Heritage Wealth Advisors Reduced Holdings in Q3 2025

Heritage Wealth Advisors

  • $2.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
-1.26M
- 99.7%
$31.41 - $36.33 $39.5M - $45.6M
3.79K $119K
PEP
Pepsico Inc

Consumer Defensive
-263K
- 93.19%
$133.81 - $152.16 $35.3M - $40.1M
19.3K $2.71M
VALQ
American Centy ETF Tr Stoxx Us

ETFs
-38.8K
- 66.12%
$61.0 - $64.72 $2.36M - $2.51M
19.9K $1.28M
ISRG
Intuitive Surgical Inc

Healthcare
-109
- 6.02%
$433.66 - $544.47 $47.3K - $59.3K
1.7K $761K
INTU
Intuit Inc

Technology
-133
- 10.93%
$646.03 - $807.39 $85.9K - $107K
1.08K $740K
UBSI
United Bankshares Inc

Financial Services
-5.47K
- 29.33%
$35.03 - $38.73 $192K - $212K
13.2K $490K
VHT
Vanguard Health Care ETF

ETFs
-750
- 59.43%
$239.12 - $259.95 $179K - $195K
512 $132K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-1.78K
- 89.97%
$94.73 - $102.36 $168K - $182K
198 $19K
VIG
Vanguard Dividend Appreciation

ETFs
-600
- 1.37%
N/A
43K $7.84M
F
Ford Motor CO

Consumer Cyclical
-10.1K
- 62.34%
$10.82 - $12.09 $110K - $123K
6.13K $73K
ACN
Accenture PLC

Technology
-218
- 30.83%
$232.56 - $304.78 $50.7K - $66.4K
489 $120K
PG
Procter & Gamble CO

Consumer Defensive
-129
- 1.34%
$150.47 - $161.22 $19.4K - $20.8K
9.51K $1.46M
UPS
United Parcel Service Inc

Industrials
-290
- 13.07%
$82.58 - $105.54 $23.9K - $30.6K
1.93K $161K
ADBE
Adobe Inc.

Technology
-27
- 2.31%
$333.65 - $392.1 $9.01K - $10.6K
1.14K $402K
CB
Chubb LTD

Financial Services
-148
- 15.83%
$265.99 - $289.59 $39.4K - $42.9K
787 $222K
IBM
International Business Machines Corp

Technology
-1
- 0.03%
$234.77 - $292.47 $235 - $292
3.73K $1.05M
ZTS
Zoetis Inc.

Healthcare
-16
- 0.35%
$141.13 - $159.19 $2.26K - $2.55K
4.51K $660K
CRM
Salesforce, Inc.

Technology
-54
- 6.42%
$231.66 - $273.65 $12.5K - $14.8K
787 $186K
DEO
Diageo PLC

Consumer Defensive
-134
- 3.18%
$93.64 - $115.33 $12.5K - $15.5K
4.09K $389K
VGT
Vanguard Information Technolog

ETFs
-137
- 15.01%
$656.44 - $753.15 $89.9K - $103K
776 $579K
GM
General Motors CO

Consumer Cyclical
-734
- 45.51%
$48.89 - $61.24 $35.9K - $45K
879 $53K
DHR
Danaher Corp

Healthcare
-134
- 8.94%
$181.46 - $212.2 $24.3K - $28.4K
1.37K $270K
LLY
Eli Lilly & CO

Healthcare
-9
- 0.83%
$625.65 - $812.69 $5.63K - $7.31K
1.08K $824K
CSCO
Cisco Systems, Inc.

Technology
-75
- 0.35%
$66.2 - $71.79 $4.97K - $5.38K
21.1K $1.45M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-50
- 94.34%
$366.54 - $479.53 $18.3K - $24K
3 $1K
WM
Waste Management Inc

Industrials
-15
- 0.81%
$213.88 - $237.1 $3.21K - $3.56K
1.84K $406K
DIS
Walt Disney CO

Communication Services
-10
- 0.58%
$112.25 - $124.0 $1.12K - $1.24K
1.72K $197K
USB
Us Bancorp \De\

Financial Services
-275
- 55.0%
$43.94 - $50.41 $12.1K - $13.9K
225 $10K
WFC
Wells Fargo & Company

Financial Services
-200
- 11.07%
$77.05 - $85.16 $15.4K - $17K
1.61K $134K
XLU
Utilities Sector Spdr

ETFs
-880
- 7.31%
$81.14 - $87.32 $71.4K - $76.8K
11.2K $973K
T
At&T Inc.

Communication Services
-57
- 0.59%
$26.94 - $29.62 $1.54K - $1.69K
9.59K $270K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-13
- 3.86%
$196.15 - $217.83 $2.55K - $2.83K
324 $65K
FISV
Fiserv Inc

Technology
-49
- 1.4%
N/A
3.46K $433K
ET
Energy Transfer LP

Energy
-64
- 1.24%
$17.11 - $18.16 $1.1K - $1.16K
5.1K $87K
OEF
Ishares S&P 100 ETF

ETFs
-18
- 0.16%
N/A
11.5K $3.06M
DVN
Devon Energy Corp

Energy
-200
- 50.0%
$31.75 - $36.99 $6.35K - $7.4K
200 $7K
BDX
Becton Dickinson & CO

Healthcare
-50
- 15.77%
$172.41 - $199.66 $8.62K - $9.98K
267 $49K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-30
- 17.65%
$38.58 - $58.24 $1.16K - $1.75K
140 $5K
WTW
Willis Towers Watson PLC

Financial Services
-27
- 17.53%
$301.83 - $345.45 $8.15K - $9.33K
127 $43K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-78
- 32.5%
$49.57 - $52.57 $3.87K - $4.1K
162 $8K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-511
- 66.71%
$10.78 - $19.82 $5.51K - $10.1K
255 $4K
AON
Aon PLC

Financial Services
-8
- 0.99%
$350.91 - $375.27 $2.81K - $3K
803 $286K
KMI
Kinder Morgan, Inc.

Energy
-51
- 43.59%
$26.23 - $28.5 $1.34K - $1.45K
66 $1K
HWM
Howmet Aerospace Inc.

Industrials
-12
- 17.14%
$171.0 - $196.23 $2.05K - $2.35K
58 $11K
SLB
Schlumberger Limited

Energy
-55
- 3.8%
$32.37 - $37.31 $1.78K - $2.05K
1.39K $47K
TRGP
Targa Resources Corp.

Energy
-3
- 15.79%
$160.52 - $174.4 $482 - $523
16 $2K
ITW
Illinois Tool Works Inc

Industrials
-148
- 5.09%
$252.31 - $269.41 $37.3K - $39.9K
2.76K $719K
Calvert Us Lrg Cap Respo Indx ETF
-400
- 7.58%
N/A
4.88K $0
Blackrock Inc
-88
- 8.53%
N/A
944 $0
Activity Summary
Buys All Purchases 108 New Holdings 33 Increased Positions 75 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email