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Heritage Wealth Advisors

Q1 2015 Holdings

Filed 2015-05-06 | 90 holdings | $2.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Biogen Inc(BIIB)COM09062X103$844.0K2,00039.3%
Cisco SYS Inc(CSCO)COM17275R102$434.0K15,73120.2%
Carmax Inc(KMX)COM143130102$414.0K6,00119.3%
Abbvie Inc(ABBV)COM00287Y109$335.0K5,70015.6%
Ishares TR(IVV)CORE S&P500 ETF464287200$29.1K139,9501.4%
Wisdomtree TR(HEDJ)EUROPE HEDGED EQ97717X701$15.5K233,9910.7%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$9.4K124,4830.4%
Philip Morris Intl Inc(PM)COM718172109$4.9K64,9040.2%
Wisdomtree TR(DXJ)JAPN HEDGE EQT97717W851$4.1K75,3230.2%
Altria Group Inc(MO)COM02209S103$3.6K72,6510.2%
Schwab Strategic TR(SCHP)US TIPS ETF808524870$3.3K60,7560.2%
Exxon Mobil Corp(XOM)COM30231G102$2.6K30,7120.1%
Stanley Furniture Co IncCOM NEW854305208$2.1K672,6800.1%
Pepsico Inc(PEP)COM713448108$2.1K21,9120.1%
Enterprise Prods Partners L(EPD)COM293792107$1.6K48,0710.1%
Magellan Midstream Prtnrs LP(WEP)COM UNIT RP LP559080106$1.4K18,6330.1%
Dominion RES Inc VA New(D)COM25746U109$1.4K19,5320.1%
Plains All Amern Pipeline L(PAA)UNIT LTD PARTN726503105$1.4K28,2490.1%
Sunoco Logistics Prtnrs L PCOM UNITS86764L108$1.3K32,2970.1%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$1.2K8,5890.1%
Energy Transfer Equity L P(ET)COM UT LTD PTN29273V100$1.2K18,8050.1%
Mondelez Intl Inc(MDLZ)CL A609207105$1.1K29,3270.0%
International Business Machs(IBM)COM459200101$9656,0190.0%
Tesoro Logistics LPCOM UNIT LP88160T107$96517,9460.0%
Johnson & Johnson(JNJ)COM478160104$9309,2490.0%
General Electric CoCOM369604103$91536,8950.0%
Kraft Foods Group IncCOM50076Q106$91110,4680.0%
CSX Corp(CSX)COM126408103$90227,2330.0%
Disney Walt Co(DIS)COM DISNEY254687106$8508,1080.0%
Markel Corp(MKL)COM570535104$8131,0550.0%
Chevron Corp New(CVX)COM166764100$7547,1910.0%
Genesis Energy L P(GEL)UNIT LTD PARTN371927104$74515,7790.0%
Spectra Energy Partners LPCOM84756N109$73014,0980.0%
Regency Energy Partners L PCOM UNITS L P75885Y107$66929,1460.0%
Buckeye Partners L PUNIT LTD PARTN118230101$6488,6110.0%
Amgen Inc(AMGN)COM031162100$6373,9400.0%
EQT Midstream Partners LPUNIT LTD PARTN26885B100$6358,1380.0%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$6132,9650.0%
Pfizer Inc(PFE)COM717081103$60317,3460.0%
Suntrust BKS IncCOM867914103$60014,6080.0%
Wal-Mart Stores Inc(WMT)COM931142103$5967,2650.0%
Apple Inc(AAPL)COM037833100$5794,6580.0%
Emerson Elec Co(EMR)COM291011104$57610,1620.0%
Williams COS Inc del(WMB)COM969457100$56511,1060.0%
UDR Inc(UDR)COM902653104$55216,2110.0%
Mcdonalds Corp(MCD)COM580135101$5185,3130.0%
Amerisourcebergen Corp(COR)COM03073E105$5114,5000.0%
Coca Cola Co(KO)COM191216100$50912,5840.0%
Targa Resources Partners LPCOM UNIT87611X105$50612,2600.0%
BB&T Corp(BBTUSD)COM054937107$50412,8910.0%
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