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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 11 of 35  ·  692 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ROST Ross Stores Inc Consumer Cyclical 980.0 $212K 0.01% $216.63 -1.8%
202 PLD Prologis Real Estate 1,547.0 $204K 0.01% +47.0 +3.1% $132.18 +7.8%
203 ROP Roper Industries Inc Industrials 539.0 $191K 0.01% -4K -88.1% $353.86 -7.1%
204 MAIN Main Str Cap Corp Com Financial Services 3,600.0 $191K 0.01% $52.96 -4.6%
205 WRB Berkley W R Corp Financial Services 2,863.0 $190K 0.01% $66.28 +3.4%
206 SPYD SPDR Portfolio S&P 500 High Div ETF 4,150.0 $189K 0.01% NEW $45.52 +3.4%
207 CGW Guggenheim S&P Global Water ETF 2,924.0 $187K 0.01% NEW $63.94 -2.6%
208 EHC Encompass Health Corp Healthcare 1,918.0 $186K 0.01% $96.73 +9.7%
209 KLAC K L A Tencor Corp Technology 125.0 $184K 0.01% $1472.41 +18.2%
210 VRSK Verisk Analytics Inc Cla Industrials 962.0 $183K 0.01% +805.0 +512.7% $189.75 -10.0%
211 PAYX Paychex Inc Industrials 1,972.0 $182K 0.01% -761.0 -27.8% $92.12 +2.6%
212 UPS United Parcel Service B Industrials 1,818.0 $179K 0.01% -139.0 -7.1% $98.35 -1.5%
213 KBE SPDR S&P Bank ETF 2,989.0 $178K 0.01% $59.55 +6.4%
214 KMB Kimberly-Clark Corp Consumer Defensive 1,817.0 $175K 0.01% $96.47 -0.0%
215 SCHG Schwab US Large-Cap Growth ETF 5,960.0 $174K 0.01% -173.0 -2.8% $29.13 +17.8%
216 Iqvia Hldgs Inc 1,009.0 $172K 0.01% -9K -90.3% $170.54
217 CRM Salesforce Com Technology 911.0 $170K 0.01% -73.0 -7.4% $186.67 -3.9%
218 KNSL Kinsale Cap Group Inc Com Financial Services 485.0 $166K 0.01% $341.66 -8.2%
219 KHC Kraft Heinz Co Com Consumer Defensive 7,321.0 $165K 0.01% $22.49 +3.5%
220 SYK Stryker Corp Healthcare 481.0 $158K 0.01% NEW $328.59 -3.3%
Page 11 of 35  ·  692 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%