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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
39
0
2
2
2
0
30
2
0
HERITAGE WEALTH ADVISORS

Time Period2018-03-31

Total Holdings113

Total Value ($x1000)240,853
Activities
New4

Increased51

Unchanged25

Decreased33

Sold Out4

Top 10 Stock Holdingstotal 59.82%
IVV22.82

MKL9.58

HEDJ8.51

IWS5.4

NEAR3

 
PM2.88

DXJ2.27

SPY1.92

MO1.91

AAPL1.53

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
22.82%
CORE S&P500 ETF
MKL
9.58%
COM
HEDJ
8.51%
EUROPE HEDGED EQ
IWS
5.4%
RUS MDCP VAL ETF
NEAR
3%
SHT MAT BD ETF
PM
2.88%
COM
DXJ
2.27%
JAPN HEDGE EQT
SPY
1.92%
TR UNIT
MO
1.91%
COM
AAPL
1.53%
COM
XOM
1.42%
COM
PEP
1.4%
COM
BRK.B
1.36%
CL B NEW
AMGN
1.19%
COM
JNJ
1.18%
COM
MSFT
1.08%
COM
PFE
1.03%
COM
STI
1.03%
COM
UBSH
1.03%
COM
GILD
0.93%
COM
MRK
0.92%
COM
WMT
0.88%
COM
DIS
0.84%
COM DISNEY
UPS
0.79%
CL B
UTX
0.79%
COM
UNP
0.79%
COM
VIG
0.76%
DIV APP ETF
UNH
0.7%
COM
WFC
0.69%
COM
EPD
0.67%
COM
GOOG
0.65%
CAP STK CL C
MPLX
0.64%
COM UNIT REP LTD
PAA
0.64%
UNIT LTD PARTN
WPZ
0.63%
COM UNIT LTD PAR
MMP
0.62%
COM UNIT RP LP
MDLZ
0.59%
CL A
ETP
0.58%
UNIT LTD PRT INT
ETE
0.57%
COM UT LTD PTN
CSX
0.52%
COM
V
0.51%
COM CL A
SLB
0.48%
COM
GOOGL
0.48%
CAP STK CL A
FB
0.47%
CL A
VTI
0.46%
TOTAL STK MKT
D
0.46%
COM
EFA
0.44%
MSCI EAFE ETF
CVX
0.41%
COM
BAC
0.41%
COM
BAM
0.33%
CL A LTD VT SH
KO
0.32%
COM
AMZN
0.32%
COM
IBM
0.31%
COM
VXUS
0.31%
VG TL INTL STK F
KHC
0.3%
COM
IHDG
0.3%
ITL HDG DIV GT
GVI
0.27%
INTRM GOV/CR ETF
TY
0.25%
COM
ITW
0.25%
COM
BIIB
0.24%
COM
UDR
0.24%
COM
JPM
0.24%
COM
DWDP
0.24%
COM
SYY
0.23%
COM
MCD
0.22%
COM
CSCO
0.22%
COM
INTC
0.21%
COM
ESXB
0.21%
COM
IWP
0.2%
RUS MD CP GR ETF
IEFA
0.2%
CORE MSCI EAFE
IWM
0.2%
RUSSELL 2000 ETF
AGG
0.2%
CORE TOTUSBD ETF
EEMV
0.19%
EM MK MINVOL ETF
HON
0.19%
COM
GD
0.19%
COM
MMM
0.19%
COM
DEO
0.18%
SPON ADR NEW
BR
0.18%
COM
LOW
0.17%
COM
ABBV
0.17%
COM
HD
0.17%
COM
APD
0.16%
COM
EMR
0.16%
COM
BBT
0.16%
COM
NFLX
0.15%
COM
MCHP
0.14%
COM
PG
0.14%
COM
IR
0.13%
SHS
SBUX
0.13%
COM
GE
0.13%
COM
NSC
0.13%
COM
ADP
0.12%
COM
IWZ
0.12%
RUS 3000 GRW ETF
BA
0.12%
COM
TMO
0.11%
COM
CVS
0.11%
COM
AXP
0.11%
COM
MLPI
0.11%
ALERIAN INFRST
VO
0.11%
MID CAP ETF
ORCL
0.1%
COM
COST
0.1%
COM
ABT
0.1%
COM
SCHX
0.1%
US LRG CAP ETF
DUK
0.09%
COM NEW
TG
0.09%
COM
ADBE
0.09%
COM
DHR
0.09%
COM
TRV
0.09%
COM
GIL
0.09%
COM
AMAT
0.08%
COM
AET
0.08%
COM
VLO
0.08%
COM
CMCSA
0.08%
CL A
KMX
0.08%
COM
XBKS
1.14%
COM NEW
STLY
0.43%
COM NEW
CRM
0.09%
COM
T
0.09%
COM