HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WES | 375 | $14.73K |
 | CINF | 372 | $58.81K |
 | EXC | 355 | $15.98K |
 | BEP | 354 | $9.13K |
 | PH | 352 | $266.87K |
 | VLTO | 350 | $37.35K |
 | ARE | 350 | $29.17K |
 | RPM | 346 | $40.79K |
 | LEN | 342 | $43.11K |
 | TSLA | 340 | $151.21K |
 | LW | 333 | $19.34K |
 | MMC | 324 | $65.28K |
 | BAX | 320 | $7.29K |
 | DOW | 319 | $7.32K |
 | FIS | 312 | $20.57K |
 | DELL | 305 | $43.24K |
 | VTRS | 301 | $2.98K |
 | GIS | 300 | $15.13K |
 | KTB | 300 | $23.93K |
 | ZM | 300 | $24.75K |
Western Midstream Partners, LP
WES
Shares Held
375
Value
$14.73K
Cincinnati Financial Corporation
CINF
Shares Held
372
Value
$58.81K
Exelon Corporation
EXC
Shares Held
355
Value
$15.98K
Brookfield Renewable Partners L.P.
BEP
Shares Held
354
Value
$9.13K
Parker-Hannifin Corporation
PH
Shares Held
352
Value
$266.87K
Veralto Corporation
VLTO
Shares Held
350
Value
$37.35K
Alexandria Real Estate Equities, Inc.
ARE
Shares Held
350
Value
$29.17K
RPM International Inc.
RPM
Shares Held
346
Value
$40.79K
Lennar Corporation
LEN
Shares Held
342
Value
$43.11K
Tesla, Inc.
TSLA
Shares Held
340
Value
$151.21K
Lamb Weston Holdings, Inc.
LW
Shares Held
333
Value
$19.34K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
324
Value
$65.28K
Baxter International Inc.
BAX
Shares Held
320
Value
$7.29K
Dow Inc.
DOW
Shares Held
319
Value
$7.32K
Fidelity National Information Services, Inc.
FIS
Shares Held
312
Value
$20.57K
Dell Technologies Inc.
DELL
Shares Held
305
Value
$43.24K
Viatris Inc.
VTRS
Shares Held
301
Value
$2.98K
General Mills, Inc.
GIS
Shares Held
300
Value
$15.13K
Kontoor Brands, Inc.
KTB
Shares Held
300
Value
$23.93K
Zoom Communications, Inc.
ZM
Shares Held
300
Value
$24.75K