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 351–400 of 609
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PDI | PIMCO Dynamic Income | 2K | $15K–$50K | SH |
| JBSS | Sanfilippo John B & Son Inc | 500 | $15K–$50K | SH |
| IVT | InvenTrust Properties Corp. | 1K | $15K–$50K | SH |
| VRSK | Verisk Analytics Inc Cla | 157 | $15K–$50K | SH |
| VLTO | VERALTO ORD WI | 350 | $15K–$50K | SH |
| RNP | Cohen & Steers REIT & Preferred Income | 2K | $15K–$50K | SH |
| BIP | Brookfield Infra Ptnrs | 950 | $15K–$50K | SH |
| NJR | New Jersey Resources Corporation | 700 | $15K–$50K | SH |
| BK | Bank of New York Mellon Corp. | 267 | $15K–$50K | SH |
| APP | APPLOVIN CORP CL A | 46 | $15K–$50K | SH |
| IWD | Ishares Russell 1000 Val | 146 | $15K–$50K | SH |
| SOLV | Solventum Corp Com Shs | 386 | $15K–$50K | SH |
| MFC | Manulife Financial Corpf | 838 | $15K–$50K | SH |
| CQQQ | Invesco China Technology ETF | 578 | $15K–$50K | SH |
| UNM | Unumprovident Corp | 387 | $15K–$50K | SH |
| OBDC | OWL ROCK CAPITAL ORD | 2K | $15K–$50K | SH |
| FETH | Fidelity Ethereum Fund ETF | 1K | $15K–$50K | SH |
| MRNA | Moderna Inc | 1K | $15K–$50K | SH |
| STWD | Starwood Property Trust Inc. | 2K | $15K–$50K | SH |
| LEN | Lennar Corp Cl A | 282 | $15K–$50K | SH |
| RFI | Cohen & Steers Tot Ret Realty | 3K | $15K–$50K | SH |
| AN | Autonation Inc | 138 | $15K–$50K | SH |
| CMS | C M S Energy Corp | 400 | $15K–$50K | SH |
| BNL | BROADSTONE NET LEASE ORD | 2K | $15K–$50K | SH |
| ETSY | Etsy Inc com | 490 | $15K–$50K | SH |
| EG | Everest Re Group Ltd | 80 | $15K–$50K | SH |
| UGI | U G I Corporation New | 720 | $15K–$50K | SH |
| AES | A E S Corp | 2K | $15K–$50K | SH |
| HIW | Highwoods Pptys Inc | 1K | $15K–$50K | SH |
| SOLS | Solstice Advanced Materials Inc | 540 | $15K–$50K | SH |
| CGBD | Carlyle Secured Lending Inc | 2K | $15K–$50K | SH |
| BRX | Brixmor Property Group Inc | 1K | $15K–$50K | SH |
| ZM | Zoom Video Communications, Inc | 300 | $15K–$50K | SH |
| WPC | W P Carey Inc | 402 | $15K–$50K | SH |
| RGTI | RIGETTI COMPUTING ORD | 1K | $15K–$50K | SH |
| IJR | Ishares S&P Smallcap Core ETF | 209 | $15K–$50K | SH |
| PTY | Pimco Corporate Opportunity Fund | 2K | $15K–$50K | SH |
| SPYG | SPDR S&P 500 Growth | 223 | $15K–$50K | SH |
| CRS | Carpenter Technology Cp | 75 | $15K–$50K | SH |
| DSI | iShares MSCI KLD 400 Social ETF | 180 | $15K–$50K | SH |
| FELG | FIDELITY ENHANCED LARGE CAP ETF | 552 | $15K–$50K | SH |
| SUSA | iShares MSCI USA ESG Select ETF | 165 | $15K–$50K | SH |
| IWY | iShares Russell Top 200 Growth ETF | 83 | $15K–$50K | SH |
| EOG | E O G Resources Inc | 218 | $15K–$50K | SH |
| SCHD | Schwab US Dividend Equity ETF | 830 | $15K–$50K | SH |
| NEM | Newmont Mining Corp | 226 | $15K–$50K | SH |
| BE | Bloom Energy Corp Class A | 257 | $15K–$50K | SH |
| STAG | Stag Industrial Inc | 600 | $15K–$50K | SH |
| REGN | Regeneron Pharmaceuticals | 28 | $15K–$50K | SH |
| FIS | Fidelity Natl Info Svcs | 312 | $15K–$50K | SH |