HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMD | 2K | $347.52K |
 | BR | 2K | $507.30K |
 | CGBD | 2K | $26.25K |
 | EW | 2K | $160.44K |
 | MU | 2K | $342.00K |
 | SRE | 2K | $183.74K |
 | TGT | 2K | $181.19K |
 | BIIB | 2K | $280.16K |
 | AMGN | 2K | $556.78K |
 | PNC | 2K | $388.32K |
 | UPS | 2K | $161.16K |
 | EHC | 2K | $243.62K |
 | DOV | 2K | $317.81K |
 | MAR | 2K | $492.49K |
 | AES | 2K | $24.68K |
 | WM | 2K | $406.99K |
 | KMB | 2K | $225.93K |
 | GD | 2K | $604.25K |
 | META | 2K | $1.27M |
 | DIS | 2K | $197.17K |
Advanced Micro Devices, Inc.
AMD
Shares Held
2K
Value
$347.52K
Broadridge Financial Solutions, Inc.
BR
Shares Held
2K
Value
$507.30K
Carlyle Secured Lending, Inc.
CGBD
Shares Held
2K
Value
$26.25K
Edwards Lifesciences Corporation
EW
Shares Held
2K
Value
$160.44K
Micron Technology, Inc.
MU
Shares Held
2K
Value
$342.00K
Sempra
SRE
Shares Held
2K
Value
$183.74K
Target Corporation
TGT
Shares Held
2K
Value
$181.19K
Biogen Inc.
BIIB
Shares Held
2K
Value
$280.16K
Amgen Inc.
AMGN
Shares Held
2K
Value
$556.78K
The PNC Financial Services Group, Inc.
PNC
Shares Held
2K
Value
$388.32K
United Parcel Service, Inc.
UPS
Shares Held
2K
Value
$161.16K
Encompass Health Corporation
EHC
Shares Held
2K
Value
$243.62K
Dover Corporation
DOV
Shares Held
2K
Value
$317.81K
Marriott International, Inc.
MAR
Shares Held
2K
Value
$492.49K
The AES Corporation
AES
Shares Held
2K
Value
$24.68K
Waste Management, Inc.
WM
Shares Held
2K
Value
$406.99K
Kimberly-Clark Corporation
KMB
Shares Held
2K
Value
$225.93K
General Dynamics Corporation
GD
Shares Held
2K
Value
$604.25K
Meta Platforms, Inc.
META
Shares Held
2K
Value
$1.27M
The Walt Disney Company
DIS
Shares Held
2K
Value
$197.17K