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Heritage Wealth Advisors

Q4 2015 Holdings

Filed 2016-02-02 | 78 holdings | $1.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Biogen Inc(BIIB)COM09062X103$613.0K2,00034.8%
Cisco SYS Inc(CSCO)COM17275R102$384.0K14,17121.8%
Abbvie Inc(ABBV)COM00287Y109$344.0K5,80019.5%
Carmax Inc(KMX)COM143130102$306.0K5,65717.3%
Ishares TR(IVV)CORE S&P500 ETF464287200$33.0K161,2821.9%
Wisdomtree TR(HEDJ)EUROPE HEDGED E97717X701$13.4K249,6460.8%
Ishares TR(IWS)RUS MDCP VAL ET464287473$8.4K122,0200.5%
Philip Morris Intl Inc(PM)COM718172109$5.7K64,9010.3%
Ishares(EEMV)EM MK MINVOL ET464286533$5.7K116,4060.3%
Altria Group Inc(MO)COM02209S103$4.2K71,6060.2%
Wisdomtree TR(DXJ)JAPN HEDGE EQT97717W851$3.9K77,8490.2%
UBS AG Jersey BRHALERIAN INFRST902641646$3.5K134,8850.2%
Exxon Mobil Corp(XOM)COM30231G102$2.8K35,9540.2%
Pepsico Inc(PEP)COM713448108$2.2K22,4290.1%
Stanley Furniture Co IncCOM NEW854305208$2.0K717,5970.1%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$1.8K8,9660.1%
Mondelez Intl Inc(MDLZ)CL A609207105$1.3K29,2930.1%
Dominion RES Inc VA New(D)COM25746U109$1.3K19,0180.1%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$1.1K8,6660.1%
General Electric CoCOM369604103$1.1K36,0320.1%
Markel Corp(MKL)COM570535104$1.1K1,2550.1%
Johnson & Johnson(JNJ)COM478160104$1.0K9,9440.1%
Suntrust BKS IncCOM867914103$1.0K23,4960.1%
Disney Walt Co(DIS)COM DISNEY254687106$9468,9920.1%
International Business Machs(IBM)COM459200101$7985,8040.0%
Kraft Heinz Co(KHC)COM500754106$76610,5240.0%
CSX Corp(CSX)COM126408103$70527,1580.0%
Apple Inc(AAPL)COM037833100$6806,4420.0%
Microsoft Corp(MSFT)COM594918104$64911,7130.0%
Chevron Corp New(CVX)COM166764100$6427,1400.0%
Amgen Inc(AMGN)COM031162100$6333,8930.0%
UDR Inc(UDR)COM902653104$60916,2110.0%
Mcdonalds Corp(MCD)COM580135101$5985,0520.0%
Coca Cola Co(KO)COM191216100$54412,6230.0%
Wal-Mart Stores Inc(WMT)COM931142103$5278,6000.0%
Schlumberger LTD(SLB)COM806857108$5237,5340.0%
Pfizer Inc(PFE)COM717081103$49415,3210.0%
Ishares TR(EFA)MSCI EAFE ETF464287465$4948,3920.0%
Xenith Bankshares IncCOM98410X105$48765,1350.0%
Amerisourcebergen Corp(COR)COM03073E105$4794,6250.0%
Ishares TR(AGG)CORE US AGGBD E464287226$4774,3910.0%
TRI Contl Corp(TY)COM895436103$45522,7350.0%
BB&T Corp(BBTUSD)COM054937107$44911,8980.0%
Emerson Elec Co(EMR)COM291011104$4449,2620.0%
Comcast Corp New(CMCSA)CL A20030N101$4267,5670.0%
Bank Amer Corp(BAC)COM060505104$40824,1980.0%
Merck & Co Inc New(MRK)COM58933Y105$3927,4030.0%
Sysco Corp(SYY)COM871829107$3839,3370.0%
Wells Fargo & Co New(WFC)COM949746101$3826,9710.0%
Becton Dickinson & Co(BDX)COM075887109$3792,4700.0%
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