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
$253,000 0.01% of portfolio
3,449
Q3 2025 Reduced 4.43%
$25.7B
$317,000 0.01% of portfolio
1,905
Q1 2025 Reduced 3.79%
$170B
$155,000 0.01% of portfolio
1,079
Q1 2025 Added 4.25%
$24.1B
$280,000 0.01% of portfolio
2,000
Q3 2022 Added 1.6%
$57.9B
$257,000 0.01% of portfolio
1,200
Q1 2025 Reduced 0.5%
$47B
$124,000 0.01% of portfolio
254
Q1 2025 Reduced 1.17%
$14.1B
$147,000 0.01% of portfolio
911
Q3 2023 Reduced 0.98%
$144B
$304,000 0.01% of portfolio
665
Q1 2025 Reduced 0.3%
$120B
$119,000 0.01% of portfolio
3,789
Q3 2025 Reduced 99.7%
$150B
$134,000 0.01% of portfolio
2,274
Q2 2025 Added 3.13%
$69.4B
$312,000 0.01% of portfolio
3,808
Q1 2025 Reduced 0.83%
$160B
$270,000 0.01% of portfolio
1,365
Q3 2025 Reduced 8.94%
$82.8B
$291,000 0.01% of portfolio
1,013
Q1 2025 Reduced 8.98%
$317B
$134,000 0.01% of portfolio
1,606
Q3 2025 Reduced 11.07%
$123B
$222,000 0.01% of portfolio
787
Q3 2025 Reduced 15.83%
$78.4B
$146,000 0.01% of portfolio
1,100
Q2 2023 Reduced 9.09%
$72.4B
$286,000 0.01% of portfolio
803
Q3 2025 Reduced 0.99%
$2.6B
$197,000 0.01% of portfolio
7,985
Q4 2024 New
$53.4B
$160,000 0.01% of portfolio
2,063
Q1 2025 Reduced 3.1%
$152B
$120,000 0.01% of portfolio
489
Q3 2025 Reduced 30.83%
$230M
$128,000 0.01% of portfolio
1,125
Q2 2020 Added 247.22%
$114B
$257,000 0.01% of portfolio
1,193
Q4 2023 Reduced 8.18%
$0
$113,000 0.01% of portfolio
1,593
Q3 2025 Added 0.25%
$3.85B
$174,000 0.01% of portfolio
3,000
Q2 2020 Reduced 28.98%
$86.7B
$322,000 0.01% of portfolio
530
Q1 2025 Reduced 10.77%
$0
$128,000 0.01% of portfolio
526
Q1 2025 New
$181B
$270,000 0.01% of portfolio
9,586
Q3 2025 Reduced 0.59%
$0
$110,000 0.01% of portfolio
3,000
Q3 2023 Reduced 20.0%
$0
$137,000 0.01% of portfolio
2,494
Q3 2025 Added 13.36%
$11.7B
$120,000 0.01% of portfolio
1,115
Q2 2024 Reduced 86.0%
$0
$132,000 0.01% of portfolio
512
Q3 2025 Reduced 59.43%
$22.4B
$150,000 0.01% of portfolio
2,236
Q3 2023 Reduced 14.53%
$96.7B
$252,000 0.01% of portfolio
5,011
Q2 2024 Reduced 8.94%
$1.29T
$151,000 0.01% of portfolio
340
Q3 2025 Added 8.63%
$11.3B
$243,000 0.01% of portfolio
1,918
Q2 2020 Reduced 69.02%
$13.5B
$243,000 0.01% of portfolio
3,000
Q2 2025 Reduced 0.07%
$111B
$1,000 0.0% of portfolio
3
Q3 2025 Reduced 94.34%
$15.6B
$80,000 0.0% of portfolio
590
Q1 2025 Reduced 1.99%
$9.99B
$15,000 0.0% of portfolio
174
Q4 2024 New
$33.9B
$39,000 0.0% of portfolio
157
Q4 2022 Added 61.78%
$27B
$4,000 0.0% of portfolio
32
Q1 2025 Reduced 17.95%
$0
$18,000 0.0% of portfolio
432
Q3 2024 New
Playstar Corp New Shs (Nv)
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 97.73%
$0
$2,000 0.0% of portfolio
49
Q3 2025 New
$0
$7,000 0.0% of portfolio
160
Q2 2024 Reduced 90.8%
$0
$0 0.0% of portfolio
0
Q3 2025 New
$0
$0 0.0% of portfolio
100
Q2 2024 Reduced 94.45%
$0
$38,000 0.0% of portfolio
183
Q2 2025 Added 190.48%
$0
$17,000 0.0% of portfolio
60
Q2 2025 New

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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