Heritage Wealth Advisors
CIK Number: 0001591122
2.13B
Market Value
538
# of Holdings
15 months
Avg. Holding Period
66.15%
Win Rate
25.10%
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... | 591.53 | -1.13% | 635.97K | -1.41% | 366.84M | 338.16 | 17.21% | |
| 2 | Ishares Core Ms... | 71.00 | -0.15% | 1.69M | +0.71% | 131.94M | 66.49 | 6.19% | |
| 3 | Microsoft Corp | 422.50 | -1.25% | 169.85K | +1.19% | 73.09M | 197.5 | 3.43% | |
| 4 | Ishares Core S&... | 129.33 | -1.13% | 532.82K | -0.14% | 66.93M | 74.14 | 3.14% | |
| 5 | Apple Computer ... | 242.22 | -1.13% | 286.51K | +0.14% | 66.76M | 120.74 | 3.13% |
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