Heritage Way Advisors LLC

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Assets, Funds, Holdings

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Heritage Way Advisors LLC
CRD #124816
SEC #801-61739
CIK #1698220
AUM $243.3 MM (100% Disc, 100% US)
Employees5 (80% Investors, 0% Brokers)
Phone815-397-0900
Address6833 Stalter Drive
Rockford, IL 61108
Source IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IVV 42.8
VEA 10.5
MSFT 865,660.0 6.6
SCHX 6.4
KO 197,430.0 5.5
NSC 48,370.0 5.5
JNJ 369,000.0 5.4
INTC 239,910.0 5.3
ABT 136,670.0 5.2
CVX 234,890.0 5.0
View All
Holdings by Sector ($BB)
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