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Portfolio (Quarterly) Guide ↗

Heritage Wealth Advisors

· CIK 0001591122
13F Portfolio $2.6B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 609 New
Page 18 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 VOT Vanguard Mid-Cap Growth ETF 138.0 $39K 0.00% NEW $279.72 +2.0%
342 TTC Toro Company Industrials 490.0 $39K 0.00% NEW $78.72 +12.8%
343 CARR Carrier Global Corp-Wi Industrials 700.0 $37K 0.00% NEW $52.84 +20.2%
344 ARCC Ares Capital Corp Financial Services 1,800.0 $36K 0.00% NEW $20.23 -7.4%
345 ODFL Old Dominion Freight Lns Industrials 232.0 $36K 0.00% NEW $156.80 +33.3%
346 RIO Companhia Vale Do Adr Basic Materials 453.0 $36K 0.00% NEW $80.03 +28.4%
347 CTRE CareTrust REIT Inc Real Estate 1,000.0 $36K 0.00% NEW $36.16 +14.7%
348 RPM Rpm International Inc Basic Materials 346.0 $36K 0.00% NEW $104.00 -6.2%
349 DELL Dell Inc Technology 285.0 $36K 0.00% NEW $125.88 +94.4%
350 EUAD SELECT STOXX EUROPE ASPC DFN ETF 841.0 $35K 0.00% NEW $42.13 -5.5%
351 PDI PIMCO Dynamic Income Financial Services 2,000.0 $35K 0.00% NEW $17.71 -5.8%
352 JBSS Sanfilippo John B & Son Inc Consumer Defensive 500.0 $35K 0.00% NEW $70.60 +6.2%
353 IVT InvenTrust Properties Corp. Real Estate 1,250.0 $35K 0.00% NEW $28.21 +15.6%
354 VRSK Verisk Analytics Inc Cla Industrials 157.0 $35K 0.00% NEW $223.69 -23.9%
355 VLTO VERALTO ORD WI Industrials 350.0 $35K 0.00% NEW $99.78 -13.7%
356 RNP Cohen & Steers REIT & Preferred Income Financial Services 1,758.0 $35K 0.00% NEW $19.86 +4.7%
357 BIP Brookfield Infra Ptnrs Utilities 950.0 $33K 0.00% NEW $34.74 +11.6%
358 NJR New Jersey Resources Corporation Utilities 700.0 $32K 0.00% NEW $46.12 +25.3%
359 BK Bank of New York Mellon Corp. Financial Services 267.0 $31K 0.00% NEW $116.09 +18.7%
360 APP APPLOVIN CORP CL A Technology 46.0 $31K 0.00% NEW $668.13 -28.2%
Page 18 of 31  ·  609 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 31.3%
Technology 13.3%
Industrials 13.2%
Healthcare 9.8%
Consumer Cyclical 9.4%
Communication Services 8.2%
Energy 6.0%
Consumer Defensive 5.6%
Utilities 2.8%
Basic Materials 0.2%