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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 STANLEY FURNITURE CO INC COM NEW 780,424 1,912 1.29%
2 WISDOMTREE TR 267,557 13,519 9.13%
3 ISHARES TR 200,099 42,128 28.45%
4 ISHARES TR 136,175 10,115 6.83%
5 UBS AG JERSEY BRH 129,767 3,667 2.48%
6 ISHARES 110,756 5,711 3.86%
7 WISDOMTREE TR 83,094 3,223 2.18%
8 ALTRIA GROUP INC 71,309 4,917 3.32%
9 PHILIP MORRIS INTL INC 65,893 6,702 4.53%
10 XENITH BANKSHARES INC 65,135 519 0.35%
11 COMMUNITY BANKERS TR CORP 56,300 292 0.20%
12 EXXON MOBIL CORP 40,648 3,809 2.57%
13 GENERAL ELECTRIC CO 39,666 1,250 0.84%
14 MONDELEZ INTL INC 30,893 1,408 0.95%
15 BANK AMER CORP 29,322 388 0.26%
16 CSX CORP 28,584 745 0.50%
17 PEPSICO INC 24,475 2,592 1.75%
18 SUNTRUST BKS INC 23,496 965 0.65%
19 TRI CONTL CORP 22,735 467 0.32%
20 MICROSOFT CORP 21,073 1,080 0.73%
21 DOMINION ENERGY INC 19,155 1,494 1.01%
22 COCA COLA CO 18,730 849 0.57%
23 CISCO SYS INC 17,187 492 0.33%
24 PFIZER INC 16,548 582 0.39%
25 UDR INC 16,211 599 0.40%
26 WELLS FARGO & CO NEW 16,087 758 0.51%
27 JOHNSON & JOHNSON 13,763 1,669 1.13%
28 DISNEY WALT CO 13,439 1,317 0.89%
29 SPDR S&P 500 ETF TR 12,607 2,641 1.78%
30 SCHLUMBERGER LTD 12,001 951 0.64%
31 BB&T CORP 11,975 427 0.29%
32 BERKSHIRE HATHAWAY INC DEL 11,713 1,692 1.14%
33 WAL-MART STORES INC 11,607 847 0.57%
34 APPLE INC 11,479 1,099 0.74%
35 KRAFT HEINZ CO 10,777 952 0.64%
36 SYSCO CORP 9,337 474 0.32%
37 EMERSON ELEC CO 9,262 482 0.33%
38 COMCAST CORP NEW 9,072 590 0.40%
39 BANK NEW YORK MELLON CORP 8,658 336 0.23%
40 UNITED PARCEL SERVICE INC 8,231 884 0.60%
41 BROOKFIELD ASSET MGMT INC 8,199 271 0.18%
42 MERCK & CO INC 8,089 464 0.31%
43 CHEVRON CORP NEW 7,848 823 0.56%
44 ABBOTT LABS 7,700 304 0.21%
45 TOTAL SYS SVCS INC 7,530 400 0.27%
46 ISHARES TR 6,891 386 0.26%
47 ABBVIE INC 6,665 412 0.28%
48 UNITED TECHNOLOGIES CORP 6,578 674 0.46%
49 AT&T INC 6,453 278 0.19%
50 INTERNATIONAL BUSINESS MACHS 6,024 913 0.62%
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