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Heritage Wealth Advisors

Q1 2025 Holdings

Filed 2025-05-08 | 593 holdings | $2.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Mylan Nv(VTRS)COM92556V106$2.6K3010.0%
Block Inc(XYZ)COM852234103$2.7K490.0%
Txnm Energy Inc(TXNM)COM69349H107$2.7K500.0%
Banco Santander SA(SAN)COM05964H105$2.7K4000.0%
Fortune Brands Home & Security Inc(FBIN)COM34964C106$2.7K450.0%
Boston Scientific Corp(BSX)COM101137107$2.8K280.0%
Apache Corp(APA)COM03743Q108$2.8K1350.0%
Huntington Bancshs Inc(HBAN)COM446150104$2.9K1940.0%
Grainger W W Inc(GWW)COM384802104$3.0K30.0%
Delta Air Lines Inc New(DAL)COM247361702$3.1K700.0%
ServiceNow Inc(NOW)COM81762P102$3.2K40.0%
Dollar General Corp(DG)COM256677105$3.2K370.0%
Agilent Technologies Inc(A)COM00846U101$3.3K280.0%
Pulte Homes Inc(PHM)COM745867101$3.3K320.0%
Kinder Morgan Inc(KMI)COM49456B101$3.3K1170.0%
Cava Group ORD(CAVA)ORD SHS148929102$3.5K400.0%
J M Smucker Co New(SJM)COM832696405$3.6K300.0%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$3.6K1290.0%
Fidelity Msci Materials ETF(FMAT)ETF316092881$3.6K750.0%
The Chemours Company(CC)COM163851108$3.7K2720.0%
Comfort Systems USA Inc(FIX)COM199908104$3.7K120.0%
Targa Resources Corp(TRGP)COM87612G101$3.8K190.0%
Townebank Portsmouth Va(TOWN)COM89214P109$4.0K1160.0%
Spdr S&P 500 Fossil Fuel Rsrv Free ETF(SPYX)ETF78468R796$4.0K870.0%
Wabtec(WAB)COM929740108$4.0K220.0%
Etsy Inc com(ETSY)COM29786A106$4.0K850.0%
iShares Core US Treasury Bond(GOVT)ETF46429B267$4.1K1770.0%
Baker Hughes a GE Co(BKR)COM05722G100$4.1K940.0%
Paypal Hldgs Inc(PYPL)COM70450Y103$4.2K650.0%
Archer-Daniels-Midlnd Co(ADM)COM039483102$4.3K900.0%
Lam Research Corporation(LRCX)COM512807306$4.4K600.0%
Millrose Properties Incwhen Issued(MRP)REIT601137102$4.4K1660.0%
Vodafone Group Plc Adr(VOD)ADR92857W308$4.5K4770.0%
Zimmer Biomet Holdings Inc(ZBH)COM98956P102$4.5K400.0%
Upstart Holdings Inc(UPST)COM91680M107$4.6K1000.0%
Berry Plastics Group Inc(BERYEUR)COM08579W103$4.9K700.0%
Bloom Energy Corp Class A(BE)CL A093712107$5.1K2570.0%
Blue OWL Capital CL A ORD(OWL)CL A09581B103$5.1K2530.0%
Schwab US Mid-Cap ETF(SCHM)ETF808524508$5.2K1970.0%
Tapestry Inc(TPR)COM876030107$5.2K740.0%
Yum China Hldgs Inc Com(YUMC)COM98850P109$5.4K1030.0%
Linde plc(LIN)ETFG54950103$5.6K120.0%
Corteva Inc com(CTVA)COM22052L104$5.7K910.0%
O Reilly Automotive Inc(ORLY)COM67103H107$5.7K40.0%
Old Republic Intl Corp(ORI)COM680223104$5.9K1500.0%
Lululemon Athletica Inc(LULU)COM550021109$5.9K210.0%
Synopsys Inc(SNPS)COM871607107$6.0K140.0%
Costar Group Inc(CSGP)COM22160N109$6.0K760.0%
PowerShares Ftse Rafi US 1500 Sm-Mid ETF(PRFZ)ETF46137V597$6.1K1600.0%
Hewlett Packard Enterprises(HPE)COM42824C109$6.2K4000.0%
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