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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
40
0
2
1
3
0
30
2
0
HERITAGE WEALTH ADVISORS

Time Period2018-06-30

Total Holdings115

Total Value ($x1000)267,437
Activities
New7

Increased42

Unchanged41

Decreased25

Sold Out5

Top 10 Stock Holdingstotal 59.9%
IVV22.61

HEDJ8.06

MKL7.78

IWS5.31

KRE5.14

 
NEAR2.87

MO2.19

PM2.11

DXJ2.05

SPY1.78

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
22.61%
CORE S&P500 ETF
HEDJ
8.06%
EUROPE HEDGED EQ
MKL
7.78%
COM
IWS
5.31%
RUS MDCP VAL ETF
KRE
5.14%
S&P REGL BKG
NEAR
2.87%
SHT MAT BD ETF
MO
2.19%
COM
PM
2.11%
COM
DXJ
2.05%
JAPN HEDGE EQT
SPY
1.78%
TR UNIT
AAPL
1.56%
COM
XOM
1.52%
COM
PEP
1.25%
COM
AMGN
1.2%
COM
BRK.B
1.17%
CL B NEW
MSFT
1.1%
COM
JNJ
1.06%
COM
PFE
1%
COM
MRK
0.97%
COM
STI
0.9%
COM
DIS
0.84%
COM DISNEY
WMT
0.8%
COM
UPS
0.78%
CL B
GILD
0.76%
COM
UNP
0.76%
COM
UTX
0.76%
COM
UNH
0.74%
COM
VIG
0.69%
DIV APP ETF
GOOG
0.68%
CAP STK CL C
EPD
0.68%
COM
MMP
0.66%
COM UNIT RP LP
WPZ
0.65%
COM UNIT LTD PAR
ETP
0.62%
UNIT LTD PRT INT
PAA
0.61%
UNIT LTD PARTN
ETE
0.61%
COM UT LTD PTN
USB
0.61%
COM NEW
UBSH
0.6%
COM
MPLX
0.59%
COM UNIT REP LTD
FB
0.58%
CL A
CSX
0.54%
COM
MDLZ
0.52%
CL A
V
0.51%
COM CL A
SLB
0.49%
COM
GOOGL
0.47%
CAP STK CL A
VTI
0.43%
TOTAL STK MKT
D
0.42%
COM
CVX
0.41%
COM
EFA
0.38%
MSCI EAFE ETF
RJF
0.35%
COM
BAC
0.34%
COM
BAM
0.34%
CL A LTD VT SH
AMZN
0.33%
COM
KO
0.29%
COM
AGG
0.29%
CORE TOTUSBD ETF
KHC
0.27%
COM
VXUS
0.27%
VG TL INTL STK F
VZ
0.26%
COM
DWDP
0.26%
COM
GVI
0.24%
INTRM GOV/CR ETF
IBM
0.24%
COM
SYY
0.24%
COM
BIIB
0.23%
COM
UDR
0.23%
COM
IHDG
0.23%
ITL HDG DIV GT
TY
0.23%
COM
JPM
0.2%
COM
MCD
0.2%
COM
ITW
0.2%
COM
CSCO
0.2%
COM
IWP
0.19%
RUS MD CP GR ETF
IWM
0.19%
RUSSELL 2000 ETF
ESXB
0.19%
COM
NFLX
0.18%
COM
HD
0.18%
COM
INTC
0.18%
COM
IEFA
0.18%
CORE MSCI EAFE
HON
0.17%
COM
DEO
0.17%
SPON ADR NEW
LOW
0.17%
COM
BR
0.17%
COM
MMM
0.15%
COM
ABBV
0.15%
COM
EMR
0.14%
COM
GD
0.14%
COM
APD
0.14%
COM
BBT
0.14%
COM
ADP
0.13%
COM
MCHP
0.13%
COM
PG
0.13%
COM
IR
0.13%
SHS
IYK
0.12%
U.S. CNSM GD ETF
DUK
0.12%
COM NEW
NSC
0.12%
COM
TG
0.12%
COM
GE
0.11%
COM
SCHX
0.11%
US LRG CAP ETF
IWZ
0.11%
RUS 3000 GRW ETF
CVS
0.11%
COM
BA
0.11%
COM
AXP
0.11%
COM
VO
0.1%
MID CAP ETF
SBUX
0.1%
COM
TMO
0.09%
COM
VLO
0.09%
COM
ADBE
0.09%
COM
ORCL
0.09%
COM
ABT
0.09%
COM
KMX
0.09%
COM
AET
0.08%
COM
CRM
0.08%
COM
WFC
0.08%
COM
DHR
0.08%
COM
COST
0.08%
COM
GIL
0.08%
COM
ENB
0.07%
COM
EEMV
0.19%
EM MK MINVOL ETF
MLPI
0.11%
ALERIAN INFRST
TRV
0.09%
COM
AMAT
0.08%
COM
CMCSA
0.08%
CL A