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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
92
23
20
4
8
2
66
20
15
HERITAGE WEALTH ADVISORS

Time Period2018-12-31

Total Holdings416

Total Value ($x1000)511,789
Activities
New35

Increased58

Unchanged264

Decreased59

Sold Out25

Top 10 Stock Holdingstotal 70.17%
IVV30.92

RSP9.47

IWM7.04

IEFA5.17

MKL4.72

 
SCHP4.26

IWS2.84

VIG1.98

NEAR1.89

KRE1.88

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
30.92%
CORE S&P500 ETF
RSP
9.47%
S&P500 EQL WGT
IWM
7.04%
RUSSELL 2000 ETF
IEFA
5.17%
CORE MSCI EAFE
MKL
4.72%
COM
SCHP
4.26%
US TIPS ETF
IWS
2.84%
RUS MDCP VAL ETF
VIG
1.98%
DIV APP ETF
NEAR
1.89%
SHT MAT BD ETF
KRE
1.88%
S&P REGL BKG
IJH
1.47%
CORE S&P MCP ETF
MO
0.99%
COM
PM
0.91%
COM
MSFT
0.88%
COM
IWN
0.8%
RUS 2000 VAL ETF
PEP
0.76%
COM
AMGN
0.74%
COM
MRK
0.73%
COM
BRK.B
0.72%
CL B NEW
SPY
0.71%
TR UNIT
PFE
0.7%
COM
AAPL
0.7%
COM
XOM
0.66%
COM
JNJ
0.65%
COM
ITOT
0.63%
CORE S&P TTL STK
WMT
0.54%
COM
DIS
0.52%
COM DISNEY
UBSH
0.49%
COM
UNP
0.43%
COM
UNH
0.43%
COM
GILD
0.42%
COM
STI
0.4%
COM
UPS
0.38%
CL B
BIP
0.38%
LP INT UNIT
EPD
0.37%
COM
GOOG
0.36%
CAP STK CL C
MMP
0.36%
COM UNIT RP LP
XLV
0.35%
SBI HEALTHCARE
UTX
0.35%
COM
MPLX
0.34%
COM UNIT REP LTD
WMB
0.32%
COM
PAA
0.32%
UNIT LTD PARTN
USB
0.32%
COM NEW
ETE
0.32%
COM UT LTD PTN
XLF
0.3%
SBI INT-FINL
CSX
0.27%
COM
V
0.26%
COM CL A
MDLZ
0.25%
CL A
D
0.23%
COM
GOOGL
0.22%
CAP STK CL A
AMJ
0.21%
ALERIAN ML ETN
VTI
0.2%
TOTAL STK MKT
IWB
0.18%
RUS 1000 ETF
FB
0.18%
CL A
1/100 BE...
0.18%
CL A
EFA
0.17%
MSCI EAFE ETF
CVX
0.17%
COM
BAM
0.17%
CL A LTD VT SH
KO
0.17%
COM
BAC
0.16%
COM
AMZN
0.15%
COM
VZ
0.15%
COM
RJF
0.15%
COM
AGG
0.15%
CORE TOTUSBD ETF
UDR
0.13%
COM
BIIB
0.12%
COM
MCD
0.12%
COM
VXUS
0.12%
VG TL INTL STK F
SYY
0.11%
COM
CSCO
0.11%
COM
TY
0.1%
COM
GVI
0.1%
INTRM GOV/CR ETF
DWDP
0.1%
COM
SLB
0.1%
COM
JPM
0.1%
COM
KHC
0.1%
COM
ITW
0.09%
COM
FAIRFAX ...
0.09%
COM
IBM
0.09%
COM
IWP
0.09%
RUS MD CP GR ETF
DEO
0.09%
SPON ADR NEW
HD
0.09%
COM
TEL
0.08%
REG SHS
LOW
0.08%
COM
BBT
0.08%
COM
HON
0.08%
COM
ESXB
0.08%
COM
PG
0.08%
COM
MMM
0.08%
COM
APD
0.08%
COM
ABBV
0.07%
COM
INTC
0.07%
COM
CVS
0.07%
COM
DUK
0.07%
COM NEW
IR
0.07%
SHS
NFLX
0.07%
COM
ADP
0.07%
COM
STLY
0.07%
EMR
0.07%
COM
BA
0.07%
COM
GD
0.06%
COM
IYK
0.06%
U.S. CNSM GD ETF
BR
0.06%
COM
SBUX
0.06%
COM
NSC
0.06%
COM
AXP
0.05%
COM
MCHP
0.05%
COM
IWZ
0.05%
RUS 3000 GRW ETF
ABT
0.05%
COM
TMO
0.05%
COM
PFF
0.05%
U.S. PFD STK ETF
IYJ
0.05%
U.S. INDS ETF
ORCL
0.05%
COM
VO
0.05%
MID CAP ETF
ADBE
0.04%
COM
GIL
0.04%
COM
CRM
0.04%
COM
IBB
0.04%
NASDQ BIOTEC ETF
TG
0.04%
COM
IYH
0.04%
US HLTHCARE ETF
CMCSA
0.04%
CL A
COST
0.04%
COM
GE
0.04%
COM
TRV
0.04%
COM
GLW
0.04%
COM
PYPL
0.03%
COM
WFC
0.03%
COM
JCI
0.03%
SHS
ENB
0.03%
COM
HEDJ
0.03%
EUROPE HEDGED EQ
VLO
0.03%
COM
COF
0.03%
COM
KMX
0.03%
COM
ISRG
0.03%
COM NEW
QQQ
0.03%
UNIT SER 1
DHR
0.03%
COM
SO
0.03%
COM
BAY BANK...
0.03%
COM
TDY
0.03%
COM
ADSK
0.03%
COM
ECL
0.03%
COM
PALL
0.03%
PHYSCL PALLADM
CHCO
0.03%
COM
QCOM
0.03%
COM
ANTM
0.02%
COM
T
0.02%
COM
TCFC
0.02%
COM
NSRGY
0.02%
COM
MS
0.02%
COM NEW
AMAT
0.02%
COM
LUV
0.02%
COM
MA
0.02%
CL A
EHC
0.02%
COM
PNC
0.02%
COM
APH
0.02%
CL A
CNI
0.02%
COM
SRE
0.02%
COM
AJG
0.02%
COM
TXN
0.02%
COM
BMY
0.02%
COM
CP
0.02%
COM
LLY
0.02%
COM
NUE
0.02%
COM
MAIN
0.02%
COM
SCHX
0.02%
US LRG CAP ETF
MMC
0.02%
COM
AVY
0.02%
COM
FOXA
0.02%
CL A
UN
0.02%
N Y SHS NEW
BAX
0.02%
COM
RPM
0.02%
COM
BK
0.02%
COM
ROST
0.02%
COM
BLK
0.02%
COM
IWR
0.01%
RUS MID-CAP ETF
MDT
0.01%
SHS
URI
0.01%
COM
NVS
0.01%
SPONSORED ADR
EVRG
0.01%
COM
CI
0.01%
COM
NEE
0.01%
COM
WLTW
0.01%
SHS
WRB
0.01%
COM
SCHZ
0.01%
US AGGREGATE B
MTG
0.01%
COM
RDS/A
0.01%
SPONS ADR A
ZTS
0.01%
CL A
SYMC
0.01%
COM
MCK
0.01%
COM
TWOU
0.01%
COM
WBA
0.01%
COM
THG
0.01%
COM
FTNT
0.01%
COM
RWR
0.01%
DJ REIT ETF
IWO
0.01%
RUS 2000 GRW ETF
WRI
0.01%
SH BEN INT
SDOG
0.01%
SECTR DIV DOGS
INGR
0.01%
COM
BP
0.01%
SPONSORED ADR
CFG
0.01%
COM
DIA
0.01%
UT SER 1
SLV
0.01%
ISHARES
XYL
0.01%
COM
OMC
0.01%
COM
TGT
0.01%
COM
UGI
0.01%
COM
CTSH
0.01%
CL A
VEA
0.01%
FTSE DEV MKT ETF
HIW
0.01%
COM
GNW
0.01%
COM CL A
BUD
0.01%
SPONSORED ADR
EW
0.01%
COM
CEF
0.01%
UNIT
AVGO
0.01%
COM
KMB
0.01%
COM
UL
0.01%
SPON ADR NEW
CDK
0.01%
COM
INTU
0.01%
COM
GIS
0.01%
COM
C
0.01%
COM NEW
CL
0.01%
COM
ALL
0.01%
COM
DXJ
0.01%
JAPN HEDGE EQT
HPQ
0.01%
COM
SBAC
0.01%
CL A
ED
0.01%
COM
ROKU
0.01%
CL A
EBAY
0.01%
COM
AMT
0.01%
COM
MPC
0.01%
COM
EL
0.01%
CL A
ANSS
0.01%
COM
TOWN
0.01%
COM
UVV
0.01%
COM
VSM
0.01%
COM
JBSS
0.01%
COM
RTN
0.01%
COM NEW
DY
0.01%
COM
GS
0.01%
COM
SYK
0.01%
COM
HIG
0.01%
COM
PRU
0.01%
COM
XLY
0.01%
SBI CONS DISCR
DIGITAL ...
0.01%
PREFERRED STOCK
AEE
0.01%
COM
DAL
< 0.01%
COM NEW
AGNC INV...
< 0.01%
PREFERRED STOCK
GM
< 0.01%
COM
IYW
< 0.01%
U.S. TECH ETF
IYR
< 0.01%
U.S. REAL ES ETF
WY
< 0.01%
COM
ETN
< 0.01%
SHS
AAP
< 0.01%
COM
KNX
< 0.01%
CL A
PNR
< 0.01%
SHS
IJR
< 0.01%
CORE S&P SCP ETF
CAPITAL ...
< 0.01%
COM
BDX
< 0.01%
COM
VBR
< 0.01%
SM CP VAL ETF
BB&T COR...
< 0.01%
PREFERRED STOCK
WRK
< 0.01%
COM
FBHS
< 0.01%
COM
GSK
< 0.01%
SPONSORED ADR
CITIGROU...
< 0.01%
COM
PPG
< 0.01%
COM
FTV
< 0.01%
COM
MET
< 0.01%
COM
XLK
< 0.01%
TECHNOLOGY
TSLA
< 0.01%
COM
ACN
< 0.01%
SHS CLASS A
BBY
< 0.01%
COM
WETF
< 0.01%
COM
BPL
< 0.01%
UNIT LTD PARTN
GLD
< 0.01%
GOLD SHS
OMCL
< 0.01%
COM
VTR
< 0.01%
COM
EA
< 0.01%
COM
CRCM
< 0.01%
COM
CC
< 0.01%
COM
CNP
< 0.01%
COM
ALLE
< 0.01%
ORD SHS
ZUO
< 0.01%
CL A
AOS
< 0.01%
COM
NVT
< 0.01%
SHS
STOR
< 0.01%
COM
NVO
< 0.01%
ADR
AVT
< 0.01%
COM
HAS
< 0.01%
COM
NXPI
< 0.01%
COM
KMI
< 0.01%
COM
FLS
< 0.01%
COM
CELG
< 0.01%
COM
ES
< 0.01%
COM
DLTR
< 0.01%
COM
PHB
< 0.01%
FNDMNTL HY CRP
APO
< 0.01%
CL A SHS
GREEN TH...
< 0.01%
COM
IP
< 0.01%
COM
SPG
< 0.01%
COM
CAPITAL ...
< 0.01%
COM
TROW
< 0.01%
COM
JPMORGAN...
< 0.01%
STRUCTURED NOTE
HR
< 0.01%
COM
KR
< 0.01%
COM
NKE
< 0.01%
CL B
PSX
< 0.01%
COM
BX
< 0.01%
COM UNIT LTD
G
< 0.01%
SHS
ROP
< 0.01%
COM
A
< 0.01%
COM
REZI
< 0.01%
COM
EXC
< 0.01%
COM
COLONY N...
< 0.01%
COM
FULT
< 0.01%
COM
ITA
< 0.01%
U.S. AER&DEF ETF
HACK
< 0.01%
PUREFUNDS ISE CY
MAIDEN H...
< 0.01%
PREFERRED STOCK
SCG
< 0.01%
COM
DEUTSCHE...
< 0.01%
STRUCTURED NOTE
LEN
< 0.01%
CL A
DRI
< 0.01%
COM
HT
< 0.01%
PR SHS BEN INT
VTV
< 0.01%
VALUE ETF
RGLD
< 0.01%
COM
DOX
< 0.01%
ORD
SJM
< 0.01%
COM NEW
LAZ
< 0.01%
SHS A
SCHW
< 0.01%
COM
CAT
< 0.01%
COM
PUK
< 0.01%
ADR
LMT
< 0.01%
COM
AIG
< 0.01%
COM NEW
BABA
< 0.01%
SPONSORED ADS
BEN
< 0.01%
COM
DLS
< 0.01%
INTL SMCAP DIV
TRTN
< 0.01%
CL A
LH
< 0.01%
COM NEW
HCN
< 0.01%
COM
CBS
< 0.01%
CL B
MORGAN S...
< 0.01%
PREFERRED STOCK
DOV
< 0.01%
COM
CTL
< 0.01%
COM
SCHA
< 0.01%
US SML CAP ETF
ASSA ABL...
< 0.01%
ADR
FNF
< 0.01%
COM
WSO
< 0.01%
COM
LULU
< 0.01%
COM
CNA
< 0.01%
COM
TRI
< 0.01%
COM NEW
VFC
< 0.01%
COM
TNDM
< 0.01%
COM NEW
TEF
< 0.01%
SPONSORED ADR
GTX
< 0.01%
COM
SCHF
< 0.01%
INTL EQTY ETF
RYAAY
< 0.01%
SPONSORED ADR NE
LIN
< 0.01%
COM
CCL
< 0.01%
PAIRED CTF
BSX
< 0.01%
COM
TSN
< 0.01%
CL A
HAL
< 0.01%
COM
TEVA
< 0.01%
ADR
JBGS
< 0.01%
COM
HPE
< 0.01%
COM
GNTX
< 0.01%
COM
ECA
< 0.01%
COM
IBND
< 0.01%
BRCLY INTL CRP
FDX
< 0.01%
COM
MKTAY
< 0.01%
ADR NEW
TFX
< 0.01%
COM
SANSAL W...
< 0.01%
COM
TJX
< 0.01%
COM
SYF
< 0.01%
COM
APY
< 0.01%
COM
NOC
< 0.01%
COM
NI
< 0.01%
COM
AZN
< 0.01%
SPONSORED ADR
AVNS
< 0.01%
COM
ABC
< 0.01%
COM
GENMAB A...
< 0.01%
ADR
SP
< 0.01%
COM
UAL
< 0.01%
COM
VRTS
< 0.01%
COM
UA/C
< 0.01%
CL C
WPC
< 0.01%
COM
EMN
< 0.01%
COM
RWO
< 0.01%
DJ GLB RL ES ETF
SCHK
< 0.01%
1000 INDEX ETF
YAMAHA M...
< 0.01%
COM
PERFORMA...
< 0.01%
COM
SERV
< 0.01%
COM
PHARMANE...
< 0.01%
COM
MNK
< 0.01%
SHS
ASIX
< 0.01%
COM
1/100000...
< 0.01%
PREFERRED STOCK
NINTENDO...
< 0.01%
ADR
MOTORS L...
< 0.01%
TRUST UNIT
ADNT
< 0.01%
ORD SHS
WAT
< 0.01%
COM
DKS
< 0.01%
COM
EEFT
< 0.01%
COM
JBLU
< 0.01%
COM
FTDR
< 0.01%
COM
VALIDIAN...
< 0.01%
COM
FLR
< 0.01%
COM
FITB
< 0.01%
COM
WELLS FA...
< 0.01%
PREFERRED STOCK
KBC GROU...
< 0.01%
ADR
MSI
< 0.01%
COM NEW
BHF
< 0.01%
COM
SWKS
< 0.01%
COM
MHK
< 0.01%
COM
MITSUBIS...
< 0.01%
COM
MU
< 0.01%
COM
CAG
< 0.01%
COM
LEN/B
< 0.01%
CL B
UHS
< 0.01%
CL B
IHDG
0.13%
ITL HDG DIV GT
AET
0.05%
COM
ESRX
0.03%
COM
ETP
0.01%
UNIT LTD PRT INT
BTI
0.01%
SPONSORED ADR
FAIRFAX ...
0.01%
COM
MLPI
0.01%
ALERIAN INFRST
RDS/B
0.01%
SPON ADR B
PKB
< 0.01%
DYNMC BLDG CON
IBUY
< 0.01%
ONLIN RETL ETF
IAT
< 0.01%
US REGNL BKS ETF
COL
< 0.01%
COM
ALLSTATE...
< 0.01%
PREFERRED STOCK
SSNC
< 0.01%
COM
BERY
< 0.01%
COM
TRI
< 0.01%
COM
MIDD
< 0.01%
COM
FFIV
< 0.01%
COM
KODK
< 0.01%
COMNEW
PX
< 0.01%
COM
SMG
< 0.01%
CL A
TWTR
< 0.01%
COM
UYG
< 0.01%
ULTRA FNCLS NEW
TRISURA ...
< 0.01%
COM
PF
< 0.01%
COM