IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Heritage Wealth Advisors

Q3 2018 Holdings

Filed 2018-11-14 | 406 holdings | $3.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
J M Smucker Co New(SJM)COM NEW832696405$9960.0%
Vanguard Value ETF(VTV)VALUE ETF922908744$9860.0%
Colony NorthStar IncPREFERRED STOCK19626G306$104000.0%
Fulton Financial Corp(FULT)COM360271100$106350.0%
Deutsche Bk Ag London Brh Trig Lkd 19STRUCTURED NOTE25155V630$101,0000.0%
Genpact Limited(G)SHSG3922B107$113850.0%
PureFunds ISE Cyber Security ETF(HACKUSD)PRIME CYBR SCRTY26924G201$112750.0%
Roper Industries Inc(ROP)COM776696106$11400.0%
Kroger Company(KR)COM501044101$114060.0%
Lennar Corp Cl A(LEN)CL A526057104$112500.0%
Agilent Technologies Inc(A)COM00846U101$111580.0%
Dollar Tree Inc(DLTR)COM256746108$121500.0%
Allstate Corpdep 1/1000 CPREFERRED STOCK020002606$125000.0%
Eversource Energy(ES)COM30040W108$122080.0%
Nike Inc Class B(NKE)CL B654106103$121500.0%
Capital One Financial CorpCOM14040H709$135000.0%
Simon Ppty Group New(SPG)COM828806109$13750.0%
Rockwell Collins IncCOM774341101$13940.0%
Healthcare Realty TrustCOM421946104$134500.0%
Phillips(PSX)COM718546104$141310.0%
Jpmorgan Chase & Co Autocll Lkd 20STRUCTURED NOTE48127R412$141,5000.0%
PowerShares Fundamental HiYld CorpBd ETF(PHB)FNDMNTL HY CRP46138E719$147610.0%
Rowe T Price Group Inc(TROW)COM74144T108$141360.0%
International Paper Co(IP)COM460146103$153150.0%
Novo-Nordisk A-S Adr(NVO)ADR670100205$153200.0%
iShares US Regional Banks(IAT)US REGNL BKS ETF464288778$153100.0%
Blackstone Group LP(BXUSD)COM UNIT LTD09253U108$154000.0%
Tesla Motors Inc Com Usd0.001(TSLA)COM88160R101$16610.0%
Spdr Gold Trust(GLD)GOLD SHS78463V107$161500.0%
Ventas Inc(VTR)COM92276F100$163000.0%
NXP Semiconductors NV(NXPI)COMN6596X109$161920.0%
Avnet Inc(AVT)COM053807103$174000.0%
Apollo Global Management LLC Class ACL A SHS037612306$175000.0%
TE Connectivity Ltd(TEL)REG SHSH84989104$172000.0%
Green Thumb Industries Inc(GTBIF)COM39342L108$171,0000.0%
Hasbro Inc(HAS)COM418056107$181760.0%
Celgene Corp(CELG)COM151020104$182060.0%
A.O. Smith Corp(AOS)COM831865209$183480.0%
Allegion PLC(ALLE)ORD SHSG0176J109$182000.0%
Flowserve Corporation(FLS)COM34354P105$193550.0%
Maiden Holdings Ltdpref Shs Ser APREFERRED STOCKG5753U120$201,0000.0%
PowerShares Dynamic Building & Const ETF(PKB)DYNMC BLDG CON46137V779$207000.0%
The Chemours Company(CC)COM163851108$215460.0%
Omnicell Inc(OMCL)COM68213N109$213000.0%
Citigroup IncCOM172967358$228000.0%
Buckeye Partners Uts L PUNIT LTD PARTN118230101$226220.0%
P P G Industries Inc(PPG)COM693506107$222040.0%
Metlife Inc(MET)COM59156R108$224750.0%
Accenture Ltd Cl A(ACN)SHS CLASS AG1151C101$231370.0%
Advance Auto Parts Inc(AAP)COM00751Y106$251500.0%
PreviousPage 3 of 9Next