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 551–600 of 609
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VRTX | Vertex Pharmaceuticals Inc | 3 | $1K–$15K | SH |
| KD | KYNDRYL HOLDINGS ORD WI | 48 | $1K–$15K | SH |
| HLN | HALEON ADR REP 2 ORD | 123 | $1K–$15K | SH |
| NIO | NIO INC ADS REPSTG CL A ORD SHS | 243 | $1K–$15K | SH |
| COMP | COMPASS CL A ORD | 115 | $1K–$15K | SH |
| ELME | Washington REIT | 65 | $1K–$15K | SH |
| AFRM | Affirm Holdings Inc | 15 | $1K–$15K | SH |
| — | Shell PLC | 30 | $1K–$15K | SH |
| MCO | Moodys Corp | 2 | $1K–$15K | SH |
| — | Deutsche Boerse AG | 37 | <$1K | SH |
| RWO | SPDR Dow Jones Global Real Estate ETF | 21 | <$1K | SH |
| — | Curaleaf Holdings Inc | 356 | <$1K | SH |
| BNT | BROOKFIELD REINSRNC EX VOTN CL A ORD | 19 | <$1K | SH |
| ALC | Alcon Inc Ord Shs | 10 | <$1K | SH |
| AMBP | Ardagh Metal Packaging SA | 160 | <$1K | SH |
| MBC | MasterBrand Inc | 45 | <$1K | SH |
| DKS | Dicks Sporting Goods Inc | 2 | <$1K | SH |
| ARR | ARMOUR Residential REIT Inc | 20 | <$1K | SH |
| ABNB | Airbnb Inc | 2 | <$1K | SH |
| PSEC | Prospect Cap Corp | 100 | <$1K | SH |
| — | Nintendo Ltd Adr | 15 | <$1K | SH |
| — | Escrow Altegrity Inc Com | 57 | <$1K | SH |
| MDT | Medtronic Inc | 2 | <$1K | SH |
| BKCH | Global X Blockchain ETF | 3 | <$1K | SH |
| — | Futura Med PLC | 10K | <$1K | SH |
| BITO | PROSHARES BITCOIN STRATEGY ETF | 12 | <$1K | SH |
| BEPC | Brookfield Renewable Corp Ordinary Shares - Class | 3 | <$1K | SH |
| — | SONY FINANCIAL GROUP INC. ADR CMN | 18 | <$1K | SH |
| CODX | Co-Diagnostics Inc | 525 | <$1K | SH |
| — | Sprott Asset Management LP SPROTT PHYSICAL URANIUM | 3 | <$1K | SH |
| OXY.WS | OCCIDENTAL PETE CORP WT EXP | 3 | <$1K | SH |
| CGC | Canopy Growth Corp | 48 | <$1K | SH |
| AI | C3 AI INC CL A | 3 | <$1K | SH |
| — | Wells Fargo & Co Pfd | 19 | <$1K | SH |
| UA | UNDER ARMOUR INC-CLASS C | 8 | <$1K | SH |
| BYND | Beyond Meat Inc | 23 | <$1K | SH |
| BND | Vanguard Bond Index Fund | 0 | <$1K | SH |
| AAL | American Airls Group Inc | 1 | <$1K | SH |
| JBLU | Jetblue Airways Corp | 3 | <$1K | SH |
| — | 1/100000 Wells Fargo Pfd (NV) | 62K | <$1K | SH |
| BNDX | Vanguard Total International Bond ETF | 0 | <$1K | SH |
| OCZTQ | ZCO Liquidating Corp | 50 | N/A | SH |
| — | Nova BioGenetics Inc. | 28 | N/A | SH |
| PGNPQ | Paragon Offshore PLC | 200 | N/A | SH |
| — | MedMen Enterprises Inc | 125 | N/A | SH |
| SCHK | Schwab Strategic Tr 1000 Index Etf | 0 | N/A | SH |
| PHAR1 | Pharmanetics Inc | 12K | N/A | SH |
| — | Contra Abiomed Inc Com | 259 | N/A | SH |
| CWBS | Comwlth Bankshares | 1K | N/A | SH |
| — | SES Solar Inc | 3K | N/A | SH |