IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Heritage Wealth Advisors

Q1 2026 Holdings

Filed 2026-05-14 | 692 holdings | $2.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Comfort Systems USA Inc(FIX)COM199908104$19.6K140.0%
Vanguard S&P Mid-Cap 400 Value ETF(IVOV)ETF921932844$20.2K1980.0%
DT Midstream ORD WI(DTM)COM23345M107$20.2K1500.0%
Relx Plc(REL)COMG7493L105$20.5K6270.0%
Etsy Inc com(ETSY)COM29786A106$20.5K4100.0%
CubeSmart(CUBE)COM229663109$20.5K5600.0%
Toro Company(TTC)COM891092108$20.6K2200.0%
iShares Russell Top 200 Growth ETF(IWY)ETF464289438$20.7K830.0%
Fidelity Enhanced Large Cap ETF(FELG)ETF31609A305$20.7K5520.0%
Verisign Inc(VRSN)COM92343E102$20.9K840.0%
Fidelity Ethereum Fund ETF(FETH)ETF31613E103$20.9K1,0000.0%
Johnson Controls Inc(JCI)COMG51502105$21.0K1600.0%
Kontoor Brands Inc COM(KTB)COM50050N103$21.1K3000.0%
Dow Chemical Company(DOW)COM260557103$21.6K5190.0%
Regeneron Pharmaceuticals(REGN)COM75886F107$21.6K280.0%
Stag Industrial Inc(STAG)COM85254J102$21.6K6000.0%
Highwoods Pptys Inc(HIW)COM431284108$21.8K1,0170.0%
iShares Msci USA ESG Select ETF(SUSA)ETF464288802$21.8K1650.0%
iShares Msci KLD 400 Social ETF(DSI)ETF464288570$21.8K1800.0%
T-Mobile Us Inc(TMUS)COM872590104$21.8K1040.0%
First Trust EIP Power Solutions ETF(FPWR)COM33738D705$22.4K6010.0%
Carlyle Secured Lending Inc(CGBD)COM872280102$23.0K2,1000.0%
Hewlett-Packard Company(HPQ)COM40434L105$23.1K1,2000.0%
Amern Tower Corp Class A(AMT)COM03027X100$23.1K1340.0%
Pimco Corporate Opportunity Fund(PTY)ETF72201B101$23.2K1,9200.0%
VanEck Retail ETF(RTH)ETF92189F684$23.2K930.0%
Adyen NV Eur0.01(ADYEN)ADRN3501V104$23.5K240.0%
Phillips(PSX)COM718546104$23.9K1310.0%
Costar Group Inc(CSGP)COM22160N109$23.9K5930.0%
AB Emerging Markets Opportunities ETF(EMOP)ETF00039J780$23.9K5460.0%
PTC Inc(PTC)COM69370C100$24.4K1710.0%
Newmont Mining Corp(NEM)COM651639106$24.5K2260.0%
Lennar Corp Cl A(LEN)CL A526057104$24.5K2820.0%
Advanced Micro Devices(AMD)COM007903107$24.6K1210.0%
Solventum Corp Com Shs(SOLV)COM83444M101$25.2K3860.0%
Ishares S&P Smallcap Core ETF(IJR)ETF464287804$25.9K2090.0%
Vanguard Small-Cap Value ETF(VBR)ETF922908611$26.1K1200.0%
U G I Corporation New(UGI)COM902681105$26.2K7200.0%
Eastman Chemical Co(EMN)COM277432100$26.3K3450.0%
OWL Rock Capital ORD(OBDC)COM69121K104$26.5K2,4000.0%
Invesco China Technology ETF(CQQQ)ETF46138E800$26.6K5780.0%
Autonation Inc(AN)COM05329W102$26.9K1380.0%
Vertiv Holdings Co(VRT)COM92537N108$27.3K1090.0%
W P Carey Inc(WPC)COM92936U109$27.3K4020.0%
Starwood Property Trust Inc.(STWD)COM85571B105$27.7K1,6100.0%
Cohen & Steers Tot Ret Realty(RFI)COM19247R103$28.7K2,5800.0%
Brixmor Property Group Inc(BRX)COM11120U105$28.8K1,0000.0%
Keystone Technologies(KEYS)COM49338L103$28.8K1020.0%
Broadstone NET Lease ORD(BNL)ORD SHS11135E203$28.8K1,5790.0%
Manulife Financial Corp(MFC)COM56501R106$28.9K8380.0%
PreviousPage 6 of 14Next