CIK 1591122
Heritage Wealth Advisors
Institutional 13F holdings & portfolio
Holdings
609
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 609
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LRCX | Lam Research Corporation | 60 | $1K–$15K | SH |
| GVI | iShares Interm Government/Credit Bd | 95 | $1K–$15K | SH |
| PLTR | Palantir Technologies Inc | 56 | $1K–$15K | SH |
| TMUS | T-Mobile Us Inc | 48 | $1K–$15K | SH |
| JQUA | JPMorgan US Quality Factor ETF | 153 | $1K–$15K | SH |
| WELL | Welltower Inc Com | 52 | $1K–$15K | SH |
| HPE | Hewlett Packard Enterprises | 400 | $1K–$15K | SH |
| PEG | Pub Svc Ent Group Inc | 119 | $1K–$15K | SH |
| BEP | Brookfield Renewable Partners LP | 354 | $1K–$15K | SH |
| TPR | Tapestry Inc | 74 | $1K–$15K | SH |
| SPGI | S&p Global Inc | 18 | $1K–$15K | SH |
| AZN | Astrazeneca Plc Adr | 99 | $1K–$15K | SH |
| VXRT | Vaxart Inc Com New | 26K | $1K–$15K | SH |
| MRVL | Marvell Tech Group Ltd | 103 | $1K–$15K | SH |
| RCL | Royal Caribbean Cruises Ltd | 31 | $1K–$15K | SH |
| GEM | Goldman Sachs ActiveBeta EMkts Eq ETF | 200 | $1K–$15K | SH |
| FSTA | Fidelity MSCI Consumer Staples ETF | 162 | $1K–$15K | SH |
| NOW | ServiceNow Inc | 50 | $1K–$15K | SH |
| SNPS | Synopsys Inc | 16 | $1K–$15K | SH |
| DOW | Dow Chemical Company | 319 | $1K–$15K | SH |
| WBD | WARNER BROS. DISCOVERY SRS A ORD WI | 255 | $1K–$15K | SH |
| PRFZ | PowerShares FTSE RAFI US 1500 Sm-Mid ETF | 160 | $1K–$15K | SH |
| DVN | Devon Energy Cp New | 200 | $1K–$15K | SH |
| VFC | V F Corporation | 400 | $1K–$15K | SH |
| CUBE | CubeSmart | 200 | $1K–$15K | SH |
| MSCI | MSCI Inc | 12 | $1K–$15K | SH |
| ORI | Old Republic Intl Corp | 150 | $1K–$15K | SH |
| PGF | Invesco Financial Preferred ETF | 484 | $1K–$15K | SH |
| ARI | Apollo Commercial Real Estate Finance Inc | 700 | $1K–$15K | SH |
| GHI | America First Multifamily Investors LP | 972 | $1K–$15K | SH |
| TDG | Transdigm Group Inc | 5 | $1K–$15K | SH |
| RGA | Reinsurance Grp Of Amer | 32 | $1K–$15K | SH |
| VOD | Vodafone Group Plc Adr | 477 | $1K–$15K | SH |
| LULU | Lululemon Athletica Inc | 30 | $1K–$15K | SH |
| FANG | Diamondback Energy Inc Com Usd0.01 | 41 | $1K–$15K | SH |
| BAX | Baxter International Inc | 320 | $1K–$15K | SH |
| CTVA | Corteva Inc com | 91 | $1K–$15K | SH |
| SCHM | Schwab US Mid-Cap ETF | 199 | $1K–$15K | SH |
| ORLY | O Reilly Automotive Inc | 60 | $1K–$15K | SH |
| CMG | Chipotle Mexican Grill | 140 | $1K–$15K | SH |
| ADM | Archer-Daniels-Midlnd Co | 90 | $1K–$15K | SH |
| LIN | Linde plc | 12 | $1K–$15K | SH |
| CSGP | Costar Group Inc | 76 | $1K–$15K | SH |
| DG | Dollar General Corp | 38 | $1K–$15K | SH |
| CCJ | Cameco Corp | 54 | $1K–$15K | SH |
| MRP | MILLROSE PROPERTIES INCWHEN ISSUED | 166 | $1K–$15K | SH |
| YUMC | Yum China Hldgs Inc Com | 103 | $1K–$15K | SH |
| ARE | Alexandria Real Est Eqty | 100 | $1K–$15K | SH |
| DAL | Delta Air Lines Inc New | 70 | $1K–$15K | SH |
| WAB | Wabtec | 22 | $1K–$15K | SH |