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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 7 of 35  ·  692 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NEE Nextera Energy Inc Com Utilities 5,640.0 $524K 0.02% +407.0 +7.8% $92.88 +0.5%
122 GLW Corning Inc Technology 3,808.0 $518K 0.02% $135.97 +31.3%
123 VZ Verizon Communications Communication Services 10,306.0 $517K 0.02% $50.20 -6.9%
124 AJG Arthur J Gallagher & Co Financial Services 2,346.0 $508K 0.02% -4K -64.9% $216.58 -6.1%
125 QCOM Qualcomm Inc Technology 3,918.0 $505K 0.02% -3K -43.2% $128.78 +58.1%
126 AMGN Amgen Incorporated Healthcare 1,427.0 $502K 0.02% -452.0 -24.1% $351.85 -6.0%
127 AGG Ishares Barclays Aggregate Bond 5,020.0 $498K 0.02% +58.0 +1.2% $99.28 -1.7%
128 TJX T J X Cos Inc Consumer Cyclical 3,112.0 $497K 0.02% -14K -82.0% $159.70 -5.9%
129 VOOV Vanguard S&P 500 Value ETF 2,428.0 $495K 0.02% +82.0 +3.5% $203.83 +6.3%
130 URI United Rentals Inc Industrials 672.0 $490K 0.02% +5.0 +0.8% $728.56 +29.6%
131 BX Blackstone Group LP Financial Services 4,248.0 $488K 0.02% $114.99 -0.6%
132 PICK iShares MSCI Global Mtls&Mng Prdcrs ETF 8,500.0 $481K 0.02% $56.59 +7.7%
133 Entergy Corp New 4,276.0 $480K 0.02% $112.36
134 RPC P10 Inc. Class A Financial Services 65,277.0 $474K 0.02% $7.26 +14.7%
135 SYY Sysco Corporation Consumer Defensive 6,584.0 $470K 0.02% $71.33 +3.1%
136 SBUX Starbucks Corp Consumer Cyclical 5,237.0 $469K 0.02% +40.0 +0.8% $89.59 +19.0%
137 MCHP Microchip Technology Inc Technology 7,038.0 $455K 0.02% $64.61 +43.6%
138 INTU Intuit Inc Technology 1,050.0 $454K 0.02% +38.0 +3.8% $432.55 -6.8%
139 IWP Ishares Russell Midcap Growth 3,500.0 $448K 0.02% -2K -38.1% $128.12 +5.4%
140 MCK Mckesson Corporation Healthcare 518.0 $448K 0.02% $865.36 -10.3%
Page 7 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%