HoldingsChannel.com
Heritage Wealth Advisors Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
IShares S&P 500 Index (IVV) 627,807 -1,094 $178,649
     IVV627,807-1,094$178,649
Invesco S&P 500 Equal Weight ETF (RSP) 750,498 +220,448 $78,382
     RSP750,498+220,448$78,382
Ishares Russell 2000 (IWM) 305,640 +36,372 $46,790
     IWM305,640+36,372$46,790
iShares Core MSCI EAFE (IEFA) 511,097 +29,706 $31,059
     IEFA511,097+29,706$31,059
Schwab US Tips ETF (SCHP) 411,877 +2,023 $22,653
     SCHP411,877+2,023$22,653
Markel Corp 19,033 -4,239 $18,961
     MKL19,033-4,239$18,961
iShares Russell Midcap Value (IWS) 195,356 +4,744 $16,969
     IWS195,356+4,744$16,969
iShares US Home Construction (ITB) 474,480 +474,480 $16,721
     ITB474,480+474,480$16,721
iShares Core MSCI Emerging Markets ETF (IEMG) 220,754 +220,754 $11,415
     IEMG220,754+220,754$11,415
Vanguard Dividend Appreciation (VIG) 88,117 -15,577 $9,661
     VIG88,117-15,577$9,661
iShares Short Maturity Bond ETF (NEAR) 189,061 -4,918 $9,498
     NEAR189,061-4,918$9,498
Philip Morris Intl Inc 69,806 +85 $6,170
     PM69,806+85$6,170
Altria Group Inc 104,065 +995 $5,976
     MO104,065+995$5,976
Microsoft Corp 50,065 +5,864 $5,905
     MSFT50,065+5,864$5,905
Apple Computer Inc 25,890 +3,327 $4,918
     AAPL25,890+3,327$4,918
Pepsico Incorporated 39,985 +4,863 $4,900
     PEP39,985+4,863$4,900
Exxon Mobil Corporation 59,635 +10,024 $4,818
     XOM59,635+10,024$4,818
iShares Core S&P Mid Cap ETF (IJH) 25,319 -19,907 $4,795
     IJH25,319-19,907$4,795
Ishares Russell 2000 Value ETF (IWN) 37,356 -788 $4,479
     IWN37,356-788$4,479
Berkshire Hathaway Cl B      $4,328
     BRK.B21,542+3,573$4,328
Johnson & Johnson 29,197 +3,393 $4,081
     JNJ29,197+3,393$4,081
SPDR S&P 500 Index (SPY) 14,355 -188 $4,055
     SPY14,355-188$4,055
JPMorgan Alerian MLP ETN 157,215 +108,048 $4,011
     AMJ157,215+108,048$4,011
Wal Mart Stores Inc 35,012 +5,356 $3,415
     WMT35,012+5,356$3,415
Merck & Co Inc 40,984 -8,172 $3,409
     MRK40,984-8,172$3,409
Disney Walt Co 29,523 +5,331 $3,278
     DIS29,523+5,331$3,278
Amgen Incorporated 16,028 -3,473 $3,045
     AMGN16,028-3,473$3,045
Union Pacific Corp 18,071 +2,089 $3,022
     UNP18,071+2,089$3,022
Pfizer Incorporated 68,191 -14,401 $2,896
     PFE68,191-14,401$2,896
United Parcel Service B 25,817 +5,638 $2,885
     UPS25,817+5,638$2,885
Unitedhealth Group Inc 11,046 +2,224 $2,731
     UNH11,046+2,224$2,731
Alphabet Inc. Class C 2,297 +502 $2,695
     GOOG2,297+502$2,695
United Technologies Corp 20,486 +3,791 $2,640
     UTX20,486+3,791$2,640
Mastercard Inc 10,074 +9,444 $2,372
     MA10,074+9,444$2,372
U S Bancorp Del New 42,870 +7,305 $2,066
     USB42,870+7,305$2,066
Suntrust Banks Inc 34,766 -6,116 $2,060
     STI34,766-6,116$2,060
C S X Corp 22,611 UNCH $1,692
     CSX22,611UNCH$1,692
Mondelez Intl Inc Cl A 32,475 -100 $1,621
     MDLZ32,475-100$1,621
Visa Inc 9,943 UNCH $1,553
     V9,943UNCH$1,553
Union Bankshares Corp (UBSH) 47,604 -41,008 $1,539
     UBSH47,604-41,008$1,539
Dominion Res Inc Va New 18,978 +2,495 $1,455
     D18,978+2,495$1,455
Brookfield Infra Ptnrs 32,850 -23,668 $1,375
     BIP32,850-23,668$1,375
Enterprise Prd Prtnrs Lp 45,899 -30,754 $1,336
     EPD45,899-30,754$1,336
Williams Companies 45,368 -29,795 $1,303
     WMB45,368-29,795$1,303
Alphabet Inc. Class A 1,104 +8 $1,299
     GOOGL1,104+8$1,299
Sector Spdr Health Fund (XLV) 14,019 -6,528 $1,286
     XLV14,019-6,528$1,286
Magellan Midstream Ptnrs 21,011 -11,172 $1,274
     MMP21,011-11,172$1,274
iShares Core S&P Total US Stock Mkt (ITOT) 18,605 -38,279 $1,198
     ITOT18,605-38,279$1,198
Vanguard Total Stock Mkt (VTI) 8,190 UNCH $1,185
     VTI8,190UNCH$1,185
Facebook Inc Class A 7,036 UNCH $1,173
     FB7,036UNCH$1,173

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 03/31/2019: $608,591
At 12/31/2018: $511,789

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

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