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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AVALONBAY COMMUNITIES INC
Shares:238
Value:$51.1K
ESSENTIAL PROPERTIES REALTY TRUST, INC.
Shares:1.6K
Value:$50.6K
EVERSOURCE ENERGY
Shares:800
Value:$49.7K
CVS HEALTH Corp
Shares:700
Value:$47.4K
04911A206
Shares:1.9K
Value:$47.1K
Verisk Analytics, Inc.
Shares:157
Value:$46.7K
Evergy, Inc.
Shares:658
Value:$45.4K
CARRIER GLOBAL Corp
Shares:700
Value:$44.4K
Discover Financial Services
Shares:260
Value:$44.3K
FEDEX CORP
Shares:180
Value:$43.9K
COPT DEFENSE PROPERTIES
Shares:1.6K
Value:$43.6K
46432F834
Shares:623
Value:$43.5K
ENTERGY CORP /DE/
Shares:500
Value:$42.7K
921946810
Shares:502
Value:$41.6K
British American Tobacco p.l.c.
Shares:1.0K
Value:$41.4K
RPM INTERNATIONAL INC/DE/
Shares:346
Value:$40.0K
GE HealthCare Technologies Inc.
Shares:490
Value:$39.5K
LENNAR CORP /NEW/
Shares:342
Value:$39.3K
Liberty Media Corp
Shares:436
Value:$39.2K
Veralto Corp
Shares:400
Value:$39.0K