HoldingsChannel.com
Heritage Wealth Advisors Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
IShares S&P 500 Index (IVV) 623,201 -4,606 $183,689
     IVV623,201-4,606$183,689
Invesco S&P 500 Equal Weight ETF (RSP) 778,432 +27,934 $83,915
     RSP778,432+27,934$83,915
Ishares Russell 2000 (IWM) 310,705 +5,065 $48,315
     IWM310,705+5,065$48,315
iShares Core MSCI EAFE (IEFA) 523,197 +12,100 $32,124
     IEFA523,197+12,100$32,124
Schwab US Tips ETF (SCHP) 426,948 +15,071 $24,041
     SCHP426,948+15,071$24,041
Markel Corp 18,394 -639 $20,042
     MKL18,394-639$20,042
iShares US Home Construction (ITB) 478,120 +3,640 $18,274
     ITB478,120+3,640$18,274
iShares Russell Midcap Value (IWS) 193,349 -2,007 $17,233
     IWS193,349-2,007$17,233
iShares Core MSCI Emerging Markets ETF (IEMG) 272,588 +51,834 $14,022
     IEMG272,588+51,834$14,022
Vanguard Dividend Appreciation (VIG) 88,802 +685 $10,226
     VIG88,802+685$10,226
iShares Short Maturity Bond ETF (NEAR) 185,922 -3,139 $9,357
     NEAR185,922-3,139$9,357
Microsoft Corp 52,821 +2,756 $7,076
     MSFT52,821+2,756$7,076
Pepsico Incorporated 50,976 +10,991 $6,685
     PEP50,976+10,991$6,685
Apple Computer Inc 32,222 +6,332 $6,377
     AAPL32,222+6,332$6,377
Philip Morris Intl Inc 69,100 -706 $5,426
     PM69,100-706$5,426
Ishares Russell 2000 Value ETF (IWN) 41,995 +4,639 $5,060
     IWN41,995+4,639$5,060
iShares Core S&P Mid Cap ETF (IJH) 25,379 +60 $4,930
     IJH25,379+60$4,930
Altria Group Inc 103,877 -188 $4,919
     MO103,877-188$4,919
Berkshire Hathaway Cl B      $4,900
     BRK.B22,986+1,444$4,900
Exxon Mobil Corporation 60,754 +1,119 $4,656
     XOM60,754+1,119$4,656
Johnson & Johnson 33,014 +3,817 $4,598
     JNJ33,014+3,817$4,598
Disney Walt Co 31,041 +1,518 $4,335
     DIS31,041+1,518$4,335
SPDR S&P 500 Index (SPY) 14,356 +1 $4,206
     SPY14,356+1$4,206
JPMorgan Alerian MLP ETN 162,472 +5,257 $4,080
     AMJ162,472+5,257$4,080
Wal Mart Stores Inc 34,974 -38 $3,864
     WMT34,974-38$3,864
Merck & Co Inc 40,794 -190 $3,421
     MRK40,794-190$3,421
Pfizer Incorporated 76,592 +8,401 $3,318
     PFE76,592+8,401$3,318
Utd Dominion Rlty Tr Inc 70,381 +54,170 $3,159
     UDR70,381+54,170$3,159
Union Pacific Corp 18,621 +550 $3,149
     UNP18,621+550$3,149
Mastercard Inc 11,468 +1,394 $3,034
     MA11,468+1,394$3,034
Unitedhealth Group Inc 11,733 +687 $2,863
     UNH11,733+687$2,863
United Technologies Corp 21,222 +736 $2,763
     UTX21,222+736$2,763
Alphabet Inc. Class C 2,304 +7 $2,490
     GOOG2,304+7$2,490
Medtronic Inc 24,236 +23,465 $2,360
     MDT24,236+23,465$2,360
Visa Inc 13,303 +3,360 $2,309
     V13,303+3,360$2,309
Suntrust Banks Inc 34,991 +225 $2,199
     STI34,991+225$2,199
Atlantic Un Bankshares Corp (AUB) 61,744 +61,744 $2,181
     AUB61,744+61,744$2,181
U S Bancorp Del New 41,380 -1,490 $2,168
     USB41,380-1,490$2,168
Mondelez Intl Inc Cl A 32,475 UNCH $1,750
     MDLZ32,475UNCH$1,750
C S X Corp 22,611 UNCH $1,749
     CSX22,611UNCH$1,749
Dominion Res Inc Va New 19,412 +434 $1,501
     D19,412+434$1,501
Facebook Inc Class A 7,676 +640 $1,481
     FB7,676+640$1,481
Brookfield Infra Ptnrs 33,346 +496 $1,432
     BIP33,346+496$1,432
Alphabet Inc. Class A 1,280 +176 $1,386
     GOOGL1,280+176$1,386
Marsh & Mc Lennan Co Inc 13,841 +12,611 $1,381
     MMC13,841+12,611$1,381
Vanguard Total Stock Mkt (VTI) 9,153 +963 $1,374
     VTI9,153+963$1,374
Magellan Midstream Ptnrs 21,268 +257 $1,361
     MMP21,268+257$1,361
Amazon Com Inc 714 +193 $1,352
     AMZN714+193$1,352
Enterprise Prd Prtnrs Lp 46,261 +362 $1,336
     EPD46,261+362$1,336
iShares Core S&P Total US Stock Mkt (ITOT) 20,053 +1,448 $1,336
     ITOT20,053+1,448$1,336

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 06/30/2019: $652,340
At 03/31/2019: $608,591

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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