Heritage Wealth Advisors Portfolio Holdings

Heritage Wealth Advisors

  • $2.03 Billion
  • Q2 2025

Heritage Wealth Advisors has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.03 Billion distributed in 590 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 $408M, Ishares Tr with a value of $206M, Microsoft Corp with a value of $81.8M, Raytheon Technologies Corp with a value of $69.1M, and Ishares Russell Midcap Value E with a value of $68.1M.

Examining the 13F form we can see an increase of $115M in the current position value, from $1.91B to 2.03B.

Below you can find more details about Heritage Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $2.03 Billion
ETFs: $921 Million
Financial Services: $215 Million
Industrials: $177 Million
Technology: $161 Million
Communication Services: $119 Million
Consumer Defensive: $115 Million
Healthcare: $109 Million
Energy: $84.6 Million
Other: $126 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$783,000 0.04% of portfolio
5,652
Q1 2025 Reduced 12.15%
$0
$881,000 0.04% of portfolio
1,598
Q2 2025 Reduced 25.74%
$1.57T
$579,000 0.03% of portfolio
2,557
Q2 2025 Added 630.57%
$0
$623,000 0.03% of portfolio
6,270
Q1 2024 Reduced 7.34%
$135B
$584,000 0.03% of portfolio
2,512
Q1 2025 Reduced 25.97%
$18.7B
$651,000 0.03% of portfolio
2,924
Q1 2025 Reduced 0.14%
$0
$602,000 0.03% of portfolio
19,028
Q4 2024 Reduced 5.72%
$94.6B
$516,000 0.03% of portfolio
1,772
Q1 2025 Reduced 6.83%
$0
$659,000 0.03% of portfolio
11,674
Q2 2025 Added 13.34%
$883M
$524,000 0.03% of portfolio
32,674
Q4 2024 Reduced 1.29%
$1.86B
$669,000 0.03% of portfolio
36,200
Q2 2020 Added 412.02%
$0
$567,000 0.03% of portfolio
3,600
Q1 2025 Reduced 10.0%
$218B
$659,000 0.03% of portfolio
1,626
Q1 2025 Reduced 23.48%
$0
$595,000 0.03% of portfolio
10,453
Q2 2025 Added 0.72%
$85.1B
$516,000 0.03% of portfolio
1,891
Q4 2022 Reduced 7.8%
$103B
$572,000 0.03% of portfolio
6,229
Q2 2025 Added 2.05%
$67.5B
$706,000 0.03% of portfolio
4,530
Q1 2025 Reduced 27.74%
$156B
$550,000 0.03% of portfolio
1,973
Q1 2025 Reduced 36.82%
$0
$508,000 0.03% of portfolio
5,709
Q2 2024 Reduced 14.91%
$34.1B
$517,000 0.03% of portfolio
2,130
Q1 2025 Reduced 0.37%
$105B
$635,000 0.03% of portfolio
4,248
Q2 2025 Reduced 7.33%
$0
$605,000 0.03% of portfolio
913
Q2 2025 Reduced 2.67%
$2.43B
$663,000 0.03% of portfolio
21,196
Q1 2025 Reduced 0.23%
$0
$307,000 0.02% of portfolio
8,103
Q1 2022 New
$51.8B
$425,000 0.02% of portfolio
4,220
Q1 2025 Reduced 8.82%
$37.9B
$498,000 0.02% of portfolio
6,584
Q2 2024 Reduced 18.56%
$0
$352,000 0.02% of portfolio
805
Q2 2025 Reduced 30.96%
$140B
$338,000 0.02% of portfolio
665
Q1 2025 Reduced 0.3%
$0
$320,000 0.02% of portfolio
1,949
Q2 2024 Reduced 73.78%
$55.1B
$479,000 0.02% of portfolio
1,498
Q1 2024 Reduced 1.12%
$42.2B
$400,000 0.02% of portfolio
2,753
Q2 2025 Reduced 2.03%
$0
$313,000 0.02% of portfolio
1,262
Q4 2023 Reduced 4.1%
$73.7B
$360,000 0.02% of portfolio
1,933
Q2 2025 Added 1.52%
$19.5B
$355,000 0.02% of portfolio
4,276
Q2 2025 Added 755.2%
$98.6B
$475,000 0.02% of portfolio
5,193
Q2 2025 Added 0.02%
$0
$481,000 0.02% of portfolio
3,612
Q2 2025 Reduced 2.03%
$128B
$458,000 0.02% of portfolio
1,504
Q2 2025 Reduced 50.35%
$0
$439,000 0.02% of portfolio
11,700
Q1 2024 Reduced 28.36%
$0
$443,000 0.02% of portfolio
4,470
Q2 2025 Added 7.68%
$82.3B
$425,000 0.02% of portfolio
1,858
Q1 2025 Reduced 33.78%
$25.3B
$349,000 0.02% of portfolio
1,905
Q1 2025 Reduced 3.79%
$82.7B
$331,000 0.02% of portfolio
3,361
Q2 2024 Added 100.0%
$268B
$454,000 0.02% of portfolio
1,426
Q1 2025 Reduced 0.28%
$24.3B
$362,000 0.02% of portfolio
708
Q2 2024 Added 60.91%
$59.5B
$504,000 0.02% of portfolio
669
Q4 2024 Added 0.3%
$49.1B
$369,000 0.02% of portfolio
2,637
Q4 2024 Reduced 1.6%
$0
$439,000 0.02% of portfolio
2,330
Q2 2025 Added 0.34%
$79.5B
$439,000 0.02% of portfolio
3,508
Q2 2025 Reduced 0.23%
$158B
$451,000 0.02% of portfolio
1,167
Q2 2025 Added 16.12%

Summary

  • Portfolio
  • No. of Stocks 590
  • Current Value $2.03 Billion
  • Prior Value $1.91 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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