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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.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
98
18
26
2
9
1
64
19
14
HERITAGE WEALTH ADVISORS

Time Period2019-06-30

Total Holdings450

Total Value ($x1000)652,343
Activities
New58

Increased128

Unchanged213

Decreased51

Sold Out59

Top 10 Stock Holdingstotal 69.27%
IVV28.16

RSP12.86

IWM7.41

IEFA4.92

SCHP3.69

 
MKL3.07

ITB2.8

IWS2.64

IEMG2.15

VIG1.57

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
28.16%
CORE S&P500 ETF
RSP
12.86%
S&P500 EQL WGT
IWM
7.41%
RUSSELL 2000 ETF
IEFA
4.92%
CORE MSCI EAFE
SCHP
3.69%
US TIPS ETF
MKL
3.07%
COM
ITB
2.8%
US HOME CONS ETF
IWS
2.64%
RUS MDCP VAL ETF
IEMG
2.15%
CORE MSCI EMKT
VIG
1.57%
DIV APP ETF
NEAR
1.43%
SHT MAT BD ETF
MSFT
1.08%
COM
PEP
1.02%
COM
AAPL
0.98%
COM
PM
0.83%
COM
IWN
0.78%
RUS 2000 VAL ETF
IJH
0.76%
CORE S&P MCP ETF
MO
0.75%
COM
BRK.B
0.75%
CL B NEW
XOM
0.71%
COM
JNJ
0.7%
COM
DIS
0.66%
COM DISNEY
SPY
0.64%
TR UNIT
AMJ
0.63%
ALERIAN ML ETN
WMT
0.59%
COM
MRK
0.52%
COM
PFE
0.51%
COM
UDR
0.48%
COM
UNP
0.48%
COM
MA
0.47%
CL A
UNH
0.44%
COM
UTX
0.42%
COM
GOOG
0.38%
CAP STK CL C
MDT
0.36%
SHS
V
0.35%
COM CL A
STI
0.34%
COM
AUB
0.33%
COM
USB
0.33%
COM NEW
MDLZ
0.27%
CL A
CSX
0.27%
COM
D
0.23%
COM
FB
0.23%
CL A
BIP
0.22%
LP INT UNIT
GOOGL
0.21%
CAP STK CL A
MMC
0.21%
COM
VTI
0.21%
TOTAL STK MKT
MMP
0.21%
COM UNIT RP LP
AMZN
0.21%
COM
EPD
0.2%
COM
ITOT
0.2%
CORE S&P TTL STK
BAM
0.2%
CL A LTD VT SH
WMB
0.2%
COM
1/100 BE...
0.2%
CL A
KO
0.18%
COM
SCHX
0.18%
US LRG CAP ETF
MCD
0.18%
COM
IWB
0.18%
RUS 1000 ETF
PAA
0.18%
UNIT LTD PARTN
CVX
0.18%
COM
MPLX
0.17%
COM UNIT REP LTD
ETE
0.17%
COM UT LTD PTN
KMX
0.16%
COM
XLV
0.16%
SBI HEALTHCARE
AGG
0.16%
CORE TOTUSBD ETF
EFA
0.16%
MSCI EAFE ETF
BAC
0.15%
COM
HD
0.14%
COM
CSCO
0.14%
COM
VZ
0.14%
COM
AMGN
0.14%
COM
RJF
0.13%
COM
PG
0.12%
COM
JPM
0.11%
COM
LOW
0.11%
COM
SYY
0.11%
COM
SBUX
0.11%
COM
ITW
0.11%
COM
VXUS
0.1%
VG TL INTL STK F
APD
0.1%
COM
TY
0.09%
COM
DEO
0.09%
SPON ADR NEW
IWP
0.09%
RUS MD CP GR ETF
TEL
0.08%
REG SHS
IBM
0.08%
COM
VYM
0.08%
HIGH DIV YLD
BIIB
0.08%
COM
HON
0.08%
COM
NFLX
0.08%
COM
SCHB
0.08%
US BRD MKT ETF
IR
0.08%
SHS
BBT
0.08%
COM
BA
0.07%
COM
STLY
0.07%
ESXB
0.07%
COM
GVI
0.07%
INTRM GOV/CR ETF
DUK
0.07%
COM NEW
PFF
0.07%
U.S. PFD STK ETF
FAIRFAX ...
0.07%
COM
INTC
0.07%
COM
SCHG
0.07%
US LCAP GR ETF
ADP
0.07%
COM
NSC
0.06%
COM
GD
0.06%
COM
AXP
0.06%
COM
EMR
0.06%
COM
BR
0.06%
COM
UPS
0.06%
CL B
C
0.06%
COM NEW
MMM
0.05%
COM
TMO
0.05%
COM
ABBV
0.05%
COM
ABT
0.05%
COM
MCHP
0.05%
COM
IWZ
0.05%
RUS 3000 GRW ETF
ORCL
0.05%
COM
COST
0.05%
COM
VO
0.05%
MID CAP ETF
SO
0.05%
COM
IYJ
0.05%
U.S. INDS ETF
KHC
0.05%
COM
SCHA
0.05%
US SML CAP ETF
ADBE
0.05%
COM
CVS
0.04%
COM
GIL
0.04%
COM
SCHD
0.04%
US DIVIDEND EQ
TG
0.04%
COM
PYPL
0.04%
COM
NSRGY
0.04%
COM
CMCSA
0.04%
CL A
DD
0.04%
COM
CRM
0.04%
COM
JCI
0.04%
SHS
TRV
0.04%
COM
GE
0.03%
COM
WFC
0.03%
COM
ENB
0.03%
COM
VOE
0.03%
MCAP VL IDXVIP
DHR
0.03%
COM
ECL
0.03%
COM
COF
0.03%
COM
ANTM
0.03%
COM
GLW
0.03%
COM
IBB
0.03%
NASDQ BIOTEC ETF
TDY
0.03%
COM
QQQ
0.03%
UNIT SER 1
VLO
0.03%
COM
ISRG
0.03%
COM NEW
QCOM
0.03%
COM
ADSK
0.03%
COM
MS
0.03%
COM NEW
LLY
0.03%
COM
SCHZ
0.03%
US AGGREGATE B
T
0.03%
COM
BAY BANK...
0.03%
COM
PEY
0.03%
HIG YLD EQ DIV
AMAT
0.03%
COM
PALL
0.03%
PHYSCL PALLADM
DOW
0.02%
COM
LMT
0.02%
COM
VOO
0.02%
SHS
RDS/A
0.02%
SPONS ADR A
SDY
0.02%
S&P DIVID ETF
CHCO
0.02%
COM
SCHF
0.02%
INTL EQTY ETF
FBT
0.02%
NY ARCA BIOTECH
SRE
0.02%
COM
TCFC
0.02%
COM
CP
0.02%
COM
CNI
0.02%
COM
BMY
0.02%
COM
VHT
0.02%
HEALTH CAR ETF
TXN
0.02%
COM
AJG
0.02%
COM
MAIN
0.02%
COM
PNC
0.02%
COM
APH
0.02%
CL A
LUV
0.02%
COM
EHC
0.02%
COM
NUE
0.02%
COM
AVY
0.02%
COM
BLK
0.02%
COM
HDV
0.02%
HIGH DIVIDND ETF
NVS
0.02%
SPONSORED ADR
UN
0.02%
N Y SHS NEW
BAX
0.02%
COM
GS
0.02%
COM
PGR
0.02%
COM
ARCC
0.02%
COM
FSIC
0.02%
COM
ROST
0.02%
COM
RTN
0.01%
COM NEW
DTN
0.02%
DIV EX-FINL FD
IYK
0.01%
U.S. CNSM GD ETF
CTVA
0.01%
COM
ROKU
0.01%
CL A
DES
0.01%
SMALLCAP DIVID
NKE
0.01%
CL B
DON
0.01%
MIDCAP DIVI FD
IDV
0.01%
INTL SEL DIV ETF
AEP
0.01%
COM
BP
0.01%
SPONSORED ADR
WM
0.01%
COM
FDN
0.01%
DJ INTERNT IDX
NEE
0.01%
COM
URI
0.01%
COM
GPC
0.01%
COM
IWR
0.01%
RUS MID-CAP ETF
RPM
0.01%
COM
WBA
0.01%
COM
BKNG
0.01%
COM
WRB
0.01%
COM
EVRG
0.01%
COM
BUD
0.01%
SPONSORED ADR
WLTW
0.01%
SHS
EEMV
0.01%
EM MK MINVOL ETF
SCHV
0.01%
US LCAP VA ETF
BK
0.01%
COM
AON
0.01%
SHS CL A
MTG
0.01%
COM
ZTS
0.01%
CL A
CAPITAL ...
0.01%
COM
UVV
0.01%
COM
ICSH
0.01%
LIQUID INC ETF
VOOV
0.01%
500 VAL IDX FD
UL
0.01%
SPON ADR NEW
GSK
0.01%
SPONSORED ADR
KMB
0.01%
COM
MCK
0.01%
COM
SYMC
0.01%
COM
WPC
0.01%
COM
CI
0.01%
COM
FXO
0.01%
FINLS ALPHADEX
RWR
0.01%
DJ REIT ETF
ZMH
0.01%
COM
FTNT
0.01%
COM
THG
0.01%
COM
SCHE
0.01%
EMRG MKTEQ ETF
ES
0.01%
COM
MAR
0.01%
CL A
DLS
0.01%
INTL SMCAP DIV
FDM
0.01%
COM SHS ANNUAL
PSCF
0.01%
S&P SMLCP FINL
CFG
0.01%
COM
DIGITAL ...
0.01%
PREFERRED STOCK
ALL
0.01%
COM
EBAY
0.01%
COM
XYL
0.01%
COM
GIS
0.01%
COM
SDOG
0.01%
SECTR DIV DOGS
WRI
0.01%
SH BEN INT
TGT
0.01%
COM
DIA
0.01%
UT SER 1
AGNC INV...
0.01%
PREFERRED STOCK
EXC
0.01%
COM
O
0.01%
COM
VWOB
0.01%
EMERG MKT BD ETF
EL
0.01%
CL A
GNW
0.01%
COM CL A
OMC
0.01%
COM
INTU
0.01%
COM
DE
0.01%
COM
SBAC
0.01%
CL A
BERY
0.01%
COM
TROW
0.01%
COM
EW
0.01%
COM
AZN
0.01%
SPONSORED ADR
VEA
0.01%
FTSE DEV MKT ETF
SLV
0.01%
ISHARES
WSO
0.01%
COM
INGR
0.01%
COM
ETN
0.01%
SHS
HIW
0.01%
COM
AMT
0.01%
COM
CL
0.01%
COM
VSM
0.01%
COM
TWOU
0.01%
COM
AVGO
0.01%
COM
JBSS
0.01%
COM
VTR
0.01%
COM
CEF
0.01%
UNIT
CTSH
0.01%
CL A
NGG
0.01%
SPONSORED ADR NE
UGI
0.01%
COM
ED
0.01%
COM
VBR
0.01%
SM CP VAL ETF
CMI
0.01%
COM
PSX
0.01%
COM
CDK
0.01%
COM
STOR
0.01%
COM
VOD
0.01%
SPNSR ADR NO PAR
SYK
0.01%
COM
HPQ
0.01%
COM
ANSS
0.01%
COM
HIG
0.01%
COM
TOWN
< 0.01%
COM
AEE
< 0.01%
COM
KNX
< 0.01%
CL A
ZURICH I...
< 0.01%
ADR
HCN
< 0.01%
COM
CLX
< 0.01%
COM
GM
< 0.01%
COM
FBHS
< 0.01%
COM
IYW
< 0.01%
U.S. TECH ETF
CM
< 0.01%
COM
MPC
< 0.01%
COM
WY
< 0.01%
COM
DAL
< 0.01%
COM NEW
DY
< 0.01%
COM
IYR
< 0.01%
U.S. REAL ES ETF
VB
< 0.01%
SMALL CP ETF
BDX
< 0.01%
COM
SNY
< 0.01%
SPONSORED ADR
BPL
< 0.01%
UNIT LTD PARTN
DUKE ENE...
< 0.01%
PREFERRED STOCK
ATHENE H...
< 0.01%
PREFERRED STOCK
STE
< 0.01%
SHS USD
ACN
< 0.01%
SHS CLASS A
GBDC
< 0.01%
COM
BBY
< 0.01%
COM
IJR
< 0.01%
CORE S&P SCP ETF
BB&T COR...
< 0.01%
PREFERRED STOCK
XLK
< 0.01%
TECHNOLOGY
MET
< 0.01%
COM
GPN
< 0.01%
COM
AAP
< 0.01%
COM
EA
< 0.01%
COM
GSBD
< 0.01%
SHS
FTS
< 0.01%
COM
ALLE
< 0.01%
ORD SHS
CCI
< 0.01%
COM
XLU
< 0.01%
SBI INT-UTILS
WYNN
< 0.01%
COM
MPW
< 0.01%
COM
XLY
< 0.01%
SBI CONS DISCR
WRK
< 0.01%
COM
ELS
< 0.01%
COM
COLONY N...
< 0.01%
COM
GLD
< 0.01%
GOLD SHS
HAS
< 0.01%
COM
FLS
< 0.01%
COM
NXPI
< 0.01%
COM
CELG
< 0.01%
COM
FOXAV
< 0.01%
CL A COM
BLACKSTO...
< 0.01%
COM UNIT LTD
AVT
< 0.01%
COM
GRAYSCAL...
< 0.01%
ETF
IMPERIAL...
< 0.01%
ADR
GH
< 0.01%
COM
APO
< 0.01%
CL A SHS
JRVR
< 0.01%
COM
NTRA
< 0.01%
COM
CCL
< 0.01%
PAIRED CTF
GREEN TH...
< 0.01%
COM
RLI
< 0.01%
COM
MSI
< 0.01%
COM NEW
CNP
< 0.01%
COM
NVO
< 0.01%
ADR
PSA
< 0.01%
COM
DLTR
< 0.01%
COM
DCM
< 0.01%
SPONS ADR
ABEV
< 0.01%
SPONSORED ADR
ROP
< 0.01%
COM
ITA
< 0.01%
U.S. AER&DEF ETF
TIP
< 0.01%
TIPS BD ETF
NVT
< 0.01%
SHS
LNT
< 0.01%
COM
G
< 0.01%
SHS
HSY
< 0.01%
COM
IP
< 0.01%
COM
TFX
< 0.01%
COM
HR
< 0.01%
COM
PPL
< 0.01%
COM
TSLA
< 0.01%
COM
FTV
< 0.01%
COM
L
< 0.01%
COM
DOV
< 0.01%
COM
NEU
< 0.01%
COM
PPG
< 0.01%
COM
LULU
< 0.01%
COM
LEN
< 0.01%
CL A
A
< 0.01%
COM
PRU
< 0.01%
COM
VIRT
< 0.01%
CL A
MXIM
< 0.01%
COM
BABA
< 0.01%
SPONSORED ADS
VGT
< 0.01%
INF TECH ETF
HACK
< 0.01%
PUREFUNDS ISE CY
DEUTSCHE...
< 0.01%
STRUCTURED NOTE
VET
< 0.01%
COM
VDE
< 0.01%
ENERGY ETF
PH
< 0.01%
COM
VTV
< 0.01%
VALUE ETF
FULT
< 0.01%
COM
VIAB
< 0.01%
CL B
ADNT
< 0.01%
ORD SHS
VIV
< 0.01%
SPONSORED ADR
CC
< 0.01%
COM
RGA
< 0.01%
COM NEW
CHESAPEA...
< 0.01%
COM
ALC
< 0.01%
ORD SHS
GILD
< 0.01%
COM
MTB
< 0.01%
COM
CME
< 0.01%
COM
UAA
< 0.01%
CL A
IYH
< 0.01%
US HLTHCARE ETF
BANCO LA...
< 0.01%
ADR
TRTN
< 0.01%
CL A
FLIR
< 0.01%
COM
IEX
< 0.01%
COM
WAB
< 0.01%
COM
LAZ
< 0.01%
SHS A
KMI
< 0.01%
COM
VERITAS ...
< 0.01%
COM
MAIDEN H...
< 0.01%
PREFERRED STOCK
MORGAN S...
< 0.01%
PREFERRED STOCK
GRMN
< 0.01%
SHS
PVH
< 0.01%
COM
TKR
< 0.01%
COM
PSXP
< 0.01%
COM UNIT REP INT
FFIV
< 0.01%
COM
BGSF
< 0.01%
COM
CAH
< 0.01%
COM
OGS
< 0.01%
COM
TNDM
< 0.01%
COM NEW
CGC
< 0.01%
COM
TEF
< 0.01%
SPONSORED ADR
PEG
< 0.01%
COM
JBGS
< 0.01%
COM
REZI
< 0.01%
COM
GNTX
< 0.01%
COM
BYND
< 0.01%
COM
VRTS
< 0.01%
COM
STIP
< 0.01%
0-5 YR TIPS ETF
RWO
< 0.01%
DJ GLB RL ES ETF
ASIX
< 0.01%
COM
VALIDIAN...
< 0.01%
COM
NI
< 0.01%
COM
UA/C
< 0.01%
CL C
GTX
< 0.01%
COM
WELLS FA...
< 0.01%
PREFERRED STOCK
1/100000...
< 0.01%
PREFERRED STOCK
VBFC
< 0.01%
COM NEW
DKS
< 0.01%
COM
BEP
< 0.01%
PARTNERSHIP UNIT
TEVA
< 0.01%
ADR
PERFORMA...
< 0.01%
COM
JBLU
< 0.01%
COM
NINTENDO...
< 0.01%
ADR
PHARMANE...
< 0.01%
COM
SCHK
< 0.01%
1000 INDEX ETF
UBSH
0.25%
COM
DWDP
0.09%
COM
KRE
0.01%
S&P REGL BKG
SLB
0.01%
COM
PNR
< 0.01%
SHS
WETF
< 0.01%
COM
AOS
< 0.01%
COM
TVPT
< 0.01%
SHS
ZUO
< 0.01%
CL A
JPMORGAN...
< 0.01%
STRUCTURED NOTE
BX
< 0.01%
COM UNIT LTD
DRI
< 0.01%
COM
SJM
< 0.01%
COM NEW
KR
< 0.01%
COM
RGLD
< 0.01%
COM
LH
< 0.01%
COM NEW
PUK
< 0.01%
ADR
CAT
< 0.01%
COM
DOX
< 0.01%
ORD
SCHW
< 0.01%
COM
BEN
< 0.01%
COM
AIG
< 0.01%
COM NEW
CBS
< 0.01%
CL B
FNF
< 0.01%
COM
CNA
< 0.01%
COM
VFC
< 0.01%
COM
BSX
< 0.01%
COM
RYAAY
< 0.01%
SPONSORED ADR NE
ECA
< 0.01%
COM
TSN
< 0.01%
CL A
SYF
< 0.01%
COM
HPE
< 0.01%
COM
HAL
< 0.01%
COM
EMN
< 0.01%
COM
GENMAB A...
< 0.01%
ADR
FDX
< 0.01%
COM
AVNS
< 0.01%
COM
APY
< 0.01%
COM
SP
< 0.01%
COM
ABC
< 0.01%
COM
LIN
< 0.01%
COM
TJX
< 0.01%
COM
WAT
< 0.01%
COM
UHS
< 0.01%
CL B
UAL
< 0.01%
COM
BHF
< 0.01%
COM
NOC
< 0.01%
COM
FITB
< 0.01%
COM
MITSUBIS...
< 0.01%
COM
MKTAY
< 0.01%
ADR NEW
SERV
< 0.01%
COM
SWKS
< 0.01%
COM
KBC GROU...
< 0.01%
ADR
YAMAHA M...
< 0.01%
COM
LEN/B
< 0.01%
CL B
CAG
< 0.01%
COM
MU
< 0.01%
COM
MNK
< 0.01%
SHS
MHK
< 0.01%
COM