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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 29 of 35  ·  692 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 ABNB Airbnb Inc Consumer Cyclical 44.0 $6K +42.0 +2100.0% $126.27 +6.6%
562 JLL Jones Lang Lasalle Inc Real Estate 18.0 $5K NEW $304.33 -4.3%
563 BAX Baxter International Inc Healthcare 320.0 $5K $16.80 +9.5%
564 CPRT Copart Inc Industrials 160.0 $5K NEW $33.20 -0.2%
565 RVTY Revvity Inc Healthcare 60.0 $5K NEW $87.62 +8.2%
566 Amerisourcebergen Corp 16.0 $5K +10.0 +166.7% $314.12
567 YUMC Yum China Hldgs Inc Com Consumer Cyclical 103.0 $5K $48.78 -8.2%
568 GHI America First Multifamily Investors LP Financial Services 972.0 $5K $4.92 +7.3%
569 NVT Navteq Corp Industrials 40.0 $5K NEW $118.28 +37.2%
570 ARE Alexandria Real Est Eqty Real Estate 100.0 $5K $46.42 +2.1%
571 TTEC TTEC Holdings Inc Technology 1,850.0 $5K NEW $2.50 +0.8%
572 LULU Lululemon Athletica Inc Consumer Cyclical 30.0 $5K $153.10 -19.7%
573 SAN Banco Santander SA Financial Services 400.0 $5K $11.28 +9.3%
574 SHW Sherwin Williams Co Basic Materials 14.0 $4K NEW $320.57 -4.9%
575 VSNT VERSANT MEDIA GROUP INC CL A Industrials 119.0 $4K NEW $37.02 +13.8%
576 UITB VictoryShares Core Intermediate Bond ETF 94.0 $4K NEW $46.82 -0.9%
577 FMAT Fidelity MSCI Materials ETF 75.0 $4K $57.64 -0.3%
578 Aptiv Plc 62.0 $4K NEW $69.44
579 GOVT iShares Core US Treasury Bond 183.0 $4K +1.0 +0.6% $22.95 -1.6%
580 VTRS Mylan Nv Healthcare 301.0 $4K $13.51 +21.6%
Page 29 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%