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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 6 of 35  ·  692 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VGT Vanguard Information Technology ETF 1,146.0 $800K 0.03% +182.0 +18.9% $697.95 -84.0%
102 EMR Emerson Electric Co Industrials 5,997.0 $786K 0.03% +40.0 +0.7% $131.02 +0.9%
103 IYH iShares US Healthcare 12,368.0 $762K 0.03% $61.64 +0.3%
104 AUB Atlantic Un Bankshares Corp Financial Services 21,089.0 $754K 0.03% $35.74 +2.6%
105 IJS Ishares S&P Smcap Value 6,270.0 $743K 0.03% $118.45 +5.5%
106 CTAS Cintas Corp Industrials 4,300.0 $727K 0.03% -7K -62.5% $169.14 +3.2%
107 ELV Elevance Health Inc Healthcare 2,443.0 $715K 0.03% -188.0 -7.2% $292.75 +34.6%
108 MU Micron Technology Inc Technology 2,044.0 $691K 0.03% $337.84 +101.7%
109 VEA Vanguard FTSE International 10,412.0 $667K 0.03% $64.08 +7.7%
110 ITW Illinois Tool Works Inc Industrials 2,539.0 $661K 0.03% -212.0 -7.7% $260.24 -4.1%
111 RSP Invesco S&P 500 Equal Weight ETF 3,403.0 $653K 0.03% -11K -75.8% $191.90 +5.1%
112 UDR Utd Dominion Rlty Tr Inc Real Estate 19,288.0 $652K 0.03% -625.0 -3.1% $33.78 +10.9%
113 MUB Ishares S&P National AMT-Free 6,112.0 $649K 0.03% +464.0 +8.2% $106.15 -0.5%
114 MAR Marriott Intl Inc Cl A Consumer Cyclical 1,891.0 $618K 0.02% $327.07 +9.8%
115 ETN Eaton Corporation Industrials 1,608.0 $575K 0.02% -8K -83.9% $357.67 +6.8%
116 IWN Ishares Russell 2000 Value ETF 3,000.0 $569K 0.02% -600.0 -16.7% $189.59 +7.7%
117 TY Tri Continental Corp Financial Services 17,846.0 $564K 0.02% -322.0 -1.8% $31.59 +9.1%
118 UBSI United Bankshares Inc Financial Services 13,292.0 $551K 0.02% $41.42 +2.7%
119 HON Honeywell International Industrials 2,435.0 $550K 0.02% -77.0 -3.1% $226.01 -3.9%
120 ALB Albemarle Corp Basic Materials 3,000.0 $539K 0.02% $179.53 -5.9%
Page 6 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%