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Home > Institutional Investor > Heritage Wealth Advisors > Profile

Instuitional Investor - Heritage Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Heritage Wealth Advisors
Portfolio Value $2,105,773,197
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 657,131 $408,012,850 19.38%
2.
Ishares Core Msci Eafe - ETF
 2,470,819 $206,263,930 9.8%
3.
Microsoft Corp
 MSFT 164,411 $81,779,875 3.88%
4.
Rtx Corp
 RTX 473,306 $69,112,148 3.28%
5.
Ishares Trust
 IEF 515,391 $68,103,788 3.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)