IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Heritage Wealth Advisors

Q2 2022 Holdings

Filed 2022-08-04 | 587 holdings | $32.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Stantec Inc(STN)COM85472N109$491,1150.0%
TE Connectivity Ltd(TEL)COMH84989104$494320.0%
Schlumberger Ltd(SLB)COM806857108$501,3920.0%
Sprott Physical Gold & Silver Trust(CEF/U)ETF85208R101$503,0000.0%
iShares Phlx Semiconductor ETF(SOXX)ETF464287523$501430.0%
Spdr Gold Trust(GLD)ETF78463V107$513020.0%
Eversource Energy(ES)COM30040W108$516000.0%
Ishares Core High Dividend Etf(HDV)ETF46429B663$515050.0%
Evergy Inc(EVRG)COM30034W106$528000.0%
Rpm International Inc(RPM)COM749685103$536790.0%
iShares Core Conservative Allocation ETF(AOK)ETF464289883$531,5190.0%
iShares Core Dividend Growth ETF(DGRO)ETF46434V621$551,1580.0%
Xylem Inc(XYL)ETF98419M100$567120.0%
Phillips(PSX)COM718546104$566780.0%
Invesco S&P 500 Low Volatility ETF(SPLV)ETF46138E354$579120.0%
Dow Chemical Company(DOW)COM260557103$571,1040.0%
Colgate-Palmolive Co(CL)COM194162103$577060.0%
Ameriprise Financial Inc(AMP)COM03076C106$572400.0%
Spdr Dow Jones Reit(RWR)ETF78464A607$586050.0%
iShares US Financial Services ETF(IYG)ETF464287770$594000.0%
Brown-Forman Corp(BF/B)COM115637209$608610.0%
P P G Industries Inc(PPG)COM693506107$625380.0%
Magellan Midstream Ptnrs(WEP)COM UNIT RP LP559080106$621,3000.0%
Liberty Media Corp Delaware Com C Siriusxm(LSXMKUSD)COM531229607$631,7450.0%
iShares Silver Trust(SLV)ETF46428Q109$633,3820.0%
Dexcom Inc(DXCM)COM252131107$648640.0%
Fidelity Natl Finl Inc(FNF)COM31620R303$651,7720.0%
Chicago Mercantile Exch(CME)COM12572Q105$653170.0%
Symantec Corp(GEN)COM668771108$663,0050.0%
Zimmer Biomet Holdings Inc(ZBH)ETF98956P102$666300.0%
W P Carey Inc(WPC)ETF92936U109$678040.0%
Agilent Technologies Inc(A)COM00846U101$675660.0%
Dollar Tree Inc(DLTR)COM256746108$684340.0%
Ross Stores Inc(ROST)COM778296103$699800.0%
Vanguard Mid-Cap Growth ETF(VOT)ETF922908538$693960.0%
Avago Technologies Ltd(AVGO)COM11135F101$691420.0%
Vanguard Information Technology ETF(VGT)ETF92204A702$712160.0%
Fiserv Inc(FISV)COM337738108$718000.0%
Gildan Activewear Inc(GIL)COM375916103$722,5000.0%
Bp Plc Adr(BP)SPONSORED ADR055622104$722,5480.0%
Hewlett-Packard Company(HPQ)COM40434L105$732,2390.0%
iShares North American Tech(IGM)ETF464287549$752550.0%
Chubb Corporation(CB)COMH1467J104$753820.0%
Seagate Technology(STX)COMG7997R103$751,0500.0%
Baxter International Inc(BAX)COM071813109$761,1850.0%
Booking Hldgs Inc(BKNG)COM09857L108$77440.0%
Lucid Group ORD(CCIVGBP)COM549498103$774,5000.0%
Amern Tower Corp Class A(AMT)CL A03027X100$783040.0%
J B Hunt Transport Svcs(JBHT)COM445658107$795000.0%
Spdr Portfolio S&P 500 Value ETF(SPYV)ETF78464A508$812,2000.0%
PreviousPage 6 of 12Next