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 51–100 of 609
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ESGD | iShares ESG Aware MSCI EAFE ETF | 39K | $1M+ | SH |
| ETN | Eaton Corporation | 10K | $1M+ | SH |
| RSP | Invesco S&P 500 Equal Weight ETF | 14K | $1M+ | SH |
| TJX | T J X Cos Inc | 17K | $1M+ | SH |
| PEP | Pepsico Incorporated | 18K | $1M+ | SH |
| CSX | C S X Corp | 71K | $1M+ | SH |
| CDNS | Cadence Design System | 8K | $1M+ | SH |
| LOW | Lowes Companies Inc | 10K | $1M+ | SH |
| VO | Vanguard Mid-Cap ETF | 8K | $1M+ | SH |
| IQV | Iqvia Hldgs Inc | 10K | $1M+ | SH |
| BRK.A | Berkshire Hathaway Inc A | 3 | $1M+ | SH |
| CTAS | Cintas Corp | 11K | $1M+ | SH |
| IWR | Ishares Russell Midcap | 22K | $1M+ | SH |
| RJF | Raymond James Finl Inc | 13K | $1M+ | SH |
| COO | Cooper Companies New | 25K | $1M+ | SH |
| ROP | Roper Industries Inc | 5K | $1M+ | SH |
| ORCL | Oracle Corporation | 10K | $1M+ | SH |
| ZTS | Zoetis Inc | 16K | $1M+ | SH |
| FICO | Fair Isaac Corp | 1K | $1M+ | SH |
| GLDM | SPDR Gold MiniShares | 23K | $1M+ | SH |
| COST | Costco Whsl Corp New | 2K | $1M+ | SH |
| TFC | Truist Finl Corp Com | 38K | $1M+ | SH |
| VTI | Vanguard Total Stock Mkt | 5K | $1M+ | SH |
| ESGE | iShares ESG Aware MSCI EM ETF | 40K | $1M+ | SH |
| AJG | Arthur J Gallagher & Co | 7K | $1M+ | SH |
| MDLZ | Mondelez Intl Inc Cl A | 30K | $1M+ | SH |
| CSCO | Cisco Systems Inc | 20K | $1M+ | SH |
| MDY | Mid Cap S P D R TRUST | 3K | $1M+ | SH |
| ECL | Ecolab Inc | 6K | $1M+ | SH |
| ABBV | Abbvie Inc Com Usd0.01 | 6K | $1M+ | SH |
| CAT | Caterpillar Inc | 3K | $1M+ | SH |
| CVX | Chevron Corporation | 9K | $1M+ | SH |
| IWF | Ishares Russell 1000 Growth | 3K | $1M+ | SH |
| MSI | Motorola Solutions Inc Com New | 4K | $1M+ | SH |
| PG | Procter & Gamble | 10K | $1M+ | SH |
| TT | Trane Technologies PLC | 3K | $1M+ | SH |
| IWB | Ishares Tr Russell | 4K | $1M+ | SH |
| XLE | Sector Spdr Engy Select | 30K | $1M+ | SH |
| NSC | Norfolk Southern Corp | 4K | $1M+ | SH |
| DFAC | DIMENSIONAL U S CORE EQUITY 2 ETF | 32K | $1M+ | SH |
| AMAT | Applied Materials Inc | 5K | $1M+ | SH |
| VALQ | American Century U.S. Quality Value ETF | 18K | $1M+ | SH |
| QCOM | Qualcomm Inc | 7K | $1M+ | SH |
| ABT | Abbott Laboratories | 9K | $1M+ | SH |
| MINT | PIMCO Enhanced Short Maturity Active ETF | 12K | $1M+ | SH |
| META | Meta Platforms Inc | 2K | $1M+ | SH |
| KO | Coca Cola Company | 16K | $1M+ | SH |
| GE | General Electric Company | 4K | $1M+ | SH |
| IBM | Intl Business Machines | 4K | $1M+ | SH |
| AVGO | Broadcom Inc | 3K | $1M+ | SH |