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 2 of 30
Duke Energy CORP
Shares:324.1K
Value:$39.5M
UNION PACIFIC CORP
Shares:153.8K
Value:$36.3M
MCDONALDS CORP
Shares:114.7K
Value:$35.8M
HOME DEPOT, INC.
Shares:92.9K
Value:$34.0M
WILLIAMS COMPANIES, INC.
Shares:429.5K
Value:$25.7M
922042742
Shares:164.2K
Value:$19.0M
922908363
Shares:36.7K
Value:$18.9M
464288240
Shares:309.5K
Value:$17.2M
464287465
Shares:168.5K
Value:$13.8M
Philip Morris International Inc.
Shares:78.6K
Value:$12.5M
ENTERPRISE PRODUCTS PARTNERS L.P.
Shares:363.3K
Value:$12.4M
MARKEL GROUP INC.
Shares:6.1K
Value:$11.4M
SPDR S&P 500 ETF TRUST
Shares:16.7K
Value:$9.3M
921908844
Shares:44.4K
Value:$8.6M
VISA INC.
Shares:20.2K
Value:$7.1M
AMAZON COM INC
Shares:34.1K
Value:$6.5M
464287309
Shares:59.7K
Value:$5.5M
ALTRIA GROUP, INC.
Shares:89.4K
Value:$5.4M
464287234
Shares:121.6K
Value:$5.3M
NVIDIA CORP
Shares:45.3K
Value:$4.9M