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:
Search and click to pin securities to the top
Page 13 of 30
Gildan Activewear Inc.
Shares:2.3K
Value:$102.2K
abrdn Palladium ETF Trust
Shares:1.1K
Value:$101.9K
NXP Semiconductors N.V.
Shares:530
Value:$100.7K
CITIGROUP INC
Shares:1.4K
Value:$100.4K
KROGER CO
Shares:1.5K
Value:$100.2K
QUEST DIAGNOSTICS INC
Shares:590
Value:$99.8K
PTC INC.
Shares:614
Value:$95.1K
APTARGROUP, INC.
Shares:630
Value:$93.5K
ONEOK INC /NEW/
Shares:934
Value:$92.7K
STANTEC INC
Shares:1.1K
Value:$92.4K
Motorola Solutions, Inc.
Shares:211
Value:$92.3K
ARES CAPITAL CORP
Shares:4.2K
Value:$92.0K
Energy Transfer LP
Shares:4.9K
Value:$90.3K
Seagate Technology Holdings plc
Shares:1.1K
Value:$89.2K
92204A603
Shares:357
Value:$88.4K
Shares:2.5K
Value:$86.1K
Sprott Physical Gold & Silver Trust
Shares:3.0K
Value:$85.2K
KLA CORP
Shares:125
Value:$85.0K
922908751
Shares:373
Value:$82.7K
MARSH & MCLENNAN COMPANIES, INC.
Shares:337
Value:$82.2K