HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KO | 16K | $1.08M |
 | D | 15K | $888.67K |
 | RJF | 13K | $2.32M |
United Bankshares, Inc. | UBSI | 13K | $490.51K |
 | GNW | 11K | $102.17K |
 | VZ | 10K | $452.95K |
 | ORCL | 10K | $2.86M |
 | LOW | 10K | $2.50M |
 | CVX | 10K | $1.49M |
 | T | 10K | $270.71K |
 | PG | 10K | $1.46M |
 | ABT | 9K | $1.25M |
 | FAST | 9K | $427.92K |
 | INTC | 9K | $291.82K |
 | MKL | 8K | $15.39M |
 | QBTS | 8K | $197.31K |
 | KHC | 7K | $190.64K |
 | MCHP | 7K | $452.00K |
 | KMX | 7K | $313.01K |
 | QCOM | 7K | $1.15M |
The Coca-Cola Company
KO
Shares Held
16K
Value
$1.08M
Dominion Energy, Inc.
D
Shares Held
15K
Value
$888.67K
Raymond James Financial, Inc.
RJF
Shares Held
13K
Value
$2.32M
United Bankshares, Inc.
UBSI
Shares Held
13K
Value
$490.51K
Genworth Financial, Inc.
GNW
Shares Held
11K
Value
$102.17K
Verizon Communications Inc.
VZ
Shares Held
10K
Value
$452.95K
Oracle Corporation
ORCL
Shares Held
10K
Value
$2.86M
Lowe's Companies, Inc.
LOW
Shares Held
10K
Value
$2.50M
Chevron Corporation
CVX
Shares Held
10K
Value
$1.49M
AT&T Inc.
T
Shares Held
10K
Value
$270.71K
The Procter & Gamble Company
PG
Shares Held
10K
Value
$1.46M
Abbott Laboratories
ABT
Shares Held
9K
Value
$1.25M
Fastenal Company
FAST
Shares Held
9K
Value
$427.92K
Intel Corporation
INTC
Shares Held
9K
Value
$291.82K
Markel Corporation
MKL
Shares Held
8K
Value
$15.39M
D-Wave Quantum Inc.
QBTS
Shares Held
8K
Value
$197.31K
The Kraft Heinz Company
KHC
Shares Held
7K
Value
$190.64K
Microchip Technology Incorporated
MCHP
Shares Held
7K
Value
$452.00K
CarMax, Inc.
KMX
Shares Held
7K
Value
$313.01K
QUALCOMM Incorporated
QCOM
Shares Held
7K
Value
$1.15M