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 18 of 30
EVEREST GROUP, LTD.
Shares:80
Value:$29.1K
Constellation Energy Corp
Shares:141
Value:$28.4K
Moderna, Inc.
Shares:1.0K
Value:$28.4K
84858T772
Shares:841
Value:$28.2K
LyondellBasell Industries N.V.
Shares:400
Value:$28.2K
Lucid Group, Inc.
Shares:11.5K
Value:$27.8K
Dell Technologies Inc.
Shares:305
Value:$27.8K
Broadstone Net Lease, Inc.
Shares:1.6K
Value:$26.9K
VERTEX PHARMACEUTICALS INC / MA
Shares:53
Value:$25.7K
W. P. Carey Inc.
Shares:402
Value:$25.4K
STARWOOD PROPERTY TRUST, INC.
Shares:1.3K
Value:$24.7K
UGI CORP /PA/
Shares:720
Value:$23.8K
PIMCO CORPORATE & INCOME OPPORTUNITY FUND
Shares:1.6K
Value:$23.4K
Fidelity National Information Services, Inc.
Shares:312
Value:$23.3K
AES CORP
Shares:1.9K
Value:$23.3K
Phillips 66
Shares:182
Value:$22.5K
AUTONATION, INC.
Shares:138
Value:$22.3K
Brookfield Infrastructure Partners L.P.
Shares:750
Value:$22.3K
LOCKHEED MARTIN CORP
Shares:50
Value:$22.3K
PPG INDUSTRIES INC
Shares:203
Value:$22.2K