HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HIW | 1K | $32.36K |
 | CI | 1K | $292.00K |
 | NFLX | 1K | $1.20M |
 | SPRY | 1K | $10.05K |
 | BTI | 1K | $53.08K |
 | SHBI | 1K | $16.41K |
 | GPC | 1K | $138.60K |
 | MRNA | 1K | $25.83K |
 | CTRE | 1K | $34.68K |
 | ROST | 980 | $149.34K |
 | GHI | 972 | $10.01K |
 | BIP | 950 | $31.25K |
 | BLK | 944 | $1.10M |
 | OKE | 934 | $68.15K |
 | NKE | 912 | $63.59K |
 | AVY | 911 | $147.74K |
 | GEV | 906 | $557.10K |
 | BMY | 900 | $40.59K |
 | ES | 900 | $64.03K |
 | GM | 879 | $53.60K |
Highwoods Properties, Inc.
HIW
Shares Held
1K
Value
$32.36K
Cigna Corporation
CI
Shares Held
1K
Value
$292.00K
Netflix, Inc.
NFLX
Shares Held
1K
Value
$1.20M
ARS Pharmaceuticals, Inc.
SPRY
Shares Held
1K
Value
$10.05K
British American Tobacco p.l.c.
BTI
Shares Held
1K
Value
$53.08K
Shore Bancshares, Inc.
SHBI
Shares Held
1K
Value
$16.41K
Genuine Parts Company
GPC
Shares Held
1K
Value
$138.60K
Moderna, Inc.
MRNA
Shares Held
1K
Value
$25.83K
CareTrust REIT, Inc.
CTRE
Shares Held
1K
Value
$34.68K
Ross Stores, Inc.
ROST
Shares Held
980
Value
$149.34K
Greystone Housing Impact Investors LP
GHI
Shares Held
972
Value
$10.01K
Brookfield Infrastructure Partners L.P.
BIP
Shares Held
950
Value
$31.25K
BlackRock, Inc.
BLK
Shares Held
944
Value
$1.10M
ONEOK, Inc.
OKE
Shares Held
934
Value
$68.15K
NIKE, Inc.
NKE
Shares Held
912
Value
$63.59K
Avery Dennison Corporation
AVY
Shares Held
911
Value
$147.74K
GE Vernova Inc.
GEV
Shares Held
906
Value
$557.10K
Bristol-Myers Squibb Company
BMY
Shares Held
900
Value
$40.59K
Eversource Energy
ES
Shares Held
900
Value
$64.03K
General Motors Company
GM
Shares Held
879
Value
$53.60K