HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRON | 1K | $3.84K |
 | DHR | 1K | $270.63K |
 | IVT | 1K | $35.77K |
 | MPLX | 1K | $60.32K |
 | ALL | 1K | $257.58K |
 | BA | 1K | $257.49K |
 | ADBE | 1K | $402.13K |
 | RUSHB | 1K | $64.60K |
 | STN | 1K | $120.20K |
 | APO | 1K | $146.60K |
 | INTU | 1K | $740.38K |
 | O | 1K | $65.84K |
 | LLY | 1K | $824.80K |
 | TJX | 1K | $155.96K |
 | ROKU | 1K | $106.84K |
 | CNI | 1K | $100.43K |
 | NVO | 1K | $58.27K |
 | STX | 1K | $247.86K |
 | XEL | 1K | $83.88K |
 | GS | 1K | $826.61K |
Cronos Group Inc.
CRON
Shares Held
1K
Value
$3.84K
Danaher Corporation
DHR
Shares Held
1K
Value
$270.63K
InvenTrust Properties Corp.
IVT
Shares Held
1K
Value
$35.77K
MPLX Lp
MPLX
Shares Held
1K
Value
$60.32K
The Allstate Corporation
ALL
Shares Held
1K
Value
$257.58K
The Boeing Company
BA
Shares Held
1K
Value
$257.49K
Adobe Inc.
ADBE
Shares Held
1K
Value
$402.13K
Rush Enterprises, Inc.
RUSHB
Shares Held
1K
Value
$64.60K
Stantec Inc.
STN
Shares Held
1K
Value
$120.20K
Apollo Global Management, Inc.
APO
Shares Held
1K
Value
$146.60K
Intuit Inc.
INTU
Shares Held
1K
Value
$740.38K
Realty Income Corporation
O
Shares Held
1K
Value
$65.84K
Eli Lilly and Company
LLY
Shares Held
1K
Value
$824.80K
The TJX Companies, Inc.
TJX
Shares Held
1K
Value
$155.96K
Roku, Inc.
ROKU
Shares Held
1K
Value
$106.84K
Canadian National Railway Company
CNI
Shares Held
1K
Value
$100.43K
Novo Nordisk A/S
NVO
Shares Held
1K
Value
$58.27K
Seagate Technology Holdings plc
STX
Shares Held
1K
Value
$247.86K
Xcel Energy Inc.
XEL
Shares Held
1K
Value
$83.88K
The Goldman Sachs Group, Inc.
GS
Shares Held
1K
Value
$826.61K