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 9 of 30
Brookfield Asset Management Ltd.
Shares:6.7K
Value:$323.1K
TARGET CORP
Shares:3.1K
Value:$320.6K
922908512
Shares:1.9K
Value:$312.9K
DEERE & CO
Shares:665
Value:$312.1K
DANAHER CORP /DE/
Shares:1.5K
Value:$307.2K
464287168
Shares:2.3K
Value:$303.5K
46434V803
Shares:8.1K
Value:$294.1K
464287887
Shares:2.3K
Value:$284.9K
Chubb Ltd
Shares:935
Value:$282.3K
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares:666
Value:$279.6K
GE Vernova Inc.
Shares:906
Value:$276.6K
BIOGEN INC.
Shares:2.0K
Value:$273.7K
NUCOR CORP
Shares:2.3K
Value:$272.3K
NORTHROP GRUMMAN CORP /DE/
Shares:530
Value:$271.4K
AT&T INC.
Shares:9.6K
Value:$271.1K
61774R205
Shares:3.8K
Value:$262.2K
KIMBERLY CLARK CORP
Shares:1.8K
Value:$258.4K
BLUE RIDGE BANKSHARES, INC.
Shares:78.3K
Value:$255.3K
GILEAD SCIENCES, INC.
Shares:2.3K
Value:$252.6K
ALLSTATE CORP
Shares:1.2K
Value:$248.5K