HoldingsChannel.com
Heritage Wealth Advisors Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
IShares S&P 500 Index (IVV) 623,714 -1,035 $201,609
     IVV623,714-1,035$201,609
Invesco S&P 500 Equal Weight ETF (RSP) 905,222 +55,359 $104,752
     RSP905,222+55,359$104,752
Ishares Russell 2000 (IWM) 320,661 +3,799 $53,124
     IWM320,661+3,799$53,124
iShares Core MSCI EAFE (IEFA) 582,626 +37,527 $38,011
     IEFA582,626+37,527$38,011
Schwab US Tips ETF (SCHP) 514,587 +46,742 $29,141
     SCHP514,587+46,742$29,141
iShares US Home Construction (ITB) 500,013 +15,673 $22,211
     ITB500,013+15,673$22,211
iShares Russell Midcap Value (IWS) 214,025 +12,951 $20,283
     IWS214,025+12,951$20,283
iShares Core MSCI Emerging Markets ETF (IEMG) 332,425 +57,909 $17,871
     IEMG332,425+57,909$17,871
Markel Corp 14,300 -776 $16,347
     MKL14,300-776$16,347
Vanguard Dividend Appreciation (VIG) 99,637 +1,861 $12,421
     VIG99,637+1,861$12,421
Apple Computer Inc 35,062 +2,147 $10,296
     AAPL35,062+2,147$10,296
Microsoft Corp 52,541 +707 $8,286
     MSFT52,541+707$8,286
iShares Short Maturity Bond ETF (NEAR) 160,997 -11,460 $8,090
     NEAR160,997-11,460$8,090
Pepsico Incorporated 57,116 +3,364 $7,806
     PEP57,116+3,364$7,806
Berkshire Hathaway Cl B      $6,514
     BRK.B28,759+2,443$6,514
Johnson & Johnson 42,146 +4,568 $6,148
     JNJ42,146+4,568$6,148
Philip Morris Intl Inc 69,240 +1,899 $5,892
     PM69,240+1,899$5,892
Exxon Mobil Corporation 78,585 +8,349 $5,484
     XOM78,585+8,349$5,484
Disney Walt Co 37,438 +3,919 $5,415
     DIS37,438+3,919$5,415
iShares Core S&P Mid Cap ETF (IJH) 25,589 +238 $5,267
     IJH25,589+238$5,267
Wal Mart Stores Inc 43,597 +4,497 $5,181
     WMT43,597+4,497$5,181
JPMorgan Alerian MLP ETN 237,190 +54,160 $5,173
     AMJ237,190+54,160$5,173
Ishares Russell 2000 Value ETF (IWN) 39,588 -1,199 $5,090
     IWN39,588-1,199$5,090
Altria Group Inc 101,183 -2,587 $5,050
     MO101,183-2,587$5,050
SPDR S&P 500 Index (SPY) 14,734 -1,316 $4,742
     SPY14,734-1,316$4,742
Union Pacific Corp 25,146 +3,367 $4,546
     UNP25,146+3,367$4,546
United Technologies Corp 29,187 +3,966 $4,371
     UTX29,187+3,966$4,371
Unitedhealth Group Inc 14,373 +2,016 $4,225
     UNH14,373+2,016$4,225
Medtronic Inc 34,570 +6,224 $3,922
     MDT34,570+6,224$3,922
Alphabet Inc. Class C 2,908 +325 $3,888
     GOOG2,908+325$3,888
Mastercard Inc 13,023 +1,741 $3,888
     MA13,023+1,741$3,888
U S Bancorp Del New 61,417 +11,051 $3,641
     USB61,417+11,051$3,641
Utd Dominion Rlty Tr Inc 70,381 UNCH $3,287
     UDR70,381UNCH$3,287
Progressive Corp Ohio 37,176 +8,668 $2,691
     PGR37,176+8,668$2,691
Truist Finl Corp Com 47,690 +47,690 $2,686
     TFC47,690+47,690$2,686
Visa Inc 12,187 +40 $2,290
     V12,187+40$2,290
Atlantic Un Bankshares Corp (AUB) 56,313 -3,627 $2,115
     AUB56,313-3,627$2,115
Brookfield Infra Ptnrs 35,944 +2,420 $1,797
     BIP35,944+2,420$1,797
Mondelez Intl Inc Cl A 32,005 +609 $1,763
     MDLZ32,005+609$1,763
Dominion Res Inc Va New 20,583 +772 $1,705
     D20,583+772$1,705
iShares MSCI EAFE (EFA) 24,009 +84 $1,667
     EFA24,009+84$1,667
Brookfield Asset Mgmt 28,767 +1,090 $1,663
     BAM28,767+1,090$1,663
C S X Corp 22,610 -1 $1,636
     CSX22,610-1$1,636
Mc Donalds Corp 8,209 +911 $1,622
     MCD8,209+911$1,622
Alphabet Inc. Class A 1,210 +14 $1,621
     GOOGL1,210+14$1,621
Vanguard Total Stock Mkt (VTI) 9,600 +447 $1,571
     VTI9,600+447$1,571
Marsh & Mc Lennan Co Inc 13,853 +13 $1,543
     MMC13,853+13$1,543
Magellan Midstream Ptnrs 23,755 +2,230 $1,493
     MMP23,755+2,230$1,493
Ishares Russell Midcap (IWR) 24,984 UNCH $1,490
     IWR24,984UNCH$1,490
Home Depot Inc 6,684 +596 $1,460
     HD6,684+596$1,460

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 12/31/2019: $757,182
At 09/30/2019: $678,586

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 - 2020, 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.