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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 STANLEY FURNITURE CO INC COM NEW 658,180 1,804 2.09%
2 VANGUARD TAX-MANAGED FDS 312,844 12,913 14.94%
3 ISHARES TR 119,724 8,223 9.51%
4 ISHARES TR 91,788 17,270 19.98%
5 ALTRIA GROUP INC 71,851 2,689 3.11%
6 PHILIP MORRIS INTL INC 64,604 5,289 6.12%
7 SCHWAB US TIPS ETF 59,917 3,230 3.74%
8 XENITH BANKSHARES INC 58,135 347 0.40%
9 REGENCY ENERGY PARTNERS 31,277 849 0.98%
10 ISHARES TR 29,088 1,956 2.26%
11 CSX CORP 27,288 791 0.92%
12 MONDELEZ INTL INC 27,151 937 1.08%
13 GENERAL ELECTRIC CO 27,014 698 0.81%
14 TRI CONTL CORP 22,735 457 0.53%
15 EXXON MOBIL CORP 21,821 2,130 2.46%
16 ENTERPRISE PRODS PARTNERS L 20,513 1,420 1.64%
17 PLAINS ALL AMERN PIPELINE L 19,779 1,091 1.26%
18 PEPSICO INC 18,339 1,530 1.77%
19 MAGELLAN MIDSTREAM PRTNRS LP 16,398 1,146 1.33%
20 ENERGY TRANSFER L P 16,306 762 0.88%
21 UDR INC 16,211 419 0.48%
22 NGL ENERGY PARTNERS LP 15,914 594 0.69%
23 DOMINION ENERGY INC 15,397 1,094 1.27%
24 ONEOK PARTNERS LP 15,190 811 0.94%
25 COMMUNITY BANKERS TR CORP 15,000 60 0.07%
26 SUNTRUST BKS INC 13,758 548 0.63%
27 BANK AMER CORP 12,607 217 0.25%
28 SPECTRA ENERGY PARTNERS LP 12,253 596 0.69%
29 BUCKEYE PARTNERS L P 11,582 873 1.01%
30 SUNOCO LOGISTICS PRTNRS L P 10,485 953 1.10%
31 Targa Resources Partners LP 10,389 582 0.67%
32 COCA COLA CO 10,356 400 0.46%
33 Williams Partners Lp 10,090 515 0.60%
34 TESORO LOGISTICS LP 9,847 590 0.68%
35 KRAFT HEINZ CO COM 9,776 549 0.64%
36 HOLLY ENERGY PARTNERS L P 8,503 284 0.33%
37 SYSCO CORP 8,000 288 0.33%
38 BB&T CORP 7,360 295 0.34%
39 PFIZER INC 7,035 225 0.26%
40 CARMAX INC 6,976 326 0.38%
41 CHEVRON CORP NEW 6,973 829 0.96%
42 WAL-MART STORES INC 6,860 524 0.61%
43 EMERSON ELEC CO 6,425 429 0.50%
44 BERKSHIRE HATHAWAY INC DEL 6,004 749 0.87%
45 MERCK & CO INC 5,968 340 0.39%
46 TC PIPELINES LP 5,961 289 0.33%
47 JOHNSON & JOHNSON 5,400 530 0.61%
48 WELLS FARGO & CO NEW 5,371 266 0.31%
49 INTERNATIONAL BUSINESS MACHS 4,683 902 1.04%
50 ISHARES TR 4,616 500 0.58%
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