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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
19
0
0
0
2
0
15
0
1
HERITAGE WAY ADVISORS LLC

Time Period2019-06-30

Total Holdings53

Total Value ($x1000)155,436
Activities
New0

Increased41

Unchanged1

Decreased11

Sold Out4

Top 10 Stock Holdingstotal 40.39%
IVV17.47

VEA4.13

SCHX3.11

MSFT2.88

ABT2.31

 
NSC2.3

DIS2.14

CSCO2.03

ACN2.02

ADP2

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SEC 13F
Filing
Detail
Sort:
IVV
17.47%
CORE S&P500 ETF
VEA
4.13%
FTSE DEV MKT ETF
SCHX
3.11%
US LRG CAP ETF
MSFT
2.88%
COM
ABT
2.31%
COM
NSC
2.3%
COM
DIS
2.14%
COM DISNEY
CSCO
2.03%
COM
ACN
2.02%
SHS CLASS A
ADP
2%
COM
HD
1.94%
COM
JNJ
1.92%
COM
KO
1.88%
COM
NKE
1.87%
CL B
INTC
1.86%
COM
TRV
1.84%
COM
NVS
1.84%
SPONSORED ADR
BLK
1.8%
COM
CVX
1.8%
COM
TROW
1.78%
COM
VFC
1.74%
COM
D
1.73%
COM
PEP
1.7%
COM
HSY
1.63%
COM
DNKN
1.63%
COM
JPM
1.62%
COM
IFF
1.61%
COM
PFE
1.6%
COM
ABBV
1.58%
COM
USB
1.58%
COM NEW
CL
1.56%
COM
CMCSA
1.55%
CL A
MMM
1.55%
COM
UTX
1.55%
COM
EFX
1.53%
COM
MPC
1.52%
COM
RTN
1.52%
COM NEW
ORCL
1.49%
COM
FOXAV
1.48%
CL A COM
ENB
1.46%
COM
VWO
1.37%
FTSE EMR MKT ETF
IJH
1.37%
CORE S&P MCP ETF
XOM
1.34%
COM
BK
1.33%
COM
IJR
1.25%
CORE S&P SCP ETF
VSS
0.79%
FTSE SMCAP ETF
SCHF
0.69%
INTL EQTY ETF
UL
0.27%
SPON ADR NEW
SCHE
0.23%
EMRG MKTEQ ETF
SCHM
0.23%
US MID-CAP ETF
SCHA
0.22%
US SML CAP ETF
BRK.B
0.2%
CL B NEW
SCHB
0.16%
US BRD MKT ETF
WFC
1.14%
COM
STT
0.19%
COM
DWDP
0.18%
COM
AAPL
0.15%
COM