HoldingsChannel.com
Heritage Wealth Advisors Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
IShares S&P 500 Index (IVV) 629,253 +5,539 $162,599
     IVV629,253+5,539$162,599
Invesco S&P 500 Equal Weight ETF (RSP) 531,723 -373,499 $44,675
     RSP531,723-373,499$44,675
Ishares Russell 2000 (IWM) 281,143 -39,518 $32,180
     IWM281,143-39,518$32,180
iShares Core MSCI EAFE (IEFA) 562,166 -20,460 $28,046
     IEFA562,166-20,460$28,046
iShares Core S&P Total US Stock Mkt (ITOT) 386,812 +366,832 $22,130
     ITOT386,812+366,832$22,130
iShares Core MSCI Emerging Markets ETF (IEMG) 320,549 -11,876 $12,973
     IEMG320,549-11,876$12,973
Markel Corp 13,825 -475 $12,828
     MKL13,825-475$12,828
iShares Russell Midcap Value (IWS) 185,689 -28,336 $11,901
     IWS185,689-28,336$11,901
Apple Computer Inc 41,123 +6,061 $10,457
     AAPL41,123+6,061$10,457
Vanguard Dividend Appreciation (VIG) 100,542 +905 $10,395
     VIG100,542+905$10,395
Microsoft Corp 62,467 +9,926 $9,852
     MSFT62,467+9,926$9,852
Pepsico Incorporated 73,241 +16,125 $8,796
     PEP73,241+16,125$8,796
Johnson & Johnson 59,174 +17,028 $7,759
     JNJ59,174+17,028$7,759
Berkshire Hathaway Cl B      $7,064
     BRK.B38,638+9,879$7,064
Wal Mart Stores Inc 57,881 +14,284 $6,576
     WMT57,881+14,284$6,576
Dominion Res Inc Va New 82,402 +61,819 $5,949
     D82,402+61,819$5,949
Alphabet Inc. Class C 4,873 +1,965 $5,666
     GOOG4,873+1,965$5,666
Disney Walt Co 54,232 +16,794 $5,239
     DIS54,232+16,794$5,239
Merck & Co Inc 67,099 +58,577 $5,163
     MRK67,099+58,577$5,163
Philip Morris Intl Inc 68,392 -848 $4,990
     PM68,392-848$4,990
Medtronic Inc 55,165 +20,595 $4,975
     MDT55,165+20,595$4,975
Comcast Corp New Cl A 142,369 +124,545 $4,895
     CMCSA142,369+124,545$4,895
Pfizer Incorporated 149,402 +136,470 $4,876
     PFE149,402+136,470$4,876
Unitedhealth Group Inc 19,493 +5,120 $4,861
     UNH19,493+5,120$4,861
Progressive Corp Ohio 65,086 +27,910 $4,806
     PGR65,086+27,910$4,806
Home Depot Inc 22,738 +16,054 $4,245
     HD22,738+16,054$4,245
Brookfield Asset Mgmt 92,540 +63,773 $4,095
     BAM92,540+63,773$4,095
Mastercard Inc 16,722 +3,699 $4,039
     MA16,722+3,699$4,039
Union Pacific Corp 28,549 +3,403 $4,027
     UNP28,549+3,403$4,027
SPDR S&P 500 Index (SPY) 14,957 +223 $3,855
     SPY14,957+223$3,855
Altria Group Inc 99,055 -2,128 $3,830
     MO99,055-2,128$3,830
iShares Core S&P Mid Cap ETF (IJH) 25,525 -64 $3,672
     IJH25,525-64$3,672
United Technologies Corp 34,640 +5,453 $3,268
     UTX34,640+5,453$3,268
TE Connectivity Ltd 51,470 +45,504 $3,242
     TEL51,470+45,504$3,242
iShares S&P 100 (OEF) 24,685 +19,767 $2,928
     OEF24,685+19,767$2,928
Chevron Corporation 38,803 +26,817 $2,812
     CVX38,803+26,817$2,812
U S Bancorp Del New 77,519 +16,102 $2,671
     USB77,519+16,102$2,671
Utd Dominion Rlty Tr Inc 69,170 -1,211 $2,527
     UDR69,170-1,211$2,527
Aptiv Plc 44,203 +44,203 $2,177
     APTV44,203+44,203$2,177
Visa Inc 12,187 UNCH $1,964
     V12,187UNCH$1,964
Mondelez Intl Inc Cl A 32,735 +730 $1,639
     MDLZ32,735+730$1,639
Truist Finl Corp Com 53,113 +5,423 $1,638
     TFC53,113+5,423$1,638
Jpmorgan Chase & Co 16,071 +6,468 $1,447
     JPM16,071+6,468$1,447
Alphabet Inc. Class A 1,223 +13 $1,421
     GOOGL1,223+13$1,421
Mc Donalds Corp 8,569 +360 $1,417
     MCD8,569+360$1,417
iShares MSCI EAFE (EFA) 26,354 +2,345 $1,409
     EFA26,354+2,345$1,409
C S X Corp 22,571 -39 $1,293
     CSX22,571-39$1,293
Ishares U S Pfd Etf (PFF) 39,685 +5,095 $1,264
     PFF39,685+5,095$1,264
Amazon Com Inc 624 +15 $1,217
     AMZN624+15$1,217
Marsh & Mc Lennan Co Inc 13,841 -12 $1,197
     MMC13,841-12$1,197

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 03/31/2020: $558,029
At 12/31/2019: $757,182

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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