Heritage Wealth Advisors Top Holdings and 13F Report (2025) About Heritage Wealth AdvisorsInvestment ActivityHeritage Wealth Advisors has $1.97 billion in total holdings as of March 31, 2025.Heritage Wealth Advisors owns shares of 593 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 4.09% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Heritage Wealth Advisors has purchased 636 new stocks and bought additional shares in 58 stocks.Heritage Wealth Advisors sold shares of 208 stocks and completely divested from 102 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $373,509,631iShares Core MSCI EAFE ETF $130,502,246Berkshire Hathaway $66,868,082iShares Russell Mid-Cap Value ETF $64,644,692iShares Core S&P Total U.S. Stock Market ETF $64,382,850 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $2,395,325 Holding61774R205 - Calvert US Large-Cap Core Responsible Index ETF $262,248 Holding921910873 - Vanguard Mega Cap ETF $105,926 Holding85521B742 - Adaptive Growth Opportunities ETF $29,995 Holding84858T772 - SELECT STOXX EUROPE ASPC DFN ETF $28,199 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 64,160 shares (about $36.05M)Vanguard S&P 500 ETF 29,619 shares (about $15.22M)Merck & Co., Inc. 30,524 shares (about $2.74M)ConocoPhillips 24,864 shares (about $2.61M)PepsiCo 16,601 shares (about $2.49M) Largest Sales this Quarter Vanguard Total Bond Market ETF 1,975 shares (about $∞T)Crown Castle 11 shares (about $∞T)UnitedHealth Group 112,659 shares (about $59.05M)SPDR S&P 500 ETF Trust 79,923 shares (about $44.71M)Comcast 82,615 shares (about $3.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHeritage Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$373,509,631$36,051,513 ▲10.7%664,72618.9%ETFIEFAiShares Core MSCI EAFE ETF$130,502,246$575,016 ▼-0.4%1,725,0796.6%ETFBRK.BBerkshire Hathaway$66,868,082$1,872,551 ▲2.9%125,5553.4%FinanceIWSiShares Russell Mid-Cap Value ETF$64,644,692$182,405 ▼-0.3%513,1753.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$64,382,850$194,484 ▼-0.3%527,6853.3%ETFRTXRTX$63,001,445$735,153 ▲1.2%475,6263.2%AerospaceMSFTMicrosoft$61,456,065$390,405 ▼-0.6%163,7133.1%Computer and TechnologyMAMastercard$60,618,979$1,371,949 ▲2.3%110,5943.1%Business ServicesAAPLApple$60,345,526$375,843 ▲0.6%271,6683.1%Computer and TechnologyBNBrookfield$57,429,703$1,259,884 ▲2.2%1,095,7782.9%FinanceADPAutomatic Data Processing$56,845,925$1,901,005 ▲3.5%186,0572.9%Business ServicesGOOGAlphabet$56,403,209$2,097,699 ▲3.9%361,0272.9%Computer and TechnologyJNJJohnson & Johnson$56,073,751$1,905,831 ▲3.5%338,1202.8%MedicalPGRProgressive$52,139,910$499,514 ▼-0.9%184,2332.6%FinanceMRKMerck & Co., Inc.$50,758,718$2,739,833 ▲5.7%565,4942.6%MedicalCOPConocoPhillips$46,715,359$2,611,220 ▲5.9%444,8232.4%EnergyIEMGiShares Core MSCI Emerging Markets ETF$45,605,078$143,938 ▼-0.3%845,0082.3%ETFWMTWalmart$43,992,572$46,353 ▲0.1%501,1112.2%Retail/WholesalePEPPepsiCo$43,140,514$2,489,150 ▲6.1%287,7192.2%Consumer StaplesCMCSAComcast$41,236,522$3,048,493 ▼-6.9%1,117,5212.1%Consumer DiscretionaryDUKDuke Energy$39,529,479$898,187 ▲2.3%324,0922.0%UtilitiesUNPUnion Pacific$36,329,358$932,200 ▲2.6%153,7821.8%TransportationMCDMcDonald's$35,836,367$1,403,480 ▲4.1%114,7241.8%Retail/WholesaleHDHome Depot$34,030,442$1,076,382 ▲3.3%92,8551.7%Retail/WholesaleWMBWilliams Companies$25,666,573$1,258,725 ▲5.2%429,4941.3%EnergyVTVanguard Total World Stock ETF$19,034,566$2,319 ▼0.0%164,1621.0%ETFVOOVanguard S&P 500 ETF$18,872,987$15,221,626 ▲416.9%36,7241.0%ETFACWXiShares MSCI ACWI ex U.S. ETF$17,159,7790.0%309,4640.9%ManufacturingEFAiShares MSCI EAFE ETF$13,770,877$817 ▼0.0%168,4920.7%FinancePMPhilip Morris International$12,474,799$50,000 ▼-0.4%78,5910.6%Consumer StaplesEPDEnterprise Products Partners$12,401,970$293,467 ▼-2.3%363,2680.6%EnergyMKLMarkel Group$11,352,272$2,146,312 ▼-15.9%6,0720.6%Multi-Sector ConglomeratesSPYSPDR S&P 500 ETF Trust$9,340,135$44,708,128 ▼-82.7%16,6970.5%FinanceVIGVanguard Dividend Appreciation ETF$8,607,918$715,629 ▼-7.7%44,3730.4%ETFVVisa$7,074,386$9,462 ▼-0.1%20,1860.4%Business ServicesAMZNAmazon.com$6,481,918$687,975 ▲11.9%34,0690.3%Retail/WholesaleIVWiShares S&P 500 Growth ETF$5,545,479$2,135 ▲0.0%59,7380.3%ETFMOAltria Group$5,366,166$9,003 ▼-0.2%89,4060.3%Consumer StaplesEEMiShares MSCI Emerging Markets ETF$5,312,0850.0%121,5580.3%FinanceNVDANVIDIA$4,912,324$325 ▼0.0%45,3250.2%Computer and TechnologyGOOGLAlphabet$4,391,031$5,412 ▲0.1%28,3950.2%Computer and TechnologyXOMExxon Mobil$3,952,401$7,849 ▼-0.2%33,2330.2%EnergyFRFHFFairfax Financial$3,878,6110.0%2,6840.2%FinanceXLKTechnology Select Sector SPDR Fund$3,861,382$126,985 ▼-3.2%18,7010.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$3,756,0130.0%37,7480.2%ETFVALQAmerican Century STOXX US Quality Value ETF$3,599,203$482,552 ▲15.5%59,2070.2%ETFOEFiShares S&P 100 ETF$3,188,482$184,706 ▼-5.5%11,7730.2%ETFJPMJPMorgan Chase & Co.$2,950,754$107,933 ▼-3.5%12,0290.1%FinanceBRK.ABerkshire Hathaway$2,395,325$2,395,325 ▲New Holding30.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$2,390,2280.0%13,7980.1%ETFCOSTCostco Wholesale$2,348,372$512,613 ▼-17.9%2,4830.1%Retail/WholesaleLOWLowe's Companies$2,323,928$1,633 ▼-0.1%9,9640.1%Retail/WholesaleESGDiShares ESG Aware MSCI EAFE ETF$2,239,264$84,957 ▲3.9%27,4120.1%ManufacturingVOVanguard Mid-Cap ETF$2,165,168$6,983 ▼-0.3%8,3720.1%ETFMDLZMondelez International$2,119,893$142,009 ▼-6.3%31,2440.1%Consumer StaplesCSXCSX$2,096,915$14,274 ▼-0.7%71,2510.1%TransportationIWRiShares Russell Mid-Cap ETF$1,897,486$103,445 ▼-5.2%22,3050.1%ETFRJFRaymond James$1,863,6170.0%13,4160.1%FinanceORCLOracle$1,853,5030.0%13,2570.1%Computer and TechnologyTFCTruist Financial$1,653,403$3,251 ▼-0.2%40,1800.1%FinancePGProcter & Gamble$1,652,166$24,710 ▼-1.5%9,6950.1%Consumer StaplesCVXChevron$1,600,639$145,041 ▼-8.3%9,5680.1%EnergyABBVAbbVie$1,567,585$246,179 ▼-13.6%7,4820.1%MedicalVTIVanguard Total Stock Market ETF$1,457,671$153,352 ▼-9.5%5,3040.1%ETFESGEiShares ESG Aware MSCI EM ETF$1,373,010$23,451 ▲1.7%39,2850.1%ManufacturingGLDMSPDR Gold MiniShares Trust$1,360,0330.0%21,9750.1%FinanceXLUUtilities Select Sector SPDR Fund$1,354,6430.0%17,1800.1%ETFCSCOCisco Systems$1,314,925$2,654 ▲0.2%21,3080.1%Computer and TechnologyABTAbbott Laboratories$1,304,833$59,956 ▼-4.4%9,8370.1%MedicalELVElevance Health$1,214,843$634,606 ▼-34.3%2,7930.1%MedicalKOCoca-Cola$1,184,273$6,016 ▼-0.5%16,5360.1%Consumer StaplesTTTrane Technologies$1,148,897$1,685 ▼-0.1%3,4100.1%ConstructionBACBank of America$1,133,846$22,033 ▼-1.9%27,1710.1%FinanceIWBiShares Russell 1000 ETF$1,088,314$141,714 ▼-11.5%3,5480.1%ETFDFACDimensional U.S. Core Equity 2 ETF$1,069,0410.0%32,4050.1%ETFQCOMQUALCOMM$1,059,602$8,295 ▼-0.8%6,8980.1%Computer and TechnologyNSCNorfolk Southern$1,048,335$114,166 ▼-9.8%4,4260.1%TransportationQQQInvesco QQQ$1,009,116$59,084 ▼-5.5%2,1520.1%FinanceBlackrock Inc$976,767$6,625 ▼-0.7%1,0320.0%COMMETAMeta Platforms$950,418$8,645 ▼-0.9%1,6490.0%Computer and TechnologyNFLXNetflix$933,463$1,865 ▼-0.2%1,0010.0%Consumer DiscretionaryIBMInternational Business Machines$926,259$15,417 ▼-1.6%3,7250.0%Computer and TechnologyNUMVNuveen ESG Mid-Cap Value ETF$925,257$274 ▲0.0%27,0460.0%ETFISRGIntuitive Surgical$921,697$2,476 ▼-0.3%1,8610.0%MedicalLLYEli Lilly and Company$900,242$31,385 ▼-3.4%1,0900.0%MedicalUDRUDR$899,4700.0%19,9130.0%FinanceGLDSPDR Gold Shares$872,8290.0%3,0290.0%FinanceIWMiShares Russell 2000 ETF$871,396$157,402 ▼-15.3%4,3680.0%FinanceCATCaterpillar$846,926$660 ▼-0.1%2,5680.0%IndustrialsXLFFinancial Select Sector SPDR Fund$842,2370.0%16,9090.0%ETFDDominion Energy$812,198$14,747 ▼-1.8%14,4850.0%UtilitiesTMOThermo Fisher Scientific$809,098$248,303 ▼-23.5%1,6260.0%MedicalXLVHealth Care Select Sector SPDR Fund$785,9720.0%5,3830.0%ETFFIFiserv$776,438$662 ▼-0.1%3,5160.0%Business ServicesINTUIntuit$747,196$28,856 ▼-3.7%1,2170.0%Computer and TechnologyZTSZoetis$745,865$286,327 ▼-27.7%4,5300.0%MedicalITWIllinois Tool Works$741,190$1,488 ▼-0.2%2,9890.0%IndustrialsGEGE Aerospace$727,745$600 ▼-0.1%3,6360.0%IndustrialsAMATApplied Materials$705,428$54,420 ▼-7.2%4,8610.0%Computer and TechnologyUVVUniversal$690,474$800,723 ▼-53.7%12,3190.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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