HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMG | 140 | $5.49K |
 | MET | 138 | $11.37K |
 | AN | 138 | $30.19K |
 | APA | 135 | $3.28K |
 | ETN | 134 | $50.15K |
 | IDXX | 131 | $83.69K |
 | WTW | 127 | $43.87K |
 | KLAC | 125 | $134.82K |
 | HLN | 123 | $1.10K |
 | PEG | 118 | $9.86K |
 | TOWN | 116 | $4.01K |
 | COMP | 115 | $920 |
 | YUM | 113 | $17.18K |
 | ARQQ | 110 | $4.26K |
 | YUMC | 103 | $4.42K |
 | MRVL | 102 | $8.61K |
 | EXR | 100 | $14.09K |
 | UPST | 100 | $5.08K |
 | PSEC | 100 | $275 |
 | AZN | 99 | $7.59K |
Chipotle Mexican Grill, Inc.
CMG
Shares Held
140
Value
$5.49K
MetLife, Inc.
MET
Shares Held
138
Value
$11.37K
AutoNation, Inc.
AN
Shares Held
138
Value
$30.19K
APA Corporation
APA
Shares Held
135
Value
$3.28K
Eaton Corporation plc
ETN
Shares Held
134
Value
$50.15K
IDEXX Laboratories, Inc.
IDXX
Shares Held
131
Value
$83.69K
Willis Towers Watson Public Limited Company
WTW
Shares Held
127
Value
$43.87K
KLA Corporation
KLAC
Shares Held
125
Value
$134.82K
Haleon plc
HLN
Shares Held
123
Value
$1.10K
Public Service Enterprise Group Incorporated
PEG
Shares Held
118
Value
$9.86K
TowneBank
TOWN
Shares Held
116
Value
$4.01K
Compass, Inc.
COMP
Shares Held
115
Value
$920
Yum! Brands, Inc.
YUM
Shares Held
113
Value
$17.18K
Arqit Quantum Inc.
ARQQ
Shares Held
110
Value
$4.26K
Yum China Holdings, Inc.
YUMC
Shares Held
103
Value
$4.42K
Marvell Technology, Inc.
MRVL
Shares Held
102
Value
$8.61K
Extra Space Storage Inc.
EXR
Shares Held
100
Value
$14.09K
Upstart Holdings, Inc.
UPST
Shares Held
100
Value
$5.08K
Prospect Capital Corporation
PSEC
Shares Held
100
Value
$275
AstraZeneca PLC
AZN
Shares Held
99
Value
$7.59K