$193 Million is the total value of Heritage Wealth Advisors's 99 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ETP | New | ENERGY TRANSFER PARTNERS LPunit ltd prt int | $1,522,000 | – | 74,773 | +100.0% | 0.79% | – |
| T | New | AT&T INC | $836,000 | – | 22,151 | +100.0% | 0.43% | – |
| LOW | New | LOWES COS INC | $234,000 | – | 3,005 | +100.0% | 0.12% | – |
| GIL | New | GILDAN ACTIVEWEAR INC | $225,000 | – | 7,330 | +100.0% | 0.12% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $211,000 | – | 1,208 | +100.0% | 0.11% | – |
| KMX | New | CARMAX INC | $204,000 | – | 3,235 | +100.0% | 0.11% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $205,000 | – | 3,512 | +100.0% | 0.11% | – |
| ABT | New | ABBOTT LABS | $200,000 | – | 4,115 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 40 | Q3 2023 | 46.1% |
| ISHARES TR | 40 | Q3 2023 | 11.2% |
| Markel Group Inc | 40 | Q3 2023 | 10.0% |
| PHILIP MORRIS INTL INC | 40 | Q3 2023 | 6.1% |
| ALTRIA GROUP INC | 40 | Q3 2023 | 3.5% |
| Pepsico Incorporated | 40 | Q3 2023 | 2.3% |
| APPLE INC | 40 | Q3 2023 | 3.1% |
| BERKSHIRE HATHAWAY INC DEL | 40 | Q3 2023 | 2.5% |
| Exxon Mobil Corporation | 40 | Q3 2023 | 2.8% |
| JOHNSON & JOHNSON | 40 | Q3 2023 | 2.6% |
View Heritage Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-11 |
| 13F-HR/A | 2022-03-28 |
View Heritage Wealth Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.