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
$40.4B
$348,000 0.02% of portfolio
2,753
Q2 2025 Reduced 2.03%
$92.7B
$492,000 0.02% of portfolio
1,891
Q4 2022 Reduced 7.8%
$49.4B
$415,000 0.02% of portfolio
2,637
Q4 2024 Reduced 1.6%
$54.4B
$463,000 0.02% of portfolio
1,498
Q1 2024 Reduced 1.12%
$79.6B
$394,000 0.02% of portfolio
3,189
Q3 2025 Reduced 5.12%
$255B
$473,000 0.02% of portfolio
1,426
Q1 2025 Reduced 0.28%
$0
$386,000 0.02% of portfolio
805
Q2 2025 Reduced 30.96%
$30.4B
$224,000 0.01% of portfolio
2,723
Q1 2025 Reduced 0.18%
$114B
$171,000 0.01% of portfolio
1,500
Q1 2025 Reduced 3.72%
$0
$321,000 0.01% of portfolio
2,260
Q4 2023 Reduced 11.13%
$38B
$304,000 0.01% of portfolio
2,248
Q2 2025 Reduced 0.66%
$0
$131,000 0.01% of portfolio
4,976
Q1 2025 Reduced 2.93%
$0
$320,000 0.01% of portfolio
8,103
Q1 2022 New
$107B
$266,000 0.01% of portfolio
352
Q1 2025 Reduced 0.85%
$51.8B
$120,000 0.01% of portfolio
531
Q2 2025 Added 0.19%
$143B
$291,000 0.01% of portfolio
8,698
Q3 2025 Reduced 5.44%
$237B
$186,000 0.01% of portfolio
787
Q3 2025 Reduced 6.42%
$213M
$225,000 0.01% of portfolio
46,894
Q4 2023 Reduced 2.3%
$0
$177,000 0.01% of portfolio
2,989
Q4 2024 Reduced 17.06%
$283B
$199,000 0.01% of portfolio
1,556
Q2 2025 Added 3.39%
$8.94B
$206,000 0.01% of portfolio
485
Q1 2025 Added 2.11%
$24.1B
$143,000 0.01% of portfolio
3,382
Q4 2024 Reduced 16.12%
$18B
$138,000 0.01% of portfolio
1,000
Q1 2024 Reduced 0.99%
$10.6B
$133,000 0.01% of portfolio
2,311
Q3 2022 Reduced 7.56%
$53.3B
$247,000 0.01% of portfolio
1,050
Q1 2025 Reduced 1.32%
$0
$252,000 0.01% of portfolio
1,750
Q2 2020 Added 7.36%
$26.6B
$226,000 0.01% of portfolio
2,222
Q4 2023 Reduced 77.5%
$161B
$134,000 0.01% of portfolio
125
Q1 2024 Reduced 8.09%
$141B
$120,000 0.01% of portfolio
4,746
Q2 2025 Reduced 38.63%
$136B
$246,000 0.01% of portfolio
578
Q3 2025 Reduced 2.2%
$23.8B
$323,000 0.01% of portfolio
2,730
Q2 2020 Added 5.08%
$39.9B
$166,000 0.01% of portfolio
1,602
Q1 2025 Reduced 3.14%
$68.7B
$161,000 0.01% of portfolio
1,929
Q3 2025 Reduced 13.07%
$20.5B
$124,000 0.01% of portfolio
614
Q4 2024 Reduced 1.76%
$0
$323,000 0.01% of portfolio
2,288
Q1 2024 Reduced 7.63%
$55.4B
$260,000 0.01% of portfolio
852
Q1 2025 Reduced 2.52%
$55.7B
$149,000 0.01% of portfolio
980
Q2 2024 Added 200.61%
$28.9B
$183,000 0.01% of portfolio
2,042
Q1 2025 Reduced 2.39%
$30.4B
$190,000 0.01% of portfolio
7,321
Q1 2025 Reduced 1.44%
$0
$195,000 0.01% of portfolio
6,132
Q3 2025 Added 616.36%
$35.1B
$225,000 0.01% of portfolio
1,817
Q4 2024 Reduced 3.2%
$156B
$250,000 0.01% of portfolio
2,254
Q1 2025 Reduced 2.59%
$77.2B
$328,000 0.01% of portfolio
1,547
Q2 2025 Added 20.39%
$41.4B
$181,000 0.01% of portfolio
2,020
Q2 2025 Reduced 34.24%
$0
$278,000 0.01% of portfolio
600
Q2 2025 Reduced 9.91%
$5.44B
$313,000 0.01% of portfolio
6,976
Q2 2025 Added 0.65%
$193B
$197,000 0.01% of portfolio
1,722
Q3 2025 Reduced 0.58%
$62.3B
$167,000 0.01% of portfolio
1,493
Q3 2025 Added 15.47%
$20.5B
$219,000 0.01% of portfolio
2,863
Q2 2023 Reduced 33.32%

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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