HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAM | 7K | $378.54K |
 | SYY | 7K | $542.13K |
 | ABBV | 6K | $1.50M |
 | SO | 6K | $590.33K |
 | F | 6K | $73.31K |
 | EMR | 6K | $781.44K |
 | NEE | 6K | $426.22K |
 | MS | 5K | $864.13K |
 | SBUX | 5K | $439.50K |
 | ET | 5K | $87.52K |
 | ENB | 5K | $252.85K |
 | LNKB | 5K | $35.21K |
 | AMAT | 5K | $995.24K |
 | PFE | 5K | $120.92K |
 | ZTS | 5K | $660.49K |
 | NSC | 4K | $1.32M |
 | ETR | 4K | $398.48K |
 | BX | 4K | $725.77K |
 | ARCC | 4K | $83.68K |
 | DEO | 4K | $389.93K |
Brookfield Asset Management Ltd.
BAM
Shares Held
7K
Value
$378.54K
Sysco Corporation
SYY
Shares Held
7K
Value
$542.13K
AbbVie Inc.
ABBV
Shares Held
6K
Value
$1.50M
The Southern Company
SO
Shares Held
6K
Value
$590.33K
Ford Motor Company
F
Shares Held
6K
Value
$73.31K
Emerson Electric Co.
EMR
Shares Held
6K
Value
$781.44K
NextEra Energy, Inc.
NEE
Shares Held
6K
Value
$426.22K
Morgan Stanley
MS
Shares Held
5K
Value
$864.13K
Starbucks Corporation
SBUX
Shares Held
5K
Value
$439.50K
Energy Transfer LP
ET
Shares Held
5K
Value
$87.52K
Enbridge Inc.
ENB
Shares Held
5K
Value
$252.85K
LINKBANCORP, Inc.
LNKB
Shares Held
5K
Value
$35.21K
Applied Materials, Inc.
AMAT
Shares Held
5K
Value
$995.24K
Pfizer Inc.
PFE
Shares Held
5K
Value
$120.92K
Zoetis Inc.
ZTS
Shares Held
5K
Value
$660.49K
Norfolk Southern Corporation
NSC
Shares Held
4K
Value
$1.32M
Entergy Corporation
ETR
Shares Held
4K
Value
$398.48K
Blackstone Inc.
BX
Shares Held
4K
Value
$725.77K
Ares Capital Corporation
ARCC
Shares Held
4K
Value
$83.68K
Diageo plc
DEO
Shares Held
4K
Value
$389.93K