HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ISRG | 2K | $761.18K |
 | LCID | 2K | $39.25K |
 | TMO | 2K | $788.64K |
 | STWD | 2K | $31.19K |
 | WFC | 2K | $134.62K |
 | PRU | 2K | $166.19K |
 | NNN | 2K | $68.11K |
 | CDP | 2K | $46.50K |
 | BNL | 2K | $28.22K |
 | NVS | 2K | $199.54K |
 | EPRT | 2K | $46.13K |
 | COF | 2K | $328.87K |
 | PLD | 2K | $171.78K |
 | AJG | 1K | $463.99K |
 | AEP | 1K | $167.96K |
 | BIPC | 1K | $60.98K |
 | APD | 1K | $397.35K |
 | AXP | 1K | $473.66K |
 | C | 1K | $143.52K |
 | SLB | 1K | $47.84K |
Intuitive Surgical, Inc.
ISRG
Shares Held
2K
Value
$761.18K
Lucid Group, Inc.
LCID
Shares Held
2K
Value
$39.25K
Thermo Fisher Scientific Inc.
TMO
Shares Held
2K
Value
$788.64K
Starwood Property Trust, Inc.
STWD
Shares Held
2K
Value
$31.19K
Wells Fargo & Company
WFC
Shares Held
2K
Value
$134.62K
Prudential Financial, Inc.
PRU
Shares Held
2K
Value
$166.19K
NNN REIT, Inc.
NNN
Shares Held
2K
Value
$68.11K
COPT Defense Properties
CDP
Shares Held
2K
Value
$46.50K
Broadstone Net Lease, Inc.
BNL
Shares Held
2K
Value
$28.22K
Novartis AG
NVS
Shares Held
2K
Value
$199.54K
Essential Properties Realty Trust, Inc.
EPRT
Shares Held
2K
Value
$46.13K
Capital One Financial Corporation
COF
Shares Held
2K
Value
$328.87K
Prologis, Inc.
PLD
Shares Held
2K
Value
$171.78K
Arthur J. Gallagher & Co.
AJG
Shares Held
1K
Value
$463.99K
American Electric Power Company, Inc.
AEP
Shares Held
1K
Value
$167.96K
Brookfield Infrastructure Corporation
BIPC
Shares Held
1K
Value
$60.98K
Air Products and Chemicals, Inc.
APD
Shares Held
1K
Value
$397.35K
American Express Company
AXP
Shares Held
1K
Value
$473.66K
Citigroup Inc.
C
Shares Held
1K
Value
$143.52K
SLB N.V.
SLB
Shares Held
1K
Value
$47.84K