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 7 of 30
Plymouth Industrial REIT, Inc.
Shares:32.7K
Value:$532.6K
HONEYWELL INTERNATIONAL INC
Shares:2.5K
Value:$531.9K
921943858
Shares:10.4K
Value:$527.5K
Arthur J. Gallagher & Co.
Shares:1.5K
Value:$517.2K
922908553
Shares:5.7K
Value:$516.9K
BROADRIDGE FINANCIAL SOLUTIONS, INC.
Shares:2.1K
Value:$516.4K
STARBUCKS CORP
Shares:5.2K
Value:$509.2K
92204A702
Shares:938
Value:$508.8K
SYSCO CORP
Shares:6.6K
Value:$494.1K
MCKESSON CORP
Shares:719
Value:$483.9K
GENERAL DYNAMICS CORP
Shares:1.8K
Value:$483.0K
921946406
Shares:3.7K
Value:$475.5K
MARRIOTT INTERNATIONAL INC /MD/
Shares:1.9K
Value:$450.4K
Air Products & Chemicals, Inc.
Shares:1.5K
Value:$447.4K
DIAGEO PLC
Shares:4.2K
Value:$442.2K
NEXTERA ENERGY INC
Shares:6.2K
Value:$441.6K
PAYCHEX INC
Shares:2.8K
Value:$433.5K
922908736
Shares:1.2K
Value:$432.2K
WASTE MANAGEMENT INC
Shares:1.9K
Value:$430.1K
921932703
Shares:2.3K
Value:$427.7K