Heritage Wealth Advisors - Q42025 Holdings

Heritage Wealth Advisors holds 604 stocks with a total portfolio value of $ 2.62B as of Q42025. In Q42025, Heritage Wealth Advisors added 39 new positions, increased stakes in 100 stocks, reduced 81 holdings, and fully exited 29 positions. The largest holding is Ishares S&P 500 Index (IVV), representing 17.33% of the total portfolio.