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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Page 14 of 30
GENWORTH FINANCIAL INC
Shares:11.5K
Value:$81.4K
Tesla, Inc.
Shares:313
Value:$81.1K
Gen Digital Inc.
Shares:3.0K
Value:$79.8K
ANALOG DEVICES INC
Shares:381
Value:$76.7K
General Motors Co
Shares:1.6K
Value:$75.8K
ROKU, INC
Shares:1.1K
Value:$75.2K
HUNT J B TRANSPORT SERVICES INC
Shares:500
Value:$74.0K
XCEL ENERGY INC
Shares:1.0K
Value:$73.6K
VALERO ENERGY CORP/TX
Shares:555
Value:$73.2K
81369Y100
Shares:850
Value:$73.1K
NOVO NORDISK A S
Shares:1.1K
Value:$72.9K
BECTON DICKINSON & CO
Shares:317
Value:$72.5K
Ingredion Inc
Shares:522
Value:$70.6K
CITY HOLDING CO
Shares:581
Value:$68.3K
NNN REIT, INC.
Shares:1.6K
Value:$68.2K
46434V621
Shares:1.1K
Value:$68.2K
ROYAL BANK OF CANADA
Shares:600
Value:$67.6K
464287739
Shares:700
Value:$67.0K
25434V880
Shares:2.5K
Value:$65.9K
COLGATE PALMOLIVE CO
Shares:700
Value:$65.6K