf (DVY) | 0.0 | $273k | 2.3k | 120.98 |
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| Nestle S A Reg B Adr (NSRGY) | 0.0 | $272k | +24% | 2.7k | 102.45 |
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| Pfizer (PFE) | 0.0 | $268k | 9.6k | 27.98 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $265k | 1.9k | 138.20 |
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| Novo-Nordisk A-S Adr (NVO) | 0.0 | $264k | 1.9k | 142.74 |
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| Micron Technology (MU) | 0.0 | $264k | -4% | 2.0k | 131.53 |
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| Diamonds TRUST Series I Ut Ser 1 (DIA) | 0.0 | $261k | 666.00 | 391.13 |
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| Cbre Group Inc Cl A (CBRE) | 0.0 | $256k | 2.9k | 89.11 |
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| Dex (DXCM) | 0.0 | $254k | 2.2k | 113.38 |
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| Ares Capital Corporation (ARCC) | 0.0 | $247k | -2% | 12k | 20.84 |
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| Ingersoll Rand (IR) | 0.0 | $245k | -16% | 2.7k | 90.84 |
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| Fortinet (FTNT) | 0.0 | $245k | 4.1k | 60.27 |
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| Deere & Company (DE) | 0.0 | $243k | 650.00 | 373.63 |
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| Ishares Nasdaq Biotechnology Etf (IBB) | 0.0 | $240k | 1.8k | 137.26 |
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| Fastenal Company (FAST) | 0.0 | $238k | +35% | 3.8k | 62.84 |
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| 3M Company (MMM) | 0.0 | $237k | 2.3k | 102.18 |
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| Aon Plc Com Usd0.01 Cl A Cl A (AON) | 0.0 | $236k | 803.00 | 293.58 |
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| Ford Motor Company (F) | 0.0 | $230k | 18k | 12.54 |
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| Amphenol Corp Cl A Cl A (APH) | 0.0 | $227k | +100% | 3.4k | 67.37 |
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| Kraft Heinz (KHC) | 0.0 | $223k | 6.9k | 32.22 |
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| Vanguard Total International Stock ETF Etf (VXUS) | 0.0 | $212k | -39% | 3.5k | 60.30 |
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| AvalonBay Communities (AVB) | 0.0 | $208k | 1.0k | 206.89 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $207k | 2.6k | 78.73 |
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| Boeing Company (BA) | 0.0 | $204k | 1.1k | 182.01 |
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| Blue Ridge Bank (BRBS) | 0.0 | $204k | 78k | 2.61 |
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| Sabra Health Care REIT Reit (SBRA) | 0.0 | $200k | +1026% | 13k | 15.40 |
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| Avery Dennison Corporation (AVY) | 0.0 | $199k | 911.00 | 218.65 |
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| Allstate Corporation (ALL) | 0.0 | $192k | 1.2k | 159.66 |
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| L3harris Technologies (LHX) | 0.0 | $191k | 852.00 | 224.58 |
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| Edwards Lifesciences (EW) | 0.0 | $191k | 2.1k | 92.37 |
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| Prudential Financial (PRU) | 0.0 | $188k | +156% | 1.6k | 117.19 |
|
| Hanover Insurance (THG) | 0.0 | $186k | -12% | 1.5k | 125.44 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $183k | -9% | 475.00 | 385.28 |
|
| Main Street Capital Corporation (MAIN) | 0.0 | $182k | 3.6k | 50.49 |
|
|
| Vanguard Growth ETF Etf (VUG) | 0.0 | $181k | -61% | 485.00 | 373.74 |
|
| Hca Holdings (HCA) | 0.0 | $180k | 559.00 | 321.30 |
|
|
| Enbridge (ENB) | 0.0 | $178k | -8% | 5.0k | 35.59 |
|
| Capital One Financial (COF) | 0.0 | $178k | 1.3k | 138.45 |
|
|
| Vanguard Small Cap Etf (VB) | 0.0 | $172k | -79% | 790.00 | 218.04 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $172k | 340.00 | 505.81 |
|
|
| Vanguard Corp Bond Etf Etf (VCSH) | 0.0 | $172k | -95% | 2.2k | 77.27 |
|
| SPDR S&P Bank ETF Etf (KBE) | 0.0 | $167k | +17061% | 3.6k | 46.39 |
|
| Chubb (CB) | 0.0 | $165k | 646.00 | 255.26 |
|
|
| Encompass Health Corp (EHC) | 0.0 | $165k | 1.9k | 85.79 |
|
|
| Prologis Reit (PLD) | 0.0 | $163k | NEW | 1.5k | 112.31 |
|
| Novartis A G Adr (NVS) | 0.0 | $160k | 1.5k | 106.46 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $160k | -7% | 2.7k | 59.06 |
|
| Gilead Sciences (GILD) | 0.0 | $159k | -6% | 2.3k | 68.61 |
|
| Toro Company (TTC) | 0.0 | $156k | +356% | 1.7k | 93.51 |
|
| Ge Vernova (GEV) | 0.0 | $155k | NEW | 906.00 | 171.51 |
|
| Sempra Energy (SRE) | 0.0 | $155k | +3984% | 2.0k | 76.06 |
|
| Unilever Adr (UL) | 0.0 | $155k | -97% | 2.8k | 54.99 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $152k | 564.00 | 268.91 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $150k | 1.9k | 78.58 |
|
|
| Corning Incorporated (GLW) | 0.0 | $148k | 3.8k | 38.85 |
|
|
| American Electric Power Company (AEP) | 0.0 | $145k | +31% | 1.7k | 87.74 |
|
| Ross Stores (ROST) | 0.0 | $142k | +200% | 980.00 | 145.32 |
|
| Genuine Parts Company (GPC) | 0.0 | $138k | 1.0k | 138.32 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $133k | 6.7k | 19.73 |
|
|
| Analog Devices (ADI) | 0.0 | $128k | 563.00 | 228.12 |
|
|
| iShares Global Infrastructure ETF Etf (IGF) | 0.0 | $128k | 2.7k | 47.92 |
|
|
| Epr Properties (EPR) | 0.0 | $126k | 3.0k | 41.98 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $126k | 1.1k | 118.13 |
|
|
| Eaton (ETN) | 0.0 | $124k | -31% | 395.00 | 313.55 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $122k | 317.00 | 386.08 |
|
|
| Moderna (MRNA) | 0.0 | $119k | 1.0k | 118.75 |
|
|
| Apollo Global Management LLC Class A Cl A (APO) | 0.0 | $118k | 1.0k | 118.07 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $118k | +548% | 1.6k | 73.68 |
|
| Schwab US Large-Cap ETF Etf (SCHX) | 0.0 | $116k | +1286% | 1.8k | 64.25 |
|
| Ptc (PTC) | 0.0 | $114k | +458% | 625.00 | 181.67 |
|
| Fidelity National Information Services (FIS) | 0.0 | $108k | NEW | 1.4k | 75.36 |
|
| Seagate Technology (STX) | 0.0 | $108k | -93% | 1.1k | 103.27 |
|
| Aptar (ATR) | 0.0 | $108k | -56% | 770.00 | 140.81 |
|
| WisdomTree SmallCap Dividend ETF Etf (DES) | 0.0 | $108k | +767% | 3.5k | 31.15 |
|
| SPDR Portfolio S&P 500 Value ETF Etf (SPYV) | 0.0 | $107k | +543% | 2.2k | 48.74 |
|
| KLA-Tencor Corporation (KLAC) | 0.0 | $103k | 125.00 | 824.51 |
|
Past Filings by Heritage Wealth Advisors
SEC 13F filings are viewable for Heritage Wealth Advisors going back to 2013
- 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
- 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