Heritage Wealth Advisors
Latest statistics and disclosures from Heritage Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VOOV, IEFA, MSFT, ITOT, and represent 37.73% of Heritage Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOOV (+$224M), URI (+$50M), GLD (+$49M), RJF (+$46M), PG (+$38M), UL (+$33M), WAB (+$33M), PLYM (+$28M), BNDW (+$21M), WFCNP (+$17M).
- Started 17 new stock positions in SBRA, USHY, PFF, BHF, GNW, BNDW, CTRE, SOXQ, JEPQ, EMB. NLOP, TACT, JQUA, TAP, USFR, VYMI, BATRA.
- Reduced shares in these 10 stocks: VTIP (-$1.0B), WMB (-$117M), RTX (-$24M), VT (-$21M), IVV (-$9.8M), PNC (-$7.9M), PGR (-$6.7M), Validian (-$6.2M), SPY, UNP.
- Sold out of its positions in ARKK, ARKQ, ARKG, ARKW, ARKF, ARKX, Aeva Technologies, ALK, LNT, AIG.
- Heritage Wealth Advisors was a net seller of stock by $-667M.
- Heritage Wealth Advisors has $2.2B in assets under management (AUM), dropping by 8.81%.
- Central Index Key (CIK): 0001591122
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Portfolio Holdings for Heritage Wealth Advisors
Heritage Wealth Advisors holds 551 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Heritage Wealth Advisors has 551 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Heritage Wealth Advisors March 31, 2024 positions
- Download the Heritage Wealth Advisors March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| IShares S&P 500 Index Etf (IVV) | 15.8 | $346M | -2% | 657k | 525.73 |
|
| Vanguard S&P 500 Value ETF Etf (VOOV) | 10.3 | $224M | +140231% | 4.7M | 47.89 |
|
| iShares Core MSCI EAFE Etf (IEFA) | 5.7 | $124M | 1.7M | 74.22 |
|
|
| Microsoft Corporation (MSFT) | 3.2 | $69M | 165k | 420.72 |
|
|
| iShares Core S&P Total US Stock Mkt Etf (ITOT) | 2.8 | $62M | 535k | 115.30 |
|
|
| Merck & Co (MRK) | 2.8 | $61M | 465k | 131.95 |
|
|
| iShares Russell Midcap Value Etf (IWS) | 2.7 | $59M | 469k | 125.33 |
|
|
| Spdr Gold TRUST Etf (GLD) | 2.6 | $56M | +690% | 108k | 523.07 |
|
| Berkshire Hathaway Cl B CL B (BRK.B) | 2.5 | $54M | +2% | 128k | 420.52 |
|
| MasterCard Incorporated (MA) | 2.3 | $50M | +3% | 104k | 481.57 |
|
| United Rentals (URI) | 2.3 | $50M | +15100% | 101k | 494.70 |
|
| Alphabet Inc. Class C Cap Stk Cl C (GOOG) | 2.2 | $49M | +7% | 320k | 152.26 |
|
| Apple (AAPL) | 2.2 | $49M | 284k | 171.48 |
|
|
| Raymond James Financial (RJF) | 2.2 | $48M | +3480% | 488k | 97.53 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.1 | $46M | +4% | 1.1M | 41.87 |
|
| ConocoPhillips (COP) | 2.1 | $45M | +8% | 356k | 127.28 |
|
| Johnson & Johnson (JNJ) | 2.0 | $45M | +8% | 283k | 158.19 |
|
| Comcast Corp New Cl A Cl A (CMCSA) | 2.0 | $44M | +8% | 1.0M | 43.35 |
|
| Medtronic (MDT) | 2.0 | $44M | +5% | 500k | 87.15 |
|
| Pepsi (PEP) | 1.9 | $42M | +7% | 242k | 175.01 |
|
| Automatic Data Processing (ADP) | 1.9 | $42M | +13% | 168k | 249.74 |
|
| iShares Core MSCI Emerging Markets ETF Etf (IEMG) | 1.9 | $42M | +2% | 807k | 51.60 |
|
| Procter & Gamble Company (PG) | 1.9 | $40M | +1681% | 196k | 206.82 |
|
| Unilever Adr (UL) | 1.6 | $34M | +4591% | 138k | 245.93 |
|
| Plymouth Industrial REIT Reit (PLYM) | 1.5 | $34M | +530% | 209k | 161.60 |
|
| Home Depot (HD) | 1.5 | $34M | +4% | 88k | 383.60 |
|
| Wabtec Corporation (WAB) | 1.5 | $33M | +2743640% | 549k | 60.17 |
|
| McDonald's Corporation (MCD) | 1.2 | $27M | +10% | 96k | 281.95 |
|
| Markel Corporation (MKL) | 1.0 | $21M | -2% | 14k | 1521.48 |
|
| Vanguard Total World Bond ETF Etf (BNDW) | 1.0 | $21M | NEW | 191k | 108.76 |
|
| Validian | 0.8 | $18M | -25% | 37k | 480.70 |
|
| Wells Fargo & Co P Etf (WFCNP) | 0.8 | $17M | +2313994% | 440k | 38.97 |
|
| iShares MSCI ACWI ex US ETF Etf (ACWX) | 0.8 | $17M | 310k | 53.39 |
|
|
| iShares MSCI EAFE Etf (EFA) | 0.6 | $14M | 174k | 79.86 |
|
|
| Enterprise Prd Prtnrs Com Ut Ltd Ptn (EPD) | 0.5 | $11M | +7% | 373k | 29.18 |
|
| Vanguard Total World Stock ETF Etf (VT) | 0.4 | $9.2M | -69% | 57k | 162.86 |
|
| Vanguard Corp Bond Etf Etf (VCSH) | 0.4 | $8.9M | +532% | 49k | 182.61 |
|
| Philip Morris International (PM) | 0.3 | $7.6M | 83k | 91.62 |
|
|
| NVIDIA Corporation (NVDA) | 0.3 | $6.1M | -7% | 6.8k | 903.53 |
|
| Alphabet Inc. Class A Cap Stk Cl A (GOOGL) | 0.3 | $5.9M | 39k | 150.93 |
|
|
| Fairfax Financial Holdings Lim (FRFHF) | 0.3 | $5.7M | 5.2k | 1078.96 |
|
|
| Virginia Natl Bankshares (VABK) | 0.3 | $5.6M | +4424% | 20k | 279.08 |
|
| Amazon (AMZN) | 0.2 | $5.2M | 29k | 180.38 |
|
|
| Ishares S&P 500 Growth Etf (IVW) | 0.2 | $5.1M | 60k | 84.44 |
|
|
| iShares MSCI Emrg Mkt Etf (EEM) | 0.2 | $5.0M | 122k | 41.08 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $4.1M | -2% | 35k | 116.24 |
|
| Altria (MO) | 0.2 | $4.0M | 91k | 43.62 |
|
|
| Sector Spdr Materials Etf (XLB) | 0.2 | $3.5M | +1895% | 17k | 208.27 |
|
| iShares S&P 100 Etf (OEF) | 0.2 | $3.3M | -5% | 13k | 247.41 |
|
| Lowe's Companies (LOW) | 0.1 | $2.7M | +2% | 11k | 254.73 |
|
| CSX Corporation (CSX) | 0.1 | $2.6M | 70k | 37.07 |
|
|
| American Century U.S. Quality Value ETF Etf (VALQ) | 0.1 | $2.6M | +56% | 44k | 58.30 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $2.5M | -23% | 13k | 200.30 |
|
| Mondelez Intl Inc Cl A Cl A (MDLZ) | 0.1 | $2.5M | 35k | 70.00 |
|
|
| Anthem (ELV) | 0.1 | $2.3M | 4.5k | 518.57 |
|
|
| Invesco S&P 500 Equal Weight ETF Etf (RSP) | 0.1 | $2.2M | 13k | 169.37 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $2.1M | 2.9k | 732.63 |
|
|
| iShares ESG Aware MSCI EAFE ETF Etf (ESGD) | 0.1 | $2.0M | 25k | 79.91 |
|
|
| Ishares Russell Midcap Etf (IWR) | 0.1 | $1.9M | +45% | 23k | 84.09 |
|
| 1/100 Berkshire Htwy Cla Cl A | 0.1 | $1.9M | -25% | 300.00 | 6344.40 |
|
| Vanguard Mid Cap Value Etf (VOE) | 0.1 | $1.9M | +281% | 7.4k | 249.86 |
|
| Rli (RLI) | 0.1 | $1.8M | +289% | 14k | 128.42 |
|
| PowerShares QQQ ETF Etf (QQQ) | 0.1 | $1.7M | +639% | 11k | 162.25 |
|
| Abbvie (ABBV) | 0.1 | $1.7M | -2% | 9.2k | 182.11 |
|
| Tri-Continental Corporation (TY) | 0.1 | $1.7M | +101% | 43k | 38.98 |
|
| Chevron Corporation (CVX) | 0.1 | $1.6M | -6% | 10k | 157.74 |
|
| Vanguard Total International Stock ETF Etf (VXUS) | 0.1 | $1.5M | +50% | 5.8k | 259.89 |
|
| Southern Company (SO) | 0.1 | $1.5M | -59% | 2.5k | 581.21 |
|
| General Dynamics Corporation (GD) | 0.1 | $1.4M | 5.1k | 282.49 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $1.4M | -2% | 5.0k | 268.31 |
|
| Owens & Minor (OMI) | 0.1 | $1.3M | 47k | 27.71 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $1.3M | -40% | 10k | 125.61 |
|
| iShares ESG Aware MSCI EM ETF Etf (ESGE) | 0.1 | $1.2M | 38k | 32.23 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $1.2M | -2% | 11k | 113.66 |
|
| Ishares Russell 2000 Etf (IWM) | 0.1 | $1.2M | 5.8k | 210.32 |
|
|
| Norfolk Southern (NSC) | 0.1 | $1.2M | -4% | 4.6k | 254.89 |
|
| Zimvie Ord Wi Ord Shs (ZIMV) | 0.1 | $1.2M | +172750% | 6.9k | 169.21 |
|
| Ishares Tr Russell Etf (IWB) | 0.1 | $1.2M | -4% | 4.0k | 288.03 |
|
| Coca-Cola Company (KO) | 0.1 | $1.1M | 19k | 61.18 |
|
|
| Public Storage (PSA) | 0.1 | $1.1M | +73666% | 6.6k | 169.30 |
|
| UnitedHealth (UNH) | 0.1 | $1.1M | -76% | 22k | 51.72 |
|
| Bank of America Corporation (BAC) | 0.0 | $1.1M | -4% | 29k | 37.92 |
|
| Applied Materials (AMAT) | 0.0 | $1.1M | 5.2k | 206.23 |
|
|
| TowneBank (TOWN) | 0.0 | $1.1M | +2973% | 3.6k | 300.20 |
|
| Dimensional U S Core Equity 2 Etf Etf (DFAC) | 0.0 | $1.0M | 32k | 31.95 |
|
|
| Cisco Systems (CSCO) | 0.0 | $1.0M | -6% | 21k | 49.91 |
|
| Intuit (INTU) | 0.0 | $1.0M | 1.5k | 649.81 |
|
|
| Amgen (AMGN) | 0.0 | $995k | -3% | 3.5k | 284.32 |
|
| Caterpillar (CAT) | 0.0 | $937k | 2.6k | 366.43 |
|
|
| Nuveen ESG Mid-Cap Value ETF Etf (NUMV) | 0.0 | $925k | +4% | 27k | 34.20 |
|
| Zoom Video Communications In cl a (ZM) | 0.0 | $885k | +2832% | 8.8k | 100.55 |
|
| Facebook Inc cl a (META) | 0.0 | $866k | -13% | 1.8k | 485.61 |
|
| Walt Disney Company (DIS) | 0.0 | $844k | -4% | 6.9k | 122.36 |
|
| Dominion Resources (D) | 0.0 | $838k | 17k | 49.19 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $815k | 5.5k | 148.74 |
|
|
| American Express Company (AXP) | 0.0 | $811k | 3.6k | 227.69 |
|
|
| Honeywell International (HON) | 0.0 | $806k | 3.9k | 205.24 |
|
|
| Sector Spdr Tech Select Etf (XLK) | 0.0 | $804k | -39% | 12k | 65.65 |
|
| International Business Machines (IBM) | 0.0 | $800k | -5% | 4.2k | 190.96 |
|
| Intuitive Surgical (ISRG) | 0.0 | $795k | 2.0k | 399.09 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $781k | -83% | 22k | 35.79 |
|
| PowerShares FTSE RAFI US 1500 Sm-Mid ETF Etf (PRFZ) | 0.0 | $773k | +987% | 1.7k | 444.01 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $773k | 1.5k | 504.60 |
|
|
| Upstart Hldgs (UPST) | 0.0 | $757k | +20137% | 20k | 37.41 |
|
| Sector Spdr Fincl Select Etf (XLF) | 0.0 | $757k | -69% | 5.1k | 147.73 |
|
| iShares MSCI Global Mtls&Mng Prdcrs ETF Etf (PICK) | 0.0 | $750k | -28% | 18k | 41.70 |
|
| Atlantic Union B (AUB) | 0.0 | $747k | 21k | 35.31 |
|
|
| Playstar Corp New Shs NV Ord Shs | 0.0 | $745k | +4313% | 33k | 22.50 |
|
| Emerson Electric (EMR) | 0.0 | $744k | -4% | 6.6k | 113.42 |
|
| United Bankshares (UBSI) | 0.0 | $737k | -77% | 5.0k | 148.62 |
|
| Ishares Russell Midcap Growth Etf (IWP) | 0.0 | $734k | 6.4k | 114.14 |
|
|
| Stantec (STN) | 0.0 | $728k | +614% | 8.0k | 91.40 |
|
| Seagate Technology (STX) | 0.0 | $712k | +1472% | 17k | 42.12 |
|
| Blackstone Group Com Unit Ltd (BX) | 0.0 | $712k | 5.4k | 131.37 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $696k | -6% | 895.00 | 777.96 |
|
| CarMax (KMX) | 0.0 | $695k | 8.0k | 87.11 |
|
|
| Schwab US Small-Cap ETF Etf (SCHA) | 0.0 | $673k | +12424% | 13k | 52.16 |
|
| Microchip Technology (MCHP) | 0.0 | $665k | -7% | 7.4k | 89.71 |
|
| Stryker Corporation (SYK) | 0.0 | $656k | +4519% | 8.1k | 81.18 |
|
| Southwest Airlines (LUV) | 0.0 | $649k | +328% | 14k | 47.68 |
|
| General Electric (GE) | 0.0 | $647k | -19% | 3.7k | 175.53 |
|
| Ishares Russell 2000 Value ETF Etf (IWN) | 0.0 | $645k | 4.1k | 158.81 |
|
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| Washington REIT Reit (ELME) | 0.0 | $645k | +3932% | 3.0k | 213.18 |
|
| Ishares S&P Smcap Value Etf (IJS) | 0.0 | $644k | -7% | 6.3k | 102.76 |
|
| iShares US Healthcare Etf (IYH) | 0.0 | $638k | +322% | 10k | 61.90 |
|
| BlackRock (BLK) | 0.0 | $627k | 752.00 | 833.98 |
|
|
| Tredegar Corporation (TG) | 0.0 | $622k | +8309% | 20k | 30.80 |
|
| Taiwan Semiconductr Adrf Adr (TSM) | 0.0 | $611k | +1278% | 3.4k | 177.21 |
|
| Vanguard Reit Etf (VNQ) | 0.0 | $604k | -50% | 3.3k | 180.48 |
|
| Netflix (NFLX) | 0.0 | $598k | -17% | 985.00 | 607.33 |
|
| Cintas Corporation (CTAS) | 0.0 | $594k | 864.00 | 687.03 |
|
|
| Vanguard Mid-Cap Growth ETF Etf (VOT) | 0.0 | $580k | +1594% | 6.7k | 86.48 |
|
| Fiserv (FI) | 0.0 | $567k | 3.6k | 159.82 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $561k | -18% | 2.3k | 242.31 |
|
| NewMarket Corporation (NEU) | 0.0 | $553k | 871.00 | 634.62 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $544k | 5.8k | 94.16 |
|
|
| Fairfax India Hldgs Corp Com Sub Vtg (FFXDF) | 0.0 | $541k | 36k | 14.93 |
|
|
| Intel Corporation (INTC) | 0.0 | $529k | -4% | 12k | 44.17 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $520k | +493% | 3.5k | 148.47 |
|
| Goldman Sachs (GS) | 0.0 | $518k | 1.2k | 417.72 |
|
|
| Tesla Motors (TSLA) | 0.0 | $513k | +369% | 2.9k | 174.21 |
|
| Brookfield Renewable Corp (BEPC) | 0.0 | $490k | 20k | 24.57 |
|
|
| Vanguard Emerging Market Etf (VWO) | 0.0 | $489k | +82% | 9.7k | 50.17 |
|
| Marriott Intl Inc Cl A Cl A (MAR) | 0.0 | $477k | 1.9k | 252.31 |
|
|
| United Parcel Service B CL B (UPS) | 0.0 | $474k | -89% | 657.00 | 721.11 |
|
| V.F. Corporation (VFC) | 0.0 | $470k | +527% | 2.8k | 170.66 |
|
| Danaher Corporation (DHR) | 0.0 | $464k | -2% | 1.9k | 249.70 |
|
| Cigna Corp (CI) | 0.0 | $459k | -5% | 1.3k | 363.19 |
|
| Duke Energy (DUK) | 0.0 | $447k | -3% | 4.6k | 96.71 |
|
| Vanguard Health Care ETF Etf (VHT) | 0.0 | $446k | +192% | 3.7k | 120.99 |
|
| Chemours (CC) | 0.0 | $438k | +2381% | 6.1k | 71.74 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $436k | -6% | 2.1k | 204.86 |
|
| Biogen Idec (BIIB) | 0.0 | $431k | 2.0k | 215.63 |
|
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| Nextera Energy (NEE) | 0.0 | $423k | 6.6k | 63.91 |
|
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| JPMorgan US Quality Factor ETF Etf (JQUA) | 0.0 | $419k | NEW | 7.9k | 52.87 |
|
| Nucor Corporation (NUE) | 0.0 | $416k | +4% | 2.1k | 197.90 |
|
| Brookfield Asset Management (BAM) | 0.0 | $414k | -9% | 9.8k | 42.02 |
|
| Advanced Micro Devices (AMD) | 0.0 | $409k | -2% | 2.3k | 180.49 |
|
| Albemarle Corporation (ALB) | 0.0 | $395k | 3.0k | 131.74 |
|
|
| Accenture Ltd Cl A Cl A (ACN) | 0.0 | $390k | -4% | 1.1k | 346.68 |
|
| SPDR Dow Jones Global Real Estate ETF Etf (RWO) | 0.0 | $387k | +41723% | 8.8k | 44.05 |
|
| Verisk Analytics Inc Cla Cl A (VRSK) | 0.0 | $382k | +5226% | 9.1k | 41.96 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $375k | 1.5k | 250.04 |
|
|
| Ishares Barclays Aggregate Bond Etf (AGG) | 0.0 | $371k | 3.8k | 97.93 |
|
|
| TransAct Technologies Incorporated (TACT) | 0.0 | $355k | NEW | 1.5k | 230.10 |
|
| Dover Corporation (DOV) | 0.0 | $351k | 2.0k | 177.19 |
|
|
| Sabra Health Care REIT Reit (SBRA) | 0.0 | $347k | NEW | 1.2k | 301.18 |
|
| Vanguard Growth ETF Etf (VUG) | 0.0 | $342k | 1.3k | 270.58 |
|
|
| Schwab US Aggregate Bond ETF Etf (SCHZ) | 0.0 | $338k | +1166% | 4.2k | 80.63 |
|
| Dex (DXCM) | 0.0 | $310k | 2.2k | 138.70 |
|
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| Ingersoll Rand (IR) | 0.0 | $307k | 3.2k | 94.95 |
|
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| Target Corporation (TGT) | 0.0 | $304k | -79% | 708.00 | 429.32 |
|
| Vanguard Intl Hi Div Yld Idx ETF Etf (VYMI) | 0.0 | $304k | NEW | 1.9k | 155.91 |
|
| Ishares S&P Small-Cap Etf (IJT) | 0.0 | $299k | -7% | 2.3k | 130.73 |
|
| HG Holdings (STLY) | 0.0 | $294k | 49k | 6.05 |
|
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| NetApp (NTAP) | 0.0 | $287k | 2.7k | 104.97 |
|
|
| Paychex (PAYX) | 0.0 | $283k | 2.3k | 122.80 |
|
|
| iShares Currency Hedged MSCI EAFE Etf (HEFA) | 0.0 | $283k | 8.1k | 34.88 |
|
|
| Cbre Group Inc Cl A (CBRE) | 0.0 | $279k | 2.9k | 97.24 |
|
|
| Ishares Dj Select Div Etf (DVY) | 0.0 | $278k | 2.3k | 123.18 |
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| Fortinet (FTNT) | 0.0 | $277k | +6% | 4.1k | 68.31 |
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| Kinsale Cap Group (KNSL) | 0.0 | $274k | 523.00 | 524.74 |
|
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| McKesson Corporation (MCK) | 0.0 | $273k | -2% | 508.00 | 536.85 |
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| Deere & Company (DE) | 0.0 | $271k | 660.00 | 410.74 |
|
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| Diamonds TRUST Series I Ut Ser 1 (DIA) | 0.0 | $268k | -5% | 674.00 | 397.76 |
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| Aon Plc Com Usd0.01 Cl A Cl A (AON) | 0.0 | $268k | -25% | 803.00 | 333.72 |
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| Pfizer (PFE) | 0.0 | $266k | -43% | 9.6k | 27.75 |
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| Kraft Heinz (KHC) | 0.0 | $255k | 6.9k | 36.90 |
|
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| Aptar (ATR) | 0.0 | $255k | 1.8k | 143.89 |
|
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| Northrop Grumman Corporation (NOC) | 0.0 | $254k | -2% | 530.00 | 478.66 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $253k | -26% | 12k | 20.82 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $251k | 1.9k | 129.35 |
|
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| Micron Technology (MU) | 0.0 | $247k | 2.1k | 117.89 |
|
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| 3M Company (MMM) | 0.0 | $245k | -18% | 2.3k | 106.06 |
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| Ford Motor Company (F) | 0.0 | $242k | 18k | 13.28 |
|
|
| Ishares Nasdaq Biotechnology Etf (IBB) | 0.0 | $240k | 1.8k | 137.22 |
|
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| Novo-Nordisk A-S Adr (NVO) | 0.0 | $238k | 1.9k | 128.40 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $233k | -22% | 2.9k | 79.76 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $231k | 2.6k | 88.17 |
|
|
| Vanguard Small Cap Etf (VB) | 0.0 | $231k | -6% | 3.8k | 60.30 |
|
| Hanover Insurance (THG) | 0.0 | $229k | -12% | 1.7k | 136.17 |
|
| Broadcom (AVGO) | 0.0 | $228k | -16% | 172.00 | 1325.41 |
|
| Nestle S A Reg B Adr (NSRGY) | 0.0 | $227k | 2.1k | 106.20 |
|
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| Boeing Company (BA) | 0.0 | $217k | -3% | 1.1k | 192.99 |
|
| Fastenal Company (FAST) | 0.0 | $214k | 2.8k | 77.14 |
|
|
| Prospect Capital Corporation (PSEC) | 0.0 | $212k | +1702% | 1.8k | 117.40 |
|
| Blue Ridge Bank (BRBS) | 0.0 | $211k | 78k | 2.69 |
|
|
| Allstate Corporation (ALL) | 0.0 | $208k | 1.2k | 173.01 |
|
|
| Avery Dennison Corporation (AVY) | 0.0 | $203k | 911.00 | 223.25 |
|
|
| Enbridge (ENB) | 0.0 | $199k | 5.5k | 36.18 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $197k | 2.1k | 95.56 |
|
|
| Amphenol Corp Cl A Cl A (APH) | 0.0 | $195k | -2% | 1.7k | 115.35 |
|
| Vanguard Intl Eqty Index Etf (VEU) | 0.0 | $194k | +508% | 2.8k | 68.80 |
|
| Sba Communications Corp (SBAC) | 0.0 | $192k | +2619% | 13k | 14.77 |
|
| Capital One Financial (COF) | 0.0 | $191k | 1.3k | 148.89 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $189k | -2% | 340.00 | 555.79 |
|
| Hca Holdings (HCA) | 0.0 | $186k | 559.00 | 333.32 |
|
|
| AvalonBay Communities (AVB) | 0.0 | $186k | -29% | 1.0k | 185.56 |
|
| L3harris Technologies (LHX) | 0.0 | $182k | 852.00 | 213.10 |
|
|
| Eaton (ETN) | 0.0 | $181k | -21% | 580.00 | 312.68 |
|
| Vanguard Short-Term Infl-Prot Secs ETF Etf (VTIP) | 0.0 | $181k | -99% | 790.00 | 228.59 |
|
| Gilead Sciences (GILD) | 0.0 | $181k | -3% | 2.5k | 73.25 |
|
| Main Street Capital Corporation (MAIN) | 0.0 | $170k | 3.6k | 47.31 |
|
|
| Vanguard Bond Index Fund Etf (BND) | 0.0 | $170k | +282% | 2.2k | 77.31 |
|
| SPDR S&P 500 Index Etf (SPY) | 0.0 | $170k | -96% | 3.6k | 47.10 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $169k | 1.9k | 88.44 |
|
|
| Chubb (CB) | 0.0 | $167k | -3% | 646.00 | 259.11 |
|
| Vanguard FTSE International Etf (VEA) | 0.0 | $167k | -94% | 485.00 | 343.95 |
|
| Encompass Health Corp (EHC) | 0.0 | $158k | 1.9k | 82.58 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $155k | -3% | 1.0k | 154.93 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $153k | -34% | 1.7k | 91.63 |
|
| Under Armour Inc-class C CL C (UA) | 0.0 | $147k | +36587% | 2.9k | 50.19 |
|
| Select Sector Spdr Trust The Utilities Select Sect Etf (XLU) | 0.0 | $147k | -85% | 2.0k | 71.83 |
|
| Novartis A G Adr (NVS) | 0.0 | $146k | 1.5k | 96.73 |
|
|
| Roper Industries (ROP) | 0.0 | $144k | +942% | 980.00 | 146.76 |
|
| Canadian Natl Ry (CNI) | 0.0 | $140k | 1.1k | 131.71 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $140k | -2% | 563.00 | 247.76 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $134k | -3% | 2.5k | 54.23 |
|
| Lauder Estee Co Inc Cl A Cl A (EL) | 0.0 | $133k | -17% | 864.00 | 154.15 |
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $128k | -33% | 6.7k | 19.07 |
|
| Epr Properties (EPR) | 0.0 | $127k | 3.0k | 42.45 |
|
|
| Corning Incorporated (GLW) | 0.0 | $126k | -2% | 3.8k | 32.96 |
|
| iShares Global Infrastructure ETF Etf (IGF) | 0.0 | $125k | 2.6k | 47.62 |
|
|
| Prudential Financial (PRU) | 0.0 | $118k | -65% | 625.00 | 188.94 |
|
| Huntsman Corporation (HUN) | 0.0 | $117k | 4.5k | 26.03 |
|
|
| WisdomTree International Small Cap Div Etf (DLS) | 0.0 | $113k | +2377% | 3.5k | 32.68 |
|
| Apollo Global Management LLC Class A Cl A (APO) | 0.0 | $113k | 1.0k | 112.45 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $112k | -11% | 317.00 | 354.66 |
|
| Autodesk (ADSK) | 0.0 | $112k | -55% | 431.00 | 260.42 |
|
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.0 | $112k | +1101% | 1.8k | 62.06 |
|
Past Filings by Heritage Wealth Advisors
SEC 13F filings are viewable for Heritage Wealth Advisors going back to 2013
- 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
- Heritage Wealth Advisors 2020 Q4 filed Feb. 1, 2021