HoldingsChannel.com
Heritage Wealth Advisors Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
IShares S&P 500 Index (IVV) 624,749 +1,548 $186,500
     IVV624,749+1,548$186,500
Invesco S&P 500 Equal Weight ETF (RSP) 849,863 +71,431 $91,853
     RSP849,863+71,431$91,853
Ishares Russell 2000 (IWM) 316,862 +6,157 $47,953
     IWM316,862+6,157$47,953
iShares Core MSCI EAFE (IEFA) 545,099 +21,902 $33,289
     IEFA545,099+21,902$33,289
Schwab US Tips ETF (SCHP) 467,845 +40,897 $26,554
     SCHP467,845+40,897$26,554
iShares US Home Construction (ITB) 484,340 +6,220 $20,976
     ITB484,340+6,220$20,976
iShares Russell Midcap Value (IWS) 201,074 +7,725 $18,036
     IWS201,074+7,725$18,036
Markel Corp 15,076 -3,318 $17,818
     MKL15,076-3,318$17,818
iShares Core MSCI Emerging Markets ETF (IEMG) 274,516 +1,928 $13,456
     IEMG274,516+1,928$13,456
Vanguard Dividend Appreciation (VIG) 97,776 +8,974 $11,692
     VIG97,776+8,974$11,692
iShares Short Maturity Bond ETF (NEAR) 172,457 -13,465 $8,681
     NEAR172,457-13,465$8,681
Apple Computer Inc 32,915 +693 $7,372
     AAPL32,915+693$7,372
Pepsico Incorporated 53,752 +2,776 $7,369
     PEP53,752+2,776$7,369
Microsoft Corp 51,834 -987 $7,206
     MSFT51,834-987$7,206
Berkshire Hathaway Cl B      $5,474
     BRK.B26,316+3,330$5,474
Philip Morris Intl Inc 67,341 -1,759 $5,113
     PM67,341-1,759$5,113
Exxon Mobil Corporation 70,236 +9,482 $4,959
     XOM70,236+9,482$4,959
iShares Core S&P Mid Cap ETF (IJH) 25,351 -28 $4,898
     IJH25,351-28$4,898
Ishares Russell 2000 Value ETF (IWN) 40,787 -1,208 $4,870
     IWN40,787-1,208$4,870
Johnson & Johnson 37,578 +4,564 $4,861
     JNJ37,578+4,564$4,861
SPDR S&P 500 Index (SPY) 16,050 +1,694 $4,763
     SPY16,050+1,694$4,763
Wal Mart Stores Inc 39,100 +4,126 $4,640
     WMT39,100+4,126$4,640
Disney Walt Co 33,519 +2,478 $4,368
     DIS33,519+2,478$4,368
JPMorgan Alerian MLP ETN 183,030 +20,558 $4,259
     AMJ183,030+20,558$4,259
Altria Group Inc 103,770 -107 $4,244
     MO103,770-107$4,244
Union Pacific Corp 21,779 +3,158 $3,527
     UNP21,779+3,158$3,527
United Technologies Corp 25,221 +3,999 $3,443
     UTX25,221+3,999$3,443
Utd Dominion Rlty Tr Inc 70,381 UNCH $3,412
     UDR70,381UNCH$3,412
Alphabet Inc. Class C 2,583 +279 $3,149
     GOOG2,583+279$3,149
Medtronic Inc 28,346 +4,110 $3,079
     MDT28,346+4,110$3,079
Mastercard Inc 11,282 -186 $3,063
     MA11,282-186$3,063
U S Bancorp Del New 50,366 +8,986 $2,787
     USB50,366+8,986$2,787
Unitedhealth Group Inc 12,357 +624 $2,685
     UNH12,357+624$2,685
Atlantic Un Bankshares Corp (AUB) 59,940 -1,804 $2,232
     AUB59,940-1,804$2,232
Progressive Corp Ohio 28,508 +27,200 $2,202
     PGR28,508+27,200$2,202
Visa Inc 12,147 -1,156 $2,089
     V12,147-1,156$2,089
Suntrust Banks Inc 29,553 -5,438 $2,033
     STI29,553-5,438$2,033
Mondelez Intl Inc Cl A 31,396 -1,079 $1,736
     MDLZ31,396-1,079$1,736
Brookfield Infra Ptnrs 33,524 +178 $1,663
     BIP33,524+178$1,663
Dominion Res Inc Va New 19,811 +399 $1,605
     D19,811+399$1,605
Mc Donalds Corp 7,298 +1,573 $1,567
     MCD7,298+1,573$1,567
C S X Corp 22,611 UNCH $1,566
     CSX22,611UNCH$1,566
iShares MSCI EAFE (EFA) 23,925 +8,301 $1,560
     EFA23,925+8,301$1,560
Brookfield Asset Mgmt 27,677 UNCH $1,469
     BAM27,677UNCH$1,469
Alphabet Inc. Class A 1,196 -84 $1,460
     GOOGL1,196-84$1,460
Chevron Corporation 12,062 +2,820 $1,430
     CVX12,062+2,820$1,430
Magellan Midstream Ptnrs 21,525 +257 $1,426
     MMP21,525+257$1,426
Home Depot Inc 6,088 +1,575 $1,412
     HD6,088+1,575$1,412
Ishares Russell Midcap (IWR) 24,984 +23,424 $1,397
     IWR24,984+23,424$1,397
Coca Cola Company 25,548 +2,087 $1,390
     KO25,548+2,087$1,390

See Full List: All Stocks Held By Heritage Wealth Advisors
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Heritage Wealth Advisors

Size ($ in 1000's)
At 09/30/2019: $678,586
At 06/30/2019: $652,340

Heritage Wealth Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Heritage Wealth Advisors 13F filings. Link to 13F filings: SEC filings

Heritage Wealth Advisors Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.