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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 ABBOTT LABS 7,700 304 0.21%
52 CHEVRON CORP NEW 7,848 823 0.56%
53 MERCK & CO INC 8,089 464 0.31%
54 BROOKFIELD ASSET MGMT INC 8,199 271 0.18%
55 UNITED PARCEL SERVICE INC 8,231 884 0.60%
56 BANK NEW YORK MELLON CORP 8,658 336 0.23%
57 COMCAST CORP NEW 9,072 590 0.40%
58 EMERSON ELEC CO 9,262 482 0.33%
59 SYSCO CORP 9,337 474 0.32%
60 KRAFT HEINZ CO 10,777 952 0.64%
61 APPLE INC 11,479 1,099 0.74%
62 WAL-MART STORES INC 11,607 847 0.57%
63 BERKSHIRE HATHAWAY INC DEL 11,713 1,692 1.14%
64 BB&T CORP 11,975 427 0.29%
65 SCHLUMBERGER LTD 12,001 951 0.64%
66 SPDR S&P 500 ETF TR 12,607 2,641 1.78%
67 DISNEY WALT CO 13,439 1,317 0.89%
68 JOHNSON & JOHNSON 13,763 1,669 1.13%
69 WELLS FARGO & CO NEW 16,087 758 0.51%
70 UDR INC 16,211 599 0.40%
71 PFIZER INC 16,548 582 0.39%
72 CISCO SYS INC 17,187 492 0.33%
73 COCA COLA CO 18,730 849 0.57%
74 DOMINION ENERGY INC 19,155 1,494 1.01%
75 MICROSOFT CORP 21,073 1,080 0.73%
76 TRI CONTL CORP 22,735 467 0.32%
77 SUNTRUST BKS INC 23,496 965 0.65%
78 PEPSICO INC 24,475 2,592 1.75%
79 CSX CORP 28,584 745 0.50%
80 BANK AMER CORP 29,322 388 0.26%
81 MONDELEZ INTL INC 30,893 1,408 0.95%
82 GENERAL ELECTRIC CO 39,666 1,250 0.84%
83 EXXON MOBIL CORP 40,648 3,809 2.57%
84 COMMUNITY BANKERS TR CORP 56,300 292 0.20%
85 XENITH BANKSHARES INC 65,135 519 0.35%
86 PHILIP MORRIS INTL INC 65,893 6,702 4.53%
87 ALTRIA GROUP INC 71,309 4,917 3.32%
88 WISDOMTREE TR 83,094 3,223 2.18%
89 ISHARES 110,756 5,711 3.86%
90 UBS AG JERSEY BRH 129,767 3,667 2.48%
91 ISHARES TR 136,175 10,115 6.83%
92 ISHARES TR 200,099 42,128 28.45%
93 WISDOMTREE TR 267,557 13,519 9.13%
94 STANLEY FURNITURE CO INC COM NEW 780,424 1,912 1.29%
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