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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 8 of 35  ·  692 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TXN Texas Instruments Inc Technology 2,284.0 $443K 0.02% -50.0 -2.1% $194.14 +54.8%
142 AXP American Express Company Financial Services 1,440.0 $436K 0.02% +14.0 +1.0% $302.48 +2.3%
143 SCHW The Charles Schwab Corp Financial Services 4,580.0 $430K 0.02% -33K -87.9% $93.98 -1.7%
144 APD Air Prod & Chemicals Inc Basic Materials 1,479.0 $430K 0.02% +22.0 +1.5% $290.49 +0.4%
145 TDY Teledyne Technologies Technology 708.0 $428K 0.02% $605.01 +2.1%
146 AMTM AMENTUM HOLDINGS INC COM Industrials 16,349.0 $426K 0.02% NEW $26.08 -13.2%
147 DOV Dover Corporation Industrials 1,977.0 $412K 0.02% $208.45 +1.1%
148 WM Waste Management, INC. Industrials 1,790.0 $411K 0.02% +340.0 +23.4% $229.79 -3.1%
149 FAST Fastenal Co Industrials 8,726.0 $405K 0.02% $46.40 -5.2%
150 ZTS Zoetis Inc Healthcare 3,411.0 $403K 0.02% -12K -78.3% $118.21 -34.3%
151 PNC Pnc Finl Services Gp Inc Financial Services 1,915.0 $399K 0.02% $208.14 +2.7%
152 NEU Newmarket Corporation Basic Materials 609.0 $390K 0.01% -20.0 -3.2% $640.95 +9.3%
153 XLU Select Sector Spdr Trust The Utilities Select Sect 8,402.0 $386K 0.01% -6K -40.2% $45.89 -3.4%
154 XLV Sector Spdr Health Fund 2,624.0 $385K 0.01% -4K -62.6% $146.61 +0.5%
155 INTC Intel Corp Technology 8,698.0 $384K 0.01% $44.13 +145.1%
156 NUE Nucor Corp Basic Materials 2,248.0 $380K 0.01% $169.10 +33.9%
157 DGRW WisdomTree US Quality Dividend Gr ETF 4,232.0 $372K 0.01% NEW $87.83 +8.5%
158 BIIB Biogen Idec Inc Healthcare 2,009.0 $368K 0.01% $183.33 +3.9%
159 VOE Vanguard Mid Cap Value 1,949.0 $359K 0.01% $184.28 +3.7%
160 CVLC CALVERT US LRG CAP RESPO INDX ETF 4,463.0 $357K 0.01% -413.0 -8.5% $80.06 +13.6%
Page 8 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%