Heritage Wealth Advisors
CIK Number: 0001591122
2.02B
Market Value
540
# of Holdings
16 months
Avg. Holding Period
66.04%
Win Rate
14.31%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares S&P 500... | 586.14 | -1.83% | 635.97K | -1.41% | 366.84M | 338.16 | 17.21% | |
| 2 | Ishares Core Ms... | 76.28 | +1.20% | 1.69M | +0.71% | 131.94M | 66.49 | 6.19% | |
| 3 | Microsoft Corp | 387.92 | -2.29% | 169.85K | +1.19% | 73.09M | 197.5 | 3.43% | |
| 4 | Ishares Core S&... | 127.50 | -1.97% | 532.82K | -0.14% | 66.93M | 74.14 | 3.14% | |
| 5 | Apple Computer ... | 238.04 | -1.57% | 286.51K | +0.14% | 66.76M | 103.02 | 3.13% |
Trade Smarter, Not Harder
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
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- Up to 30 years financial history
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