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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 17 of 35  ·  692 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DNP DNP Select Income Financial Services 5,063.0 $52K 0.00% $10.30 +4.8%
322 LHX L3Harris Technologies Ord Industrials 150.0 $52K 0.00% -702.0 -82.4% $345.15 -10.7%
323 ALL Allstate Corporation Financial Services 246.0 $51K 0.00% -954.0 -79.5% $207.34 +7.1%
324 MRNA Moderna Inc Healthcare 1,000.0 $51K 0.00% $50.80 -10.0%
325 AB Alliancebernstein Hldg Financial Services 1,350.0 $51K 0.00% $37.44 +3.3%
326 CVS C V S Corp Del Healthcare 700.0 $50K 0.00% $71.82 +31.1%
327 GM General Motors Corp Consumer Cyclical 674.0 $50K 0.00% -148.0 -18.0% $74.52 -2.5%
328 VWOB Vanguard Emerging Mkts Govt Bd ETF 760.0 $50K 0.00% NEW $65.69 +0.7%
329 CHCO City Holding Co Financial Services 415.0 $50K 0.00% -166.0 -28.6% $119.52 +3.6%
330 JEPQ J P MORGAN NASDAQ EQT PRM INC ETF 893.0 $50K 0.00% +176.0 +24.6% $55.52 +8.0%
331 CEG Constellation Energy Co Utilities 177.0 $49K 0.00% $279.56 -6.8%
332 CDP COPT Defense Properties Real Estate 1,600.0 $49K 0.00% $30.60 +4.1%
333 LMT Lockheed Martin Corp Industrials 81.0 $49K 0.00% $603.35 -12.7%
334 VLTO VERALTO ORD WI Industrials 548.0 $48K 0.00% +198.0 +56.6% $88.42 -2.2%
335 OHI Omega Healthcare Investors Inc Real Estate 1,100.0 $48K 0.00% +100.0 +10.0% $43.82 +11.2%
336 DGRO iShares Core Dividend Growth ETF 686.0 $48K 0.00% -203.0 -22.8% $70.18 +5.3%
337 Q Qwest Communs Intl Inc Technology 411.0 $47K 0.00% +200.0 +94.8% $115.38 +25.9%
338 SHOP Shopify Inc Technology 395.0 $47K 0.00% +310.0 +364.7% $118.62 -14.8%
339 ATLANT UN BK 400 DS RP 1 SRS A PRF 1,910.0 $46K 0.00% $24.34
340 EA Electronic Arts Inc Communication Services 225.0 $46K 0.00% $203.87 -1.1%
Page 17 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%