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 5 of 30
NETFLIX INC
Shares:1.0K
Value:$933.5K
INTERNATIONAL BUSINESS MACHINES CORP
Shares:3.7K
Value:$926.3K
67092P508
Shares:27.0K
Value:$925.3K
INTUITIVE SURGICAL INC
Shares:1.9K
Value:$921.7K
ELI LILLY & Co
Shares:1.1K
Value:$900.2K
UDR, Inc.
Shares:19.9K
Value:$899.5K
SPDR GOLD TRUST
Shares:3.0K
Value:$872.8K
464287655
Shares:4.4K
Value:$871.4K
CATERPILLAR INC
Shares:2.6K
Value:$846.9K
81369Y605
Shares:16.9K
Value:$842.2K
DOMINION ENERGY, INC
Shares:14.5K
Value:$812.2K
THERMO FISHER SCIENTIFIC INC.
Shares:1.6K
Value:$809.1K
81369Y209
Shares:5.4K
Value:$786.0K
FISERV INC
Shares:3.5K
Value:$776.4K
INTUIT INC.
Shares:1.2K
Value:$747.2K
Zoetis Inc.
Shares:4.5K
Value:$745.9K
ILLINOIS TOOL WORKS INC
Shares:3.0K
Value:$741.2K
GENERAL ELECTRIC CO
Shares:3.6K
Value:$727.7K
APPLIED MATERIALS INC /DE
Shares:4.9K
Value:$705.4K
UNIVERSAL CORP /VA/
Shares:12.3K
Value:$690.5K