HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ZBH | 40 | $3.94K |
 | IIPR | 39 | $2.09K |
 | DG | 37 | $3.86K |
 | PHM | 32 | $4.23K |
 | RGA | 32 | $6.15K |
 | RCL | 31 | $10.03K |
 | A | 28 | $3.59K |
 | REGN | 28 | $15.74K |
 | BSX | 28 | $2.73K |
 | FDX | 26 | $6.13K |
 | NRG | 24 | $3.89K |
 | BYND | 23 | $43 |
 | WAB | 22 | $4.41K |
 | HIG | 21 | $2.80K |
 | ARR | 20 | $299 |
 | MAGN | 19 | $223 |
 | SPGI | 18 | $8.76K |
 | SNPS | 16 | $7.89K |
 | TRGP | 16 | $2.68K |
 | MAA | 15 | $2.16K |
Zimmer Biomet Holdings, Inc.
ZBH
Shares Held
40
Value
$3.94K
Innovative Industrial Properties, Inc.
IIPR
Shares Held
39
Value
$2.09K
Dollar General Corporation
DG
Shares Held
37
Value
$3.86K
PulteGroup, Inc.
PHM
Shares Held
32
Value
$4.23K
Reinsurance Group of America, Incorporated
RGA
Shares Held
32
Value
$6.15K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
31
Value
$10.03K
Agilent Technologies, Inc.
A
Shares Held
28
Value
$3.59K
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
28
Value
$15.74K
Boston Scientific Corporation
BSX
Shares Held
28
Value
$2.73K
FedEx Corporation
FDX
Shares Held
26
Value
$6.13K
NRG Energy, Inc.
NRG
Shares Held
24
Value
$3.89K
Beyond Meat, Inc.
BYND
Shares Held
23
Value
$43
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
22
Value
$4.41K
The Hartford Financial Services Group, Inc.
HIG
Shares Held
21
Value
$2.80K
ARMOUR Residential REIT, Inc.
ARR
Shares Held
20
Value
$299
Magnera Corp.
MAGN
Shares Held
19
Value
$223
S&P Global Inc.
SPGI
Shares Held
18
Value
$8.76K
Synopsys, Inc.
SNPS
Shares Held
16
Value
$7.89K
Targa Resources Corp.
TRGP
Shares Held
16
Value
$2.68K
Mid-America Apartment Communities, Inc.
MAA
Shares Held
15
Value
$2.16K