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 26 of 30
808524805
Shares:119
Value:$2.4K
NRG ENERGY, INC.
Shares:24
Value:$2.3K
Sony Group Corp
Shares:90
Value:$2.3K
ARM HOLDINGS PLC /UK
Shares:20
Value:$2.1K
46435G433
Shares:48
Value:$2.0K
INNOVATIVE INDUSTRIAL PROPERTIES INC
Shares:36
Value:$2.0K
MARTIN MARIETTA MATERIALS INC
Shares:4
Value:$1.9K
ANSYS INC
Shares:6
Value:$1.9K
PELOTON INTERACTIVE, INC.
Shares:300
Value:$1.9K
Adecoagro S.A.
Shares:169
Value:$1.9K
TREDEGAR CORP
Shares:240
Value:$1.8K
LTC PROPERTIES INC
Shares:50
Value:$1.8K
03073E105
Shares:6
Value:$1.7K
T-Mobile US, Inc.
Shares:6
Value:$1.6K
PPL Corp
Shares:43
Value:$1.6K
799926100
Shares:37
Value:$1.6K
00783V104
Shares:100
Value:$1.5K
Palantir Technologies Inc.
Shares:18
Value:$1.5K
Kyndryl Holdings, Inc.
Shares:48
Value:$1.5K
922042676
Shares:36
Value:$1.5K