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 21 of 30
MEDICAL PROPERTIES TRUST INC
Shares:2.4K
Value:$14.2K
TANGER INC.
Shares:406
Value:$13.7K
Shift4 Payments, Inc.
Shares:167
Value:$13.6K
SHORE BANCSHARES INC
Shares:1.0K
Value:$13.5K
Johnson Controls International plc
Shares:160
Value:$12.8K
ARS Pharmaceuticals, Inc.
Shares:1.0K
Value:$12.6K
CANADIAN NATURAL RESOURCES LTD
Shares:400
Value:$12.3K
316092303
Shares:240
Value:$12.3K
61774R403
Shares:214
Value:$12.1K
NEWMONT Corp /DE/
Shares:250
Value:$12.1K
Greystone Housing Impact Investors LP
Shares:972
Value:$12.0K
AKAMAI TECHNOLOGIES INC
Shares:148
Value:$11.9K
922908611
Shares:63
Value:$11.7K
464287523
Shares:60
Value:$11.3K
DOLLAR TREE, INC.
Shares:150
Value:$11.3K
DOW INC.
Shares:319
Value:$11.1K
METLIFE INC
Shares:138
Value:$11.1K
BAXTER INTERNATIONAL INC
Shares:320
Value:$11.0K
AppLovin Corp
Shares:39
Value:$10.4K
464288612
Shares:92
Value:$9.7K