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 151–200 of 609
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SBUX | Starbucks Corp | 5K | $100K–$500K | SH |
| PICK | iShares MSCI Global Mtls&Mng Prdcrs ETF | 9K | $100K–$500K | SH |
| NEU | Newmarket Corporation | 629 | $100K–$500K | SH |
| MCK | Mckesson Corporation | 518 | $100K–$500K | SH |
| ALB | Albemarle Corp | 3K | $100K–$500K | SH |
| CBRE | CBRE Group Inc | 3K | $100K–$500K | SH |
| NEE | Nextera Energy Inc Com | 5K | $100K–$500K | SH |
| VZ | Verizon Communications | 10K | $100K–$500K | SH |
| CVLC | CALVERT US LRG CAP RESPO INDX ETF | 5K | $100K–$500K | SH |
| TXN | Texas Instruments Inc | 2K | $100K–$500K | SH |
| PNC | Pnc Finl Services Gp Inc | 2K | $100K–$500K | SH |
| ETR | Entergy Corp New | 4K | $100K–$500K | SH |
| VUG | Vanguard Growth ETF | 805 | $100K–$500K | SH |
| DOV | Dover Corporation | 2K | $100K–$500K | SH |
| COF | Capital One Financial Cp | 2K | $100K–$500K | SH |
| MMM | 3m Company | 2K | $100K–$500K | SH |
| NUE | Nucor Corp | 2K | $100K–$500K | SH |
| TDY | Teledyne Technologies | 708 | $100K–$500K | SH |
| APD | Air Prod & Chemicals Inc | 1K | $100K–$500K | SH |
| DEO | Diageo Plc New Adr | 4K | $100K–$500K | SH |
| BIIB | Biogen Idec Inc | 2K | $100K–$500K | SH |
| FAST | Fastenal Co | 9K | $100K–$500K | SH |
| BAM | Brookfield Asset Management | 7K | $100K–$500K | SH |
| VOE | Vanguard Mid Cap Value | 2K | $100K–$500K | SH |
| HEFA | iShares Currency Hedged MSCI EAFE | 8K | $100K–$500K | SH |
| BRBS | Blue Ridge Bankshares Inc | 78K | $100K–$500K | SH |
| GLW | Corning Inc | 4K | $100K–$500K | SH |
| IJT | Ishares S&P Small-Cap | 2K | $100K–$500K | SH |
| FTNT | Fortinet Inc | 4K | $100K–$500K | SH |
| INTC | Intel Corp | 9K | $100K–$500K | SH |
| DVY | Ishares Dj Select Div Fd | 2K | $100K–$500K | SH |
| WM | Waste Management, INC. | 1K | $100K–$500K | SH |
| DHR | Danaher Corp Del | 1K | $100K–$500K | SH |
| DE | Deere & Co | 665 | $100K–$500K | SH |
| PH | Parker-Hannifin Corp | 352 | $100K–$500K | SH |
| PAYX | Paychex Inc | 3K | $100K–$500K | SH |
| NOC | Northrop Grumman Corp | 530 | $100K–$500K | SH |
| IBB | Ishares Nasdaq Biotechnology | 2K | $100K–$500K | SH |
| NTAP | NetApp Inc | 3K | $100K–$500K | SH |
| STX | Seagate Technology | 1K | $100K–$500K | SH |
| DIA | Diamonds TRUST Series I | 600 | $100K–$500K | SH |
| GD | General Dynamics Corp | 849 | $100K–$500K | SH |
| AON | Aon Plc Com Usd0.01 Cl A | 803 | $100K–$500K | SH |
| IAU | Ishares Comex Gold Trust ETF | 3K | $100K–$500K | SH |
| CI | Cigna Corp | 1K | $100K–$500K | SH |
| BA | Boeing Co | 1K | $100K–$500K | SH |
| KMX | Carmax Inc | 7K | $100K–$500K | SH |
| CRM | Salesforce Com | 984 | $100K–$500K | SH |
| HCA | Hca Inc | 558 | $100K–$500K | SH |
| VXUS | Vanguard Total International Stock ETF | 3K | $100K–$500K | SH |