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Heritage Wealth Advisors

Q4 2016 Holdings

Filed 2017-01-27 | 83 holdings | $1.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Biogen Inc(BIIB)COM09062X103$581.0K2,04939.7%
Cisco SYS Inc(CSCO)COM17275R102$277.0K9,09518.9%
Abbvie Inc(ABBV)COM00287Y109$245.0K3,91516.8%
Carmax Inc(KMX)COM143130102$208.0K3,23514.2%
Ishares TR(IVV)CORE S&P500 ETF464287200$43.5K193,2093.0%
Wisdomtree TR(HEDJ)EUROPE HEDGED EQ97717X701$15.3K266,3551.0%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$11.0K137,0690.8%
Philip Morris Intl Inc(PM)COM718172109$6.1K66,8520.4%
Altria Group Inc(MO)COM02209S103$4.8K71,6590.3%
Markel Corp(MKL)COM570535104$4.8K5,2830.3%
Ishares(EEMV)MIN VOL EMRG MKT464286533$4.6K94,6760.3%
Wisdomtree TR(DXJ)JAPN HEDGE EQT97717W851$4.1K83,5300.3%
Exxon Mobil Corp(XOM)COM30231G102$3.8K41,6540.3%
UBS AG Jersey BRHALERIAN INFRST902641646$3.4K118,5080.2%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$2.9K12,9710.2%
Pepsico Inc(PEP)COM713448108$2.4K22,9590.2%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$2.0K12,1920.1%
Apple Inc(AAPL)COM037833100$1.9K16,0450.1%
Johnson & Johnson(JNJ)COM478160104$1.7K14,5090.1%
Vanguard Specialized Portfol(VIG)DIV APP ETF921908844$1.5K17,7970.1%
Disney Walt Co(DIS)COM DISNEY254687106$1.4K13,7110.1%
Mondelez Intl Inc(MDLZ)CL A609207105$1.4K31,4960.1%
Microsoft Corp(MSFT)COM594918104$1.3K21,2880.1%
United Parcel Service Inc(UPS)CL B911312106$1.3K11,3660.1%
Wells Fargo & Co New(WFC)COM949746101$1.3K23,0610.1%
Dominion RES Inc VA New(D)COM25746U109$1.2K16,2190.1%
Suntrust BKS IncCOM867914103$1.2K22,6460.1%
Ishares TR(GVI)INTRM GOV/CR ETF464288612$1.2K11,2300.1%
Schlumberger LTD(SLB)COM806857108$1.2K14,6120.1%
Wal-Mart Stores Inc(WMT)COM931142103$1.1K15,8450.1%
United Technologies Corp(UTXZ)COM913017109$1.1K9,9800.1%
Union PAC Corp(UNP)COM907818108$9849,4980.1%
Kraft Heinz Co(KHC)COM500754106$94110,7790.1%
General Electric CoCOM369604103$90428,6130.1%
Chevron Corp New(CVX)COM166764100$8907,5480.1%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$8651,0880.1%
CSX Corp(CSX)COM126408103$81922,7480.1%
Unitedhealth Group Inc(UNH)COM91324P102$7994,9950.1%
Xenith Bankshares Inc NewCOM NEW984102202$79928,3510.1%
International Business Machs(IBM)COM459200101$7924,7710.1%
Coca Cola Co(KO)COM191216100$75618,2750.1%
Stanley Furniture Co IncCOM NEW854305208$751834,3570.1%
Bank Amer Corp(BAC)COM060505104$69531,4340.0%
Amgen Inc(AMGN)COM031162100$6074,1520.0%
UDR Inc(UDR)COM902653104$59116,2110.0%
Sysco Corp(SYY)COM871829107$58910,6370.0%
Alphabet Inc(GOOG)CAP STK CL C02079K107$5517130.0%
Ishares TR(EFA)MSCI EAFE ETF464287465$5058,7300.0%
TRI Contl Corp(TY)COM895436103$50122,7350.0%
Merck & Co Inc(MRK)COM58933Y105$5018,5360.0%
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