IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Heritage Wealth Advisors

Q4 2024 Holdings

Filed 2025-02-12 | 639 holdings | $2.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Banco Santander SA(SAN)COM05964H105$2.8K6120.0%
Nasdaq Stock Market Inc(NDAQ)COM631103108$2.9K380.0%
Match Group ORD(MTCH)ORD SHS57667L107$3.0K910.0%
Intrcontinentalexchange(ICE)COM45866F104$3.0K200.0%
Boston Scientific Corp(BSX)COM101137107$3.0K340.0%
Ametek Inc New(AME)COM031100100$3.1K170.0%
Fortune Brands Home & Security Inc(FBIN)COM34964C106$3.1K450.0%
Huntington Bancshs Inc(HBAN)COM446150104$3.2K1940.0%
Mylan Nv(VTRS)COM92556V106$3.2K2540.0%
Kinder Morgan Inc(KMI)COM49456B101$3.2K1170.0%
Fluor Corporation New(FLR)COM343412102$3.3K660.0%
J M Smucker Co New(SJM)COM832696405$3.3K300.0%
T-Mobile Us Inc(TMUS)COM872590104$3.3K150.0%
Amerisourcebergen Corp(COR)COM03073E105$3.4K150.0%
Targa Resources Corp(TRGP)COM87612G101$3.4K190.0%
Mc Cormick & Co Inc N-Vt(MKC)COM579780206$3.4K450.0%
Mgm Mirage(MGM)COM552953101$3.5K1000.0%
Fidelity Msci Materials ETF(FMAT)ETF316092881$3.6K750.0%
Keycorp Inc New(KEY)COM493267108$3.7K2140.0%
Apache Corp(APA)COM03743Q108$3.8K1640.0%
Lab Cp Of Amer Hldg New(LH)COM504922105$3.9K170.0%
Townebank Portsmouth Va(TOWN)COM89214P109$4.0K1160.0%
Molson Coors Brewing Clb(TAP)COM60871R209$4.0K690.0%
Zions Bancorp(ZION)COM989701107$4.0K730.0%
iShares Core US Treasury Bond(GOVT)ETF46429B267$4.0K1760.0%
Square Inc(XYZ)COM852234103$4.2K490.0%
Grainger W W Inc(GWW)COM384802104$4.2K40.0%
Zimmer Biomet Holdings Inc(ZBH)COM98956P102$4.2K400.0%
Delta Air Lines Inc New(DAL)COM247361702$4.2K700.0%
ServiceNow Inc(NOW)COM81762P102$4.2K40.0%
Pulte Homes Inc(PHM)COM745867101$4.2K390.0%
Rockwell Automation Inc(ROK)COM773903109$4.3K150.0%
Lam Research Corporation(LRCX)COM512807306$4.3K600.0%
Compass Diversified Holdings(CODI)COM20451Q104$4.4K1900.0%
Constellation Brand Cl A(STZ)CL A21036P108$4.4K200.0%
Etsy Inc com(ETSY)COM29786A106$4.5K850.0%
Cava Group ORD(CAVA)ORD SHS148929102$4.5K400.0%
Berry Plastics Group Inc(BERYEUR)COM08579W103$4.5K700.0%
The Chemours Company(CC)COM163851108$4.6K2720.0%
Dollar General Corp(DG)COM256677105$4.7K620.0%
Baker Hughes a GE Co(BKR)COM05722G100$4.7K1140.0%
Boston Properties Inc(BXP)COM101121101$4.7K630.0%
American Intl Group Inc(AIG)COM026874784$4.7K650.0%
Wabtec(WAB)COM929740108$4.7K250.0%
O Reilly Automotive Inc(ORLY)COM67103H107$4.7K40.0%
Citizens Finl Group Inc Com(CFG)COM174610105$4.8K1090.0%
Cummins Inc(CMI)COM231021106$4.9K140.0%
Comfort Systems USA Inc(FIX)COM199908104$4.9K120.0%
Yum China Hldgs Inc Com(YUMC)COM98850P109$5.0K1030.0%
Equifax Inc(EFX)COM294429105$5.1K200.0%
PreviousPage 3 of 13Next