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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 2 of 35  ·  692 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PGR Progressive Corp Ohio Financial Services 164,920.0 $32.7M 1.28% -25K -13.3% $198.24 +2.3%
22 UNP Union Pacific Corp Industrials 133,394.0 $32.4M 1.26% -29K -18.1% $242.62 +11.9%
23 MCD Mc Donalds Corp Consumer Cyclical 97,087.0 $30.2M 1.18% -22K -18.8% $310.79 -9.6%
24 HD Home Depot Inc Consumer Cyclical 83,921.0 $27.6M 1.08% -18K -17.4% $328.89 -8.0%
25 WMB Williams Companies Energy 319,940.0 $23.3M 0.91% -116K -26.7% $72.78 +9.1%
26 VT Vanguard Total World Stock ETF 164,781.0 $22.8M 0.89% -14K -7.6% $138.32 +11.8%
27 VOO Vanguard 500 ETF 37,617.0 $22.5M 0.88% +2K +5.6% $597.55 +14.1%
28 ACWX iShares MSCI ACWI ex US ETF 308,971.0 $21.2M 0.83% $68.47 +9.3%
29 MKL Markel Group Inc Financial Services 7,272.0 $13.9M 0.54% -693.0 -8.7% $1914.07 -2.8%
30 EPD Enterprise Prd Prtnrs Lp Energy 343,769.0 $13.0M 0.51% -17K -4.6% $37.84 +5.2%
31 SPY SPDR S&P 500 Index Financial Services 17,162.0 $11.2M 0.44% -939.0 -5.2% $650.34 +14.0%
32 PM Philip Morris Intl Inc Consumer Defensive 65,521.0 $10.8M 0.42% -10K -12.7% $165.34 +15.9%
33 GOOGL Alphabet Inc. Class A Communication Services 27,581.0 $7.9M 0.31% -886.0 -3.1% $287.56 +34.8%
34 VIG Vanguard Dividend Appreciation 34,001.0 $7.3M 0.29% -9K -20.2% $215.06 +7.3%
35 IVW Ishares S&P 500 Growth 60,688.0 $6.9M 0.27% $113.11 +20.5%
36 MRK Merck & Co Inc Healthcare 49,619.0 $6.0M 0.23% -561K -91.9% $120.29 -5.0%
37 XOM Exxon Mobil Corporation Energy 31,893.0 $5.4M 0.21% -986.0 -3.0% $169.66 -4.2%
38 MO Altria Group Inc Consumer Defensive 81,695.0 $5.4M 0.21% -6K -6.8% $65.99 +12.1%
39 V Visa Inc Financial Services 14,982.0 $4.5M 0.18% -142.0 -0.9% $302.24 +9.2%
40 XLK Sector Spdr Tech Select 32,696.0 $4.3M 0.17% $132.90 +33.3%
Page 2 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%