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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
90
23
24
4
7
2
68
20
16
HERITAGE WEALTH ADVISORS

Time Period2018-09-30

Total Holdings406

Total Value ($x1000)510,562
Activities
New292

Increased45

Unchanged44

Decreased25

Sold Out1

Top 10 Stock Holdingstotal 70.75%
IVV37.96

IWM8.89

RSP4.77

HEDJ4.49

MKL4.24

 
IWS3.21

KRE2.93

NEAR1.83

MO1.22

DXJ1.21

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
37.96%
CORE S&P500 ETF
IWM
8.89%
RUSSELL 2000 ETF
RSP
4.77%
S&P500 EQL WGT
HEDJ
4.49%
EUROPE HEDGED EQ
MKL
4.24%
COM
IWS
3.21%
RUS MDCP VAL ETF
KRE
2.93%
S&P REGL BKG
NEAR
1.83%
SHT MAT BD ETF
MO
1.22%
COM
DXJ
1.21%
JAPN HEDGE EQT
PM
1.11%
COM
AAPL
1.01%
COM
MSFT
0.99%
COM
SPY
0.89%
TR UNIT
XOM
0.84%
COM
AMGN
0.78%
COM
PEP
0.75%
COM
BRK.B
0.74%
CL B NEW
PFE
0.7%
COM
JNJ
0.68%
COM
UBSH
0.68%
COM
MRK
0.68%
COM
GILD
0.55%
COM
STI
0.55%
COM
DIS
0.53%
COM DISNEY
WMT
0.51%
COM
UNP
0.49%
COM
UPS
0.49%
CL B
UTX
0.47%
COM
UNH
0.45%
COM
BIP
0.44%
LP INT UNIT
EPD
0.43%
COM
MMP
0.42%
COM UNIT RP LP
PAA
0.4%
UNIT LTD PARTN
ETE
0.4%
COM UT LTD PTN
WMB
0.4%
COM
GOOG
0.39%
CAP STK CL C
VIG
0.39%
DIV APP ETF
MPLX
0.39%
COM UNIT REP LTD
USB
0.38%
COM NEW
CSX
0.33%
COM
V
0.29%
COM CL A
MDLZ
0.27%
CL A
GOOGL
0.27%
CAP STK CL A
SLB
0.26%
COM
FB
0.26%
CL A
VTI
0.24%
TOTAL STK MKT
D
0.23%
COM
BAM
0.21%
CL A LTD VT SH
AMZN
0.21%
COM
EFA
0.2%
MSCI EAFE ETF
IEFA
0.19%
CORE MSCI EAFE
CVX
0.19%
COM
1/100 BE...
0.19%
CL A
BAC
0.19%
COM
RJF
0.18%
COM
KO
0.16%
COM
AGG
0.15%
CORE TOTUSBD ETF
BIIB
0.15%
COM
VZ
0.14%
COM
VXUS
0.14%
VG TL INTL STK F
UDR
0.14%
COM
SYY
0.13%
COM
DWDP
0.13%
COM
IHDG
0.13%
ITL HDG DIV GT
GVI
0.13%
INTRM GOV/CR ETF
TY
0.12%
COM
KHC
0.12%
COM
IBM
0.12%
COM
CSCO
0.12%
COM
JPM
0.12%
COM
MCD
0.11%
COM
IWP
0.11%
RUS MD CP GR ETF
FAIRFAX ...
0.11%
COM
LOW
0.11%
COM
HD
0.11%
COM
ITW
0.11%
COM
HON
0.1%
COM
NFLX
0.1%
COM
BR
0.1%
COM
ESXB
0.1%
COM
DEO
0.09%
SPON ADR NEW
MMM
0.09%
COM
EMR
0.08%
COM
GD
0.08%
COM
APD
0.08%
COM
ABBV
0.08%
COM
ADP
0.08%
COM
IR
0.08%
SHS
STANLEY ...
0.08%
COM
NSC
0.07%
COM
PG
0.07%
COM
CVS
0.07%
COM
BBT
0.07%
COM
INTC
0.07%
COM
BA
0.07%
COM
IYK
0.07%
U.S. CNSM GD ETF
IWZ
0.06%
RUS 3000 GRW ETF
DUK
0.06%
COM NEW
AXP
0.06%
COM
MCHP
0.06%
COM
TMO
0.06%
COM
ABT
0.06%
COM
TG
0.06%
COM
VO
0.05%
MID CAP ETF
ORCL
0.05%
COM
ADBE
0.05%
COM
CRM
0.05%
COM
SBUX
0.05%
COM
VLO
0.05%
COM
GE
0.05%
COM
AET
0.05%
COM
COST
0.05%
COM
DHR
0.05%
COM
GIL
0.04%
COM
ISRG
0.04%
COM NEW
COF
0.04%
COM
GLW
0.04%
COM
CMCSA
0.04%
CL A
SCHX
0.04%
US LRG CAP ETF
WFC
0.04%
COM
TRV
0.04%
COM
BAY BANK...
0.04%
COM
KMX
0.04%
COM
IYH
0.04%
US HLTHCARE ETF
PYPL
0.04%
COM
ENB
0.03%
COM
TDY
0.03%
COM
ADSK
0.03%
COM
QCOM
0.03%
COM
LUV
0.03%
COM
CHCO
0.03%
COM
SO
0.03%
COM
EHC
0.03%
COM
T
0.03%
COM
ECL
0.03%
COM
AMAT
0.03%
COM
MS
0.03%
COM NEW
MA
0.03%
CL A
TCFC
0.03%
COM
CNI
0.03%
COM
APH
0.03%
CL A
PNC
0.03%
COM
BMY
0.03%
COM
ESRX
0.03%
COM
ANTM
0.03%
COM
CP
0.02%
COM
NUE
0.02%
COM
NSRGY
0.02%
COM
TXN
0.02%
COM
SRE
0.02%
COM
MAIN
0.02%
COM
ETFS PHY...
0.02%
ETF
AJG
0.02%
COM
AVY
0.02%
COM
URI
0.02%
COM
MMC
0.02%
COM
BAX
0.02%
COM
ROST
0.02%
COM
LLY
0.02%
COM
RPM
0.02%
COM
RDS/A
0.02%
SPONS ADR A
BLK
0.02%
COM
XLF
0.02%
SBI INT-FINL
BK
0.02%
COM
UN
0.02%
N Y SHS NEW
ZTS
0.02%
CL A
FOXA
0.02%
CL A
TWOU
0.02%
COM
MTG
0.02%
COM
ROKU
0.01%
CL A
ETP
0.01%
UNIT LTD PRT INT
NVS
0.01%
SPONSORED ADR
FTNT
0.01%
COM
WRB
0.01%
COM
MCK
0.01%
COM
RTN
0.01%
COM NEW
MDT
0.01%
SHS
EVRG
0.01%
COM
SYMC
0.01%
COM
NEE
0.01%
COM
SCHZ
0.01%
US AGGREGATE B
WLTW
0.01%
SHS
WRI
0.01%
SH BEN INT
CFG
0.01%
COM
CL
0.01%
COM
C
0.01%
COM NEW
BTI
0.01%
SPONSORED ADR
WBA
0.01%
COM
SDOG
0.01%
SECTR DIV DOGS
RWR
0.01%
DJ REIT ETF
BP
0.01%
SPONSORED ADR
THG
0.01%
COM
FAIRFAX ...
0.01%
COM
INGR
0.01%
COM
TGT
0.01%
COM
DIA
0.01%
UT SER 1
XYL
0.01%
COM
BUD
0.01%
SPONSORED ADR
CTSH
0.01%
CL A
VEA
0.01%
FTSE DEV MKT ETF
HIW
0.01%
COM
CDK
0.01%
COM
MLPI
0.01%
ALERIAN INFRST
GSK
0.01%
SPONSORED ADR
DY
0.01%
COM
MPC
0.01%
COM
EW
0.01%
COM
HPQ
0.01%
COM
SLV
0.01%
ISHARES
INTU
0.01%
COM
ALL
0.01%
COM
UGI
0.01%
COM
OMC
0.01%
COM
GIS
0.01%
COM
ANSS
0.01%
COM
UL
0.01%
SPON ADR NEW
EBAY
0.01%
COM
GS
0.01%
COM
HIG
0.01%
COM
VSM
0.01%
COM
KMB
0.01%
COM
CEF
0.01%
UNIT
RDS/B
0.01%
SPON ADR B
AVGO
0.01%
COM
JBSS
0.01%
COM
UVV
0.01%
COM
GNW
0.01%
COM CL A
WY
0.01%
COM
EL
0.01%
CL A
TOWN
0.01%
COM
SBAC
0.01%
CL A
PRU
0.01%
COM
KNX
0.01%
CL A
XLY
0.01%
SBI CONS DISCR
SYK
0.01%
COM
WRK
0.01%
COM
ETN
0.01%
SHS
DAL
0.01%
COM NEW
AMT
0.01%
COM
ITA
0.01%
U.S. AER&DEF ETF
BBY
0.01%
COM
IJR
0.01%
CORE S&P SCP ETF
EA
0.01%
COM
FBHS
0.01%
COM
VBR
0.01%
SM CP VAL ETF
BDX
0.01%
COM
DIGITAL ...
0.01%
N/A
FTV
0.01%
COM
WETF
< 0.01%
COM
AGNC INV...
< 0.01%
N/A
IYR
< 0.01%
U.S. REAL ES ETF
GM
< 0.01%
COM
AEE
< 0.01%
COM
AAP
< 0.01%
COM
ACN
< 0.01%
SHS CLASS A
CITIGROU...
< 0.01%
COM
BPL
< 0.01%
UNIT LTD PARTN
MET
< 0.01%
COM
PPG
< 0.01%
COM
CC
< 0.01%
COM
OMCL
< 0.01%
COM
PKB
< 0.01%
DYNMC BLDG CON
MAIDEN H...
< 0.01%
PREFERRED STOCK
FLS
< 0.01%
COM
IBUY
< 0.01%
ONLIN RETL ETF
ALLE
< 0.01%
ORD SHS
HAS
< 0.01%
COM
CELG
< 0.01%
COM
AOS
< 0.01%
COM
AVT
< 0.01%
COM
APO
< 0.01%
CL A SHS
TEL
< 0.01%
REG SHS
GREEN TH...
< 0.01%
COM
GLD
< 0.01%
GOLD SHS
VTR
< 0.01%
COM
NXPI
< 0.01%
COM
TSLA
< 0.01%
COM
IAT
< 0.01%
US REGNL BKS ETF
NVO
< 0.01%
ADR
IP
< 0.01%
COM
BX
< 0.01%
COM UNIT LTD
PHB
< 0.01%
FNDMNTL HY CRP
JPMORGAN...
< 0.01%
STRUCTURED NOTE
TROW
< 0.01%
COM
PSX
< 0.01%
COM
CAPITAL ...
< 0.01%
COM
SPG
< 0.01%
COM
HR
< 0.01%
COM
COL
< 0.01%
COM
DLTR
< 0.01%
COM
NKE
< 0.01%
CL B
ES
< 0.01%
COM
ALLSTATE...
< 0.01%
PREFERRED STOCK
HACK
< 0.01%
PUREFUNDS ISE CY
A
< 0.01%
COM
G
< 0.01%
SHS
KR
< 0.01%
COM
ROP
< 0.01%
COM
LEN
< 0.01%
CL A
DRI
< 0.01%
COM
DEUTSCHE...
< 0.01%
STRUCTURED NOTE
COLONY N...
< 0.01%
PREFERRED STOCK
FULT
< 0.01%
COM
VTV
< 0.01%
VALUE ETF
LAZ
< 0.01%
SHS A
PUK
< 0.01%
ADR
LH
< 0.01%
COM NEW
AIG
< 0.01%
COM NEW
SJM
< 0.01%
COM NEW
DOX
< 0.01%
ORD
CNP
< 0.01%
COM
CAT
< 0.01%
COM
SCHW
< 0.01%
COM
SSNC
< 0.01%
COM
EXC
< 0.01%
COM
DLS
< 0.01%
INTL SMCAP DIV
SCG
< 0.01%
COM
CTL
< 0.01%
COM
RGLD
< 0.01%
COM
LMT
< 0.01%
COM
BABA
< 0.01%
SPONSORED ADS
IBB
< 0.01%
NASDQ BIOTEC ETF
BEN
< 0.01%
COM
TRTN
< 0.01%
CL A
DOV
< 0.01%
COM
CBS
< 0.01%
CL B
ASSA ABL...
< 0.01%
ADR
MORGAN S...
< 0.01%
PREFERRED STOCK
HCN
< 0.01%
COM
WSO
< 0.01%
COM
STOR
< 0.01%
COM
FNF
< 0.01%
COM
SCHA
< 0.01%
US SML CAP ETF
ECA
< 0.01%
COM
VFC
< 0.01%
COM
HAL
< 0.01%
COM
CNA
< 0.01%
COM
BERY
< 0.01%
COM
FFIV
< 0.01%
COM
HPE
< 0.01%
COM
SCHF
< 0.01%
INTL EQTY ETF
TEVA
< 0.01%
ADR
BSX
< 0.01%
COM
TRI
< 0.01%
COM
RYAAY
< 0.01%
SPONSORED ADR NE
KODK
< 0.01%
COMNEW
MIDD
< 0.01%
COM
FDX
< 0.01%
COM
PX
< 0.01%
COM
VRTS
< 0.01%
COM
SYF
< 0.01%
COM
EMN
< 0.01%
COM
JBGS
< 0.01%
COM
CCL
< 0.01%
PAIRED CTF
ABC
< 0.01%
COM
TNDM
< 0.01%
COM NEW
TWTR
< 0.01%
COM
TSN
< 0.01%
CL A
AVNS
< 0.01%
COM
LULU
< 0.01%
COM
SMG
< 0.01%
CL A
GNTX
< 0.01%
COM
IBND
< 0.01%
BRCLY INTL CRP
GENMAB A...
< 0.01%
ADR
ASIX
< 0.01%
COM
UYG
< 0.01%
ULTRA FNCLS NEW
SP
< 0.01%
COM
RWO
< 0.01%
DJ GLB RL ES ETF
BHF
< 0.01%
COM
ITOT
< 0.01%
CORE S&P TTL STK
FLR
< 0.01%
COM
WPC
< 0.01%
COM
UAL
< 0.01%
COM
MKTAY
< 0.01%
ADR NEW
NI
< 0.01%
COM
AZN
< 0.01%
SPONSORED ADR
TFX
< 0.01%
COM
NOC
< 0.01%
COM
APY
< 0.01%
COM
TJX
< 0.01%
COM
SANSAL W...
< 0.01%
COM
PF
< 0.01%
COM
MOTORS L...
< 0.01%
TRUST UNIT
WAT
< 0.01%
COM
MU
< 0.01%
COM
TRISURA ...
< 0.01%
COM
MITSUBIS...
< 0.01%
COM
MHK
< 0.01%
COM
PHARMANE...
< 0.01%
COM
YAMAHA M...
< 0.01%
COM
1/100000...
< 0.01%
PREFERRED STOCK
UA/C
< 0.01%
CL C
SWKS
< 0.01%
COM
FITB
< 0.01%
COM
KBC GROU...
< 0.01%
ADR
VALIDIAN...
< 0.01%
COM
EEFT
< 0.01%
COM
UHS
< 0.01%
CL B
PERFORMA...
< 0.01%
COM
DKS
< 0.01%
COM
LEN/B
< 0.01%
CL B
WELLS FA...
< 0.01%
PREFERRED STOCK
MSI
< 0.01%
COM NEW
JBLU
< 0.01%
COM
SERV
< 0.01%
COM
WPZ
0.65%
COM UNIT LTD PAR