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) 117

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

Sector Weighting

Basic Materials 0.33%
Capital Goods 0.45%
Conglomerates
Consumer Cyclical 2.13%
Consumer/Non-Cyclical 13.27%
Energy 9.91%
Financial 56.15%
Healthcare 4.38%
Services 3.63%
Technology 3.04%
Transportation 1.09%
Utilities 5.62%

94 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TESORO LOGISTICS LP COM UNIT LP 954 380 66.20 16,622
CSX CORP COM 934 -2 (0.2) 27,233
JOHNSON & JOHNSON COM 931 346 59.28 9,079
REGENCY ENERGY PARTNERS L P COM UNITS L P 824 38 4.79 33,786
BIOGEN IDEC INC COM 819 New 2,000
DISNEY WALT CO COM DISNEY 804 387 92.69 7,723
MARKEL CORP COM 786 New 1,055
CHEVRON CORP NEW COM 751 99 15.21 7,043
SPECTRA ENERGY PARTNERS LP COM 705 30 4.48 13,220
ISHARES TR MSCI EAFE ETF 701 -1,193 (62.97) 10,772
KRAFT FOODS GROUP INC COM 671 38 6.05 10,468
EMERSON ELEC CO COM 636 235 58.38 10,987
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 628 273 76.63 7,551
APPLE INC COM 627 -91 (12.68) 4,883
PFIZER INC COM 627 344 121.91 18,259
BUCKEYE PARTNERS L P UNIT LTD PARTN 619 -314 (33.67) 7,964
SUNTRUST BKS INC COM 599 28 4.94 14,608
SPDR S&P 500 ETF TR TR UNIT 589 589 New 2,795
ONEOK PARTNERS LP UNIT LTD PARTN 579 -85 (12.84) 13,846
WAL-MART STORES INC COM 576 17 3.00 6,860


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