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) 99

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

Sector Weighting

Basic Materials 0.36%
Capital Goods 0.29%
Conglomerates
Consumer Cyclical 2.17%
Consumer/Non-Cyclical 13.74%
Energy 11.5%
Financial 56.13%
Healthcare 2.5%
Services 2.75%
Technology 2.1%
Transportation 1.4%
Utilities 7.03%

72 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE US AGGBD ET 494 3 .65 4,484
TRI CONTL CORP COM 493 New 22,735
EMERSON ELEC CO COM 454 33 7.97 6,937
TC PIPELINES LP UT COM LTD PRT 446 9 2.02 6,149
PROCTER & GAMBLE CO COM 441 78 21.43 4,958
MERCK & CO INC NEW COM 427 71 19.96 7,146
XENITH BANKSHARES INC COM 408 32 8.60 63,135
SYSCO CORP COM 393 73 22.96 9,837
CARMAX INC COM 392 New 6,976
ISHARES TR RUS MD CP GR ETF 386 New 4,115
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 378 7 1.81 4,275
DISNEY WALT CO COM DISNEY 368 74 25.02 4,008
SCHLUMBERGER LTD COM 361 15 4.24 3,886
UNITED PARCEL SERVICE INC CL B 358 4 1.12 3,350
AIR PRODS & CHEMS INC COM 356 New 2,450
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 309 8 2.58 8,856
MCDONALDS CORP COM 298 66 28.27 3,099
BANK AMER CORP COM 292 77 35.51 17,084
BB&T CORP COM 292 13 4.58 7,697
GENERAL DYNAMICS CORP COM 289 New 2,000


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