Heritage Wealth Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-08
Total Holdings
593
Total Value
1974046489
Accession Number
0001591122-25-000004
Form Type
13F-HR
Manager Name
Heritage Wealth Advisors
Data Enrichment
83% identified
495 identified98 unidentified

Holdings

593 positions
Manager:
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464287200
Shares:664.7K
Value:$373.5M
46432F842
Shares:1.7M
Value:$130.5M
BERKSHIRE HATHAWAY INC
Shares:125.6K
Value:$66.9M
464287473
Shares:513.2K
Value:$64.6M
464287150
Shares:527.7K
Value:$64.4M
RTX Corp
Shares:475.6K
Value:$63.0M
MICROSOFT CORP
Shares:163.7K
Value:$61.5M
Mastercard Inc
Shares:110.6K
Value:$60.6M
Apple Inc.
Shares:271.7K
Value:$60.3M
BROOKFIELD Corp /ON/
Shares:1.1M
Value:$57.4M
AUTOMATIC DATA PROCESSING INC
Shares:186.1K
Value:$56.8M
Alphabet Inc.
Shares:361.0K
Value:$56.4M
JOHNSON & JOHNSON
Shares:338.1K
Value:$56.1M
PROGRESSIVE CORP/OH/
Shares:184.2K
Value:$52.1M
Merck & Co., Inc.
Shares:565.5K
Value:$50.8M
CONOCOPHILLIPS
Shares:444.8K
Value:$46.7M
46434G103
Shares:845.0K
Value:$45.6M
Walmart Inc.
Shares:501.1K
Value:$44.0M
PEPSICO INC
Shares:287.7K
Value:$43.1M
COMCAST CORP
Shares:1.1M
Value:$41.2M