HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IR | 3K | $224.97K |
 | CBRE | 3K | $415.49K |
 | CP | 3K | $195.54K |
 | VICI | 3K | $84.79K |
 | CAT | 3K | $1.23M |
 | TSM | 3K | $714.14K |
 | BP | 3K | $87.80K |
 | HON | 3K | $528.73K |
 | OBDC | 2K | $30.65K |
 | TXN | 2K | $432.87K |
 | MPW | 2K | $11.91K |
 | COST | 2K | $2.15M |
 | MMM | 2K | $359.06K |
 | GIL | 2K | $133.58K |
 | UL | 2K | $134.80K |
 | GILD | 2K | $250.19K |
 | NUE | 2K | $304.45K |
 | DXCM | 2K | $150.46K |
 | IRM | 2K | $226.51K |
 | TOST | 2K | $80.32K |
Ingersoll Rand Inc.
IR
Shares Held
3K
Value
$224.97K
CBRE Group, Inc.
CBRE
Shares Held
3K
Value
$415.49K
Canadian Pacific Kansas City Ltd.
CP
Shares Held
3K
Value
$195.54K
VICI Properties Inc.
VICI
Shares Held
3K
Value
$84.79K
Caterpillar Inc.
CAT
Shares Held
3K
Value
$1.23M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
3K
Value
$714.14K
BP p.l.c.
BP
Shares Held
3K
Value
$87.80K
Honeywell International Inc.
HON
Shares Held
3K
Value
$528.73K
Blue Owl Capital Corporation
OBDC
Shares Held
2K
Value
$30.65K
Texas Instruments Incorporated
TXN
Shares Held
2K
Value
$432.87K
Medical Properties Trust, Inc.
MPW
Shares Held
2K
Value
$11.91K
Costco Wholesale Corporation
COST
Shares Held
2K
Value
$2.15M
3M Company
MMM
Shares Held
2K
Value
$359.06K
Gildan Activewear Inc.
GIL
Shares Held
2K
Value
$133.58K
Unilever PLC
UL
Shares Held
2K
Value
$134.80K
Gilead Sciences, Inc.
GILD
Shares Held
2K
Value
$250.19K
Nucor Corporation
NUE
Shares Held
2K
Value
$304.45K
DexCom, Inc.
DXCM
Shares Held
2K
Value
$150.46K
Iron Mountain Incorporated
IRM
Shares Held
2K
Value
$226.51K
Toast, Inc.
TOST
Shares Held
2K
Value
$80.32K