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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 21 of 35  ·  692 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 AN Autonation Inc Consumer Cyclical 138.0 $27K 0.00% $195.26 -4.5%
402 CQQQ Invesco China Technology ETF 578.0 $27K 0.00% $46.02 +14.4%
403 OWL ROCK CAPITAL ORD 2,400.0 $27K 0.00% $11.06
404 EMN Eastman Chemical Co Basic Materials 345.0 $26K 0.00% NEW $76.32 -4.1%
405 UGI U G I Corporation New Utilities 720.0 $26K 0.00% $36.42 -3.6%
406 VBR Vanguard Small-Cap Value ETF 120.0 $26K 0.00% -63.0 -34.4% $217.25 +6.2%
407 IJR Ishares S&P Smallcap Core ETF 209.0 $26K 0.00% $124.11 +9.8%
408 SOLV Solventum Corp Com Shs Healthcare 386.0 $25K 0.00% $65.30 +16.6%
409 AMD Advanced Micro Devices Technology 121.0 $25K 0.00% -2K -94.4% $203.43 +121.0%
410 LEN Lennar Corp Cl A Consumer Cyclical 282.0 $24K 0.00% $86.84 +2.3%
411 NEM Newmont Mining Corp Basic Materials 226.0 $24K 0.00% $108.25 +0.1%
412 PTC PTC Inc Technology 171.0 $24K 0.00% -443.0 -72.2% $142.49 +3.8%
413 EMOP AB Emerging Markets Opportunities ETF 546.0 $24K 0.00% NEW $43.82 +15.7%
414 CSGP Costar Group Inc Real Estate 593.0 $24K 0.00% +517.0 +680.3% $40.34 -15.9%
415 PSX Phillips Energy 131.0 $24K 0.00% $182.18 -1.6%
416 Adyen NV EUR0.01 24.0 $24K 0.00% NEW $980.04
417 RTH VanEck Retail ETF 93.0 $23K 0.00% NEW $249.63 +5.7%
418 PTY Pimco Corporate Opportunity Fund Financial Services 1,920.0 $23K 0.00% $12.06 -2.1%
419 AMT Amern Tower Corp Class A Real Estate 134.0 $23K 0.00% NEW $172.58 +6.5%
420 HPQ Hewlett-Packard Company Technology 1,200.0 $23K 0.00% +400.0 +50.0% $19.21 +14.0%
Page 21 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%