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 251–300 of 609
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMP | Ameriprise Financial Inc | 254 | $100K–$500K | SH |
| DXCM | Dexcom Inc | 2K | $100K–$500K | SH |
| GPC | Genuine Parts Co | 1K | $100K–$500K | SH |
| LUV | Southwest Airlines Co | 3K | $100K–$500K | SH |
| VEU | Vanguard Intl Eqty Index | 2K | $100K–$500K | SH |
| MGC | Vanguard Mega Cap ETF | 466 | $100K–$500K | SH |
| NXPI | NXP Semiconductors NV | 532 | $100K–$500K | SH |
| ROKU | Roku Inc Com Cl A | 1K | $100K–$500K | SH |
| VNQ | Vanguard Reit | 1K | $100K–$500K | SH |
| PTC | PTC Inc | 614 | $100K–$500K | SH |
| — | Nestle S A Reg B Adr | 1K | $100K–$500K | SH |
| CNI | Canadian Natl Ry Co | 1K | $100K–$500K | SH |
| STN | Stantec Inc | 1K | $100K–$500K | SH |
| ADI | Analog Devices Inc | 383 | $100K–$500K | SH |
| GNW | Genworth Financial Inc | 11K | $100K–$500K | SH |
| DGX | Quest Diagnostic Inc | 590 | $100K–$500K | SH |
| RY | Royal Bk Of Canada Isin #ca7800871021 | 600 | $100K–$500K | SH |
| JBHT | J B Hunt Transport Svcs | 500 | $50K–$100K | SH |
| VB | Vanguard Small Cap | 373 | $50K–$100K | SH |
| VLO | Valero Energy Corp New | 555 | $50K–$100K | SH |
| CMCSA | Comcast Corp New Cl A | 3K | $50K–$100K | SH |
| IDXX | Idexx Labs Inc | 131 | $50K–$100K | SH |
| BP | Bp Plc Adr | 3K | $50K–$100K | SH |
| VWO | Vanguard Emerging Market | 2K | $50K–$100K | SH |
| ET | Energy Transfer Equity LP | 5K | $50K–$100K | SH |
| AKRE | PROFESSIONALLY MANAGED ETF | 1K | $50K–$100K | SH |
| DFAX | DFA TA World ex US Core Equity I | 3K | $50K–$100K | SH |
| GEN | NortonLifeLock Inc | 3K | $50K–$100K | SH |
| F | Ford Motor Company New | 6K | $50K–$100K | SH |
| VICI | VICI Properties Inc | 3K | $50K–$100K | SH |
| THG | Hanover Insurance Group | 430 | $50K–$100K | SH |
| MPLX | MPLX LP | 1K | $50K–$100K | SH |
| XLB | Sector Spdr Materials Fd | 2K | $50K–$100K | SH |
| ATR | Aptargroup Inc | 630 | $50K–$100K | SH |
| XEL | Xcel Energy Inc | 1K | $50K–$100K | SH |
| HEI.A | Heico Corp | 291 | $50K–$100K | SH |
| CHCO | City Holding Co | 581 | $50K–$100K | SH |
| OKE | Oneok Inc New | 934 | $50K–$100K | SH |
| BIPC | Brookfield Infrastructure Corp | 1K | $50K–$100K | SH |
| VTEB | Vanguard Tax-Exempt Bond ETF | 1K | $50K–$100K | SH |
| GM | General Motors Corp | 822 | $50K–$100K | SH |
| IYR | iShares US Real Estate ETF | 700 | $50K–$100K | SH |
| TRV | Travelers Companies Inc | 219 | $50K–$100K | SH |
| NNN | National Retail Properties Inc | 2K | $50K–$100K | SH |
| RUSHB | Rush Enterprises Inc | 1K | $50K–$100K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 830 | $50K–$100K | SH |
| CEG | Constellation Energy Co | 177 | $50K–$100K | SH |
| DGRO | iShares Core Dividend Growth ETF | 889 | $50K–$100K | SH |
| CAH | Cardinal Health Inc | 300 | $50K–$100K | SH |
| JAAA | Janus Henderson AAA CLO ETF | 1K | $50K–$100K | SH |