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:
Search and click to pin securities to the top
Page 3 of 30
Alphabet Inc.
Shares:28.4K
Value:$4.4M
EXXON MOBIL CORP
Shares:33.2K
Value:$4.0M
303901102
Shares:2.7K
Value:$3.9M
81369Y803
Shares:18.7K
Value:$3.9M
464287705
Shares:37.7K
Value:$3.8M
025072208
Shares:59.2K
Value:$3.6M
464287101
Shares:11.8K
Value:$3.2M
JPMORGAN CHASE & CO
Shares:12.0K
Value:$3.0M
BERKSHIRE HATHAWAY INC
Shares:3
Value:$2.4M
46137V357
Shares:13.8K
Value:$2.4M
COSTCO WHOLESALE CORP /NEW
Shares:2.5K
Value:$2.3M
LOWES COMPANIES INC
Shares:10.0K
Value:$2.3M
46435G516
Shares:27.4K
Value:$2.2M
922908629
Shares:8.4K
Value:$2.2M
Mondelez International, Inc.
Shares:31.2K
Value:$2.1M
CSX CORP
Shares:71.3K
Value:$2.1M
464287499
Shares:22.3K
Value:$1.9M
RAYMOND JAMES FINANCIAL INC
Shares:13.4K
Value:$1.9M
ORACLE CORP
Shares:13.3K
Value:$1.9M
TRUIST FINANCIAL CORP
Shares:40.2K
Value:$1.7M