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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 3 of 35  ·  692 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVE Ishares S&P 500 Value 19,058.0 $4.0M 0.16% $211.15 +6.5%
42 ESGD iShares ESG Aware MSCI EAFE ETF 40,098.0 $3.8M 0.15% +1K +3.9% $95.62 +6.1%
43 OEF iShares S&P 100 11,502.0 $3.7M 0.14% $318.07 +16.0%
44 IJJ Ishares S&P Midcap 28,654.0 $3.4M 0.13% -9K -24.1% $117.66 +17.8%
45 NVDA Nvidia Corp Technology 18,104.0 $3.2M 0.12% -33K -64.4% $174.40 +29.2%
46 CSX C S X Corp Industrials 75,259.0 $3.1M 0.12% +4K +5.6% $41.05 +11.2%
47 GLDM SPDR Gold MiniShares Financial Services 30,232.0 $2.8M 0.11% +7K +32.7% $92.69 -2.7%
48 VO Vanguard Mid-Cap ETF 8,194.0 $2.4M 0.09% -70.0 -0.8% $287.18 -73.3%
49 LOW Lowes Companies Inc Consumer Cyclical 9,885.0 $2.3M 0.09% -62.0 -0.6% $236.28 -7.6%
50 COST Costco Whsl Corp New Consumer Defensive 2,296.0 $2.3M 0.09% +66.0 +3.0% $996.43 +5.3%
51 PEP Pepsico Incorporated Consumer Defensive 14,284.0 $2.2M 0.09% -4K -21.6% $155.29 -4.0%
52 ADP Auto Data Processing Industrials 10,810.0 $2.2M 0.09% -199K -94.8% $203.18 +9.7%
53 J Jacobs Solutions Inc Industrials 16,938.0 $2.2M 0.08% NEW $127.28 -13.2%
54 Berkshire Hathaway Inc A 3.0 $2.2M 0.08% $718140.00
55 RJF Raymond James Finl Inc Financial Services 13,186.0 $1.9M 0.07% $144.79 +6.4%
56 ESGE iShares ESG Aware MSCI EM ETF 41,918.0 $1.9M 0.07% +2K +4.6% $45.47 +14.0%
57 AMAT Applied Materials Inc Technology 5,353.0 $1.8M 0.07% +492.0 +10.1% $341.79 +21.0%
58 MDLZ Mondelez Intl Inc Cl A Consumer Defensive 29,904.0 $1.7M 0.07% -519.0 -1.7% $57.64 +4.9%
59 VTI Vanguard Total Stock Mkt 5,367.0 $1.7M 0.07% -71.0 -1.3% $320.83 +12.9%
60 AVGO Broadcom Inc Technology 5,540.0 $1.7M 0.07% +2K +73.2% $309.51 +35.9%
Page 3 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%