Heritage Wealth Advisors
CIK:0001591122
Investment Adviser
$5B AUM
570 holdings
Richmond, VA, USA
Heritage Wealth Advisors is an SEC registered investment adviser offering investment advisory and consulting services to high net worth individuals, families, trusts, estates, and institutions. They provide personalized financial strategies and focus on empowering the next generation through continued education and stewardship.
Investment Strategy
Heritage offers independent investment strategies based on clients' time horizon, risk tolerance, cash flow needs, and other personal preferences, with a fee-only basis.
Top Buys
I
IEFAiShares Core MSCI EAFE+$75.8M
I
IVVIShares S&P 500 Index+$34.5M
M
MSFTMicrosoft Corp+$20.3M
B
BNBrookfield Corporation+$10.5M
G
GOOGAlphabet Inc. Class C+$8.5M
Top Sells
I
ITOTiShares Core S&P Total US Stock Mkt-$29.5M
B
BRK-BBerkshire Hathaway Cl B-$6.2M
P
PEPPepsico Incorporated-$5.8M
C
COPConocophillips-$5.8M
J
JNJJohnson & Johnson-$4.7M
Top Holdings
I
IVVIShares S&P 500 Index+19.4%$408.0M
I
IEFAiShares Core MSCI EAFE+9.8%$206.3M
M
MSFTMicrosoft Corp+3.9%$81.8M
R
RTXRaytheon Technologies Ord+3.3%$69.1M
I
IWSiShares Russell Midcap Value+3.2%$68.1M
Equity Positions (556)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | IShares S&P 500 Index | 19.38% | $408.0M | 657,131 | $359.75 | $620.90 | +$34.5M |
I IEFA | iShares Core MSCI EAFE | 9.80% | $206.3M | 2,470,819 | $71.68 | $83.48 | +$75.8M |
M MSFT | Microsoft Corp | 3.88% | $81.8M | 164,411 | $198.77 | $497.41 | +$20.3M |
R RTX | Raytheon Technologies Ord | 3.28% | $69.1M | 473,306 | $82.87 | $146.02 | +$6.1M |
I IWS | iShares Russell Midcap Value | 3.23% | $68.1M | 515,391 | $101.65 | $132.14 | +$3.5M |
Industry Allocation
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.5%
FIRE, MARINE & CASUALTY INSURANCE
+5.9%
PHARMACEUTICAL PREPARATIONS
+4.9%
SERVICES-PREPACKAGED SOFTWARE
+4.1%
SERVICES-BUSINESS SERVICES, NEC
+3.3%