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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PROCTER & GAMBLE Co
Shares:9.7K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$2.0B)
CHEVRON CORP
Shares:9.6K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$2.0B)
AbbVie Inc.
Shares:7.5K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$2.0B)
922908769
Shares:5.3K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.0B)
46434G863
Shares:39.3K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.0B)
98149E303
Shares:22.0K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.0B)
81369Y886
Shares:17.2K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.0B)
CISCO SYSTEMS, INC.
Shares:21.3K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.0B)
ABBOTT LABORATORIES
Shares:9.8K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.0B)
Elevance Health, Inc.
Shares:2.8K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$2.0B)
COCA COLA CO
Shares:16.5K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$2.0B)
Trane Technologies plc
Shares:3.4K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$2.0B)
BANK OF AMERICA CORP /DE/
Shares:27.2K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$2.0B)
464287622
Shares:3.5K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$2.0B)
25434V708
Shares:32.4K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$2.0B)
QUALCOMM INC/DE
Shares:6.9K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$2.0B)
NORFOLK SOUTHERN CORP
Shares:4.4K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$2.0B)
INVESCO QQQ TRUST, SERIES 1
Shares:2.2K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$2.0B)
BlackRock, Inc.
Shares:1.0K
Value:$976.8K
% of Portfolio:0.0% ($976.8K/$2.0B)
Meta Platforms, Inc.
Shares:1.6K
Value:$950.4K
% of Portfolio:0.0% ($950.4K/$2.0B)