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.
