Heritage Wealth Advisors Portfolio Holdings
Heritage Wealth Advisors
- $1.95 Billion
- Q4 2024
Heritage Wealth Advisors has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.95 Billion distributed in 639 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 $354M, Ishares Tr with a value of $122M, Microsoft Corp with a value of $69.4M, Ishares Core S&P Total U.S. St with a value of $68.1M, and Apple Inc. with a value of $67.6M.
Examining the 13F form we can see an decrease of $110M in the current position value, from $2.06B to 1.95B.
Below you can find more details about Heritage Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$1.95 Billion
ETFs: $834 Million
Financial Services: $198 Million
Healthcare: $171 Million
Technology: $158 Million
Industrials: $156 Million
Communication Services: $119 Million
Consumer Defensive: $112 Million
Energy: $81.3 Million
Other: $121 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 639
- Current Value $1.95 Billion
- Prior Value $2.06 Billion
- Filing
- Period Q4 2024
- Filing Date February 11, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 32 stocks
- Additional Purchases 197 stocks
- Sold out of 0 stocks
- Reduced holdings in 152 stocks