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) 116

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 1.97%
Consumer/Non-Cyclical 13.24%
Energy 9.79%
Financial 56.53%
Healthcare 4.44%
Services 3.59%
Technology 2.99%
Transportation 1.06%
Utilities 5.64%

23 New Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WISDOMTREE TR EUROPE HEDGED EQ 14,082 14,082 New 212,682
WISDOMTREE TR JAPN HEDGE EQT 3,962 3,962 New 70,554
SPDR S&P 500 ETF TR TR UNIT 581 581 New 2,795
AMERISOURCEBERGEN CORP COM 507 507 New 4,500
COMCAST CORP NEW CL A 461 461 New 7,883
CISCO SYS INC COM 386 386 New 13,821
ABBVIE INC COM 355 355 New 5,700
ABBOTT LABS COM 352 352 New 7,600
MICROSOFT CORP COM 342 342 New 8,216
BECTON DICKINSON & CO COM 333 333 New 2,350
DIAGEO P L C SPON ADR NEW 301 301 New 2,675
TOTAL SYS SVCS INC COM 293 293 New 7,700
ARCHER DANIELS MIDLAND CO COM 272 272 New 5,625
MCCORMICK & CO INC COM NON VTG 268 268 New 3,500
BANK NEW YORK MELLON CORP COM 261 261 New 6,450
WILLIS GROUP HOLDINGS PUBLIC L SHS 254 254 New 5,200
ACCENTURE PLC IRELAND SHS CLASS A 248 248 New 2,685
BOEING CO COM 243 243 New 1,627
BAXTER INTL INC COM 239 239 New 3,425
LOEWS CORP COM 230 230 New 5,500


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