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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 (2016Q3)
Original 13F HR (0001172661-16-004064) filed in 2016.10.28
#
Name
Shares
Value ($)
%
Options
Notes
51 ISHARES TR 3,021 342 0.24%
52 ISHARES TR 4,710 259 0.18%
53 JOHNSON & JOHNSON 13,097 1,546 1.07%
54 JPMORGAN CHASE & CO 4,385 293 0.20%
55 KRAFT HEINZ CO 10,778 965 0.67%
56 MARKEL CORP 5,134 4,769 3.30%
57 MCDONALDS CORP 4,521 521 0.36%
58 MERCK & CO INC 8,536 532 0.37%
59 MICROCHIP TECHNOLOGY 5,006 311 0.22%
60 MICROSOFT CORP 19,793 1,140 0.79%
61 MONDELEZ INTL INC 31,495 1,382 0.96%
62 NORFOLK SOUTHERN CORP 2,309 225 0.16%
63 PEPSICO INC 22,231 2,418 1.67%
64 PFIZER INC 10,113 342 0.24%
65 PHILIP MORRIS INTL INC 67,054 6,520 4.52%
66 PROCTER AND GAMBLE CO 4,388 395 0.27%
67 SCHLUMBERGER LTD 12,983 1,020 0.71%
68 SPDR S&P 500 ETF TR 12,596 2,725 1.89%
69 STANLEY FURNITURE CO INC COM NEW 780,424 1,389 0.96%
70 SUNTRUST BKS INC 23,337 1,021 0.71%
71 SYSCO CORP 9,337 458 0.32%
72 TRI CONTL CORP 22,735 486 0.34%
73 UBS AG JERSEY BRH 122,698 3,480 2.41%
74 UDR INC 16,211 583 0.40%
75 UNION PAC CORP 7,678 749 0.52%
76 UNITED PARCEL SERVICE INC 9,644 1,055 0.73%
77 UNITED TECHNOLOGIES CORP 7,993 809 0.56%
78 UNITEDHEALTH GROUP INC 3,830 535 0.37%
79 VISA INC 5,448 449 0.31%
80 WAL-MART STORES INC 12,853 925 0.64%
81 WELLS FARGO & CO NEW 20,313 899 0.62%
82 WISDOMTREE TR 81,138 3,485 2.41%
83 WISDOMTREE TR 260,676 14,012 9.70%
84 XENITH BANKSHARES NEW COM 283,514 655 0.45%
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