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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 6 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CUBE CubeSmart Real Estate 560.0 $21K 0.00% +360.0 +180.0% $36.65 +6.2%
102 VXRT Vaxart Inc Com New Healthcare 29,655.0 $18K 0.00% +4K +14.1% $0.60 +0.8%
103 SCHZ Schwab US Aggregate Bond ETF 734.0 $17K 0.00% +13.0 +1.8% $23.22 -1.6%
104 VRTX Vertex Pharmaceuticals Inc Healthcare 38.0 $17K 0.00% +35.0 +1166.7% $446.55 -2.2%
105 USB U S Bancorp Del New Financial Services 305.0 $16K 0.00% +80.0 +35.6% $52.01 +2.8%
106 WELL Welltower Inc Com Real Estate 77.0 $15K 0.00% +25.0 +48.1% $197.71 +7.5%
107 MET Metlife Inc Financial Services 196.0 $14K 0.00% +58.0 +42.0% $70.72 +15.1%
108 MSCI MSCI Inc Financial Services 25.0 $13K 0.00% +13.0 +108.3% $539.00 +4.2%
109 WAB Wabtec Industrials 53.0 $13K 0.00% +31.0 +140.9% $249.91 +4.1%
110 NOW ServiceNow Inc Technology 125.0 $13K 0.00% +75.0 +150.0% $104.55 -1.1%
111 PEG Pub Svc Ent Group Inc Utilities 149.0 $12K +30.0 +25.2% $81.00 -5.1%
112 DG Dollar General Corp Consumer Defensive 96.0 $11K +58.0 +152.6% $118.36 -10.3%
113 GWW Grainger W W Inc Industrials 10.0 $11K +7.0 +233.3% $1090.80 +16.0%
114 MCO Moodys Corp Financial Services 25.0 $11K +23.0 +1150.0% $436.24 +1.6%
115 SNPS Synopsys Inc Technology 27.0 $11K +11.0 +68.8% $396.48 +25.7%
116 ORLY O Reilly Automotive Inc Consumer Cyclical 113.0 $10K +53.0 +88.3% $92.31 -0.6%
117 CMG Chipotle Mexican Grill Consumer Cyclical 279.0 $9K +139.0 +99.3% $32.01 +3.2%
118 DAL Delta Air Lines Inc New Industrials 120.0 $8K +50.0 +71.4% $66.48 +5.7%
119 NRG Nrg Energy Inc New Utilities 54.0 $8K +30.0 +125.0% $146.15 -14.1%
120 WBD WARNER BROS. DISCOVERY SRS A ORD WI Communication Services 272.0 $7K +17.0 +6.7% $27.46 -1.7%
Page 6 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%