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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 28 of 35  ·  692 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 IXJ iShares Global Healthcare 79.0 $7K NEW $93.54 -0.3%
542 PRFZ PowerShares FTSE RAFI US 1500 Sm-Mid ETF 160.0 $7K $45.87 +9.2%
543 VOD Vodafone Group Plc Adr Communication Services 477.0 $7K $15.02 +1.5%
544 TEL TE Connectivity Ltd Technology 34.0 $7K NEW $209.03 -3.7%
545 CMI Cummins Inc Industrials 13.0 $7K NEW $538.00 +24.2%
546 VFC V F Corporation Consumer Cyclical 400.0 $7K $16.99 -4.2%
547 PGF Invesco Financial Preferred ETF 484.0 $7K $13.76 +0.3%
548 IEX Idex Corp Industrials 35.0 $7K NEW $189.54 +9.4%
549 RGA Reinsurance Grp Of Amer Financial Services 32.0 $7K $204.16 +4.9%
550 RYLD Global X Russell 2000 Covered Call ETF 429.0 $6K NEW $14.95 +3.4%
551 CCJ Cameco Corp Energy 57.0 $6K +3.0 +5.6% $109.11 -3.9%
552 SCHM Schwab US Mid-Cap ETF 200.0 $6K +1.0 +0.5% $30.90 +10.2%
553 UNM Unumprovident Corp Financial Services 83.0 $6K -304.0 -78.5% $73.02 +14.4%
554 ARM Arvinmeritor Inc Technology 40.0 $6K $151.28 +68.0%
555 CC The Chemours Company Basic Materials 272.0 $6K $22.03 +0.9%
556 ORI Old Republic Intl Corp Financial Services 150.0 $6K $39.90 -0.3%
557 TDG Transdigm Group Inc Industrials 5.0 $6K $1159.00 +3.5%
558 BKR Baker Hughes a GE Co Energy 94.0 $6K $61.05 +9.6%
559 APA Apache Corp Energy 135.0 $6K $42.44 -6.4%
560 IT Gartner Inc Technology 36.0 $6K NEW $158.33 -1.7%
Page 28 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%