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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
2
0
30
2
0
HERITAGE WEALTH ADVISORS

Time Period2017-12-31

Total Holdings113

Total Value ($x1000)233,740
Activities
New10

Increased66

Unchanged13

Decreased24

Sold Out0

Top 10 Stock Holdingstotal 59.3%
IVV22.6

MKL9.99

HEDJ8.43

IWS5.35

PM3.16

 
DXJ2.38

MO2.25

SPY2.02

XOM1.63

AAPL1.49

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
22.6%
CORE S&P500 ETF
MKL
9.99%
COM
HEDJ
8.43%
EUROPE HEDGED EQ
IWS
5.35%
RUS MDCP VAL ETF
PM
3.16%
COM
DXJ
2.38%
JAPN HEDGE EQT
MO
2.25%
COM
SPY
2.02%
TR UNIT
XOM
1.63%
COM
AAPL
1.49%
COM
PEP
1.48%
COM
BRK.B
1.33%
CL B NEW
JNJ
1.24%
COM
AMGN
1.19%
COM
XBKS
1.14%
COM NEW
STI
1.01%
COM
MSFT
1%
COM
PFE
1%
COM
WMT
0.91%
COM
MRK
0.88%
COM
DIS
0.84%
COM DISNEY
UPS
0.83%
CL B
GILD
0.81%
COM
VIG
0.78%
DIV APP ETF
MMP
0.77%
COM UNIT RP LP
EPD
0.76%
COM
WPZ
0.73%
COM UNIT LTD PAR
UTX
0.73%
COM
WFC
0.72%
COM
UNP
0.72%
COM
MPLX
0.71%
COM UNIT REP LTD
ETE
0.71%
COM UT LTD PTN
UNH
0.66%
COM
FB
0.64%
CL A
MDLZ
0.62%
CL A
GOOG
0.6%
CAP STK CL C
ETP
0.57%
UNIT LTD PRT INT
D
0.57%
COM
MLPI
0.53%
ALERIAN INFRST
CSX
0.53%
COM
V
0.52%
COM CL A
PAA
0.5%
UNIT LTD PARTN
GOOGL
0.5%
CAP STK CL A
SLB
0.49%
COM
VTI
0.48%
TOTAL STK MKT
EFA
0.46%
MSCI EAFE ETF
CVX
0.43%
COM
STLY
0.43%
COM NEW
BAC
0.41%
COM
KHC
0.38%
COM
KO
0.35%
COM
IBM
0.33%
COM
BAM
0.32%
CL A LTD VT SH
VXUS
0.32%
VG TL INTL STK F
BIIB
0.29%
COM
GVI
0.28%
INTRM GOV/CR ETF
ITW
0.27%
COM
UDR
0.27%
COM
TY
0.26%
COM
AMZN
0.26%
COM
MCD
0.25%
COM
SYY
0.24%
COM
JPM
0.24%
COM
IHDG
0.23%
ITL HDG DIV GT
HON
0.22%
COM
INTC
0.21%
COM
IWP
0.21%
RUS MD CP GR ETF
MMM
0.21%
COM
IWM
0.2%
RUSSELL 2000 ETF
CSCO
0.2%
COM
DEO
0.2%
SPON ADR NEW
GE
0.2%
COM
ESXB
0.2%
COM
EEMV
0.19%
EM MK MINVOL ETF
HD
0.19%
COM
IEFA
0.19%
CORE MSCI EAFE
LOW
0.19%
COM
AGG
0.18%
CORE TOTUSBD ETF
GD
0.18%
COM
ABBV
0.18%
COM
MCHP
0.18%
COM
PG
0.18%
COM
APD
0.17%
COM
EMR
0.17%
COM
BBT
0.16%
COM
BR
0.15%
COM
DWDP
0.15%
COM
NSC
0.15%
COM
CVS
0.14%
COM
IR
0.14%
SHS
SBUX
0.14%
COM
ADP
0.13%
COM
AXP
0.12%
COM
IWZ
0.12%
RUS 3000 GRW ETF
VO
0.11%
MID CAP ETF
ORCL
0.11%
COM
TMO
0.11%
COM
BA
0.11%
COM
DHR
0.11%
COM
DUK
0.1%
COM NEW
ABT
0.1%
COM
AET
0.1%
COM
GIL
0.1%
COM
NFLX
0.1%
COM
COST
0.1%
COM
CMCSA
0.1%
CL A
TG
0.1%
COM
SCHX
0.09%
US LRG CAP ETF
CRM
0.09%
COM
KMX
0.09%
COM
TRV
0.09%
COM
T
0.09%
COM
VLO
0.09%
COM