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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 16 of 35  ·  692 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 JAAA Janus Henderson AAA CLO ETF 1,225.0 $62K 0.00% +9.0 +0.7% $50.35 +0.6%
302 CL Colgate-Palmolive Co Consumer Defensive 716.0 $61K 0.00% +16.0 +2.3% $85.23 +5.6%
303 XPH SPDR S&P Pharmaceuticals ETF 1,115.0 $60K 0.00% NEW $54.09 +5.8%
304 SPYG SPDR S&P 500 Growth 604.0 $59K 0.00% +381.0 +170.8% $97.91 +20.6%
305 INGR Ingredion Inc Consumer Defensive 522.0 $59K 0.00% $112.66 -10.9%
306 BIPC Brookfield Infrastructure Corp Utilities 1,483.0 $59K 0.00% $39.52 +5.1%
307 BTI Br Amer Tobacco Plc Adrf Consumer Defensive 1,000.0 $58K 0.00% $58.47 +11.7%
308 UAL United Continental Holdings Inc Industrials 629.0 $58K 0.00% NEW $92.07 -3.2%
309 AZO Autozone Inc Consumer Cyclical 17.0 $57K 0.00% +3.0 +21.4% $3377.76 +1.2%
310 CMCSA Comcast Corp New Cl A Communication Services 1,986.0 $57K 0.00% -1K -34.2% $28.71 -13.6%
311 XLP Sector Spdr Tr Con Stpls 695.0 $57K 0.00% $81.98 +4.3%
312 TRV Travelers Companies Inc Financial Services 194.0 $57K 0.00% -25.0 -11.4% $291.68 +4.7%
313 GEN NortonLifeLock Inc Technology 3,005.0 $57K 0.00% $18.83 +29.2%
314 ANET Arista Networks Inc Technology 444.0 $55K 0.00% NEW $122.78 +14.4%
315 RSG Republic Services Inc Industrials 248.0 $54K 0.00% +183.0 +281.5% $219.02 -1.8%
316 UNH Unitedhealth Group Inc Healthcare 200.0 $54K 0.00% NEW $270.59 +43.8%
317 EVRG Evergy Inc Utilities 658.0 $54K 0.00% $81.92 +1.3%
318 Leidos Holdings Inc 342.0 $53K 0.00% NEW $155.52
319 EPRT Essential Properties Realty Trust Inc Real Estate 1,750.0 $53K 0.00% $30.36 +2.7%
320 NKE Nike Inc Class B Consumer Cyclical 997.0 $53K 0.00% +85.0 +9.3% $52.82 -19.7%
Page 16 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%