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
$19B
$600,000 0.03% of portfolio
2,924
Q1 2025 Reduced 0.14%
$2.43B
$744,000 0.03% of portfolio
21,089
Q3 2025 Reduced 0.5%
$193B
$761,000 0.03% of portfolio
1,702
Q3 2025 Reduced 6.02%
$1.76B
$623,000 0.03% of portfolio
36,200
Q2 2020 Added 412.02%
$7.74B
$608,000 0.03% of portfolio
735
Q2 2025 Reduced 29.19%
$94.5B
$604,000 0.03% of portfolio
1,772
Q1 2025 Reduced 6.83%
$55.6B
$660,000 0.03% of portfolio
4,514
Q3 2025 Reduced 0.35%
$98.6B
$590,000 0.03% of portfolio
6,229
Q2 2025 Added 2.05%
$74.9B
$719,000 0.03% of portfolio
2,760
Q3 2025 Reduced 5.09%
$1.46T
$714,000 0.03% of portfolio
2,557
Q2 2025 Added 630.57%
$182B
$740,000 0.03% of portfolio
1,084
Q3 2025 Reduced 10.93%
$55.9B
$636,000 0.03% of portfolio
667
Q3 2025 Reduced 0.3%
$0
$579,000 0.03% of portfolio
776
Q3 2025 Reduced 15.01%
$0
$685,000 0.03% of portfolio
11,674
Q2 2025 Added 13.34%
$98.1B
$725,000 0.03% of portfolio
4,248
Q2 2025 Reduced 7.33%
$0
$693,000 0.03% of portfolio
6,270
Q1 2024 Reduced 7.34%
$0
$620,000 0.03% of portfolio
10,350
Q3 2025 Reduced 0.99%
$0
$636,000 0.03% of portfolio
3,600
Q1 2025 Reduced 10.0%
$132B
$528,000 0.02% of portfolio
2,512
Q1 2025 Reduced 25.97%
$268B
$342,000 0.02% of portfolio
2,044
Q1 2025 Reduced 0.39%
$388B
$347,000 0.02% of portfolio
2,148
Q3 2025 Added 0.09%
$0
$340,000 0.02% of portfolio
1,949
Q2 2024 Reduced 73.78%
$57.5B
$397,000 0.02% of portfolio
1,457
Q2 2025 Reduced 3.96%
$53B
$389,000 0.02% of portfolio
4,086
Q3 2025 Reduced 3.18%
$19.3B
$398,000 0.02% of portfolio
4,276
Q2 2025 Added 755.2%
$177B
$458,000 0.02% of portfolio
2,356
Q1 2025 Reduced 32.88%
$23.5B
$414,000 0.02% of portfolio
708
Q2 2024 Added 60.91%
$37.9B
$542,000 0.02% of portfolio
6,584
Q2 2024 Reduced 18.56%
$23.2B
$427,000 0.02% of portfolio
8,726
Q2 2025 Added 94.65%
$168B
$426,000 0.02% of portfolio
5,646
Q3 2025 Reduced 5.66%
$130B
$534,000 0.02% of portfolio
1,504
Q2 2025 Reduced 50.35%
$79.5B
$433,000 0.02% of portfolio
3,459
Q3 2025 Reduced 1.4%
$0
$466,000 0.02% of portfolio
2,338
Q3 2025 Added 0.34%
$64.9B
$341,000 0.02% of portfolio
4,057
Q1 2024 Added 8.19%
$0
$523,000 0.02% of portfolio
5,725
Q3 2025 Added 0.28%
$151B
$402,000 0.02% of portfolio
1,140
Q3 2025 Reduced 2.31%
$29.5B
$451,000 0.02% of portfolio
7,038
Q2 2025 Added 0.31%
$81.2M
$332,000 0.02% of portfolio
78,305
Q1 2024 Reduced 0.63%
$34.9B
$507,000 0.02% of portfolio
2,130
Q1 2025 Reduced 0.37%
$97.3B
$439,000 0.02% of portfolio
5,195
Q3 2025 Added 0.04%
$91.4B
$359,000 0.02% of portfolio
2,314
Q1 2024 Reduced 17.03%
$0
$452,000 0.02% of portfolio
4,515
Q3 2025 Added 1.01%
$0
$506,000 0.02% of portfolio
3,597
Q3 2025 Reduced 0.42%
$172B
$452,000 0.02% of portfolio
10,306
Q2 2025 Added 18.98%
$121B
$400,000 0.02% of portfolio
518
Q2 2025 Reduced 27.96%
$0
$520,000 0.02% of portfolio
11,700
Q1 2024 Reduced 28.36%
$4.9B
$490,000 0.02% of portfolio
13,182
Q3 2025 Reduced 29.33%
$74.3B
$388,000 0.02% of portfolio
1,933
Q2 2025 Added 1.52%
$85.9B
$406,000 0.02% of portfolio
1,843
Q3 2025 Reduced 0.81%

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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