HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LHX | 852 | $260.21K |
 | AON | 803 | $286.33K |
 | HPQ | 800 | $21.78K |
 | BRX | 800 | $22.14K |
 | CB | 787 | $222.12K |
 | CRM | 787 | $186.52K |
 | NEU | 735 | $608.73K |
 | UGI | 720 | $23.95K |
 | TDY | 708 | $414.92K |
 | CL | 700 | $55.96K |
 | CVS | 700 | $52.77K |
 | CARR | 700 | $41.79K |
 | ARI | 700 | $7.09K |
 | NJR | 700 | $33.70K |
 | TTAM | 692 | $10.34K |
 | URI | 667 | $636.76K |
 | DE | 665 | $304.08K |
 | EVRG | 658 | $50.02K |
 | OHI | 650 | $27.44K |
 | ATR | 630 | $84.21K |
L3Harris Technologies, Inc.
LHX
Shares Held
852
Value
$260.21K
Aon plc
AON
Shares Held
803
Value
$286.33K
HP Inc.
HPQ
Shares Held
800
Value
$21.78K
Brixmor Property Group Inc.
BRX
Shares Held
800
Value
$22.14K
Chubb Limited
CB
Shares Held
787
Value
$222.12K
Salesforce, Inc.
CRM
Shares Held
787
Value
$186.52K
NewMarket Corporation
NEU
Shares Held
735
Value
$608.73K
UGI Corporation
UGI
Shares Held
720
Value
$23.95K
Teledyne Technologies Incorporated
TDY
Shares Held
708
Value
$414.92K
Colgate-Palmolive Company
CL
Shares Held
700
Value
$55.96K
CVS Health Corporation
CVS
Shares Held
700
Value
$52.77K
Carrier Global Corporation
CARR
Shares Held
700
Value
$41.79K
Apollo Commercial Real Estate Finance, Inc.
ARI
Shares Held
700
Value
$7.09K
New Jersey Resources Corporation
NJR
Shares Held
700
Value
$33.70K
Titan America S.A.
TTAM
Shares Held
692
Value
$10.34K
United Rentals, Inc.
URI
Shares Held
667
Value
$636.76K
Deere & Company
DE
Shares Held
665
Value
$304.08K
Evergy, Inc.
EVRG
Shares Held
658
Value
$50.02K
Omega Healthcare Investors, Inc.
OHI
Shares Held
650
Value
$27.44K
AptarGroup, Inc.
ATR
Shares Held
630
Value
$84.21K