HW
| |
Heritage Wealth Advisors13F | |
| Heritage Wealth Advisors | |
| Last update 2025-05-08 | 583 Stocks (37 new) |
| Value $1.97 Bil | Turnover 4 % |
Heritage Wealth Advisors Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 664,726 | 373,509.6 | +10.68% | 18.920 | +1.83% | 0.070 | +10.85% | +6.13% | 616,553.2 | ||
IEFA | iShares Core MSCI EAFE ETF | 1,725,079 | 130,502.3 | -0.44% | 6.610 | -0.03% | 0.100 | +12.33% | +20.92% | 142,904.8 | ||
BRK.B | Berkshire Hathaway Inc | 125,555 | 66,868.1 | +2.88% | 3.390 | +0.09% | 0.010 | -8.79% | +7.17% | 1,048,047.4 | Insurance | |
IWS | iShares Russell Mid-Cap Value ETF | 513,175 | 64,644.7 | -0.28% | 3.270 | -0.01% | 0.500 | +5.30% | +2.92% | 14,152.5 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 527,685 | 64,382.8 | -0.30% | 3.260 | -0.01% | 0.100 | +11.01% | +5.61% | 70,239.3 | ||
RTX | RTX Corp | 475,626 | 63,001.4 | +1.18% | 3.190 | +0.04% | 0.040 | +10.80% | +27.47% | 195,076.0 | Aerospace & Defense | |
MSFT | Microsoft Corp | 163,713 | 61,456.1 | -0.63% | 3.110 | -0.02% | 0.000 | +32.75% | +18.46% | 3,697,021.6 | Software | |
MA | Mastercard Inc | 110,594 | 60,619.0 | +2.32% | 3.070 | +0.07% | 0.010 | +2.68% | +7.04% | 510,287.7 | Credit Services | |
AAPL | Apple Inc | 271,668 | 60,345.5 | +0.63% | 3.060 | +0.02% | 0.000 | -7.51% | -17.87% | 3,064,383.4 | Hardware | |
BN | Brookfield Corp | 1,095,778 | 57,429.7 | +2.24% | 2.910 | +0.06% | 0.070 | +18.19% | +8.02% | 94,469.6 | Asset Management |
Heritage Wealth Advisors's Historical Top Holdings Breakdowns
Heritage Wealth Advisors's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -2.83% | 461.52 ($511.2) 548.18 | $311.97 | -38.97% | Reduce -99.63% | 423 | -112,659 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -2.32% | 551.42 ($587.78) 612.93 | $617.85 | 5.12% | Reduce -82.72% | 16,697 | -79,923 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +1.83% | 554.06 ($590.51) 615.85 | $620.90 | 5.15% | Add 10.68% | 664,726 | 64,160 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.77% | 507.05 ($540.58) 563.67 | $568.03 | 5.08% | Add 416.88% | 36,724 | 29,619 | |
CMCSA | Comcast Corp | 2025-03-31 | Reduce Reduce | -0.15% | 33.19 ($36.08) 38.23 | $35.69 | -1.08% | Reduce -6.88% | 1,117,521 | -82,615 | |
MRK | Merck & Co Inc | 2025-03-31 | Add Add | +0.14% | 83.01 ($93.37) 101.02 | $79.16 | -15.22% | Add 5.71% | 565,494 | 30,524 | |
COP | ConocoPhillips | 2025-03-31 | Add Add | +0.13% | 88.6 ($99.73) 105.85 | $89.74 | -10.02% | Add 5.92% | 444,823 | 24,864 | |
PEP | PepsiCo Inc | 2025-03-31 | Add Add | +0.13% | 142.64 ($148.84) 156.42 | $132.04 | -11.29% | Add 6.12% | 287,719 | 16,601 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.12% | 663000 ($729331) 801950 | $728,800.00 | -0.07% | New holding | 3 | 3 | |
GOOG | Alphabet Inc | 2025-03-31 | Add Add | +0.11% | 156.06 ($183.12) 207.71 | $177.39 | -3.13% | Add 3.86% | 361,027 | 13,427 |
Heritage Wealth Advisors Total Holding History ($B)
Heritage Wealth Advisors's Asset Allocation
Heritage Wealth Advisors Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Heritage Wealth Advisors's Hypothetical Growth since 2025-03-31
Heritage Wealth Advisors's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Heritage Wealth Advisors's Holdings Heat Map
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Heritage Wealth Advisors's Holdings Bubble Chart
Heritage Wealth Advisors News
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