Heritage Wealth Advisors Top Holdings and 13F Report (2025) About Heritage Wealth AdvisorsInvestment ActivityHeritage Wealth Advisors has $2.02 billion in total holdings as of December 31, 2024.Heritage Wealth Advisors owns shares of 639 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 1.22% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Heritage Wealth Advisors has purchased 633 new stocks and bought additional shares in 197 stocks.Heritage Wealth Advisors sold shares of 151 stocks and completely divested from 40 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $353,541,388iShares Core MSCI EAFE ETF $121,772,717Microsoft $69,443,448iShares Core S&P Total U.S. Stock Market ETF $68,075,868Apple $67,607,473 Largest New Holdings this Quarter MicroStrategy $768,362 HoldingD-Wave Quantum $67,074 HoldingBrookfield Infrastructure Corp $59,335 HoldingGoldman Sachs Innovate Equity ETF $31,203 HoldingGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF $29,486 Holding Largest Purchases this Quarter Merck & Co., Inc. 40,230 shares (about $4.00M)Comcast 87,941 shares (about $3.30M)iShares Core MSCI EAFE ETF 42,201 shares (about $2.97M)Alphabet 12,321 shares (about $2.35M)Johnson & Johnson 15,778 shares (about $2.28M) Largest Sales this Quarter Vanguard S&P 500 ETF 48,396 shares (about $26.08M)iShares Core S&P 500 ETF 35,399 shares (about $20.84M)Markel Group 6,680 shares (about $11.53M)Brookfield 94,058 shares (about $5.40M)SPDR S&P 500 ETF Trust 8,410 shares (about $4.93M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHeritage Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$353,541,388$20,838,695 ▼-5.6%600,56617.5%ETFIEFAiShares Core MSCI EAFE ETF$121,772,717$2,965,885 ▲2.5%1,732,6806.0%ETFMSFTMicrosoft$69,443,448$2,150,495 ▼-3.0%164,7533.4%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$68,075,868$455,572 ▼-0.7%529,2793.4%ETFAAPLApple$67,607,473$4,141,201 ▼-5.8%269,9763.4%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$66,561,357$2,143,164 ▲3.3%514,6233.3%ETFGOOGAlphabet$66,196,883$2,346,409 ▲3.7%347,6003.3%Computer and TechnologyBNBrookfield$61,571,383$5,403,630 ▼-8.1%1,071,7393.1%FinanceUNHUnitedHealth Group$57,203,480$595,395 ▲1.1%113,0822.8%MedicalMAMastercard$56,917,445$1,023,125 ▼-1.8%108,0912.8%Business ServicesSPYSPDR S&P 500 ETF Trust$56,627,050$4,928,933 ▼-8.0%96,6202.8%FinanceBRK.BBerkshire Hathaway$55,317,838$3,545,556 ▼-6.0%122,0392.7%FinanceRTXRTX$54,397,163$860,609 ▼-1.6%470,0762.7%AerospaceMRKMerck & Co., Inc.$53,218,783$4,002,078 ▲8.1%534,9702.6%MedicalADPAutomatic Data Processing$52,643,130$928,247 ▼-1.7%179,8352.6%Business ServicesJNJJohnson & Johnson$47,237,005$2,281,817 ▲5.1%326,6282.3%MedicalWMTWalmart$45,227,693$4,593,215 ▼-9.2%500,5832.2%Retail/WholesaleCMCSAComcast$45,041,104$3,300,426 ▲7.9%1,200,1362.2%Consumer DiscretionaryPGRProgressive$44,566,916$2,703,516 ▼-5.7%185,9982.2%FinanceIEMGiShares Core MSCI Emerging Markets ETF$44,265,609$888,158 ▲2.0%847,6752.2%ETFCOPConocoPhillips$41,647,349$2,120,255 ▲5.4%419,9592.1%Oils/EnergyPEPPepsiCo$41,226,213$1,024,124 ▲2.5%271,1182.0%Consumer StaplesHDHome Depot$34,977,305$1,531,069 ▼-4.2%89,9181.7%Retail/WholesaleUNPUnion Pacific$34,168,547$296,908 ▲0.9%149,8361.7%TransportationDUKDuke Energy$34,124,311$96,320 ▼-0.3%316,7281.7%UtilitiesMCDMcDonald's$31,954,938$848,220 ▼-2.6%110,2311.6%Retail/WholesaleWMBWilliams Companies$22,104,305$3,978,960 ▼-15.3%408,4311.1%Oils/EnergyVTVanguard Total World Stock ETF$19,288,084$2,834,790 ▼-12.8%164,1821.0%ETFACWXiShares MSCI ACWI ex U.S. ETF$16,141,6420.0%309,4640.8%ManufacturingEFAiShares MSCI EAFE ETF$12,740,460$171,635 ▼-1.3%168,5020.6%FinanceMKLMarkel Group$12,463,381$11,531,217 ▼-48.1%7,2200.6%Multi-Sector ConglomeratesEPDEnterprise Products Partners$11,661,655$48,044 ▲0.4%371,8640.6%Oils/EnergyPMPhilip Morris International$9,496,349$204,355 ▼-2.1%78,9060.5%Consumer StaplesVIGVanguard Dividend Appreciation ETF$9,411,981$28,591 ▲0.3%48,0620.5%ETFAMZNAmazon.com$6,681,059$54,847 ▼-0.8%30,4530.3%Retail/WholesaleVVisa$6,388,117$30,024 ▲0.5%20,2130.3%Business ServicesNVDANVIDIA$6,087,097$994,149 ▼-14.0%45,3280.3%Computer and TechnologyIVWiShares S&P 500 Growth ETF$6,062,864$1,726 ▼0.0%59,7150.3%ETFGOOGLAlphabet$5,368,515$48,650 ▲0.9%28,3600.3%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$5,083,556$7,611 ▼-0.1%121,5580.3%FinanceMOAltria Group$4,682,909$70,906 ▼-1.5%89,5560.2%Consumer StaplesXLKTechnology Select Sector SPDR Fund$4,491,3560.0%19,3160.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$4,004,1300.0%37,7480.2%ETFVOOVanguard S&P 500 ETF$3,828,389$26,077,229 ▼-87.2%7,1050.2%ETFFRFHFFairfax Financial$3,732,443$3,583,646 ▼-49.0%2,6840.2%FinanceOEFiShares S&P 100 ETF$3,597,627$245,234 ▼-6.4%12,4550.2%ETFXOMExxon Mobil$3,581,973$113,379 ▼-3.1%33,2990.2%Oils/EnergyVALQAmerican Century STOXX US Quality Value ETF$3,127,092$62,275 ▲2.0%51,2690.2%ETFJPMJPMorgan Chase & Co.$2,988,985$39,073 ▼-1.3%12,4690.1%FinanceCOSTCostco Wholesale$2,771,717$92,543 ▼-3.2%3,0250.1%Retail/WholesaleLOWLowe's Companies$2,460,869$31,097 ▼-1.2%9,9710.1%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$2,417,824$97,428 ▲4.2%13,7980.1%ETFCSXCSX$2,314,913$774 ▲0.0%71,7360.1%TransportationVOVanguard Mid-Cap ETF$2,218,345$18,753 ▲0.9%8,3990.1%ETFORCLOracle$2,209,196$162,478 ▼-6.9%13,2570.1%Computer and TechnologyRJFRaymond James$2,083,907$27,338 ▼-1.3%13,4160.1%FinanceIWRiShares Russell Mid-Cap ETF$2,079,256$4,597 ▼-0.2%23,5210.1%ETF1/100 Berkshire Htwy Cla$2,042,7600.0%3000.1%CL AESGDiShares ESG Aware MSCI EAFE ETF$2,007,944$26,344 ▲1.3%26,3720.1%ManufacturingMDLZMondelez International$1,991,208$7,108 ▼-0.4%33,3370.1%Consumer StaplesTFCTruist Financial$1,746,419$27,850 ▼-1.6%40,2590.1%FinanceVTIVanguard Total Stock Market ETF$1,698,975$17,969 ▲1.1%5,8620.1%ETFPGProcter & Gamble$1,649,710$232,703 ▼-12.4%9,8400.1%Consumer StaplesELVElevance Health$1,568,546$81,526 ▼-4.9%4,2520.1%MedicalABBVAbbVie$1,538,399$137,011 ▼-8.2%8,6570.1%MedicalCVXChevron$1,511,412$102,257 ▼-6.3%10,4350.1%Oils/EnergyUVVUniversal$1,458,994$10,365 ▲0.7%26,6050.1%Consumer StaplesXLUUtilities Select Sector SPDR Fund$1,300,354$1,576,698 ▼-54.8%17,1800.1%ETFIWBiShares Russell 1000 ETF$1,291,8620.0%4,0100.1%ETFESGEiShares ESG Aware MSCI EM ETF$1,289,334$7,446 ▼-0.6%38,6140.1%ManufacturingTTTrane Technologies$1,261,330$1,847 ▲0.1%3,4150.1%ConstructionCSCOCisco Systems$1,258,888$14,326 ▼-1.1%21,2650.1%Computer and TechnologyBACBank of America$1,217,371$5,801 ▼-0.5%27,6990.1%FinanceQQQInvesco QQQ$1,164,582$409,495 ▼-26.0%2,2780.1%FinanceABTAbbott Laboratories$1,163,734$51,689 ▼-4.3%10,2890.1%MedicalNSCNorfolk Southern$1,151,899$2,582 ▼-0.2%4,9080.1%TransportationGLDMSPDR Gold MiniShares Trust$1,142,480$5,615 ▼-0.5%21,9750.1%FinanceIWMiShares Russell 2000 ETF$1,139,504$7,734 ▼-0.7%5,1570.1%FinanceDFACDimensional U.S. Core Equity 2 ETF$1,120,8890.0%32,4050.1%ETFTMOThermo Fisher Scientific$1,105,489$164,393 ▼-12.9%2,1250.1%MedicalQCOMQUALCOMM$1,067,966$27,191 ▲2.6%6,9520.1%Computer and TechnologyBlackrock Inc$1,065,350$22,558 ▼-2.1%1,0390.1%COMKOCoca-Cola$1,034,787$436 ▲0.0%16,6200.1%Consumer StaplesZTSZoetis$1,021,408$60,936 ▼-5.6%6,2690.1%MedicalMETAMeta Platforms$974,289$21,078 ▲2.2%1,6640.0%Computer and TechnologyISRGIntuitive Surgical$973,977$39,669 ▼-3.9%1,8660.0%MedicalNUMVNuveen ESG Mid-Cap Value ETF$941,182$5,152 ▼-0.5%27,0380.0%ETFCATCaterpillar$932,293$726 ▲0.1%2,5700.0%Industrial ProductsNFLXNetflix$893,994$1,783 ▲0.2%1,0030.0%Consumer DiscretionaryLLYEli Lilly and Company$870,816$6,948 ▲0.8%1,1280.0%MedicalUDRUDR$864,4230.0%19,9130.0%FinanceAMATApplied Materials$851,531$4,879 ▼-0.6%5,2360.0%Computer and TechnologyIBMInternational Business Machines$832,496$63,531 ▼-7.1%3,7870.0%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$817,2120.0%16,9090.0%ETFIWPiShares Russell Mid-Cap Growth ETF$815,5100.0%6,4340.0%ETFAMGNAmgen$813,979$27,107 ▼-3.2%3,1230.0%MedicalBXBlackstone$809,167$65,175 ▼-7.5%4,6930.0%FinanceAUBAtlantic Union Bankshares$804,7230.0%21,2440.0%FinanceINTUIntuit$794,325$180,357 ▼-18.5%1,2640.0%Computer and TechnologyDDominion Energy$794,317$6,140 ▲0.8%14,7480.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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