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Heritage Wealth Advisors

Q4 2017 Holdings

Filed 2018-02-02 | 113 holdings | $2.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Biogen Inc(BIIB)COM09062X103$679.0K2,12930.2%
Cisco SYS Inc(CSCO)COM17275R102$470.0K12,30520.9%
Abbvie Inc(ABBV)COM00287Y109$425.0K4,39818.9%
Costco Whsl Corp New(COST)COM22160K105$235.0K1,26710.5%
Carmax Inc(KMX)COM143130102$207.0K3,2359.2%
Ishares TR(IVV)CORE S&P500 ETF464287200$52.8K196,4942.4%
Markel Corp(MKL)COM570535104$23.4K20,5071.0%
Wisdomtree TR(HEDJ)EUROPE HEDGED EQ97717X701$19.7K309,2170.9%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$12.5K140,2830.6%
Philip Morris Intl Inc(PM)COM718172109$7.4K69,8360.3%
Wisdomtree TR(DXJ)JAPN HEDGE EQT97717W851$5.6K93,6510.2%
Altria Group Inc(MO)COM02209S103$5.3K73,6920.2%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$4.7K17,6650.2%
Exxon Mobil Corp(XOM)COM30231G102$3.8K45,6480.2%
Apple Inc(AAPL)COM037833100$3.5K20,5370.2%
Pepsico Inc(PEP)COM713448108$3.5K28,9350.2%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$3.1K15,6490.1%
Johnson & Johnson(JNJ)COM478160104$2.9K20,8150.1%
Amgen Inc(AMGN)COM031162100$2.8K16,0440.1%
Xenith Bankshares Inc NewCOM NEW984102202$2.7K78,5940.1%
Suntrust BKS IncCOM867914103$2.4K36,4810.1%
Microsoft Corp(MSFT)COM594918104$2.3K27,4730.1%
Pfizer Inc(PFE)COM717081103$2.3K64,5770.1%
Wal-Mart Stores Inc(WMT)COM931142103$2.1K21,3670.1%
Merck & Co Inc(MRK)COM58933Y105$2.1K36,6670.1%
Disney Walt Co(DIS)COM DISNEY254687106$2.0K18,3120.1%
United Parcel Service Inc(UPS)CL B911312106$1.9K16,2300.1%
Gilead Sciences Inc(GILD)COM375558103$1.9K26,5230.1%
Vanguard Specialized Funds(VIG)DIV APP ETF921908844$1.8K17,8800.1%
Magellan Midstream Prtnrs LP(WEP)COM UNIT RP LP559080106$1.8K25,1970.1%
Enterprise Prods Partners L(EPD)COM293792107$1.8K66,6510.1%
Williams Partners L P NewCOM UNIT LTD PAR96949L105$1.7K43,8740.1%
United Technologies Corp(UTXZ)COM913017109$1.7K13,2940.1%
Wells Fargo Co New(WFC)COM949746101$1.7K28,0070.1%
Union PAC Corp(UNP)COM907818108$1.7K12,6150.1%
Mplx LP(MPLX)COM UNIT REP LTD55336V100$1.7K46,7810.1%
Energy Transfer Equity L P(ET)COM UT LTD PTN29273V100$1.7K95,6940.1%
Unitedhealth Group Inc(UNH)COM91324P102$1.5K7,0280.1%
Facebook Inc(META)CL A30303M102$1.5K8,4650.1%
Mondelez Intl Inc(MDLZ)CL A609207105$1.5K34,0660.1%
Alphabet Inc(GOOG)CAP STK CL C02079K107$1.4K1,3460.1%
Energy Transfer Partners LPUNIT LTD PRT INT29278N103$1.3K74,3960.1%
Dominion Energy Inc(D)COM25746U109$1.3K16,3670.1%
CSX Corp(CSX)COM126408103$1.2K22,6820.1%
UBS AG Jersey BRHALERIAN INFRST902641646$1.2K51,4970.1%
Visa Inc(V)COM CL A92826C839$1.2K10,5730.1%
Plains All Amern Pipeline L(PAA)UNIT LTD PARTN726503105$1.2K57,2820.1%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$1.2K1,1070.1%
Schlumberger LTD(SLB)COM806857108$1.1K17,0460.1%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$1.1K8,1900.1%
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