Heritage Wealth Advisors

Heritage Wealth Advisors as of Dec. 31, 2013

Portfolio Holdings for Heritage Wealth Advisors

Heritage Wealth Advisors holds 64 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 18.8 $15M 80k 185.59
Vanguard Europe Pacific ETF (VEA) 15.0 $12M 285k 41.71
iShares Russell Midcap Value Index (IWS) 11.2 $8.9M 136k 65.74
Philip Morris International (PM) 5.9 $4.7M 54k 87.13
Stanley Furniture 3.2 $2.5M 658k 3.84
Altria (MO) 3.0 $2.4M 61k 38.40
Exxon Mobil Corporation (XOM) 2.8 $2.2M 22k 101.19
iShares MSCI EAFE Index Fund (EFA) 2.5 $2.0M 29k 67.12
Pepsi (PEP) 2.3 $1.8M 22k 82.97
Schwab Strategic Tr 0 (SCHP) 1.8 $1.4M 27k 52.72
Enterprise Products Partners (EPD) 1.5 $1.2M 18k 66.46
Magellan Midstream Partners 1.4 $1.1M 18k 63.30
Dominion Resources (D) 1.3 $1.0M 16k 64.66
Sunoco Logistics Partners 1.1 $894k 12k 75.40
International Business Machines (IBM) 1.1 $888k 4.7k 187.62
Plains All American Pipeline (PAA) 1.1 $883k 17k 51.45
Chevron Corporation (CVX) 1.1 $857k 6.9k 124.71
Spectra Energy Partners 1.0 $800k 18k 45.63
Buckeye Partners 1.0 $795k 11k 71.13
General Electric Company 1.0 $773k 28k 28.01
Berkshire Hathaway (BRK.B) 0.9 $712k 6.0k 118.59
Mondelez Int (MDLZ) 0.9 $697k 20k 35.23
Energy Transfer Equity (ET) 0.8 $627k 7.7k 81.76
Markel Corporation (MKL) 0.8 $613k 1.1k 581.04
El Paso Pipeline Partners 0.7 $587k 16k 36.27
CSX Corporation (CSX) 0.7 $570k 20k 28.78
Holly Energy Partners 0.7 $572k 18k 32.33
Oneok Partners 0.7 $566k 11k 52.93
Biogen Idec (BIIB) 0.7 $559k 2.0k 279.50
Wal-Mart Stores (WMT) 0.7 $540k 6.9k 78.72
Suntrust Banks Inc $1.00 Par Cmn 0.6 $506k 14k 36.78
Johnson & Johnson (JNJ) 0.6 $494k 5.4k 91.50
Targa Resources Partners 0.6 $494k 9.5k 52.21
TC Pipelines 0.6 $479k 9.9k 48.28
Emerson Electric (EMR) 0.6 $465k 6.6k 70.19
Tri-Continental Corporation (TY) 0.6 $454k 23k 19.97
Williams Partners 0.6 $446k 8.7k 51.12
Coca-Cola Company (KO) 0.5 $429k 10k 41.43
iShares Lehman Aggregate Bond (AGG) 0.5 $426k 4.0k 106.85
Amgen (AMGN) 0.5 $409k 3.6k 114.09
Procter & Gamble Company (PG) 0.5 $406k 5.0k 81.48
Xenith Bankshares 0.5 $401k 68k 5.89
Kraft Foods 0.5 $394k 7.3k 53.83
Apple (AAPL) 0.5 $385k 687.00 560.41
Udr (UDR) 0.5 $387k 17k 23.41
iShares Russell Midcap Growth Idx. (IWP) 0.4 $347k 4.1k 84.33
United Parcel Service (UPS) 0.4 $345k 3.3k 105.02
CarMax (KMX) 0.4 $335k 7.1k 47.05
SYSCO Corporation (SYY) 0.4 $303k 8.4k 36.07
Merck & Co (MRK) 0.4 $299k 6.0k 50.19
BB&T Corporation 0.4 $288k 7.7k 37.31
Air Products & Chemicals (APD) 0.3 $274k 2.5k 111.84
Phillips 66 Partners 0.3 $279k 7.3k 38.05
American Express Company (AXP) 0.3 $258k 2.9k 90.40
Schlumberger (SLB) 0.3 $254k 2.8k 89.82
Walt Disney Company (DIS) 0.3 $244k 3.2k 76.11
Wells Fargo & Company (WFC) 0.3 $245k 5.4k 45.62
Illinois Tool Works (ITW) 0.3 $245k 2.9k 83.76
McDonald's Corporation (MCD) 0.3 $234k 2.4k 96.85
Pfizer (PFE) 0.3 $221k 7.2k 30.63
Automatic Data Processing (ADP) 0.3 $215k 2.7k 80.52
Bank of America Corporation (BAC) 0.2 $201k 13k 15.57
Microchip Technology (MCHP) 0.2 $201k 4.5k 44.67
Community Bankers Trust 0.1 $56k 15k 3.73