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 13.82%
Energy 10.74%
Financial 56.96%
Healthcare 2.7%
Services 2.9%
Technology 2.07%
Transportation 1.39%
Utilities 6.63%

13 DECREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PHILIP MORRIS INTL INC COM 5,365 -3 (0.05) 64,604
ALTRIA GROUP INC COM 3,633 -5 (0.12) 71,851
ISHARES TR MSCI EAFE ETF 1,795 -335 (15.74) 29,090
PEPSICO INC COM 1,747 -4 (0.21) 18,300
INTERNATIONAL BUSINESS MACHS COM 744 -1 (0.17) 4,694
CHEVRON CORP NEW COM 690 -94 (11.99) 6,113
GENERAL ELECTRIC CO COM 677 -14 (2.09) 26,436
JOHNSON & JOHNSON COM 602 -20 (3.28) 5,700
WAL-MART STORES INC COM 567 -17 (2.92) 6,660
WELLS FARGO & CO NEW COM 250 -43 (14.59) 4,596
ILLINOIS TOOL WKS INC COM 247 -34 (11.97) 2,575
AMERICAN EXPRESS CO COM 237 -28 (10.51) 2,554
SPECTRA ENERGY CORP COM -179 Sold Out 0


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