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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PUBLIC SERVICE ENTERPRISE GROUP INC
Shares:116
Value:$9.6K
464288760
Shares:62
Value:$9.5K
S&P Global Inc.
Shares:18
Value:$9.1K
Howmet Aerospace Inc.
Shares:70
Value:$9.1K
HA Sustainable Infrastructure Capital, Inc.
Shares:300
Value:$8.8K
Vaxart, Inc.
Shares:21.5K
Value:$8.7K
Lemonade, Inc.
Shares:274
Value:$8.6K
CubeSmart
Shares:200
Value:$8.5K
CHIPOTLE MEXICAN GRILL INC
Shares:170
Value:$8.5K
SHOPIFY INC.
Shares:85
Value:$8.1K
Warner Bros. Discovery, Inc.
Shares:755
Value:$8.1K
16517A109
Shares:412
Value:$7.9K
Snowflake Inc.
Shares:50
Value:$7.3K
TransDigm Group INC
Shares:5
Value:$6.9K
46137V621
Shares:484
Value:$6.9K
MSCI Inc.
Shares:12
Value:$6.8K
Apollo Commercial Real Estate Finance, Inc.
Shares:700
Value:$6.7K
381430206
Shares:200
Value:$6.6K
Diamondback Energy, Inc.
Shares:41
Value:$6.6K
ROYAL CARIBBEAN CRUISES LTD
Shares:31
Value:$6.4K