HERITAGE WEALTH ADVISORS Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 68
New Positions 2
Increased Positions 25
Decreased Positions 11
Positions with Activity 36
Sold Out Positions 0
Total Mkt Value (in $ millions) 92

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

Sector Weighting

Basic Materials 0.35%
Capital Goods 0.28%
Conglomerates
Consumer Cyclical 2.27%
Consumer/Non-Cyclical 13.76%
Energy 12.15%
Financial 55.55%
Healthcare 2.55%
Services 2.29%
Technology 2.17%
Transportation 1.3%
Utilities 7.34%

68 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
COMMUNITY BANKERS TR CORP COM 66 New 15,000
SPECTRA ENERGY CORP COM 189 189 New 4,817
PFIZER INC COM 208 New 7,035
BROADRIDGE FINL SOLUTIONS INC COM 208 208 New 5,000
MICROCHIP TECHNOLOGY INC COM 213 New 4,500
BANK AMER CORP COM 215 New 12,607
MCDONALDS CORP COM 229 New 2,416
ILLINOIS TOOL WKS INC COM 247 New 2,925
AMERICAN EXPRESS CO COM 250 New 2,854
GENERAL DYNAMICS CORP COM 254 New 2,000
BB&T CORP COM 274 New 7,360
WELLS FARGO & CO NEW COM 279 1 .19 5,381
DISNEY WALT CO COM DISNEY 285 New 3,206
SYSCO CORP COM 304 New 8,000
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 314 5 1.53 8,633
AIR PRODS & CHEMS INC COM 319 New 2,450
CARMAX INC COM 324 New 6,976
UNITED PARCEL SERVICE INC CL B 326 3 .85 3,313
PROCTER & GAMBLE CO COM 342 New 4,083
MERCK & CO INC NEW COM 353 -1 (0.18) 5,957


Latest News Headlines

View All
Create your free portfolio