HERITAGE WEALTH ADVISORS Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 72
New Positions 4
Increased Positions 44
Decreased Positions 13
Positions with Activity 57
Sold Out Positions 1
Total Mkt Value (in $ millions) 97

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

Sector Weighting

Basic Materials 0.37%
Capital Goods 0.29%
Conglomerates
Consumer Cyclical 2.09%
Consumer/Non-Cyclical 13.81%
Energy 10.76%
Financial 56.79%
Healthcare 2.6%
Services 2.92%
Technology 2.09%
Transportation 1.41%
Utilities 6.83%

72 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE S&P500 ETF 21,841 1,784 8.89 104,079
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 13,031 695 5.64 336,716
ISHARES TR RUS MDCP VAL ETF 8,954 161 1.83 120,125
PHILIP MORRIS INTL INC COM 5,384 -3 (0.05) 64,604
ALTRIA GROUP INC COM 3,636 -5 (0.12) 71,851
SCHWAB STRATEGIC TR US TIPS ETF 3,413 55 1.63 63,184
EXXON MOBIL CORP COM 2,576 539 26.47 27,637
ISHARES TR MSCI EAFE ETF 1,811 -338 (15.74) 29,090
STANLEY FURNITURE CO INC COM NEW 1,790 New 658,180
PEPSICO INC COM 1,776 -4 (0.21) 18,300
ENTERPRISE PRODS PARTNERS L P COM 1,501 34 2.29 42,226
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 1,426 31 2.24 16,759
DOMINION RES INC VA NEW COM 1,310 90 7.35 16,528
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 1,074 27 2.61 20,853
MONDELEZ INTL INC CL A 1,036 11 1.04 27,434
CSX CORP COM 1,001 New 27,288
BUCKEYE PARTNERS L P UNIT LTD PARTN 934 23 2.58 12,007
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 929 13 1.47 16,326
BERKSHIRE HATHAWAY INC DEL CL B NEW 909 New 6,004
SUNOCO LOGISTICS PRTNRS L P COM UNITS 885 20 2.26 21,534


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