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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  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HON Honeywell International Industrials 2,435.0 $550K 0.02% -77.0 -3.1% $226.01 -3.9%
62 AJG Arthur J Gallagher & Co Financial Services 2,346.0 $508K 0.02% -4K -64.9% $216.58 -6.0%
63 QCOM Qualcomm Inc Technology 3,918.0 $505K 0.02% -3K -43.2% $128.78 +51.9%
64 AMGN Amgen Incorporated Healthcare 1,427.0 $502K 0.02% -452.0 -24.1% $351.85 -5.8%
65 TJX T J X Cos Inc Consumer Cyclical 3,112.0 $497K 0.02% -14K -82.0% $159.70 -5.6%
66 IWP Ishares Russell Midcap Growth 3,500.0 $448K 0.02% -2K -38.1% $128.12 +7.2%
67 TXN Texas Instruments Inc Technology 2,284.0 $443K 0.02% -50.0 -2.1% $194.14 +55.7%
68 SCHW The Charles Schwab Corp Financial Services 4,580.0 $430K 0.02% -33K -87.9% $93.98 -2.3%
69 ZTS Zoetis Inc Healthcare 3,411.0 $403K 0.02% -12K -78.3% $118.21 -33.2%
70 NEU Newmarket Corporation Basic Materials 609.0 $390K 0.01% -20.0 -3.2% $640.95 +9.1%
71 XLU Select Sector Spdr Trust The Utilities Select Sect 8,402.0 $386K 0.01% -6K -40.2% $45.89 -3.0%
72 XLV Sector Spdr Health Fund 2,624.0 $385K 0.01% -4K -62.6% $146.61 +0.4%
73 CVLC CALVERT US LRG CAP RESPO INDX ETF 4,463.0 $357K 0.01% -413.0 -8.5% $80.06 +14.8%
74 SO The Southern Company Utilities 3,430.0 $331K 0.01% -3K -44.9% $96.52 -2.5%
75 BRBS Blue Ridge Bankshares Inc Financial Services 72,588.0 $305K 0.01% -6K -7.3% $4.20 -21.7%
76 CDNS Cadence Design System Technology 1,028.0 $286K 0.01% -7K -87.2% $277.87 +26.3%
77 MSI Motorola Solutions Inc Com New Technology 643.0 $279K 0.01% -3K -82.3% $433.97 -8.1%
78 KMX Carmax Inc Consumer Cyclical 6,446.0 $268K 0.01% -500.0 -7.2% $41.58 -12.8%
79 IWM Ishares Russell 2000 1,055.0 $262K 0.01% -3K -76.0% $248.09 +12.8%
80 MMM 3m Company Industrials 1,714.0 $249K 0.01% -600.0 -25.9% $145.22 +2.9%
Page 4 of 7  ·  131 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%