Heritage Wealth Advisors

Heritage Wealth Advisors as of June 30, 2014

Portfolio Holdings for Heritage Wealth Advisors

Heritage Wealth Advisors holds 68 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 20.2 $19M 96k 197.05
Vanguard Europe Pacific ETF (VEA) 14.5 $14M 319k 42.58
iShares Russell Midcap Value Index (IWS) 9.2 $8.6M 118k 72.57
Philip Morris International (PM) 5.8 $5.4M 65k 84.30
Schwab Strategic Tr 0 (SCHP) 3.7 $3.5M 62k 55.64
Altria (MO) 3.2 $3.0M 72k 41.94
iShares MSCI EAFE Index Fund (EFA) 2.5 $2.4M 35k 68.42
Exxon Mobil Corporation (XOM) 2.4 $2.2M 22k 100.58
Stanley Furniture 1.9 $1.8M 658k 2.68
Pepsi (PEP) 1.8 $1.6M 18k 89.43
Enterprise Products Partners (EPD) 1.7 $1.6M 21k 78.34
Magellan Midstream Partners 1.5 $1.4M 16k 83.94
Plains All American Pipeline (PAA) 1.3 $1.2M 20k 60.28
Dominion Resources (D) 1.2 $1.1M 15k 71.57
Regency Energy Partners 1.1 $1.0M 32k 32.19
Mondelez Int (MDLZ) 1.1 $1.0M 27k 37.60
Sunoco Logistics Partners 1.1 $993k 21k 47.16
Buckeye Partners 1.0 $968k 12k 82.70
Energy Transfer Equity (ET) 1.0 $948k 16k 58.92
Chevron Corporation (CVX) 1.0 $906k 6.9k 130.43
Oneok Partners 1.0 $904k 16k 58.48
International Business Machines (IBM) 0.9 $853k 4.7k 181.41
CSX Corporation (CSX) 0.9 $841k 27k 30.82
Berkshire Hathaway (BRK.B) 0.8 $761k 6.0k 126.75
Targa Resources Partners 0.8 $738k 10k 71.69
Tesoro Logistics Lp us equity 0.8 $718k 9.8k 73.46
General Electric Company 0.8 $710k 27k 26.30
Markel Corporation (MKL) 0.7 $692k 1.1k 655.92
Ngl Energy Partners Lp Com Uni (NGL) 0.7 $685k 16k 43.35
Spectra Energy Partners 0.7 $659k 12k 53.32
Biogen Idec (BIIB) 0.7 $631k 2.0k 315.50
Johnson & Johnson (JNJ) 0.7 $616k 5.9k 104.53
Kraft Foods 0.6 $588k 9.8k 60.15
Williams Partners 0.6 $557k 10k 54.19
Suntrust Banks Inc $1.00 Par Cmn 0.6 $551k 14k 40.05
Wal-Mart Stores (WMT) 0.6 $516k 6.9k 75.22
iShares Lehman Aggregate Bond (AGG) 0.5 $489k 4.5k 109.76
Tri-Continental Corporation (TY) 0.5 $477k 23k 20.98
Udr (UDR) 0.5 $464k 16k 28.62
Apple (AAPL) 0.5 $452k 4.9k 93.04
Coca-Cola Company (KO) 0.5 $438k 10k 42.29
Schlumberger (SLB) 0.5 $439k 3.7k 117.76
Emerson Electric (EMR) 0.5 $427k 6.4k 66.46
Amgen (AMGN) 0.5 $417k 3.5k 118.47
Eqt Midstream Partners 0.4 $405k 4.2k 96.45
CarMax (KMX) 0.4 $363k 7.0k 52.04
iShares Russell Midcap Growth Idx. (IWP) 0.4 $368k 4.1k 89.43
Xenith Bankshares 0.4 $368k 58k 6.33
United Parcel Service (UPS) 0.4 $341k 3.3k 102.93
Merck & Co (MRK) 0.4 $345k 6.0k 57.92
Air Products & Chemicals (APD) 0.3 $315k 2.5k 128.57
Procter & Gamble Company (PG) 0.3 $321k 4.1k 78.62
TC Pipelines 0.3 $314k 6.0k 52.10
SYSCO Corporation (SYY) 0.3 $300k 8.0k 37.50
Holly Energy Partners 0.3 $297k 8.6k 34.40
BB&T Corporation 0.3 $290k 7.4k 39.40
Wells Fargo & Company (WFC) 0.3 $283k 5.4k 52.59
American Express Company (AXP) 0.3 $271k 2.9k 94.95
Walt Disney Company (DIS) 0.3 $275k 3.2k 85.78
Illinois Tool Works (ITW) 0.3 $256k 2.9k 87.52
McDonald's Corporation (MCD) 0.3 $244k 2.4k 100.99
General Dynamics Corporation (GD) 0.2 $233k 2.0k 116.50
Microchip Technology (MCHP) 0.2 $220k 4.5k 48.89
Broadridge Financial Solutions (BR) 0.2 $209k 5.0k 41.80
Pfizer (PFE) 0.2 $208k 7.0k 29.57
Spectra Energy 0.2 $205k 4.8k 42.56
Bank of America Corporation (BAC) 0.2 $194k 13k 15.39
Community Bankers Trust 0.1 $66k 15k 4.40