Heritage Wealth Advisors
CIK Number: 0001591122
2.02B
Market Value
553
# of Holdings
16 months
Avg. Holding Period
37.01%
Win Rate
14.32%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 497.95 | -1.66% | 600.57K | -5.57% | 353.54M | 338.16 | 17.53% |
| 2 | IEFA | iShares Core MS... | 67.86 | -0.17% | 1.73M | +2.50% | 121.77M | 66.58 | 6.04% |
| 3 | MSFT | Microsoft Corpo... | 354.05 | -1.06% | 164.75K | -3% | 69.44M | 197.5 | 3.44% |
| 4 | ITOT | iShares Core S&... | 107.92 | -1.89% | 529.28K | -0.66% | 68.08M | 74.14 | 3.38% |
| 5 | AAPL | Apple Inc. | 172.35 | -5.02% | 269.98K | -5.77% | 67.61M | 103.02 | 3.35% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
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- Up to 30 years financial history
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