HoldingsChannel.com
Heritage Wealth Advisors Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
IShares S&P 500 Index (IVV) 698,979 +69,726 $216,467
     IVV698,979+69,726$216,467
Ishares Russell 2000 (IWM) 281,343 +200 $40,283
     IWM281,343+200$40,283
iShares Ultra Short Term Bond ETF (ICSH) 699,617 +699,617 $35,373
     ICSH699,617+699,617$35,373
iShares Core MSCI EAFE (IEFA) 484,521 -77,645 $27,695
     IEFA484,521-77,645$27,695
iShares Core S&P Total US Stock Mkt (ITOT) 377,377 -9,435 $26,205
     ITOT377,377-9,435$26,205
Apple Computer Inc 47,703 +6,580 $17,402
     AAPL47,703+6,580$17,402
Microsoft Corp 77,408 +14,941 $15,753
     MSFT77,408+14,941$15,753
iShares Russell Midcap Value (IWS) 185,526 -163 $14,198
     IWS185,526-163$14,198
Markel Corp 14,854 +1,029 $13,713
     MKL14,854+1,029$13,713
iShares Core MSCI Emerging Markets ETF (IEMG) 287,653 -32,896 $13,692
     IEMG287,653-32,896$13,692
Pepsico Incorporated 94,776 +21,535 $12,535
     PEP94,776+21,535$12,535
Unitedhealth Group Inc 41,860 +22,367 $12,347
     UNH41,860+22,367$12,347
Vanguard Dividend Appreciation (VIG) 97,353 -3,189 $11,408
     VIG97,353-3,189$11,408
Berkshire Hathaway Cl B      $11,273
     BRK.B63,148+24,510$11,273
Johnson & Johnson 73,815 +14,641 $10,381
     JNJ73,815+14,641$10,381
Disney Walt Co 91,607 +37,375 $10,215
     DIS91,607+37,375$10,215
Alphabet Inc. Class C 7,040 +2,167 $9,952
     GOOG7,040+2,167$9,952
Merck & Co Inc 128,648 +61,549 $9,948
     MRK128,648+61,549$9,948
Brookfield Asset Mgmt 295,712 +203,172 $9,729
     BAM295,712+203,172$9,729
Union Pacific Corp 55,994 +27,445 $9,467
     UNP55,994+27,445$9,467
Dominion Res Inc Va New 114,883 +32,481 $9,326
     D114,883+32,481$9,326
Comcast Corp New Cl A 237,818 +95,449 $9,270
     CMCSA237,818+95,449$9,270
Wal Mart Stores Inc 71,827 +13,946 $8,603
     WMT71,827+13,946$8,603
Medtronic Inc 89,773 +34,608 $8,232
     MDT89,773+34,608$8,232
Home Depot Inc 32,738 +10,000 $8,201
     HD32,738+10,000$8,201
Raytheon Technologies Ord 131,300 +131,300 $8,091
     RTX131,300+131,300$8,091
Progressive Corp Ohio 99,003 +33,917 $7,931
     PGR99,003+33,917$7,931
Mastercard Inc 26,474 +9,752 $7,828
     MA26,474+9,752$7,828
U S Bancorp Del New 141,266 +63,747 $5,201
     USB141,266+63,747$5,201
Philip Morris Intl Inc 68,717 +325 $4,814
     PM68,717+325$4,814
SPDR S&P 500 Index (SPY) 14,958 +1 $4,612
     SPY14,958+1$4,612
iShares Core S&P Mid Cap ETF (IJH) 25,387 -138 $4,514
     IJH25,387-138$4,514
TE Connectivity Ltd 53,269 +1,799 $4,344
     TEL53,269+1,799$4,344
Altria Group Inc 98,065 -990 $3,849
     MO98,065-990$3,849
iShares S&P 100 (OEF) 21,709 -2,976 $3,092
     OEF21,709-2,976$3,092
Utd Dominion Rlty Tr Inc 76,795 +7,625 $2,871
     UDR76,795+7,625$2,871
Visa Inc 13,122 +935 $2,535
     V13,122+935$2,535
Ishares U S Pfd Etf (PFF) 61,935 +22,250 $2,145
     PFF61,935+22,250$2,145
Amazon Com Inc 707 +83 $1,950
     AMZN707+83$1,950
Truist Finl Corp Com 51,650 -1,463 $1,939
     TFC51,650-1,463$1,939
Mondelez Intl Inc Cl A 32,495 -240 $1,661
     MDLZ32,495-240$1,661
Mc Donalds Corp 8,996 +427 $1,660
     MCD8,996+427$1,660
Alphabet Inc. Class A 1,151 -72 $1,632
     GOOGL1,151-72$1,632
Facebook Inc Class A 7,070 +103 $1,605
     FB7,070+103$1,605
C S X Corp 22,571 UNCH $1,574
     CSX22,571UNCH$1,574
Jpmorgan Chase & Co 16,176 +105 $1,521
     JPM16,176+105$1,521
Marsh & Mc Lennan Co Inc 13,841 UNCH $1,486
     MMC13,841UNCH$1,486
Exxon Mobil Corporation 32,150 +2,164 $1,438
     XOM32,150+2,164$1,438
Invesco S&P 500 Equal Weight ETF (RSP) 13,832 -517,891 $1,407
     RSP13,832-517,891$1,407
Vanguard Total Stock Mkt (VTI) 8,590 -190 $1,345
     VTI8,590-190$1,345

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 06/30/2020: $714,808
At 03/31/2020: $558,029

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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