HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PPG | 203 | $21.34K |
 | PTON | 200 | $1.80K |
 | CUBE | 200 | $8.13K |
 | DVN | 200 | $7.01K |
 | QXO | 200 | $3.81K |
 | TRV | 197 | $55.01K |
 | HUM | 195 | $50.73K |
 | HBAN | 194 | $3.35K |
 | PNW | 174 | $15.60K |
 | FOUR | 167 | $12.93K |
 | MRP | 166 | $5.58K |
 | JCI | 160 | $17.59K |
 | AMBP | 160 | $638 |
 | VRSK | 157 | $39.49K |
 | DLTR | 150 | $14.16K |
 | DTM | 150 | $16.96K |
 | ORI | 150 | $6.37K |
 | AKAM | 148 | $11.21K |
 | CHD | 146 | $12.79K |
 | CEG | 141 | $46.45K |
PPG Industries, Inc.
PPG
Shares Held
203
Value
$21.34K
Peloton Interactive, Inc.
PTON
Shares Held
200
Value
$1.80K
CubeSmart
CUBE
Shares Held
200
Value
$8.13K
Devon Energy Corporation
DVN
Shares Held
200
Value
$7.01K
QXO Inc
QXO
Shares Held
200
Value
$3.81K
The Travelers Companies, Inc.
TRV
Shares Held
197
Value
$55.01K
Humana Inc.
HUM
Shares Held
195
Value
$50.73K
Huntington Bancshares Incorporated
HBAN
Shares Held
194
Value
$3.35K
Pinnacle West Capital Corporation
PNW
Shares Held
174
Value
$15.60K
Shift4 Payments, Inc.
FOUR
Shares Held
167
Value
$12.93K
Millrose Properties, Inc.
MRP
Shares Held
166
Value
$5.58K
Johnson Controls International plc
JCI
Shares Held
160
Value
$17.59K
Ardagh Metal Packaging S.A.
AMBP
Shares Held
160
Value
$638
Verisk Analytics, Inc.
VRSK
Shares Held
157
Value
$39.49K
Dollar Tree, Inc.
DLTR
Shares Held
150
Value
$14.16K
DT Midstream, Inc.
DTM
Shares Held
150
Value
$16.96K
Old Republic International Corporation
ORI
Shares Held
150
Value
$6.37K
Akamai Technologies, Inc.
AKAM
Shares Held
148
Value
$11.21K
Church & Dwight Co., Inc.
CHD
Shares Held
146
Value
$12.79K
Constellation Energy Corporation
CEG
Shares Held
141
Value
$46.45K