HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PTC | 614 | $124.65K |
 | RY | 600 | $88.39K |
 | STAG | 600 | $21.17K |
 | DGX | 590 | $112.44K |
 | CHCO | 581 | $71.97K |
 | HCA | 578 | $246.33K |
 | VLO | 555 | $94.41K |
 | NXPI | 531 | $120.99K |
 | NOC | 530 | $322.94K |
 | CODX | 525 | $181 |
 | INGR | 522 | $63.74K |
 | MCK | 518 | $400.18K |
 | AMCR | 507 | $4.15K |
 | JBSS | 500 | $32.14K |
 | JBHT | 500 | $67.08K |
 | TTC | 490 | $37.34K |
 | GEHC | 490 | $36.80K |
 | ETSY | 490 | $32.53K |
 | ACN | 489 | $120.69K |
 | KNSL | 485 | $206.25K |
PTC Inc.
PTC
Shares Held
614
Value
$124.65K
Royal Bank of Canada
RY
Shares Held
600
Value
$88.39K
STAG Industrial, Inc.
STAG
Shares Held
600
Value
$21.17K
Quest Diagnostics Incorporated
DGX
Shares Held
590
Value
$112.44K
City Holding Company
CHCO
Shares Held
581
Value
$71.97K
HCA Healthcare, Inc.
HCA
Shares Held
578
Value
$246.33K
Valero Energy Corporation
VLO
Shares Held
555
Value
$94.41K
NXP Semiconductors N.V.
NXPI
Shares Held
531
Value
$120.99K
Northrop Grumman Corporation
NOC
Shares Held
530
Value
$322.94K
Co-Diagnostics, Inc.
CODX
Shares Held
525
Value
$181
Ingredion Incorporated
INGR
Shares Held
522
Value
$63.74K
McKesson Corporation
MCK
Shares Held
518
Value
$400.18K
Amcor plc
AMCR
Shares Held
507
Value
$4.15K
John B. Sanfilippo & Son, Inc.
JBSS
Shares Held
500
Value
$32.14K
J.B. Hunt Transport Services, Inc.
JBHT
Shares Held
500
Value
$67.08K
The Toro Company
TTC
Shares Held
490
Value
$37.34K
GE HealthCare Technologies Inc.
GEHC
Shares Held
490
Value
$36.80K
Etsy, Inc.
ETSY
Shares Held
490
Value
$32.53K
Accenture plc
ACN
Shares Held
489
Value
$120.69K
Kinsale Capital Group, Inc.
KNSL
Shares Held
485
Value
$206.25K