HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WMT | 487K | $54.29M |
 | WMB | 436K | $26.23M |
 | EPD | 360K | $11.55M |
 | GOOG | 349K | $109.40M |
 | JNJ | 335K | $69.36M |
 | DUK | 324K | $37.97M |
 | AAPL | 273K | $74.17M |
 | AMZN | 268K | $61.75M |
 | ADP | 210K | $53.98M |
 | MSFT | 181K | $87.54M |
 | JPM | 151K | $48.74M |
 | HD | 102K | $34.96M |
 | MO | 88K | $5.05M |
 | PM | 75K | $12.04M |
 | NVDA | 51K | $9.48M |
 | OMI | 47K | $131.30K |
 | APH | 42K | $5.64M |
 | TFC | 38K | $1.88M |
 | MDLZ | 30K | $1.64M |
 | GOOGL | 28K | $8.91M |
Walmart Inc.
WMT
Shares Held
487K
Value
$54.29M
The Williams Companies, Inc.
WMB
Shares Held
436K
Value
$26.23M
Enterprise Products Partners L.P.
EPD
Shares Held
360K
Value
$11.55M
Alphabet Inc.
GOOG
Shares Held
349K
Value
$109.40M
Johnson & Johnson
JNJ
Shares Held
335K
Value
$69.36M
Duke Energy Corporation
DUK
Shares Held
324K
Value
$37.97M
Apple Inc.
AAPL
Shares Held
273K
Value
$74.17M
Amazon.com, Inc.
AMZN
Shares Held
268K
Value
$61.75M
Automatic Data Processing, Inc.
ADP
Shares Held
210K
Value
$53.98M
Microsoft Corporation
MSFT
Shares Held
181K
Value
$87.54M
JPMorgan Chase & Co.
JPM
Shares Held
151K
Value
$48.74M
The Home Depot, Inc.
HD
Shares Held
102K
Value
$34.96M
Altria Group, Inc.
MO
Shares Held
88K
Value
$5.05M
Philip Morris International Inc.
PM
Shares Held
75K
Value
$12.04M
NVIDIA Corporation
NVDA
Shares Held
51K
Value
$9.48M
Owens & Minor, Inc.
OMI
Shares Held
47K
Value
$131.30K
Amphenol Corporation
APH
Shares Held
42K
Value
$5.64M
Truist Financial Corporation
TFC
Shares Held
38K
Value
$1.88M
Mondelez International, Inc.
MDLZ
Shares Held
30K
Value
$1.64M
Alphabet Inc.
GOOGL
Shares Held
28K
Value
$8.91M