HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BN | 1.09M | $74.89M |
 | MRK | 614K | $51.54M |
 | WMT | 495K | $51.05M |
 | COP | 478K | $45.25M |
 | RTX | 467K | $78.16M |
 | WMB | 435K | $27.56M |
 | EPD | 367K | $11.49M |
 | GOOG | 365K | $88.99M |
 | JNJ | 338K | $62.68M |
 | DUK | 324K | $40.12M |
 | AAPL | 276K | $70.26M |
 | AMZN | 227K | $49.79M |
 | ADP | 189K | $55.58M |
 | PGR | 186K | $46.00M |
 | MSFT | 166K | $85.94M |
 | UNP | 160K | $37.82M |
 | JPM | 144K | $45.44M |
 | BRK-B | 126K | $63.17M |
 | MCD | 118K | $35.73M |
 | MA | 110K | $62.56M |
Brookfield Corporation
BN
Shares Held
1.09M
Value
$74.89M
Merck & Co., Inc.
MRK
Shares Held
614K
Value
$51.54M
Walmart Inc.
WMT
Shares Held
495K
Value
$51.05M
ConocoPhillips
COP
Shares Held
478K
Value
$45.25M
RTX Corporation
RTX
Shares Held
467K
Value
$78.16M
The Williams Companies, Inc.
WMB
Shares Held
435K
Value
$27.56M
Enterprise Products Partners L.P.
EPD
Shares Held
367K
Value
$11.49M
Alphabet Inc.
GOOG
Shares Held
365K
Value
$88.99M
Johnson & Johnson
JNJ
Shares Held
338K
Value
$62.68M
Duke Energy Corporation
DUK
Shares Held
324K
Value
$40.12M
Apple Inc.
AAPL
Shares Held
276K
Value
$70.26M
Amazon.com, Inc.
AMZN
Shares Held
227K
Value
$49.79M
Automatic Data Processing, Inc.
ADP
Shares Held
189K
Value
$55.58M
The Progressive Corporation
PGR
Shares Held
186K
Value
$46.00M
Microsoft Corporation
MSFT
Shares Held
166K
Value
$85.94M
Union Pacific Corporation
UNP
Shares Held
160K
Value
$37.82M
JPMorgan Chase & Co.
JPM
Shares Held
144K
Value
$45.44M
Berkshire Hathaway Inc.
BRK-B
Shares Held
126K
Value
$63.17M
McDonald's Corporation
MCD
Shares Held
118K
Value
$35.73M
Mastercard Incorporated
MA
Shares Held
110K
Value
$62.56M