HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HEI-A | 291 | $73.94K |
 | LMND | 274 | $14.67K |
 | CC | 272 | $4.31K |
 | BDX | 267 | $49.90K |
 | BE | 257 | $21.73K |
 | WBD | 255 | $4.98K |
 | AMP | 254 | $124.78K |
 | OWL | 253 | $4.28K |
 | NEM | 250 | $21.08K |
 | HOLX | 247 | $16.67K |
 | NIO | 243 | $1.85K |
 | TG | 240 | $1.93K |
 | ODFL | 232 | $32.66K |
 | CAH | 228 | $35.79K |
 | AVB | 228 | $44.04K |
 | USB | 225 | $10.88K |
 | EA | 225 | $45.38K |
 | EOG | 218 | $24.44K |
 | MSI | 211 | $96.66K |
 | RGTI | 210 | $6.26K |
HEICO Corporation
HEI-A
Shares Held
291
Value
$73.94K
Lemonade, Inc.
LMND
Shares Held
274
Value
$14.67K
The Chemours Company
CC
Shares Held
272
Value
$4.31K
Becton, Dickinson and Company
BDX
Shares Held
267
Value
$49.90K
Bloom Energy Corporation
BE
Shares Held
257
Value
$21.73K
Warner Bros. Discovery, Inc.
WBD
Shares Held
255
Value
$4.98K
Ameriprise Financial, Inc.
AMP
Shares Held
254
Value
$124.78K
Blue Owl Capital Inc.
OWL
Shares Held
253
Value
$4.28K
Newmont Corporation
NEM
Shares Held
250
Value
$21.08K
Hologic, Inc.
HOLX
Shares Held
247
Value
$16.67K
NIO Inc.
NIO
Shares Held
243
Value
$1.85K
Tredegar Corporation
TG
Shares Held
240
Value
$1.93K
Old Dominion Freight Line, Inc.
ODFL
Shares Held
232
Value
$32.66K
Cardinal Health, Inc.
CAH
Shares Held
228
Value
$35.79K
AvalonBay Communities, Inc.
AVB
Shares Held
228
Value
$44.04K
U.S. Bancorp
USB
Shares Held
225
Value
$10.88K
Electronic Arts Inc.
EA
Shares Held
225
Value
$45.38K
EOG Resources, Inc.
EOG
Shares Held
218
Value
$24.44K
Motorola Solutions, Inc.
MSI
Shares Held
211
Value
$96.66K
Rigetti Computing, Inc.
RGTI
Shares Held
210
Value
$6.26K