Heritage Wealth Advisors LLC

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Assets, Funds, Holdings

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Heritage Wealth Advisors LLC
CRD #137484
SEC #801-64803
CIK #1591122
AUM $1.6 BB (50% Disc, 100% US)
Employees25 (44% Investors, 0% Brokers)
Phone804-643-4080
Address919 East Main Street
Richmond, VA 23219
Source IAPDexternal EDGARexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IVV 52.8
MKL 13,440.0 23.4
HEDJ 19.7
IWS 12.5
PM 138,730.0 7.4
DXJ 5.6
MO 104,990.0 5.3
SPY 4.7
XOM 337,850.0 3.8
AAPL 843,560.0 3.5
View All
Holdings by Sector ($BB)
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