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 • $2.0B total value
Manager:
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Intercontinental Exchange, Inc.
Shares:8
Value:$1.4K
% of Portfolio:0.0% ($1.4K/$2.0B)
922908652
Shares:8
Value:$1.4K
% of Portfolio:0.0% ($1.4K/$2.0B)
G3698F100
Shares:10.0K
Value:$1.4K
% of Portfolio:0.0% ($1.4K/$2.0B)
CARNIVAL CORP
Shares:66
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$2.0B)
Sensata Technologies Holding plc
Shares:50
Value:$1.2K
% of Portfolio:0.0% ($1.2K/$2.0B)
46434V787
Shares:53
Value:$1.2K
% of Portfolio:0.0% ($1.2K/$2.0B)
MGM Resorts International
Shares:40
Value:$1.2K
% of Portfolio:0.0% ($1.2K/$2.0B)
Elme Communities
Shares:65
Value:$1.1K
% of Portfolio:0.0% ($1.1K/$2.0B)
251542106
Shares:37
Value:$1.1K
% of Portfolio:0.0% ($1.1K/$2.0B)
25434V872
Shares:26
Value:$1.1K
% of Portfolio:0.0% ($1.1K/$2.0B)
G80827101
Shares:30
Value:$1.1K
% of Portfolio:0.0% ($1.1K/$2.0B)
313400301
Shares:200
Value:$1.1K
% of Portfolio:0.0% ($1.1K/$2.0B)
00162Q452
Shares:20
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$2.0B)
Compass, Inc.
Shares:115
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$2.0B)
78463X749
Shares:21
Value:$936
% of Portfolio:0.0% ($936/$2.0B)
MOODYS CORP /DE/
Shares:2
Value:$931
% of Portfolio:0.0% ($931/$2.0B)
NIO Inc.
Shares:243
Value:$926
% of Portfolio:0.0% ($926/$2.0B)
FNB CORP/PA/
Shares:63
Value:$847
% of Portfolio:0.0% ($847/$2.0B)
443201207
Shares:12
Value:$757
% of Portfolio:0.0% ($757/$2.0B)
92206C706
Shares:12
Value:$713
% of Portfolio:0.0% ($713/$2.0B)