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Home > Institutional Investor > Heritage Wealth Advisors > Profile

Instuitional Investor - Heritage Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Heritage Wealth Advisors
Portfolio Value $2,016,809,484
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 600,566 $353,541,388 17.52%
2.
Ishares Core Msci Eafe
 1,732,680 $121,772,717 6.03%
3.
Microsoft Corp
 MSFT 164,753 $69,443,448 3.44%
4.
Ishares Trust
 IEF 529,279 $68,075,868 3.37%
5.
Apple Inc.
 AAPL 269,976 $67,607,473 3.35%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)