
HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | ORLY | 60 | $6.47K |
![]() | HWM | 58 | $11.38K |
![]() | CCJ | 54 | $4.57K |
![]() | WELL | 52 | $9.26K |
![]() | LULU | 51 | $9.07K |
![]() | PSA | 51 | $14.75K |
![]() | LMT | 50 | $24.96K |
![]() | ST | 50 | $1.53K |
![]() | SNOW | 50 | $11.28K |
![]() | LTC | 50 | $1.84K |
![]() | XYZ | 49 | $3.54K |
![]() | APP | 49 | $34.88K |
![]() | KD | 48 | $1.44K |
![]() | CGC | 48 | $70 |
![]() | TMUS | 48 | $11.49K |
![]() | MBC | 45 | $593 |
![]() | PPL | 43 | $1.60K |
![]() | FANG | 41 | $5.87K |
![]() | ARM | 40 | $5.66K |
![]() | CAVA | 40 | $2.42K |

O'Reilly Automotive, Inc.
ORLY
Shares Held
60
Value
$6.47K

Howmet Aerospace Inc.
HWM
Shares Held
58
Value
$11.38K

Cameco Corporation
CCJ
Shares Held
54
Value
$4.57K

Welltower Inc.
WELL
Shares Held
52
Value
$9.26K

Lululemon Athletica Inc.
LULU
Shares Held
51
Value
$9.07K

Public Storage
PSA
Shares Held
51
Value
$14.75K

Lockheed Martin Corporation
LMT
Shares Held
50
Value
$24.96K

Sensata Technologies Holding plc
ST
Shares Held
50
Value
$1.53K

Snowflake Inc.
SNOW
Shares Held
50
Value
$11.28K

LTC Properties, Inc.
LTC
Shares Held
50
Value
$1.84K

Block, Inc.
XYZ
Shares Held
49
Value
$3.54K

AppLovin Corporation
APP
Shares Held
49
Value
$34.88K

Kyndryl Holdings, Inc.
KD
Shares Held
48
Value
$1.44K

Canopy Growth Corporation
CGC
Shares Held
48
Value
$70

T-Mobile US, Inc.
TMUS
Shares Held
48
Value
$11.49K

MasterBrand, Inc.
MBC
Shares Held
45
Value
$593

PPL Corporation
PPL
Shares Held
43
Value
$1.60K

Diamondback Energy, Inc.
FANG
Shares Held
41
Value
$5.87K

Arm Holdings plc American Depositary Shares
ARM
Shares Held
40
Value
$5.66K

CAVA Group, Inc.
CAVA
Shares Held
40
Value
$2.42K
