Heritage Wealth Advisors - Q12026 Holdings

Heritage Wealth Advisors holds 687 stocks with a total portfolio value of $ 2.56B as of Q12026. In Q12026, Heritage Wealth Advisors added 120 new positions, increased stakes in 132 stocks, reduced 134 holdings, and fully exited 37 positions. The largest holding is Ishares S&P 500 Index (IVV), representing 17.31% of the total portfolio.