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 301–350 of 609
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| O | Realty Income Corp | 1K | $50K–$100K | SH |
| PFE | Pfizer Incorporated | 2K | $50K–$100K | SH |
| CINF | Cincinnati Financial Cp | 372 | $50K–$100K | SH |
| ES | Eversource Energy | 900 | $50K–$100K | SH |
| DES | WisdomTree SmallCap Dividend ETF | 2K | $50K–$100K | SH |
| NKE | Nike Inc Class B | 912 | $50K–$100K | SH |
| DTE | D T E Energy Company | 450 | $50K–$100K | SH |
| INGR | Ingredion Inc | 522 | $50K–$100K | SH |
| BTI | Br Amer Tobacco Plc Adrf | 1K | $50K–$100K | SH |
| MRSH | Marsh & Mc Lennan Co Inc | 303 | $50K–$100K | SH |
| CVS | C V S Corp Del | 700 | $50K–$100K | SH |
| BITX | 2x Bitcoin Strategy ETF | 2K | $50K–$100K | SH |
| CL | Colgate-Palmolive Co | 700 | $50K–$100K | SH |
| XLP | Sector Spdr Tr Con Stpls | 695 | $50K–$100K | SH |
| SLB | Schlumberger Ltd | 1K | $50K–$100K | SH |
| NVO | Novo-Nordisk A-S Adr | 1K | $50K–$100K | SH |
| AB | Alliancebernstein Hldg | 1K | $50K–$100K | SH |
| EPRT | Essential Properties Realty Trust Inc | 2K | $50K–$100K | SH |
| BDX | Becton Dickinson & Co | 267 | $50K–$100K | SH |
| DNP | DNP Select Income | 5K | $50K–$100K | SH |
| HUM | Humana Inc | 195 | $15K–$50K | SH |
| BMY | Bristol-Myers Squibb Co | 900 | $15K–$50K | SH |
| EVRG | Evergy Inc | 658 | $15K–$50K | SH |
| AZO | Autozone Inc | 14 | $15K–$50K | SH |
| RBRK | Rubrik Inc | 620 | $15K–$50K | SH |
| AUB-PA | ATLANT UN BK 400 DS RP 1 SRS A PRF | 2K | $15K–$50K | SH |
| EA | Electronic Arts Inc | 225 | $15K–$50K | SH |
| VIGI | Vanguard Intl Div Apprec ETF | 502 | $15K–$50K | SH |
| CDP | COPT Defense Properties | 2K | $15K–$50K | SH |
| OHI | Omega Healthcare Investors Inc | 1K | $15K–$50K | SH |
| FWONK | Liberty Media Group | 436 | $15K–$50K | SH |
| IXUS | iShares Core MSCI Total Intl Stk ETF | 498 | $15K–$50K | SH |
| WTW | Willis Towers Watson | 127 | $15K–$50K | SH |
| JEPQ | J P MORGAN NASDAQ EQT PRM INC ETF | 717 | $15K–$50K | SH |
| LNKB | LINKBANCORP ORD | 5K | $15K–$50K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES ORD WI | 490 | $15K–$50K | SH |
| IBIT | iShares Bitcoin Trust ETF | 795 | $15K–$50K | SH |
| LMT | Lockheed Martin Corp | 81 | $15K–$50K | SH |
| SPYM | SPDR Portfolio S&P 500 ETF | 484 | $15K–$50K | SH |
| VBR | Vanguard Small-Cap Value ETF | 183 | $15K–$50K | SH |
| VOT | Vanguard Mid-Cap Growth ETF | 138 | $15K–$50K | SH |
| TTC | Toro Company | 490 | $15K–$50K | SH |
| CARR | Carrier Global Corp-Wi | 700 | $15K–$50K | SH |
| ARCC | Ares Capital Corp | 2K | $15K–$50K | SH |
| ODFL | Old Dominion Freight Lns | 232 | $15K–$50K | SH |
| RIO | Companhia Vale Do Adr | 453 | $15K–$50K | SH |
| CTRE | CareTrust REIT Inc | 1K | $15K–$50K | SH |
| RPM | Rpm International Inc | 346 | $15K–$50K | SH |
| DELL | Dell Inc | 285 | $15K–$50K | SH |
| EUAD | SELECT STOXX EUROPE ASPC DFN ETF | 841 | $15K–$50K | SH |