IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Heritage Wealth Advisors

Q4 2020 Holdings

Filed 2021-02-01 | 563 holdings | $16.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Dow Chemical Company(DOW)COM260557103$621,1200.0%
Ohr Pharmaceutical IncCOM64132K102$639,0000.0%
Eversource Energy(ES)COM30040W108$647450.0%
Marathon Petroleum Corp(MPC)COM56585A102$651,5640.0%
Xcel Energy Inc(XEL)COM98389B100$659750.0%
Ebay Inc(EBAY)COM278642103$651,2890.0%
Seagate Technology(STX)COMG7945M107$651,0500.0%
Edwards Lifesciences Cp(EW)COM28176E108$677320.0%
Fidelity Natl Finl Inc(FNF)COM31620R303$691,7720.0%
Williams Companies(WMB)COM969457100$693,4220.0%
Allstate Corporation(ALL)COM020002101$696320.0%
Mercadolibre Inc(MELI)COM58733R102$70420.0%
General Mills Inc(GIS)COM370334104$721,2320.0%
Xylem Inc(XYL)COM98419M100$727120.0%
Dupont De Nemours Inc(DD)COM26614N102$731,0200.0%
Clorox Company(CLX)COM189054109$733600.0%
Phillips(PSX)COM718546104$751,0670.0%
Guardant Health Inc(GH)COM40131M109$765910.0%
Liberty Media Corp Delaware Com C Siriusxm(LSXMKUSD)COM531229607$761,7450.0%
Digital Rlty Tr Inc 6.625 Pfd Ser CPreferred Stock253868848$773,0000.0%
Zimmer Biomet Holdings Inc(ZBH)COM98956P102$775000.0%
Vanguard S&P 500 Value ETF(VOOV)ETF921932703$776260.0%
Amern Tower Corp Class A(AMT)COM03027X100$783480.0%
Dominos Pizza Inc(DPZ)COM25754A201$812100.0%
Paychex Inc(PAYX)COM704326107$828750.0%
iShares Silver Trust(SLV)ISHARES46428Q109$833,3820.0%
NuStar Energy LPCOM67058H201$834,1500.0%
Etfmg Alternative Harvest ETFETF26924G508$835,8000.0%
Qwest Corp Nt 7 2056Preferred Stock74913G808$843,3200.0%
Ishares Msci Emrg Mkt Fd(EEM)ETF464287234$841,6300.0%
Natera Inc(NTRA)COM632307104$858550.0%
Berkley W R Corp(WRB)COM084423102$851,2730.0%
Sensata Technologies Holding N.V.(ST)COMG8060N102$861,6400.0%
Vanguard Total International Stock ETF(VXUS)VG TL INTL STK F921909768$871,4540.0%
Mckesson Corporation(MCK)COM58155Q103$885080.0%
WisdomTree US MidCap Dividend ETF(DON)ETF97717W505$892,5640.0%
iShares North American Tech(IGM)ETF464287549$892550.0%
WisdomTree SmallCap Dividend ETF(DES)ETF97717W604$923,4690.0%
Kinsale Cap Group Inc Com(KNSL)COM49714P108$954750.0%
WisdomTree US Dividend ex-Financials ETF(AIVL)ETF97717W406$961,1450.0%
iShares Global Consumer Staples(KXI)ETF464288737$961,6410.0%
Main Str Cap Corp Com(MAIN)COM56035L104$973,0000.0%
EPR Properties(EPR)COM26884U109$983,0000.0%
PowerShares QQQ ETF(QQQ)ETF46090E103$1023240.0%
Intuit Inc(INTU)COM461202103$1022680.0%
iShares US Industrials(IYJ)ETF464287754$1021,0500.0%
Baxter International Inc(BAX)COM071813109$1021,2710.0%
A T & T Inc New(T)COM00206R102$1043,6170.0%
Moderna Inc(MRNA)COM60770K107$1051,0020.0%
Tri-County Financial Cp(TCFCUSD)COM20368X101$1104,1400.0%
PreviousPage 6 of 12Next