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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 31 of 35  ·  692 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 HBAN Huntington Bancshs Inc Financial Services 194.0 $3K $15.63 -0.4%
602 OC Owens-Corning Inc Industrials 28.0 $3K NEW $108.21 +3.7%
603 AME Ametek Inc New Industrials 14.0 $3K $214.36 +3.2%
604 WCEO Hypatia Women CEO ETF 90.0 $3K $33.29 +5.7%
605 Block Inc 49.0 $3K $60.18
606 PYPL Paypal Hldgs Inc Financial Services 65.0 $3K $45.23 -1.9%
607 TXNM Energy Inc 50.0 $3K $58.46
608 IONQ IONQ ORD Technology 100.0 $3K $28.83 +71.0%
609 ADSK Autodesk Inc Technology 12.0 $3K NEW $239.42 +2.0%
610 HIG Hartford Finl Svcs Grp Financial Services 21.0 $3K $135.24 +1.0%
611 PAVE Global X US Infrastructure Dev ETF 55.0 $3K NEW $50.82 +5.8%
612 Brown-Forman Corp 103.0 $3K NEW $26.32
613 ULTA Ulta Salon Cosmetics & Fragrance Inc Consumer Cyclical 5.0 $3K NEW $522.80 -8.2%
614 UPST UPSTART HOLDINGS INC Financial Services 100.0 $3K $25.65 +8.9%
615 ARTY iShares Future AI & Tech ETF 52.0 $2K $46.54 +37.1%
616 TTWO Take-Two Interactive Software Inc Communication Services 12.0 $2K NEW $197.50 +22.6%
617 MLM Martin Marietta Matrls Basic Materials 4.0 $2K $588.75 -5.6%
618 CIEN Ciena Corp New Technology 6.0 $2K NEW $388.17 +39.6%
619 MILLROSE PROPERTIES INCWHEN ISSUED 83.0 $2K -83.0 -50.0% $28.00
620 MPC Marathon Petroleum Corp Energy 9.0 $2K NEW $244.22 +6.3%
Page 31 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%