Heritage Wealth Advisors Portfolio Holdings

Heritage Wealth Advisors

  • $2.19 Billion
  • Q3 2025

Heritage Wealth Advisors has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.19 Billion distributed in 600 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $439M, Ishares Tr with a value of $224M, Alphabet Inc. with a value of $89M, Microsoft Corp with a value of $85.9M, and Raytheon Technologies Corp with a value of $78.2M.

Examining the 13F form we can see an increase of $166M in the current position value, from $2.03B to 2.19B.

Below you can find more details about Heritage Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $2.19 Billion
ETFs: $990 Million
Financial Services: $262 Million
Industrials: $188 Million
Technology: $181 Million
Consumer Cyclical: $129 Million
Healthcare: $125 Million
Communication Services: $99.6 Million
Energy: $90.3 Million
Other: $129 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.55 Million 0.12% of portfolio
34,774
Q3 2025 New
$34.1B
$2.32 Million 0.11% of portfolio
13,416
Q4 2024 Reduced 1.29%
$140B
$2.5 Million 0.11% of portfolio
9,947
Q2 2025 Reduced 0.17%
$404B
$2.15 Million 0.1% of portfolio
2,327
Q2 2025 Reduced 6.28%
$453B
$2.26 Million 0.1% of portfolio
3
Q1 2025 New
$0
$2.15 Million 0.1% of portfolio
22,305
Q1 2025 Reduced 5.17%
$76.2B
$1.92 Million 0.09% of portfolio
30,772
Q2 2025 Reduced 1.51%
$11.9B
$1.68 Million 0.08% of portfolio
21,975
Q4 2024 Reduced 0.49%
$0
$1.77 Million 0.08% of portfolio
5,382
Q3 2025 Added 1.34%
$0
$1.74 Million 0.08% of portfolio
40,023
Q3 2025 Added 1.43%
$59.5B
$1.8 Million 0.08% of portfolio
39,407
Q3 2025 Added 0.53%
$96.9B
$1.44 Million 0.07% of portfolio
3,410
Q1 2025 Reduced 0.15%
$346B
$1.46 Million 0.07% of portfolio
9,511
Q3 2025 Reduced 1.34%
$414B
$1.5 Million 0.07% of portfolio
6,474
Q3 2025 Added 0.03%
$319B
$1.45 Million 0.07% of portfolio
21,126
Q3 2025 Reduced 0.35%
$303B
$1.49 Million 0.07% of portfolio
9,603
Q2 2025 Added 0.37%
$228B
$1.25 Million 0.06% of portfolio
9,299
Q2 2025 Reduced 5.47%
$0
$1.3 Million 0.06% of portfolio
3,548
Q1 2025 Reduced 11.52%
$65.7B
$1.32 Million 0.06% of portfolio
4,384
Q3 2025 Added 0.02%
$0
$1.28 Million 0.06% of portfolio
19,860
Q3 2025 Reduced 66.12%
$1.37T
$1.27 Million 0.06% of portfolio
1,734
Q3 2025 Added 5.15%
$291B
$1.23 Million 0.06% of portfolio
2,568
Q1 2025 Reduced 0.08%
$266B
$1.05 Million 0.05% of portfolio
3,725
Q3 2025 Reduced 0.03%
$139B
$1.06 Million 0.05% of portfolio
3,199
Q3 2025 Reduced 1.17%
$306B
$1.08 Million 0.05% of portfolio
16,275
Q3 2025 Reduced 2.4%
$0
$1.06 Million 0.05% of portfolio
4,368
Q3 2025 Added 0.16%
$328B
$1.09 Million 0.05% of portfolio
3,636
Q1 2025 Reduced 0.08%
$1.3B
$1.01 Million 0.05% of portfolio
18,062
Q3 2025 Added 1.51%
$187B
$1.15 Million 0.05% of portfolio
6,898
Q1 2025 Reduced 0.78%
$0
$992,000 0.05% of portfolio
25,665
Q3 2025 Added 0.07%
$49.1B
$1.2 Million 0.05% of portfolio
1,001
Q1 2025 Reduced 0.2%
$413B
$1 Million 0.05% of portfolio
19,424
Q2 2025 Reduced 28.51%
$197B
$995,000 0.05% of portfolio
4,861
Q1 2025 Reduced 7.16%
$270B
$864,000 0.04% of portfolio
5,436
Q3 2025 Added 0.09%
$0
$804,000 0.04% of portfolio
5,652
Q1 2025 Reduced 12.15%
$75.4B
$781,000 0.04% of portfolio
5,957
Q4 2024 Reduced 0.33%
$0
$910,000 0.04% of portfolio
16,909
Q3 2023 Reduced 3.67%
$0
$890,000 0.04% of portfolio
6,396
Q3 2025 Added 18.82%
$0
$959,000 0.04% of portfolio
1,598
Q2 2025 Reduced 25.74%
$0
$973,000 0.04% of portfolio
11,162
Q3 2025 Reduced 7.31%
$222B
$788,000 0.04% of portfolio
1,626
Q1 2025 Reduced 23.48%
$971B
$824,000 0.04% of portfolio
1,081
Q3 2025 Reduced 0.83%
$0
$836,000 0.04% of portfolio
4,487
Q2 2025 Added 18.48%
$78.2B
$902,000 0.04% of portfolio
2,793
Q1 2025 Reduced 34.31%
$50.4B
$888,000 0.04% of portfolio
14,528
Q3 2025 Added 0.14%
$265B
$826,000 0.04% of portfolio
1,038
Q1 2025 Reduced 10.29%
$398M
$710,000 0.03% of portfolio
65,277
Q3 2025 New
$183B
$556,000 0.03% of portfolio
1,973
Q1 2025 Reduced 36.82%
$0
$646,000 0.03% of portfolio
19,028
Q4 2024 Reduced 5.72%

Summary

  • Portfolio
  • No. of Stocks 600
  • Current Value $2.19 Billion
  • Prior Value $2.03 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 33 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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