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 101–150 of 609
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BAC | Bank Of America Corp | 20K | $1M+ | SH |
| XLV | Sector Spdr Health Fund | 7K | $1M+ | SH |
| IWM | Ishares Russell 2000 | 4K | $1M+ | SH |
| LLY | Eli Lilly and Co | 1K | $1M+ | SH |
| NUMV | Nuveen ESG Mid-Cap Value ETF | 26K | $1M+ | SH |
| BLK | Blackrock Inc | 944 | $1M+ | SH |
| QQQ | PowerShares QQQ ETF | 2K | $500K+ | SH |
| UVV | Universal Corp Va | 18K | $500K+ | SH |
| MS | Morgan Stanley | 5K | $500K+ | SH |
| ISRG | Intuitive Surgical New | 2K | $500K+ | SH |
| TMO | Thermo Electron Corp | 2K | $500K+ | SH |
| NFLX | Netflix Inc | 10K | $500K+ | SH |
| XLF | Sector Spdr Fincl Select | 17K | $500K+ | SH |
| ELV | Elevance Health Inc | 3K | $500K+ | SH |
| GS | Goldman Sachs Group Inc | 1K | $500K+ | SH |
| VTV | Vanguard Value ETF | 4K | $500K+ | SH |
| D | Dominion Res Inc Va New | 15K | $500K+ | SH |
| IYH | iShares US Healthcare | 12K | $500K+ | SH |
| EMR | Emerson Electric Co | 6K | $500K+ | SH |
| TSM | Taiwan Semiconductr Adrf | 3K | $500K+ | SH |
| IWP | Ishares Russell Midcap Growth | 6K | $500K+ | SH |
| AUB | Atlantic Un Bankshares Corp | 21K | $500K+ | SH |
| UDR | Utd Dominion Rlty Tr Inc | 20K | $500K+ | SH |
| VGT | Vanguard Information Technology ETF | 964 | $500K+ | SH |
| IJS | Ishares S&P Smcap Value | 6K | $500K+ | SH |
| ITW | Illinois Tool Works Inc | 3K | $500K+ | SH |
| INTU | Intuit Inc | 1K | $500K+ | SH |
| BX | Blackstone Group LP | 4K | $500K+ | SH |
| IWN | Ishares Russell 2000 Value ETF | 4K | $500K+ | SH |
| VEA | Vanguard FTSE International | 10K | $500K+ | SH |
| PX | P10 Inc. Class A | 65K | $500K+ | SH |
| AMGN | Amgen Incorporated | 2K | $500K+ | SH |
| MUB | Ishares S&P National AMT-Free | 6K | $500K+ | SH |
| XLU | Select Sector Spdr Trust The Utilities Select Sect | 14K | $500K+ | SH |
| GLD | Spdr Gold TRUST | 2K | $500K+ | SH |
| TY | Tri Continental Corp | 18K | $500K+ | SH |
| MAR | Marriott Intl Inc Cl A | 2K | $500K+ | SH |
| MU | Micron Technology Inc | 2K | $500K+ | SH |
| GEV | Ge Vernova Llc Com | 886 | $500K+ | SH |
| SO | The Southern Company | 6K | $500K+ | SH |
| URI | United Rentals Inc | 667 | $500K+ | SH |
| AXP | American Express Company | 1K | $500K+ | SH |
| UBSI | United Bankshares Inc | 13K | $500K+ | SH |
| AGG | Ishares Barclays Aggregate Bond | 5K | $100K–$500K | SH |
| HON | Honeywell International | 3K | $100K–$500K | SH |
| SYY | Sysco Corporation | 7K | $100K–$500K | SH |
| VOOV | Vanguard S&P 500 Value ETF | 2K | $100K–$500K | SH |
| BR | Broadridge Finl Solution | 2K | $100K–$500K | SH |
| AMD | Advanced Micro Devices | 2K | $100K–$500K | SH |
| MCHP | Microchip Technology Inc | 7K | $100K–$500K | SH |