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 0.32%
Capital Goods 0.44%
Conglomerates
Consumer Cyclical 1.96%
Consumer/Non-Cyclical 13.15%
Energy 9.74%
Financial 56.66%
Healthcare 4.44%
Services 3.6%
Technology 3%
Transportation 1.03%
Utilities 5.65%

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 25,094 3,049 13.83 118,473
WISDOMTREE TR EUROPE HEDGED EQ 14,386 14,386 New 212,682
ISHARES TR RUS MDCP VAL ETF 9,225 120 1.31 121,703
PHILIP MORRIS INTL INC COM 5,614 126 2.29 66,084
WISDOMTREE TR JAPN HEDGE EQT 3,991 3,991 New 70,554
ALTRIA GROUP INC COM 3,823 83 2.22 73,447
SCHWAB STRATEGIC TR US TIPS ETF 3,465 -39 (1.12) 62,475
EXXON MOBIL CORP COM 2,710 285 11.76 30,887
PEPSICO INC COM 2,179 414 23.43 22,588
STANLEY FURNITURE CO INC COM NEW 2,014 New 658,180
ENTERPRISE PRODS PARTNERS L P COM 1,518 70 4.84 44,271
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 1,418 56 4.14 17,453
DOMINION RES INC VA NEW COM 1,400 214 18 19,503
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 1,166 84 7.77 17,594
BERKSHIRE HATHAWAY INC DEL CL B NEW 1,127 274 32.06 7,929
MONDELEZ INTL INC CL A 1,094 71 6.90 29,327
GENERAL ELECTRIC CO COM 1,010 288 40.00 37,010
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 1,000 -66 (6.16) 19,568
INTERNATIONAL BUSINESS MACHS COM 970 205 26.74 5,949
SUNOCO LOGISTICS PRTNRS L P COM UNITS 958 41 4.44 22,490