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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 (2016Q2)
Original 13F HR (0001172661-16-003663) filed in 2016.08.04
#
Name
Shares
Value ($)
%
Options
Notes
51 ISHARES TR 136,175 10,115 6.83%
52 ISHARES TR 4,015 376 0.25%
53 ISHARES TR 2,600 212 0.14%
54 ISHARES TR 5,560 288 0.19%
55 JOHNSON & JOHNSON 13,763 1,669 1.13%
56 JPMORGAN CHASE & CO 4,382 273 0.18%
57 KRAFT HEINZ CO 10,777 952 0.64%
58 LOEWS CORP 5,637 231 0.16%
59 MARKEL CORP 5,189 4,944 3.34%
60 MCCORMICK & CO INC 3,500 372 0.25%
61 MCDONALDS CORP 5,721 688 0.46%
62 MERCK & CO INC 8,089 464 0.31%
63 MICROCHIP TECHNOLOGY 5,000 254 0.17%
64 MICROSOFT CORP 21,073 1,080 0.73%
65 MONDELEZ INTL INC 30,893 1,408 0.95%
66 ORACLE CORP 5,260 216 0.15%
67 PEPSICO INC 24,475 2,592 1.75%
68 PFIZER INC 16,548 582 0.39%
69 PHILIP MORRIS INTL INC 65,893 6,702 4.53%
70 PROCTER AND GAMBLE CO 4,073 343 0.23%
71 SCHLUMBERGER LTD 12,001 951 0.64%
72 SPDR S&P 500 ETF TR 12,607 2,641 1.78%
73 STANLEY FURNITURE CO INC COM NEW 780,424 1,912 1.29%
74 SUNTRUST BKS INC 23,496 965 0.65%
75 SYSCO CORP 9,337 474 0.32%
76 TOTAL SYS SVCS INC 7,530 400 0.27%
77 TRAVELERS COMPANIES INC 1,780 212 0.14%
78 TRI CONTL CORP 22,735 467 0.32%
79 UBS AG JERSEY BRH 129,767 3,667 2.48%
80 UDR INC 16,211 599 0.40%
81 UNION PAC CORP 5,984 521 0.35%
82 UNITED PARCEL SERVICE INC 8,231 884 0.60%
83 UNITED TECHNOLOGIES CORP 6,578 674 0.46%
84 UNITEDHEALTH GROUP INC 2,956 416 0.28%
85 VANGUARD INDEX FDS 2,006 248 0.17%
86 VISA INC 3,960 295 0.20%
87 WAL-MART STORES INC 11,607 847 0.57%
88 WASTE MGMT INC DEL 4,150 275 0.19%
89 WELLS FARGO & CO NEW 16,087 758 0.51%
90 WESTAR ENERGY 4,050 227 0.15%
91 WILLIS TOWERS WATSON PUB LTD 1,732 215 0.15%
92 WISDOMTREE TR 83,094 3,223 2.18%
93 WISDOMTREE TR 267,557 13,519 9.13%
94 XENITH BANKSHARES INC 65,135 519 0.35%
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