IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Heritage Wealth Advisors

Q3 2016 Holdings

Filed 2016-10-28 | 84 holdings | $1.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Biogen Inc(BIIB)COM09062X103$642.0K2,04936.2%
Cisco SYS Inc(CSCO)COM17275R102$383.0K12,09521.6%
Abbvie Inc(ABBV)COM00287Y109$307.0K4,86517.3%
Carmax Inc(KMX)COM143130102$301.0K5,63417.0%
Ishares TR(IVV)CORE S&P500 ETF464287200$41.4K190,0832.3%
Wisdomtree TR(HEDJ)EUROPE HEDGED EQ97717X701$14.0K260,6760.8%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$10.3K133,5590.6%
Philip Morris Intl Inc(PM)COM718172109$6.5K67,0540.4%
Ishares(EEMV)MIN VOL EMRG MKT464286533$5.3K98,7160.3%
Markel Corp(MKL)COM570535104$4.8K5,1340.3%
Altria Group Inc(MO)COM02209S103$4.5K71,9110.3%
Wisdomtree TR(DXJ)JAPN HEDGE EQT97717W851$3.5K81,1380.2%
UBS AG Jersey BRHALERIAN INFRST902641646$3.5K122,6980.2%
Exxon Mobil Corp(XOM)COM30231G102$3.5K39,5040.2%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$2.7K12,5960.2%
Pepsico Inc(PEP)COM713448108$2.4K22,2310.1%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$1.7K11,9630.1%
Johnson & Johnson(JNJ)COM478160104$1.5K13,0970.1%
Apple Inc(AAPL)COM037833100$1.5K13,4820.1%
Stanley Furniture Co IncCOM NEW854305208$1.4K780,4240.1%
Mondelez Intl Inc(MDLZ)CL A609207105$1.4K31,4950.1%
Dominion RES Inc VA New(D)COM25746U109$1.3K17,7000.1%
Disney Walt Co(DIS)COM DISNEY254687106$1.3K13,6590.1%
Microsoft Corp(MSFT)COM594918104$1.1K19,7930.1%
United Parcel Service Inc(UPS)CL B911312106$1.1K9,6440.1%
Suntrust BKS IncCOM867914103$1.0K23,3370.1%
Schlumberger LTD(SLB)COM806857108$1.0K12,9830.1%
General Electric CoCOM369604103$1.0K33,6650.1%
Kraft Heinz Co(KHC)COM500754106$96510,7780.1%
Wal-Mart Stores Inc(WMT)COM931142103$92512,8530.1%
Wells Fargo & Co New(WFC)COM949746101$89920,3130.1%
CSX Corp(CSX)COM126408103$87328,5840.0%
International Business Machs(IBM)COM459200101$8235,1800.0%
United Technologies Corp(UTXZ)COM913017109$8097,9930.0%
Chevron Corp New(CVX)COM166764100$7947,7030.0%
Coca Cola Co(KO)COM191216100$79418,7300.0%
Amgen Inc(AMGN)COM031162100$7554,5340.0%
Union PAC Corp(UNP)COM907818108$7497,6780.0%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$7369140.0%
Xenith Bankshares Inc NewCOM984102103$655283,5140.0%
UDR Inc(UDR)COM902653104$58316,2110.0%
Unitedhealth Group Inc(UNH)COM91324P102$5353,8300.0%
Merck & Co Inc(MRK)COM58933Y105$5328,5360.0%
Mcdonalds Corp(MCD)COM580135101$5214,5210.0%
TRI Contl Corp(TY)COM895436103$48622,7350.0%
Ishares TR(EFA)MSCI EAFE ETF464287465$4828,1410.0%
Bank Amer Corp(BAC)COM060505104$47330,2320.0%
Sysco Corp(SYY)COM871829107$4589,3370.0%
Alphabet Inc(GOOG)CAP STK CL C02079K107$4525810.0%
Visa Inc(V)COM CL A92826C839$4495,4480.0%
Page 1 of 2Next