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 401–450 of 609
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MELI | Mercadolibre Inc | 10 | $15K–$50K | SH |
| IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 198 | $15K–$50K | SH |
| LMND | LEMONADE ORD | 274 | $15K–$50K | SH |
| JCI | Johnson Controls Inc | 160 | $15K–$50K | SH |
| — | Power Corp Cda Isin | 360 | $15K–$50K | SH |
| GIS | General Mills Inc | 400 | $15K–$50K | SH |
| DLTR | Dollar Tree Inc | 150 | $15K–$50K | SH |
| HOLX | Hologic Inc | 247 | $15K–$50K | SH |
| KTB | Kontoor Brands Inc COM | 300 | $15K–$50K | SH |
| VBK | Vanguard Small-Cap Growth ETF | 60 | $15K–$50K | SH |
| DTM | DT MIDSTREAM ORD WI | 150 | $15K–$50K | SH |
| HPQ | Hewlett-Packard Company | 800 | $15K–$50K | SH |
| SHBI | Shore Bancshares Inc | 1K | $15K–$50K | SH |
| ESGV | Vanguard ESG US Stock ETF | 146 | $15K–$50K | SH |
| VABK | Virginia National Bankshares Corp | 442 | $15K–$50K | SH |
| LCID | LUCID GROUP ORD | 2K | $15K–$50K | SH |
| LYB | Lyondellbasell Industries NV | 400 | $15K–$50K | SH |
| Q | Qwest Communs Intl Inc | 211 | $15K–$50K | SH |
| YUM | Yum Brands Inc | 113 | $15K–$50K | SH |
| DD | Dupont De Nemours Inc | 424 | $15K–$50K | SH |
| USMV | iShares MSCI USA Minimum Volatility | 180 | $15K–$50K | SH |
| CVMC | CALVERT US MID CR RESPON INDX ETF | 264 | $15K–$50K | SH |
| PSX | Phillips | 131 | $15K–$50K | SH |
| SCHZ | Schwab US Aggregate Bond ETF | 721 | $15K–$50K | SH |
| FVD | First Trust Value Line Dividend ETF | 336 | $15K–$50K | SH |
| EXC | Exelon Corporation | 355 | $15K–$50K | SH |
| PNW | Pinnacle West Capital Cp | 174 | $15K–$50K | SH |
| AVA | Avista Corp | 400 | $15K–$50K | SH |
| CHTR | Charter Communications Inc | 72 | $15K–$50K | SH |
| WES | WESTERN GAS PARTNERS LP | 375 | $1K–$15K | SH |
| RSG | Republic Services Inc | 65 | $1K–$15K | SH |
| SHOP | Shopify Inc | 85 | $1K–$15K | SH |
| SKT | Tanger Fctry Outlet Ctrs | 406 | $1K–$15K | SH |
| CNQ | Canadian Natural Res | 400 | $1K–$15K | SH |
| PSA | Public Storage | 52 | $1K–$15K | SH |
| ITA | iShares US Aerospace & Defense | 62 | $1K–$15K | SH |
| FIX | Comfort Systems USA Inc | 14 | $1K–$15K | SH |
| EXR | Extra Space Storage Inc | 100 | $1K–$15K | SH |
| AKAM | Akamai Technologies | 148 | $1K–$15K | SH |
| CHD | Church & Dwight Co Inc | 146 | $1K–$15K | SH |
| USB | U S Bancorp Del New | 225 | $1K–$15K | SH |
| HWM | Howmet Aerospace Inc | 58 | $1K–$15K | SH |
| MPT | Medical Pptys Tr Inc | 2K | $1K–$15K | SH |
| SPRY | ARS Pharmaceuticals Inc | 1K | $1K–$15K | SH |
| — | Chesapeake Financial Shares Inc | 412 | $1K–$15K | SH |
| TTAM | Titan America SA | 692 | $1K–$15K | SH |
| SNOW | Snowflake Inc | 50 | $1K–$15K | SH |
| MET | Metlife Inc | 138 | $1K–$15K | SH |
| VSGX | Vanguard World Fd Esg International Stock Etf | 150 | $1K–$15K | SH |
| FOUR | Shift4 Payments Inc | 167 | $1K–$15K | SH |