Heritage Wealth Advisors Diversified Active

CIK: 0001591122 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 22, 2015

Total Value ($000): $116,345 (100.0% shares, 0.0% debt)

Holdings (73)

IVV ISHARES TR 25.8%
Value ($000) $30,033 Shares 155,860 Est. Cost $193.43 Unrealized
HEDJ WISDOMTREE TR 11.6%
Value ($000) $13,522 Shares 247,288 Est. Cost $56.70 Unrealized
IWS ISHARES TR 7.3%
Value ($000) $8,514 Shares 126,906 Est. Cost $66.15 Unrealized
MKL MARKEL CORP 6.7%
Value ($000) $7,741 Shares 9,654 Est. Cost $811.44 Unrealized +4.3%
EEMV ISHARES 5.7%
Value ($000) $6,681 Shares 134,140 Est. Cost $49.81 Unrealized
PM PHILIP MORRIS INTL INC 4.4%
Value ($000) $5,152 Shares 64,956 Est. Cost $47.37 Unrealized +3.2%
MO ALTRIA GROUP INC 3.4%
Value ($000) $3,960 Shares 72,778 Est. Cost $17.29 Unrealized +56.2%
DXJ WISDOMTREE TR 3.3%
Value ($000) $3,816 Shares 78,363 Est. Cost $49.74 Unrealized
XOM EXXON MOBIL CORP 2.3%
Value ($000) $2,655 Shares 35,769 Est. Cost $56.05 Unrealized -12.4%
PEP PEPSICO INC 1.8%
Value ($000) $2,112 Shares 22,385 Est. Cost $59.97 Unrealized +15.9%
STANLEY FURNITURE CO INC 1.7%
Value ($000) $1,971 Shares 672,680 Est. Cost $3.82 Unrealized
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $1,721 Shares 8,971 Est. Cost $205.78 Unrealized
D DOMINION RES INC VA NEW 1.2%
Value ($000) $1,379 Shares 19,593 Est. Cost $39.90 Unrealized +12.6%
MDLZ MONDELEZ INTL INC 1.1%
Value ($000) $1,236 Shares 29,521 Est. Cost $25.94 Unrealized +31.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $1,157 Shares 8,869 Est. Cost $124.89 Unrealized +9.7%
GENERAL ELECTRIC CO 0.8%
Value ($000) $909 Shares 36,024 Est. Cost $27.23 Unrealized
SUNTRUST BKS INC 0.8%
Value ($000) $899 Shares 23,496 Est. Cost $37.50 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $899 Shares 9,627 Est. Cost $70.60 Unrealized +2.7%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $871 Shares 6,019 Est. Cost $105.04 Unrealized -9.2%
DIS DISNEY WALT CO 0.7%
Value ($000) $870 Shares 8,524 Est. Cost $75.11 Unrealized +32.8%
KHC KRAFT HEINZ CO 0.6%
Value ($000) $756 Shares 10,679 Est. Cost $47.82 Unrealized 0.0%
CSX CSX CORP 0.6%
Value ($000) $732 Shares 27,233 Est. Cost $7.45 Unrealized +12.2%
AAPL APPLE INC 0.6%
Value ($000) $660 Shares 5,991 Est. Cost $20.53 Unrealized +28.0%
BIIB BIOGEN INC 0.5%
Value ($000) $584 Shares 2,000 Est. Cost $258.65 Unrealized +27.7%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $579 Shares 7,329 Est. Cost $72.01 Unrealized -25.2%
PFE PFIZER INC 0.5%
Value ($000) $563 Shares 17,908 Est. Cost $17.89 Unrealized +15.2%
UDR UDR INC 0.5%
Value ($000) $559 Shares 16,211 Est. Cost $15.60 Unrealized +48.4%
AMGN AMGEN INC 0.5%
Value ($000) $538 Shares 3,893 Est. Cost $85.31 Unrealized +36.3%
MCD MCDONALDS CORP 0.4%
Value ($000) $511 Shares 5,190 Est. Cost $70.56 Unrealized +6.8%
KO COCA COLA CO 0.4%
Value ($000) $508 Shares 12,664 Est. Cost $27.28 Unrealized +5.7%
WMT WAL-MART STORES INC 0.4%
Value ($000) $504 Shares 7,802 Est. Cost $20.45 Unrealized -7.5%
AGG ISHARES TR 0.4%
Value ($000) $493 Shares 4,496 Est. Cost $107.42 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $473 Shares 10,706 Est. Cost $39.44 Unrealized -1.3%
TRI CONTL CORP 0.4%
Value ($000) $444 Shares 22,735 Est. Cost $19.97 Unrealized
COR AMERISOURCEBERGEN CORP 0.4%
Value ($000) $439 Shares 4,625 Est. Cost $63.35 Unrealized +22.3%
EFA ISHARES TR 0.4%
Value ($000) $437 Shares 7,612 Est. Cost $66.58 Unrealized
BB&T CORP 0.4%
Value ($000) $433 Shares 12,170 Est. Cost $37.92 Unrealized
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $429 Shares 7,533 Est. Cost $21.32 Unrealized +9.5%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $421 Shares 6,131 Est. Cost $66.85 Unrealized -11.9%
XENITH BANKSHARES INC 0.4%
Value ($000) $415 Shares 65,135 Est. Cost $5.93 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $410 Shares 9,262 Est. Cost $47.51 Unrealized -21.4%
CSCO CISCO SYS INC 0.3%
Value ($000) $404 Shares 15,364 Est. Cost $18.57 Unrealized +5.4%
BAC BANK AMER CORP 0.3%
Value ($000) $377 Shares 24,198 Est. Cost $12.40 Unrealized +8.5%
MRK MERCK & CO INC NEW 0.3%
Value ($000) $374 Shares 7,575 Est. Cost $32.96 Unrealized +16.5%
IGSB ISHARES TR 0.3%
Value ($000) $372 Shares 3,529 Est. Cost $105.41 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $368 Shares 5,145 Est. Cost $58.62 Unrealized -3.9%
SYY SYSCO CORP 0.3%
Value ($000) $364 Shares 9,337 Est. Cost $24.97 Unrealized +16.4%
IWP ISHARES TR 0.3%
Value ($000) $356 Shares 4,015 Est. Cost $84.33 Unrealized
KMX CARMAX INC 0.3%
Value ($000) $355 Shares 5,984 Est. Cost $54.42 Unrealized +15.1%
TOTAL SYS SVCS INC 0.3%
Value ($000) $342 Shares 7,550 Est. Cost $33.90 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $335 Shares 3,400 Est. Cost $64.86 Unrealized +4.5%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $328 Shares 2,470 Est. Cost $108.36 Unrealized +10.0%
ABBV ABBVIE INC 0.3%
Value ($000) $316 Shares 5,800 Est. Cost $40.28 Unrealized +5.6%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $312 Shares 2,450 Est. Cost $74.84 Unrealized +31.5%
WFC WELLS FARGO & CO NEW 0.3%
Value ($000) $309 Shares 5,998 Est. Cost $32.99 Unrealized +24.5%
ABT ABBOTT LABS 0.3%
Value ($000) $308 Shares 7,700 Est. Cost $35.36 Unrealized +9.7%
DEO DIAGEO P L C 0.2%
Value ($000) $288 Shares 2,675 Est. Cost $114.02 Unrealized
MKC MCCORMICK & CO INC 0.2%
Value ($000) $287 Shares 3,500 Est. Cost $28.93 Unrealized +15.3%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $285 Shares 7,260 Est. Cost $29.75 Unrealized +7.6%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $283 Shares 2,050 Est. Cost $80.83 Unrealized +42.8%
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value ($000) $277 Shares 5,000 Est. Cost $31.74 Unrealized +41.2%
UNP UNION PAC CORP 0.2%
Value ($000) $268 Shares 3,040 Est. Cost $88.57 Unrealized -18.5%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $265 Shares 2,685 Est. Cost $80.68 Unrealized +3.9%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $247 Shares 6,015 Est. Cost $35.89 Unrealized -6.6%
COMMUNITY BANKERS TR CORP 0.2%
Value ($000) $232 Shares 46,300 Est. Cost $4.47 Unrealized
BA BOEING CO 0.2%
Value ($000) $228 Shares 1,744 Est. Cost $112.81 Unrealized +9.3%
WILLIS GROUP HOLDINGS PUBLIC 0.2%
Value ($000) $220 Shares 5,360 Est. Cost $47.01 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value ($000) $216 Shares 5,000 Est. Cost $16.29 Unrealized +7.5%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $215 Shares 4,304 Est. Cost $40.84 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $212 Shares 2,575 Est. Cost $60.72 Unrealized +12.6%
BROOKFIELD ASSET MGMT INC 0.2%
Value ($000) $210 Shares 6,690 Est. Cost $41.70 Unrealized
MMM 3M CO 0.2%
Value ($000) $203 Shares 1,430 Est. Cost $96.87 Unrealized -9.7%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $203 Shares 2,821 Est. Cost $47.18 Unrealized 0.0%