$1.43 Billion is the total value of Heritage Wealth Advisors's 881 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
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.
Compare quarters
The following issues were detected while analyzing the report:
- The reported total value is incorrect (1429403000.0 != 715522811000.0)
- The reported number of holdings is incorrect (881 != 880)
- The reported has been restated
- The reported has been amended
Export Heritage Wealth Advisors's holdings