Holdings
Heritage Wealth Advisors
As of Jun 30, 2026, Heritage Wealth Advisors reported 477 positions worth US$1.01B. Largest: Alphabet Inc (google) Class C, Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 259K | US$92.5M | −6,587 | Jun 30, 2026 |
| Apple Inc | 241K | US$69.7M | −2,778 | Jun 30, 2026 |
| Microsoft Corp. | 174K | US$65.1M | +22,670 | Jun 30, 2026 |
| Johnson & Johnson | 245K | US$62.2M | −4,253 | Jun 30, 2026 |
| Rtx Corporation | 313K | US$59.3M | −7,292 | Jun 30, 2026 |
| Brookfield Corporation | 1.24M | US$52.9M | −7,590 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 103K | US$51.6M | −1,924 | Jun 30, 2026 |
| Amazon.com, Inc. | 197K | US$47M | −4,116 | Jun 30, 2026 |
| Mastercard Incorporated | 88,915 | US$45.7M | −430 | Jun 30, 2026 |
| Walmart Inc. | 375K | US$42.5M | −6,413 | Jun 30, 2026 |