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Heritage Wealth Advisors

Q1 2018 Holdings

Filed 2018-05-10 | 113 holdings | $2.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Comcast Corp New(CMCSA)CL A20030N101$2035,9740.0%
Aetna Inc NewCOM00817Y108$2041,2040.0%
Applied Matls Inc(AMAT)COM038222105$2043,6630.0%
Valero Energy Corp New(VLO)COM91913Y100$2042,2000.0%
Gildan Activewear Inc(GIL)COM375916103$2117,3300.0%
Travelers Companies Inc(TRV)COM89417E109$2141,5350.0%
Danaher Corp del(DHR)COM235851102$2162,1850.0%
Tredegar Corp(TG)COM894650100$22112,3430.0%
Duke Energy Corp New(DUK)COM NEW26441C204$2232,8760.0%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$2293,6500.0%
Abbott Labs(ABT)COM002824100$2353,9170.0%
Oracle Corp(ORCL)COM68389X105$2525,4960.0%
Vanguard Index FDS(VO)MID CAP ETF922908629$2611,6920.0%
UBS AG Jersey BRHALERIAN INFRST902641646$26412,4880.0%
American Express Co(AXP)COM025816109$2702,9000.0%
CVS Health Corp(CVS)COM126650100$2734,4120.0%
Thermo Fisher Scientific Inc(TMO)COM883556102$2741,3220.0%
Boeing Co(BA)COM097023105$2798510.0%
Ishares TR(IUSG)CORE S&P US GWT464287671$2845,2000.0%
Automatic Data Processing in(ADP)COM053015103$2962,6050.0%
Norfolk Southern Corp(NSC)COM655844108$3042,2230.0%
General Electric CoCOM369604103$30922,9750.0%
Starbucks Corp(SBUX)COM855244109$3155,4490.0%
Ingersoll-Rand PLC(IR)SHSG47791101$3223,7720.0%
Procter and Gamble Co(PG)COM742718109$3454,3690.0%
Microchip Technology Inc(MCHP)COM595017104$3483,8130.0%
Netflix Inc(NFLX)COM64110L106$3641,2330.0%
BB&T Corp(BBTUSD)COM054937107$3827,3490.0%
Emerson Elec Co(EMR)COM291011104$3835,6000.0%
AIR Prods & Chems Inc(APD)COM009158106$3902,4500.0%
Home Depot Inc(HD)COM437076102$4012,2550.0%
Lowes COS Inc(LOW)COM548661107$4154,7100.0%
Broadridge Finl Solutions in(BR)COM11133T103$4293,9000.0%
Diageo P L C(DGED)SPON ADR NEW25243Q205$4333,1900.0%
General Dynamics Corp(GD)COM369550108$4532,0500.0%
3M Co(MMM)COM88579Y101$4532,0650.0%
Honeywell Intl Inc(HON)COM438516106$4633,2050.0%
Ishares Inc(EEMV)MIN VOL EMRG MKT464286533$4647,4470.0%
Ishares TR(AGG)CORE US AGGBD ET464287226$4744,3960.0%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$4743,1180.0%
Ishares TR(IEFA)CORE MSCI EAFE46432F842$4827,3070.0%
Ishares TR(IWP)RUS MD CP GR ETF464287481$4934,0150.0%
Community Bankers TR CorpCOM203612106$50756,3000.0%
Intel Corp(INTC)COM458140100$5129,8540.0%
Mcdonalds Corp(MCD)COM580135101$5413,4630.0%
Sysco Corp(SYY)COM871829107$5609,3370.0%
Dowdupont IncCOM26078J100$5738,9760.0%
JPMorgan Chase & Co(JPM)COM46625H100$5755,2350.0%
UDR Inc(UDR)COM902653104$57716,2110.0%
Illinois Tool WKS Inc(ITW)COM452308109$5963,8070.0%
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