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Portfolio (Quarterly) Guide ↗

Heritage Wealth Advisors

· CIK 0001591122
13F Portfolio $2.6B AUM 692 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 124 New 126 Added 131 Reduced 38 Exited
Page 2 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MKL Markel Group Inc Financial Services 7,272.0 $13.9M 0.54% -693.0 -8.7% $1914.07 -3.2%
22 EPD Enterprise Prd Prtnrs Lp Energy 343,769.0 $13.0M 0.51% -17K -4.6% $37.84 +4.3%
23 SPY SPDR S&P 500 Index Financial Services 17,162.0 $11.2M 0.44% -939.0 -5.2% $650.34 +14.2%
24 PM Philip Morris Intl Inc Consumer Defensive 65,521.0 $10.8M 0.42% -10K -12.7% $165.34 +14.1%
25 GOOGL Alphabet Inc. Class A Communication Services 27,581.0 $7.9M 0.31% -886.0 -3.1% $287.56 +34.8%
26 VIG Vanguard Dividend Appreciation 34,001.0 $7.3M 0.29% -9K -20.2% $215.06 +7.4%
27 MRK Merck & Co Inc Healthcare 49,619.0 $6.0M 0.23% -561K -91.9% $120.29 -3.7%
28 XOM Exxon Mobil Corporation Energy 31,893.0 $5.4M 0.21% -986.0 -3.0% $169.66 -7.9%
29 MO Altria Group Inc Consumer Defensive 81,695.0 $5.4M 0.21% -6K -6.8% $65.99 +11.7%
30 V Visa Inc Financial Services 14,982.0 $4.5M 0.18% -142.0 -0.9% $302.24 +9.4%
31 IJJ Ishares S&P Midcap 28,654.0 $3.4M 0.13% -9K -24.1% $117.66 +18.9%
32 NVDA Nvidia Corp Technology 18,104.0 $3.2M 0.12% -33K -64.4% $174.40 +25.9%
33 VO Vanguard Mid-Cap ETF 8,194.0 $2.4M 0.09% -70.0 -0.8% $287.18 -73.0%
34 LOW Lowes Companies Inc Consumer Cyclical 9,885.0 $2.3M 0.09% -62.0 -0.6% $236.28 -8.0%
35 PEP Pepsico Incorporated Consumer Defensive 14,284.0 $2.2M 0.09% -4K -21.6% $155.29 -4.1%
36 ADP Auto Data Processing Industrials 10,810.0 $2.2M 0.09% -199K -94.8% $203.18 +8.3%
37 MDLZ Mondelez Intl Inc Cl A Consumer Defensive 29,904.0 $1.7M 0.07% -519.0 -1.7% $57.64 +6.7%
38 VTI Vanguard Total Stock Mkt 5,367.0 $1.7M 0.07% -71.0 -1.3% $320.83 +13.8%
39 TFC Truist Finl Corp Com Financial Services 36,076.0 $1.7M 0.07% -2K -5.6% $45.97 +4.4%
40 XLE Sector Spdr Engy Select 26,335.0 $1.6M 0.06% -3K -11.0% $61.26 -3.5%
Page 2 of 7  ·  131 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.7%
Technology 12.3%
Industrials 10.3%
Consumer Cyclical 9.4%
Energy 8.7%
Communication Services 7.2%
Healthcare 6.9%
Consumer Defensive 6.7%
Utilities 3.4%
Basic Materials 0.2%