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Institutional Investment Manager
Heritage Wealth Advisors
Heritage Wealth Advisors (CIK: 0001591122) incorporated in Virginia, located at 919 E Main Street, Richmond, VA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Original 13F HR (0001172661-14-000931) filed in 2014.05.05
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 91,788 17,270 19.98%
2 VANGUARD TAX-MANAGED FDS 312,844 12,913 14.94%
3 ISHARES TR 119,724 8,223 9.51%
4 PHILIP MORRIS INTL INC 64,604 5,289 6.12%
5 SCHWAB US TIPS ETF 59,917 3,230 3.74%
6 ALTRIA GROUP INC 71,851 2,689 3.11%
7 EXXON MOBIL CORP 21,821 2,130 2.46%
8 ISHARES TR 29,088 1,956 2.26%
9 STANLEY FURNITURE CO INC COM NEW 658,180 1,804 2.09%
10 PEPSICO INC 18,339 1,530 1.77%
11 ENTERPRISE PRODS PARTNERS L 20,513 1,420 1.64%
12 MAGELLAN MIDSTREAM PRTNRS LP 16,398 1,146 1.33%
13 DOMINION ENERGY INC 15,397 1,094 1.27%
14 PLAINS ALL AMERN PIPELINE L 19,779 1,091 1.26%
15 SUNOCO LOGISTICS PRTNRS L P 10,485 953 1.10%
16 MONDELEZ INTL INC 27,151 937 1.08%
17 INTERNATIONAL BUSINESS MACHS 4,683 902 1.04%
18 BUCKEYE PARTNERS L P 11,582 873 1.01%
19 REGENCY ENERGY PARTNERS 31,277 849 0.98%
20 CHEVRON CORP NEW 6,973 829 0.96%
21 ONEOK PARTNERS LP 15,190 811 0.94%
22 CSX CORP 27,288 791 0.92%
23 ENERGY TRANSFER L P 16,306 762 0.88%
24 BERKSHIRE HATHAWAY INC DEL 6,004 749 0.87%
25 GENERAL ELECTRIC CO 27,014 698 0.81%
26 MARKEL CORP 1,055 629 0.73%
27 BIOGEN INC 2,000 612 0.71%
28 SPECTRA ENERGY PARTNERS LP 12,253 596 0.69%
29 NGL ENERGY PARTNERS LP 15,914 594 0.69%
30 TESORO LOGISTICS LP 9,847 590 0.68%
31 Targa Resources Partners LP 10,389 582 0.67%
32 KRAFT HEINZ CO COM 9,776 549 0.64%
33 SUNTRUST BKS INC 13,758 548 0.63%
34 JOHNSON & JOHNSON 5,400 530 0.61%
35 WAL-MART STORES INC 6,860 524 0.61%
36 Williams Partners Lp 10,090 515 0.60%
37 ISHARES TR 4,616 500 0.58%
38 TRI CONTL CORP 22,735 457 0.53%
39 AMGEN INC 3,520 434 0.50%
40 EMERSON ELEC CO 6,425 429 0.50%
41 UDR INC 16,211 419 0.48%
42 COCA COLA CO 10,356 400 0.46%
43 APPLE INC 687 369 0.43%
44 ISHARES TR 4,115 353 0.41%
45 XENITH BANKSHARES INC 58,135 347 0.40%
46 MERCK & CO INC 5,968 340 0.39%
47 PROCTER AND GAMBLE CO 4,083 329 0.38%
48 CARMAX INC 6,976 326 0.38%
49 UNITED PARCEL SERVICE INC 3,285 319 0.37%
50 EQT MIDSTREAM PARTNERS LP 4,238 302 0.35%
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