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 13.81%
Energy 10.76%
Financial 56.79%
Healthcare 2.6%
Services 2.92%
Technology 2.09%
Transportation 1.41%
Utilities 6.83%

4 New Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DUKE ENERGY CORP NEW COM NEW 235 235 New 2,733
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 223 223 New 4,460
AUTOMATIC DATA PROCESSING INC COM 210 210 New 2,470
CDK GLOBAL INC COM 34 34 New 823


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