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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
1 3M CO 1,875 329 0.22%
2 ABBOTT LABS 7,700 304 0.21%
3 ABBVIE INC 6,665 412 0.28%
4 ACCENTURE PLC IRELAND 2,937 334 0.23%
5 AIR PRODS & CHEMS INC 2,450 348 0.23%
6 ALPHABET INC 428 295 0.20%
7 ALPHABET INC 801 563 0.38%
8 ALTRIA GROUP INC 71,309 4,917 3.32%
9 AMERISOURCEBERGEN CORP 4,545 361 0.24%
10 AMGEN INC 4,027 612 0.41%
11 APPLE INC 11,479 1,099 0.74%
12 ARCHER DANIELS MIDLAND CO 5,625 242 0.16%
13 AT&T INC 6,453 278 0.19%
14 AUTOMATIC DATA PROCESSING IN 2,470 227 0.15%
15 BANK AMER CORP 29,322 388 0.26%
16 BANK NEW YORK MELLON CORP 8,658 336 0.23%
17 BB&T CORP 11,975 427 0.29%
18 BECTON DICKINSON & CO 2,470 419 0.28%
19 BERKSHIRE HATHAWAY INC DEL 11,713 1,692 1.14%
20 BIOGEN INC 2,034 492 0.33%
21 BOEING CO 1,739 226 0.15%
22 BRISTOL MYERS SQUIBB CO 3,284 241 0.16%
23 BROADRIDGE FINL SOLUTIONS IN 5,000 325 0.22%
24 BROOKFIELD ASSET MGMT INC 8,199 271 0.18%
25 CARMAX INC 5,657 277 0.19%
26 CHEVRON CORP NEW 7,848 823 0.56%
27 CISCO SYS INC 17,187 492 0.33%
28 COCA COLA CO 18,730 849 0.57%
29 COMCAST CORP NEW 9,072 590 0.40%
30 COMMUNITY BANKERS TR CORP 56,300 292 0.20%
31 CSX CORP 28,584 745 0.50%
32 CVS HEALTH CORP 3,252 311 0.21%
33 DIAGEO P L C 3,230 365 0.25%
34 DISNEY WALT CO 13,439 1,317 0.89%
35 DOMINION ENERGY INC 19,155 1,494 1.01%
36 DUKE ENERGY CORP NEW 2,876 247 0.17%
37 EMERSON ELEC CO 9,262 482 0.33%
38 EXXON MOBIL CORP 40,648 3,809 2.57%
39 FACEBOOK INC 2,184 249 0.17%
40 GENERAL DYNAMICS CORP 2,152 299 0.20%
41 GENERAL ELECTRIC CO 39,666 1,250 0.84%
42 HOME DEPOT INC 1,580 202 0.14%
43 HONEYWELL INTL INC 1,887 221 0.15%
44 ILLINOIS TOOL WKS INC 2,616 272 0.18%
45 INGERSOLL-RAND PLC 3,566 226 0.15%
46 INTERNATIONAL BUSINESS MACHS 6,024 913 0.62%
47 ISHARES 110,756 5,711 3.86%
48 ISHARES TR 200,099 42,128 28.45%
49 ISHARES TR 2,916 329 0.22%
50 ISHARES TR 6,891 386 0.26%
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