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 201–250 of 609
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VYM | Vanguard Index Funds Vanguard High Dividend Yield | 2K | $100K–$500K | SH |
| LHX | L3Harris Technologies Ord | 852 | $100K–$500K | SH |
| ALL | Allstate Corporation | 1K | $100K–$500K | SH |
| CB | Chubb Corporation | 786 | $100K–$500K | SH |
| BITU | ProShares Ultra Bitcoin ETF | 11K | $100K–$500K | SH |
| ENB | Enbridge Inc | 5K | $100K–$500K | SH |
| T | A T & T Inc New | 10K | $100K–$500K | SH |
| ADBE | Adobe Systems Inc | 663 | $100K–$500K | SH |
| GILD | Gilead Sciences Inc | 2K | $100K–$500K | SH |
| SLV | iShares Silver Trust | 3K | $100K–$500K | SH |
| MAIN | Main Str Cap Corp Com | 4K | $100K–$500K | SH |
| IR | Ingersoll-Rand plc | 3K | $100K–$500K | SH |
| NVS | Novartis A G Spon Adr | 2K | $100K–$500K | SH |
| QBTS | D WAVE QUANTUM ORD | 8K | $100K–$500K | SH |
| EHC | Encompass Health Corp | 2K | $100K–$500K | SH |
| WRB | Berkley W R Corp | 3K | $100K–$500K | SH |
| SCHG | Schwab US Large-Cap Growth ETF | 6K | $100K–$500K | SH |
| DIS | Disney Walt Co | 2K | $100K–$500K | SH |
| UPS | United Parcel Service B | 2K | $100K–$500K | SH |
| CP | Canadian Pac Railway | 3K | $100K–$500K | SH |
| PLD | Prologis | 2K | $100K–$500K | SH |
| KNSL | Kinsale Cap Group Inc Com | 485 | $100K–$500K | SH |
| IRM | Iron Mountain Inc New | 2K | $100K–$500K | SH |
| KMB | Kimberly-Clark Corp | 2K | $100K–$500K | SH |
| AEP | Amer Electric Pwr Co Inc | 2K | $100K–$500K | SH |
| KBE | SPDR S&P Bank ETF | 3K | $100K–$500K | SH |
| PRU | Prudential Financial Inc | 2K | $100K–$500K | SH |
| KHC | Kraft Heinz Co Com | 7K | $100K–$500K | SH |
| ROST | Ross Stores Inc | 980 | $100K–$500K | SH |
| EW | Edwards Lifesciences Cp | 2K | $100K–$500K | SH |
| TSLA | Tesla, Inc | 378 | $100K–$500K | SH |
| SRE | Sempra Energy | 2K | $100K–$500K | SH |
| AVY | Avery Dennison Corp | 911 | $100K–$500K | SH |
| LOWV | AB US Low Volatility Equity ETF | 2K | $100K–$500K | SH |
| PALL | ETFS Physical Palladium | 1K | $100K–$500K | SH |
| TGT | Target Corporation | 2K | $100K–$500K | SH |
| C | Citigroup Inc | 1K | $100K–$500K | SH |
| APO | Apollo Global Management LLC Class A | 1K | $100K–$500K | SH |
| KLAC | K L A Tencor Corp | 125 | $100K–$500K | SH |
| EPR | EPR Properties | 3K | $100K–$500K | SH |
| WFC | Wells Fargo & Co New | 2K | $100K–$500K | SH |
| VHT | Vanguard Health Care ETF | 512 | $100K–$500K | SH |
| GIL | Gildan Activewear Inc | 2K | $100K–$500K | SH |
| SPYV | SPDR Portfolio S&P 500 Value ETF | 2K | $100K–$500K | SH |
| SCHX | Schwab US Large-Cap ETF | 5K | $100K–$500K | SH |
| CEF | Sprott Physical Gold & Silver Trust | 3K | $100K–$500K | SH |
| FISV | Fiserv Inc | 2K | $100K–$500K | SH |
| ACH | Owens & Minor Inc Hldg Co | 47K | $100K–$500K | SH |
| ACN | Accenture Ltd Cl A | 488 | $100K–$500K | SH |
| UL | Unilever Plc Adr New | 2K | $100K–$500K | SH |