HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AFRM | 15 | $1.10K |
 | AME | 14 | $2.63K |
 | AZO | 14 | $60.06K |
 | BNT | 13 | $890 |
 | FIX | 12 | $9.55K |
 | MSCI | 12 | $6.81K |
 | LIN | 12 | $5.70K |
 | ALC | 10 | $745 |
 | MELI | 10 | $23.37K |
 | UA | 8 | $39 |
 | TDG | 5 | $6.59K |
 | MLM | 4 | $2.52K |
 | NOW | 4 | $3.68K |
 | ZIMV | 4 | $76 |
 | BEPC | 3 | $103 |
 | AI | 3 | $52 |
 | BRK-A | 3 | $2.26M |
 | OXY-WT | 3 | $77 |
 | GWW | 3 | $2.86K |
 | JBLU | 3 | $15 |
Affirm Holdings, Inc.
AFRM
Shares Held
15
Value
$1.10K
AMETEK, Inc.
AME
Shares Held
14
Value
$2.63K
AutoZone, Inc.
AZO
Shares Held
14
Value
$60.06K
Brookfield Wealth Solutions Ltd.
BNT
Shares Held
13
Value
$890
Comfort Systems USA, Inc.
FIX
Shares Held
12
Value
$9.55K
MSCI Inc.
MSCI
Shares Held
12
Value
$6.81K
Linde plc
LIN
Shares Held
12
Value
$5.70K
Alcon Inc.
ALC
Shares Held
10
Value
$745
MercadoLibre, Inc.
MELI
Shares Held
10
Value
$23.37K
Under Armour, Inc.
UA
Shares Held
8
Value
$39
TransDigm Group Incorporated
TDG
Shares Held
5
Value
$6.59K
Martin Marietta Materials, Inc.
MLM
Shares Held
4
Value
$2.52K
ServiceNow, Inc.
NOW
Shares Held
4
Value
$3.68K
ZimVie Inc.
ZIMV
Shares Held
4
Value
$76
Brookfield Renewable Corporation
BEPC
Shares Held
3
Value
$103
C3.ai, Inc.
AI
Shares Held
3
Value
$52
Berkshire Hathaway Inc.
BRK-A
Shares Held
3
Value
$2.26M
Occidental Petroleum Corporation
OXY-WT
Shares Held
3
Value
$77
W.W. Grainger, Inc.
GWW
Shares Held
3
Value
$2.86K
JetBlue Airways Corporation
JBLU
Shares Held
3
Value
$15