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
$83.8B
$329,000 0.02% of portfolio
1,547
Q2 2025 Added 20.39%
$6.62B
$468,000 0.02% of portfolio
6,976
Q2 2025 Added 0.65%
$66.4B
$428,000 0.02% of portfolio
4,057
Q1 2024 Added 8.19%
$34.3B
$495,000 0.02% of portfolio
7,038
Q2 2025 Added 0.31%
$119B
$379,000 0.02% of portfolio
518
Q2 2025 Reduced 27.96%
$75.4B
$334,000 0.02% of portfolio
1,013
Q1 2025 Reduced 8.98%
$92B
$352,000 0.02% of portfolio
2,314
Q1 2024 Reduced 17.03%
$377M
$426,000 0.02% of portfolio
46,894
Q4 2023 Reduced 2.3%
$177B
$458,000 0.02% of portfolio
2,356
Q1 2025 Reduced 32.88%
$164B
$445,000 0.02% of portfolio
10,306
Q2 2025 Added 18.98%
$23.8B
$366,000 0.02% of portfolio
8,726
Q2 2025 Added 94.65%
$7.38B
$507,000 0.02% of portfolio
735
Q2 2025 Reduced 29.19%
$54.3B
$410,000 0.02% of portfolio
1,457
Q2 2025 Reduced 3.96%
$160B
$415,000 0.02% of portfolio
5,985
Q2 2025 Reduced 3.93%
$23.2B
$105,000 0.01% of portfolio
614
Q4 2024 Reduced 1.76%
$38.3B
$172,000 0.01% of portfolio
1,602
Q1 2025 Reduced 3.14%
$29.4B
$227,000 0.01% of portfolio
2,222
Q4 2023 Reduced 77.5%
$134B
$226,000 0.01% of portfolio
591
Q2 2025 Added 0.17%
$14.3B
$159,000 0.01% of portfolio
911
Q3 2023 Reduced 0.98%
$0
$188,000 0.01% of portfolio
1,975
Q2 2025 New
$0
$304,000 0.01% of portfolio
2,288
Q1 2024 Reduced 7.63%
$148B
$249,000 0.01% of portfolio
2,254
Q1 2025 Reduced 2.59%
$10.7B
$113,000 0.01% of portfolio
2,311
Q3 2022 Reduced 7.56%
$18.1B
$121,000 0.01% of portfolio
1,000
Q1 2024 Reduced 0.99%
$54.9B
$125,000 0.01% of portfolio
980
Q2 2024 Added 200.61%
$119B
$249,000 0.01% of portfolio
1,193
Q4 2023 Reduced 8.18%
$21.5B
$251,000 0.01% of portfolio
2,000
Q3 2022 Added 1.6%
$31.7B
$226,000 0.01% of portfolio
2,723
Q1 2025 Reduced 0.18%
$0
$121,000 0.01% of portfolio
4,976
Q1 2025 Reduced 2.93%
$165B
$206,000 0.01% of portfolio
9,198
Q2 2025 Added 19.81%
$19B
$210,000 0.01% of portfolio
2,863
Q2 2023 Reduced 33.32%
$0
$249,000 0.01% of portfolio
3,609
Q2 2025 Added 0.28%
$55.4B
$151,000 0.01% of portfolio
1,050
Q1 2025 Reduced 1.32%
$115B
$157,000 0.01% of portfolio
1,500
Q1 2025 Reduced 3.72%
$99.5B
$245,000 0.01% of portfolio
352
Q1 2025 Reduced 0.85%
$3.67B
$174,000 0.01% of portfolio
3,000
Q2 2020 Reduced 28.98%
$11.5B
$188,000 0.01% of portfolio
3,000
Q2 2025 Reduced 0.07%
$4.24B
$212,000 0.01% of portfolio
3,600
Q4 2023 Added 20.0%
$54.2B
$116,000 0.01% of portfolio
531
Q2 2025 Added 0.19%
$411B
$304,000 0.01% of portfolio
2,146
Q4 2024 Added 0.85%
$38.5B
$291,000 0.01% of portfolio
2,248
Q2 2025 Reduced 0.66%
$264B
$188,000 0.01% of portfolio
1,556
Q2 2025 Added 3.39%
$244B
$251,000 0.01% of portfolio
2,044
Q1 2025 Reduced 0.39%
$157B
$211,000 0.01% of portfolio
707
Q2 2025 Added 0.14%
$176B
$279,000 0.01% of portfolio
9,643
Q2 2025 Added 0.59%
$89.1B
$264,000 0.01% of portfolio
530
Q1 2025 Reduced 10.77%
$286B
$106,000 0.01% of portfolio
1,075
Q2 2024 Reduced 3.42%
$56.6B
$213,000 0.01% of portfolio
852
Q1 2025 Reduced 2.52%
$30.1B
$189,000 0.01% of portfolio
7,321
Q1 2025 Reduced 1.44%

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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