HERITAGE WEALTH ADVISORS Information

919 E MAIN STREET, RICHMOND, Virginia, 23219, (804) 643-4080

Report Date: 12/31/2014

Position Statistics

Total Positions 94
New Positions 23
Increased Positions 68
Decreased Positions 11
Positions with Activity 79
Sold Out Positions 1
Total Mkt Value (in $ millions) 117

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.33%
Capital Goods 0.45%
Conglomerates
Consumer Cyclical 2.09%
Consumer/Non-Cyclical 13.26%
Energy 9.76%
Financial 56.36%
Healthcare 4.41%
Services 3.66%
Technology 3.06%
Transportation 1.1%
Utilities 5.51%

94 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE S&P500 ETF 25,301 3,074 13.83 118,473
WISDOMTREE TR EUROPE HEDGED EQ 13,748 13,748 New 212,682
ISHARES TR RUS MDCP VAL ETF 9,241 120 1.31 121,703
PHILIP MORRIS INTL INC COM 5,482 123 2.29 66,084
ALTRIA GROUP INC COM 4,150 90 2.22 73,447
WISDOMTREE TR JAPN HEDGE EQT 3,827 3,827 New 70,554
SCHWAB STRATEGIC TR US TIPS ETF 3,420 -39 (1.12) 62,475
EXXON MOBIL CORP COM 2,719 286 11.76 30,887
PEPSICO INC COM 2,236 425 23.43 22,588
STANLEY FURNITURE CO INC COM NEW 2,152 New 658,180
ENTERPRISE PRODS PARTNERS L P COM 1,453 67 4.84 44,271
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 1,416 56 4.14 17,453
DOMINION RES INC VA NEW COM 1,371 209 18 19,503
BERKSHIRE HATHAWAY INC DEL CL B NEW 1,166 283 32.06 7,929
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 1,117 81 7.77 17,594
MONDELEZ INTL INC CL A 1,082 70 6.90 29,327
SUNOCO LOGISTICS PRTNRS L P COM UNITS 978 42 4.44 22,490
GENERAL ELECTRIC CO COM 966 276 40.00 37,010
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 964 -63 (6.16) 19,568
INTERNATIONAL BUSINESS MACHS COM 955 201 26.74 5,949


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