HERITAGE WEALTH ADVISORS Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 98
New Positions 5
Increased Positions 40
Decreased Positions 25
Positions with Activity 65
Sold Out Positions 8
Total Mkt Value (in $ millions) 125

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 0.62%
Conglomerates
Consumer Cyclical 1.88%
Consumer/Non-Cyclical 12.15%
Energy 9.9%
Financial 58.05%
Healthcare 4.2%
Services 3.49%
Technology 3.01%
Transportation 1.24%
Utilities 5.18%

98 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GENERAL ELECTRIC CO COM 1,021 -3 (0.31) 36,895
CSX CORP COM 966 New 27,233
JOHNSON & JOHNSON COM 937 17 1.87 9,249
DISNEY WALT CO COM DISNEY 894 42 4.99 8,108
KRAFT FOODS GROUP INC COM 890 New 10,468
MARKEL CORP COM 814 New 1,055
BIOGEN INC COM 797 New 2,000
GENESIS ENERGY L P UNIT LTD PARTN 766 766 New 15,779
CHEVRON CORP NEW COM 754 16 2.10 7,191
SPECTRA ENERGY PARTNERS LP COM 735 46 6.64 14,098
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 697 -111 (13.73) 12,020
BUCKEYE PARTNERS L P UNIT LTD PARTN 694 52 8.12 8,611
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 691 50 7.77 8,138
AMGEN INC COM 645 69 11.93 3,940
SPDR S&P 500 ETF TR TR UNIT 632 36 6.08 2,965
EMERSON ELEC CO COM 628 -51 (7.51) 10,162
SUNTRUST BKS INC COM 627 New 14,608
APPLE INC COM 617 -30 (4.61) 4,658
PFIZER INC COM 595 -31 (5) 17,346
WILLIAMS COS INC DEL COM 589 589 New 11,106


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