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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Market Cap
Large
Value
Mid
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Small
Growth
21
0
0
0
2
0
17
0
1
HERITAGE WAY ADVISORS LLC

Time Period2018-12-31

Total Holdings57

Total Value ($x1000)130,082
Activities
New4

Increased46

Unchanged2

Decreased5

Sold Out7

Top 10 Stock Holdingstotal 39.85%
IVV16.69

VEA3.98

SCHX2.85

MSFT2.71

ABT2.52

 
FOXA2.37

KO2.34

INTC2.15

NSC2.12

ABBV2.12

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SEC 13F
Filing
Detail
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IVV
16.69%
CORE S&P500 ETF
VEA
3.98%
FTSE DEV MKT ETF
SCHX
2.85%
US LRG CAP ETF
MSFT
2.71%
COM
ABT
2.52%
COM
FOXA
2.37%
CL A
KO
2.34%
COM
INTC
2.15%
COM
NSC
2.12%
COM
ABBV
2.12%
COM
JNJ
2.11%
COM
NVS
2.05%
SPONSORED ADR
CSCO
2.05%
COM
NKE
2.01%
CL B
ADP
2.01%
COM
MMM
1.95%
COM
PFE
1.95%
COM
ACN
1.83%
SHS CLASS A
CVX
1.82%
COM
D
1.81%
COM
HD
1.79%
COM
TRV
1.78%
COM
BLK
1.74%
COM
IFF
1.73%
COM
PEP
1.7%
COM
TROW
1.68%
COM
VFC
1.67%
COM
JPM
1.66%
COM
BK
1.6%
COM
USB
1.59%
COM NEW
DNKN
1.57%
COM
MPC
1.55%
COM
CL
1.54%
COM
UTX
1.5%
COM
ENB
1.49%
COM
XOM
1.37%
COM
HSY
1.34%
COM
VWO
1.34%
FTSE EMR MKT ETF
IJH
1.33%
CORE S&P MCP ETF
IJR
1.22%
CORE S&P SCP ETF
WFC
1.21%
COM
EFX
1.2%
COM
RTN
1.2%
COM NEW
ORCL
1.15%
COM
CMCSA
1.09%
CL A
VSS
0.78%
FTSE SMCAP ETF
SCHF
0.61%
INTL EQTY ETF
GSK
0.28%
SPONSORED ADR
BRK.B
0.26%
CL B NEW
STT
0.22%
COM
SCHE
0.21%
EMRG MKTEQ ETF
SCHM
0.21%
US MID-CAP ETF
DWDP
0.21%
COM
DIS
0.2%
COM DISNEY
SCHA
0.2%
US SML CAP ETF
SCHB
0.19%
US BRD MKT ETF
AAPL
0.18%
COM
UPS
1.61%
CL B
T
1.35%
COM
ADI
1.26%
COM
TD
0.26%
COM NEW
BTI
0.22%
SPONSORED ADR
MO
0.15%
COM
PLXP
0.03%
COM