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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 ALPHABET INC 428 295 0.20%
2 ALPHABET INC 801 563 0.38%
3 HOME DEPOT INC 1,580 202 0.14%
4 WILLIS TOWERS WATSON PUB LTD 1,732 215 0.15%
5 BOEING CO 1,739 226 0.15%
6 TRAVELERS COMPANIES INC 1,780 212 0.14%
7 3M CO 1,875 329 0.22%
8 HONEYWELL INTL INC 1,887 221 0.15%
9 VANGUARD INDEX FDS 2,006 248 0.17%
10 BIOGEN INC 2,034 492 0.33%
11 GENERAL DYNAMICS CORP 2,152 299 0.20%
12 FACEBOOK INC 2,184 249 0.17%
13 AIR PRODS & CHEMS INC 2,450 348 0.23%
14 AUTOMATIC DATA PROCESSING IN 2,470 227 0.15%
15 BECTON DICKINSON & CO 2,470 419 0.28%
16 ISHARES TR 2,600 212 0.14%
17 ILLINOIS TOOL WKS INC 2,616 272 0.18%
18 DUKE ENERGY CORP NEW 2,876 247 0.17%
19 ISHARES TR 2,916 329 0.22%
20 ACCENTURE PLC IRELAND 2,937 334 0.23%
21 UNITEDHEALTH GROUP INC 2,956 416 0.28%
22 DIAGEO P L C 3,230 365 0.25%
23 CVS HEALTH CORP 3,252 311 0.21%
24 BRISTOL MYERS SQUIBB CO 3,284 241 0.16%
25 MCCORMICK & CO INC 3,500 372 0.25%
26 INGERSOLL-RAND PLC 3,566 226 0.15%
27 VISA INC 3,960 295 0.20%
28 ISHARES TR 4,015 376 0.25%
29 AMGEN INC 4,027 612 0.41%
30 WESTAR ENERGY 4,050 227 0.15%
31 PROCTER AND GAMBLE CO 4,073 343 0.23%
32 WASTE MGMT INC DEL 4,150 275 0.19%
33 JPMORGAN CHASE & CO 4,382 273 0.18%
34 AMERISOURCEBERGEN CORP 4,545 361 0.24%
35 MICROCHIP TECHNOLOGY 5,000 254 0.17%
36 BROADRIDGE FINL SOLUTIONS IN 5,000 325 0.22%
37 MARKEL CORP 5,189 4,944 3.34%
38 ORACLE CORP 5,260 216 0.15%
39 ISHARES TR 5,560 288 0.19%
40 ARCHER DANIELS MIDLAND CO 5,625 242 0.16%
41 LOEWS CORP 5,637 231 0.16%
42 CARMAX INC 5,657 277 0.19%
43 MCDONALDS CORP 5,721 688 0.46%
44 UNION PAC CORP 5,984 521 0.35%
45 INTERNATIONAL BUSINESS MACHS 6,024 913 0.62%
46 AT&T INC 6,453 278 0.19%
47 UNITED TECHNOLOGIES CORP 6,578 674 0.46%
48 ABBVIE INC 6,665 412 0.28%
49 ISHARES TR 6,891 386 0.26%
50 TOTAL SYS SVCS INC 7,530 400 0.27%
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