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Heritage Wealth Advisors

Q3 2018 Holdings

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

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IssuerClassCUSIPValue ↑Shares% Portfolio
Duke Energy New(DUK)COM NEW26441C204$3214,0120.0%
iShares Russell 3000 Growth(IUSG)CORE S&P US GWT464287671$3235,2000.0%
iShares US Consumer Goods(IYK)U.S. CNSM GD ETF464287812$3322,8000.0%
Boeing Co(BA)COM097023105$3539510.0%
Bb&T Corporation(BBTUSD)COM054937107$3557,3200.0%
Intel Corp(INTC)COM458140100$3557,5260.0%
C V S Corp Del(CVS)COM126650100$3594,5620.0%
Procter & Gamble(PG)COM742718109$3714,4690.0%
Norfolk Southern Corp(NSC)COM655844108$3742,0740.0%
Stanley Furniture NewCOM42834P108$383783,5970.0%
Ingersoll-Rand PLC(IR)SHSG47791101$3853,7720.0%
Auto Data Processing(ADP)COM053015103$3922,6040.0%
Air Prod & Chemicals Inc(APD)COM009158106$4092,4500.0%
General Dynamics Corp(GD)COM369550108$4192,0500.0%
Emerson Electric Co(EMR)COM291011104$4285,6000.0%
3m Company(MMM)COM88579Y101$4342,0640.0%
Diageo Plc New Adr(DGED)SPON ADR NEW25243Q205$4463,1550.0%
Community Bankers Trust CorpCOM203612106$49556,3000.0%
Broadridge Finl Solution(BR)COM11133T103$5143,9000.0%
Netflix Inc(NFLX)COM64110L106$5171,3830.0%
Honeywell International(HON)COM438516106$5333,2050.0%
Illinois Tool Works Inc(ITW)COM452308109$5373,8060.0%
Home Depot Inc(HD)COM437076102$5392,6050.0%
Lowes Companies Inc(LOW)COM548661107$5404,7100.0%
Fairfax India Ho-Sub Com Sub Vtg Shs Isi(FFXDF)COM303897102$54236,2000.0%
Ishares Russell Midcap Growth(IWP)RUS MD CP GR ETF464287481$5444,0150.0%
Mc Donalds Corp(MCD)COM580135101$5793,4630.0%
Jpmorgan Chase & Co(JPM)COM46625H100$5885,2120.0%
Intl Business Machines(IBM)COM459200101$6114,0450.0%
Kraft Heinz Co Com(KHC)COM500754106$62811,4130.0%
Tri Continental Corp(TY)COM895436103$63322,7350.0%
iShares Interm Government it Bd(GVI)INTRM GOV CR ETF464288612$6405,9680.0%
WisdomTree International Hdgd Div Gr ETF(IHDG)ITL HDG QTLY DIV97717X594$65320,3720.0%
Dowdupont IncCOM26078J100$67810,5490.0%
Sysco Corporation(SYY)COM871829107$6839,3370.0%
Utd Dominion Rlty Tr Inc(UDR)COM902653104$69917,2910.0%
Vanguard Total International Stock ETF(VXUS)VG TL INTL STK F921909768$70713,1040.0%
Verizon Communications(VZ)COM92343V104$73913,8550.0%
Ishares Barclays Aggregate Bond(AGG)CORE US AGGBD ET464287226$7727,3240.0%
Coca Cola Company(KO)COM191216100$82717,9160.0%
Raymond James Finl Inc(RJF)COM754730109$93910,2020.0%
Bank Of America Corp(BAC)COM060505104$94932,2250.0%
1/100 Berkshire Htwy ClaCL A084990175$9603000.0%
Chevron Corporation(CVX)COM166764100$9798,0100.0%
iShares Core Msci Eafe(IEFA)CORE MSCI EAFE46432F842$98015,3040.0%
iShares Msci Eafe(EFA)MSCI EAFE ETF464287465$1.0K15,1860.0%
Amazon Com Inc(AMZN)COM023135106$1.1K5270.0%
Brookfield Asset MgmtCL A LTD VT SH112585104$1.1K23,7740.0%
Dominion Res Inc Va New(D)COM25746U109$1.2K16,4580.0%
Vanguard Total Stock Mkt(VTI)TOTAL STK MKT922908769$1.2K8,1900.0%
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