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CIK: 0001591122
Total reported value
$2.9B
$2.9B
593 檔
24.0%
According to the latest 13F quarterly dataset, Heritage Wealth Advisors managed an equity portfolio of $2.9B at the end of Q1 2025, spanning 593 distinct U.S. exchange-listed positions.
In Q1 2025, Heritage Wealth Advisors displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 593 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.92% | +2.03% | +10.68% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.61% | +0.83% | -0.44% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.39% | -0.18% | +2.88% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 3.27% | -0.09% | -0.28% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.26% | -0.05% | -0.30% | |
| 6 | RTX | Rtx CORP | Stock-Industrials | 3.19% | -0.37% | +1.18% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.11% | +0.03% | -0.63% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 3.07% | -0.17% | +2.32% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.06% | -0.03% | +0.63% | |
| 10 | BN | Brookfield CORP | Stock-Financials | 2.91% | -0.16% | +2.24% | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 2.88% | -0.06% | +3.46% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.86% | +0.13% | +3.86% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.84% | -0.25% | +3.52% | |
| 14 | PGR | Progressive CORP | Stock-Financials | 2.64% | -0.01% | -0.95% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.57% | -0.15% | +5.71% | |
| 16 | COP | Conocophillips | Stock-Energy | 2.37% | -0.66% | +5.92% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.31% | +0.57% | -0.31% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 2.23% | -0.39% | +0.11% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.19% | -0.03% | +6.12% | |
| 20 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.09% | — | -6.88% | |
| 21 | DUK | Duke Energy CORP | Stock-Utilities | 2.00% | -0.23% | +2.33% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 1.84% | -0.05% | +2.63% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.82% | -0.30% | +4.08% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.72% | -0.09% | +3.27% | |
| 25 | WMB | Williams Cos Inc | Stock-Energy | 1.30% | -0.10% | +5.16% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.96% | — | -0.01% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | — | +416.88% | |
| 28 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.87% | -0.02% | — | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.70% | — | -0.01% | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 0.63% | -0.04% | -0.40% | |
| 31 | EPD | Enterprise Products Partners | Stock-Energy | 0.63% | -0.08% | -2.31% | |
| 32 | MKL | Markel Group Inc | Stock-Financials | 0.58% | -0.05% | -15.90% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | +0.01% | -82.72% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.44% | -0.04% | -7.68% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | -0.04% | -0.13% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | -0.03% | +11.87% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.28% | — | +0.04% | |
| 38 | MO | Altria Group Inc | Stock-Consumer Staples | 0.27% | -0.02% | -0.17% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.27% | — | — | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | +0.01% | -0.01% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.07% | +0.12% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.21% | EXIT | |
| 43 | FRFHF | Fairfax Financial Hldgs LTD | Stock-Other | 0.20% | — | — | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.20% | +0.04% | -3.18% | |
| 45 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.19% | — | — | |
| 46 | VALQ | American Century US Quality | ETF-Other | 0.18% | — | +15.48% | |
| 47 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.16% | — | -5.48% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | -0.06% | -3.53% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.12% | — | — | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.12% | — | — |
According to official SEC Form 13F filings, Heritage Wealth Advisors reported a total U.S. public equity portfolio value of $2.9B across 593 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, BRK-B) accounted for 24.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $373.5M
During Q1 2025, Heritage Wealth Advisors's top holdings by market value included IVV (18.9%)、IEFA (6.6%)、BRK-B (3.4%). The largest single position, IVV, represented 18.9% of total portfolio value.
In Q1 2025, Heritage Wealth Advisors made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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