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 501–550 of 609
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SAN | Banco Santander SA | 400 | $1K–$15K | SH |
| MICC | Magnum Icecream | 291 | $1K–$15K | SH |
| KOS | Kosmos Energy Ltd | 5K | $1K–$15K | SH |
| IONQ | IONQ ORD | 100 | $1K–$15K | SH |
| UPST | UPSTART HOLDINGS INC | 100 | $1K–$15K | SH |
| ARM | Arvinmeritor Inc | 40 | $1K–$15K | SH |
| BKR | Baker Hughes a GE Co | 94 | $1K–$15K | SH |
| GOVT | iShares Core US Treasury Bond | 182 | $1K–$15K | SH |
| FMAT | Fidelity MSCI Materials ETF | 75 | $1K–$15K | SH |
| TOWN | Townebank Portsmouth Va | 116 | $1K–$15K | SH |
| QXO | QXO Inc | 200 | $1K–$15K | SH |
| NRG | Nrg Energy Inc New | 24 | $1K–$15K | SH |
| PYPL | Paypal Hldgs Inc | 65 | $1K–$15K | SH |
| OWL | BLUE OWL CAPITAL CL A ORD | 253 | $1K–$15K | SH |
| PHM | Pulte Homes Inc | 32 | $1K–$15K | SH |
| VTRS | Mylan Nv | 301 | $1K–$15K | SH |
| IJH | iShares Core S&P Mid Cap ETF | 55 | $1K–$15K | SH |
| CRON | Cronos Group Inc | 1K | $1K–$15K | SH |
| ZBH | Zimmer Biomet Holdings Inc | 40 | $1K–$15K | SH |
| ARKK | ARK Innovation ETF | 45 | $1K–$15K | SH |
| — | SANDOZ GROUP ADR | 47 | $1K–$15K | SH |
| HBAN | Huntington Bancshs Inc | 194 | $1K–$15K | SH |
| APA | Apache Corp | 135 | $1K–$15K | SH |
| CC | The Chemours Company | 272 | $1K–$15K | SH |
| XYZ | Block Inc | 49 | $1K–$15K | SH |
| GOSS | Gossamer Bio Inc | 1K | $1K–$15K | SH |
| GWW | Grainger W W Inc | 3 | $1K–$15K | SH |
| WCEO | Hypatia Women CEO ETF | 90 | $1K–$15K | SH |
| SCHF | Schwab International Equity ETF | 123 | $1K–$15K | SH |
| TRGP | Targa Resources Corp | 16 | $1K–$15K | SH |
| TXNM | TXNM Energy Inc | 50 | $1K–$15K | SH |
| HIG | Hartford Finl Svcs Grp | 21 | $1K–$15K | SH |
| AME | Ametek Inc New | 14 | $1K–$15K | SH |
| ARQQ | Arqit Quantum Inc COM USD0.0025(POST REV SPT) | 130 | $1K–$15K | SH |
| BSX | Boston Scientific Corp | 28 | $1K–$15K | SH |
| FLR | Fluor Corporation New | 66 | $1K–$15K | SH |
| ARTY | iShares Future AI & Tech ETF | 52 | $1K–$15K | SH |
| MLM | Martin Marietta Matrls | 4 | $1K–$15K | SH |
| CAVA | CAVA GROUP ORD | 40 | $1K–$15K | SH |
| SONY | SONY GROUP CORP ADR | 90 | $1K–$15K | SH |
| FBIN | Fortune Brands Home & Security Inc | 45 | $1K–$15K | SH |
| MAA | Mid-America Apartment Communities Inc | 15 | $1K–$15K | SH |
| RYN | Rayonier Inc | 98 | $1K–$15K | SH |
| COR | Amerisourcebergen Corp | 6 | $1K–$15K | SH |
| CCL | Carnival Corp New | 66 | $1K–$15K | SH |
| IIPR | Innovative Industrial Properties Inc | 40 | $1K–$15K | SH |
| TG | Tredegar Corporation | 240 | $1K–$15K | SH |
| LTC | LTC Properties Inc | 50 | $1K–$15K | SH |
| — | Adyen Unspon 50 ADR Rep 1 Ord | 100 | $1K–$15K | SH |
| SCHA | Schwab US Small-Cap ETF | 53 | $1K–$15K | SH |