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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 (2016Q1)
Portfolio Summary: 83 holdings with a total value of $127,586,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 BANK AMER CORP 25,928 351,000 0.28%
52 DIAGEO P L C 3,230 349,000 0.27%
53 MCCORMICK & CO INC 3,500 348,000 0.27%
54 UNION PAC CORP 4,337 344,000 0.27%
55 ABBVIE INC 5,800 331,000 0.26%
56 ISHARES TR 2,923 323,000 0.25%
57 ABBOTT LABS 7,700 322,000 0.25%
58 ACCENTURE PLC IRELAND 2,685 310,000 0.24%
59 UNITED TECHNOLOGIES CORP 3,085 309,000 0.24%
60 BROADRIDGE FINL SOLUTIONS IN 5,000 296,000 0.23%
61 ISHARES TR 5,560 295,000 0.23%
62 PROCTER AND GAMBLE CO 3,602 295,000 0.23%
63 CARMAX INC 5,657 290,000 0.23%
64 BANK NEW YORK MELLON CORP 7,804 288,000 0.23%
65 GENERAL DYNAMICS CORP 2,050 270,000 0.21%
66 BROOKFIELD ASSET MGMT INC 7,679 267,000 0.21%
67 ILLINOIS TOOL WKS INC 2,575 264,000 0.21%
68 WASTE MGMT INC DEL 4,150 245,000 0.19%
69 VANGUARD INDEX FDS 2,003 243,000 0.19%
70 MICROCHIP TECHNOLOGY 5,000 240,000 0.19%
71 3M CO 1,430 238,000 0.19%
72 COMMUNITY BANKERS TR CORP 46,300 232,000 0.18%
73 DUKE ENERGY CORP NEW 2,776 223,000 0.17%
74 AUTOMATIC DATA PROCESSING IN 2,470 221,000 0.17%
75 LOEWS CORP 5,500 211,000 0.17%
76 ISHARES TR 2,600 211,000 0.17%
77 INGERSOLL-RAND PLC 3,375 209,000 0.16%
78 TRAVELERS COMPANIES INC 1,780 208,000 0.16%
79 BOEING CO 1,627 208,000 0.16%
80 WILLIS TOWERS WATSON PUB LTD 1,732 206,000 0.16%
81 ARCHER DANIELS MIDLAND CO 5,625 204,000 0.16%
82 ALPHABET INC 270 200,000 0.16%
83 WESTAR ENERGY 4,050 200,000 0.16%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003149, filed 2016.05.02).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.