HERITAGE WEALTH ADVISORS Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 99
New Positions 5
Increased Positions 40
Decreased Positions 25
Positions with Activity 65
Sold Out Positions 8
Total Mkt Value (in $ millions) 121

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

Sector Weighting

Basic Materials 0.29%
Capital Goods 0.64%
Conglomerates
Consumer Cyclical 1.96%
Consumer/Non-Cyclical 12.18%
Energy 8.97%
Financial 58.54%
Healthcare 4.19%
Services 3.64%
Technology 2.89%
Transportation 1.17%
Utilities 4.74%

40 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE S&P500 ETF 29,535 4,533 18.13 139,950
WISDOMTREE TR EUROPE HEDGED EQ 15,120 1,377 10.02 233,991
ISHARES TR RUS MDCP VAL ETF 9,070 203 2.28 124,483
WISDOMTREE TR JAPN HEDGE EQT 4,314 273 6.76 75,323
STANLEY FURNITURE CO INC COM NEW 2,146 46 2.20 672,680
DOMINION RES INC VA NEW COM 1,401 2 .15 19,532
ENTERPRISE PRODS PARTNERS L P COM 1,313 104 8.58 48,071
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 1,291 82 6.76 18,633
BERKSHIRE HATHAWAY INC DEL CL B NEW 1,222 94 8.32 8,589
SUNOCO LOGISTICS PRTNRS L P COM UNITS 1,185 360 43.61 32,297
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 1,161 357 44.36 28,249
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 1,115 72 6.88 37,610
DISNEY WALT CO COM DISNEY 982 47 4.99 8,108
INTERNATIONAL BUSINESS MACHS COM 955 11 1.18 6,019
TESORO LOGISTICS LP COM UNIT LP 926 68 7.97 17,946
JOHNSON & JOHNSON COM 925 17 1.87 9,249
AMGEN INC COM 692 74 11.93 3,940
GENESIS ENERGY L P UNIT LTD PARTN 684 684 New 15,779
SPECTRA ENERGY PARTNERS LP COM 680 42 6.64 14,098
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 631 45 7.77 8,138