HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BKR | 94 | $4.58K |
 | CTVA | 91 | $6.15K |
 | ADM | 90 | $5.38K |
 | SONY | 90 | $2.59K |
 | SHOP | 85 | $12.63K |
 | CSGP | 76 | $6.41K |
 | CRS | 75 | $18.42K |
 | IONQ | 75 | $4.61K |
 | TPR | 74 | $8.38K |
 | CHTR | 72 | $19.81K |
 | PLTR | 72 | $13.13K |
 | DAL | 70 | $3.97K |
 | FLR | 66 | $2.78K |
 | CCL | 66 | $1.91K |
 | KMI | 66 | $1.87K |
 | RSG | 65 | $14.92K |
 | PYPL | 65 | $4.36K |
 | ELME | 65 | $1.10K |
 | LRCX | 60 | $8.03K |
 | UNH | 60 | $20.87K |
Baker Hughes Company
BKR
Shares Held
94
Value
$4.58K
Corteva, Inc.
CTVA
Shares Held
91
Value
$6.15K
Archer-Daniels-Midland Company
ADM
Shares Held
90
Value
$5.38K
Sony Group Corporation
SONY
Shares Held
90
Value
$2.59K
Shopify Inc.
SHOP
Shares Held
85
Value
$12.63K
CoStar Group, Inc.
CSGP
Shares Held
76
Value
$6.41K
Carpenter Technology Corporation
CRS
Shares Held
75
Value
$18.42K
IonQ, Inc.
IONQ
Shares Held
75
Value
$4.61K
Tapestry, Inc.
TPR
Shares Held
74
Value
$8.38K
Charter Communications, Inc.
CHTR
Shares Held
72
Value
$19.81K
Palantir Technologies Inc.
PLTR
Shares Held
72
Value
$13.13K
Delta Air Lines, Inc.
DAL
Shares Held
70
Value
$3.97K
Fluor Corporation
FLR
Shares Held
66
Value
$2.78K
Carnival Corporation & plc
CCL
Shares Held
66
Value
$1.91K
Kinder Morgan, Inc.
KMI
Shares Held
66
Value
$1.87K
Republic Services, Inc.
RSG
Shares Held
65
Value
$14.92K
PayPal Holdings, Inc.
PYPL
Shares Held
65
Value
$4.36K
Elme Communities
ELME
Shares Held
65
Value
$1.10K
Lam Research Corporation
LRCX
Shares Held
60
Value
$8.03K
UnitedHealth Group Incorporated
UNH
Shares Held
60
Value
$20.87K