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 6 of 30
MICROSTRATEGY Inc
Shares:2.3K
Value:$674.3K
464287481
Shares:5.7K
Value:$664.1K
Atlantic Union Bankshares Corp
Shares:21.2K
Value:$660.0K
922908744
Shares:3.8K
Value:$654.2K
EMERSON ELECTRIC CO
Shares:6.0K
Value:$653.1K
UNITED BANKSHARES INC/WV
Shares:18.6K
Value:$644.7K
Blackstone Inc.
Shares:4.6K
Value:$640.8K
MORGAN STANLEY
Shares:5.4K
Value:$633.1K
464287762
Shares:10.3K
Value:$627.2K
303897102
Shares:36.2K
Value:$615.4K
AMGEN INC
Shares:2.0K
Value:$614.7K
464287879
Shares:6.3K
Value:$611.2K
CINTAS CORP
Shares:2.9K
Value:$601.0K
NEWMARKET CORP
Shares:1.0K
Value:$588.0K
TRI-CONTINENTAL Corp
Shares:19.0K
Value:$583.6K
GOLDMAN SACHS GROUP INC
Shares:1.0K
Value:$567.0K
SOUTHERN CO
Shares:6.1K
Value:$561.3K
Broadcom Inc.
Shares:3.3K
Value:$550.2K
464287630
Shares:3.6K
Value:$543.5K
CARMAX INC
Shares:6.9K
Value:$540.1K