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Portfolio (Quarterly) Guide ↗

Heritage Wealth Advisors

· CIK 0001591122
13F Portfolio $2.6B AUM 692 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 124 New 126 Added 131 Reduced 38 Exited
Page 4 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WTW Willis Towers Watson Financial Services 405.0 $118K 0.01% +278.0 +218.9% $290.70 -11.6%
62 NXPI NXP Semiconductors NV Technology 564.0 $111K 0.00% +32.0 +6.0% $196.75 +48.2%
63 AES A E S Corp Utilities 7,283.0 $103K 0.00% +5K +288.4% $14.09 +3.4%
64 VWO Vanguard Emerging Market 1,787.0 $97K 0.00% +219.0 +14.0% $54.05 +7.1%
65 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 1,586.0 $94K 0.00% +756.0 +91.1% $59.02 +13.3%
66 MPLX MPLX LP Energy 1,559.0 $89K 0.00% +107.0 +7.4% $57.06 -2.8%
67 OKE Oneok Inc New Energy 984.0 $89K 0.00% +50.0 +5.3% $90.39 +3.7%
68 PLTR Palantir Technologies Inc Technology 549.0 $80K 0.00% +493.0 +880.4% $146.28 -7.6%
69 CTVA Corteva Inc com Basic Materials 918.0 $77K 0.00% +827.0 +908.8% $83.71 -3.1%
70 PFE Pfizer Incorporated Healthcare 2,736.0 $77K 0.00% +295.0 +12.1% $28.08 -9.8%
71 CMS C M S Energy Corp Utilities 976.0 $76K 0.00% +576.0 +144.0% $77.58 -7.0%
72 SLB Schlumberger Ltd Energy 1,470.0 $76K 0.00% +78.0 +5.6% $51.39 +11.2%
73 MRSH Marsh & Mc Lennan Co Inc Financial Services 392.0 $68K 0.00% +89.0 +29.4% $173.42 -4.3%
74 BMY Bristol-Myers Squibb Co Healthcare 1,100.0 $67K 0.00% +200.0 +22.2% $60.65 -3.9%
75 Heico Corp 300.0 $63K 0.00% +9.0 +3.1% $210.80
76 SCHD Schwab US Dividend Equity ETF 2,030.0 $62K 0.00% +1K +144.6% $30.68 +4.6%
77 JAAA Janus Henderson AAA CLO ETF 1,225.0 $62K 0.00% +9.0 +0.7% $50.35 +0.6%
78 CL Colgate-Palmolive Co Consumer Defensive 716.0 $61K 0.00% +16.0 +2.3% $85.23 +5.6%
79 SPYG SPDR S&P 500 Growth 604.0 $59K 0.00% +381.0 +170.8% $97.91 +18.9%
80 AZO Autozone Inc Consumer Cyclical 17.0 $57K 0.00% +3.0 +21.4% $3377.76 -0.9%
Page 4 of 7  ·  126 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.7%
Technology 12.3%
Industrials 10.3%
Consumer Cyclical 9.4%
Energy 8.7%
Communication Services 7.2%
Healthcare 6.9%
Consumer Defensive 6.7%
Utilities 3.4%
Basic Materials 0.2%