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) 89

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

Sector Weighting

Basic Materials 0.36%
Capital Goods 0.26%
Conglomerates
Consumer Cyclical 2.19%
Consumer/Non-Cyclical 13.56%
Energy 12.29%
Financial 56.1%
Healthcare 2.47%
Services 2.37%
Technology 2.21%
Transportation 1.28%
Utilities 6.9%

69 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE S&P500 ETF 17,830 2,231 14.31 91,788
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 13,008 1,164 9.83 312,844
ISHARES TR RUS MDCP VAL ETF 8,390 -1,102 (11.61) 119,724
PHILIP MORRIS INTL INC COM 5,298 868 19.61 64,604
SCHWAB STRATEGIC TR US TIPS ETF 3,326 1,835 123.09 59,917
ALTRIA GROUP INC COM 2,917 432 17.40 71,851
EXXON MOBIL CORP COM 2,159 New 21,821
ISHARES TR MSCI EAFE ETF 1,937 -13 (0.69) 29,088
STANLEY FURNITURE CO INC COM NEW 1,705 New 658,180
PEPSICO INC COM 1,616 -295 (15.42) 18,339
ENTERPRISE PRODS PARTNERS L P COM 1,530 167 12.29 20,513
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 1,315 -109 (7.66) 16,398
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 1,134 150 15.26 19,779
DOMINION RES INC VA NEW COM 1,041 -20 (1.91) 15,397
MONDELEZ INTL INC CL A 978 265 37.25 27,151
REGENCY ENERGY PARTNERS L P COM UNITS L P 944 944 New 31,277
SUNOCO LOGISTICS PRTNRS L P COM UNITS 931 -122 (11.57) 20,970
BUCKEYE PARTNERS L P UNIT LTD PARTN 930 33 3.62 11,582
CHEVRON CORP NEW COM 901 13 1.47 6,973
INTERNATIONAL BUSINESS MACHS COM 898 -10 (1.06) 4,683