HERITAGE WEALTH ADVISORS Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 69
New Positions 5
Increased Positions 24
Decreased Positions 25
Positions with Activity 49
Sold Out Positions 3
Total Mkt Value (in $ millions) 91

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

Sector Weighting

Basic Materials 0.35%
Capital Goods 0.26%
Conglomerates
Consumer Cyclical 2.02%
Consumer/Non-Cyclical 13.85%
Energy 12.42%
Financial 55.86%
Healthcare 2.34%
Services 2.38%
Technology 2.2%
Transportation 1.3%
Utilities 7.03%

69 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES CORE S&P500 ETF 18,260 2,285 14.31 91,788
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 13,236 1,185 9.83 312,844
ISHARES RUS MDCP VAL ETF 8,613 -1,131 (11.61) 119,724
PHILIP MORRIS INTL INC COM 5,557 911 19.61 64,604
SCHWAB STRATEGIC TR US TIPS ETF 3,337 1,841 123.09 59,917
ALTRIA GROUP INC COM 3,030 449 17.40 71,851
EXXON MOBIL CORP COM 2,242 New 21,821
ISHARES MSCI EAFE ETF 1,974 -14 (0.69) 29,088
PEPSICO INC COM 1,652 -301 (15.42) 18,339
ENTERPRISE PRODS PARTNERS L P COM 1,596 175 12.29 20,513
STANLEY FURNITURE CO INC COM NEW 1,593 New 658,180
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 1,394 -116 (7.66) 16,398
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 1,168 155 15.26 19,779
DOMINION RES INC VA NEW COM 1,080 -21 (1.91) 15,397
MONDELEZ INTL INC CL A 1,045 284 37.25 27,151
REGENCY ENERGY PARTNERS L P COM UNITS L P 1,000 1,000 New 31,277
SUNOCO LOGISTICS PRTNRS L P COM UNITS 956 -125 (11.57) 20,970
BUCKEYE PARTNERS L P UNIT LTD PARTN 948 33 3.62 11,582
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 940 56 6.31 16,306
CHEVRON CORP NEW COM 909 13 1.47 6,973


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