• 13F History

Heritage Wealth Advisors

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$2.02B
Signature - Title
Tina Leiter - Chief Compliance Officer & Chief Administrative Officer
Location
Richmond, VA
Summary
This page shows a list of all the recent 13F filings made by Heritage Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Heritage Wealth Advisors reported 623 stock holdings with total value $2.02B as of Q4 2024. Top holdings included IVV, IEFA, MSFT, ITOT, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 623 $2.02B +$24.6M -$115M -$90.4M IVV, IEFA, MSFT, ITOT, AAPL 13F-HR 2/11/2025, 06:19 PM
Q3 2024 618 $2.13B +$56M -$293M -$237M IVV, IEFA, MSFT, ITOT, AAPL 13F-HR 11/12/2024, 09:49 AM
Q2 2024 516 $2.21B +$84.4M -$72.1M +$12.3M IVV, VTIP, IEFA, MSFT, ITOT Restatement 12/12/2024, 01:18 PM
Q2 2024 516 $2.21B +$84.4M -$72.1M +$12.3M IVV, VTIP, IEFA, MSFT, ITOT Restatement 12/12/2024, 01:12 PM
Q1 2024 541 $2.19B +$84.5M -$26.2M +$58.3M IVV, VTIP, IEFA, MSFT, ITOT Restatement 12/12/2024, 01:08 PM
Q4 2023 555 $2.01B +$83.8M -$53.2M +$30.6M IVV, VTIP, IEFA, MSFT, ITOT Restatement 12/12/2024, 01:06 PM
Q3 2023 522 $1.83B +$106M -$103M +$2.94M IVV, VTIP, IEFA, MSFT, ITOT Restatement 12/12/2024, 01:03 PM
Q2 2023 562 $1.89B +$26.9M -$20.1M +$6.85M IVV, VTIP, IEFA, MSFT, ITOT Restatement 12/12/2024, 01:00 PM
Q1 2023 573 $1.8B +$61.2M -$52.2M +$8.99M IVV, VTIP, IEFA, MSFT, ITOT 13F-HR 5/4/2023, 05:04 PM
Q4 2022 562 $1.73B +$274M -$50.4M +$224M IVV, VTIP, IEFA, ITOT, MRK Restatement 12/12/2024, 12:56 PM
Q3 2022 533 $1.38B +$88.4M -$23.2M +$65.2M IVV, IEFA, ITOT, IWS, SPY Restatement 12/12/2024, 12:52 PM
Q2 2022 538 $1.44B +$153M -$253M -$99.4M IVV, IEFA, ITOT, IWS, IEMG 13F-HR 8/4/2022, 02:52 PM
Q1 2022 513 $1.81B +$235M -$197M +$37.7M IVV, IEFA, ITOT, IEMG, SPY 13F-HR 5/10/2022, 06:20 PM
Q4 2021 527 $1.82B +$62M -$16.2M +$45.8M IVV, IWM, ITOT, IEFA, AAPL Restatement 3/25/2022, 09:37 PM
Q3 2021 529 $1.63B +$31.4M -$9.57M +$21.9M IVV, IWM, ITOT, IEFA, AAPL 13F-HR 11/2/2021, 04:38 PM
Q2 2021 560 $1.62B +$79.9M -$229M -$149M IVV, IWM, ITOT, IEFA, AAPL Restatement 8/9/2021, 03:56 PM
Q1 2021 563 $1.66B +$69.3M -$110M -$40.4M IVV, IWM, ITOT, IEFA, AAPL 13F-HR 4/26/2021, 08:59 PM
Q4 2020 519 $1.6B +$740M -$8.56M +$732M IVV, IWM, ITOT, AAPL, IEFA 13F-HR 1/29/2021, 04:58 PM
Q3 2020 467 $775M +$43.2M -$22M +$21.2M IVV, IWM, ICSH, IEFA, ITOT 13F-HR 11/3/2020, 08:55 AM
Q2 2020 435 $715M +$137M -$70.3M +$67M IVV, IWM, ICSH, IEFA, ITOT Restatement 7/17/2020, 01:57 PM
Q1 2020 440 $558M +$82.5M -$49.7M +$32.8M IVV, RSP, IWM, IEFA, ITOT 13F-HR 5/5/2020, 02:45 PM
Q4 2019 710 $757M +$40.9M -$4.72M +$36.2M IVV, RSP, IWM, IEFA, SCHP 13F-HR 2/4/2020, 03:16 PM
Q3 2019 419 $678M +$36.9M -$14.8M +$22M IVV, RSP, IWM, IEFA, SCHP 13F-HR 10/30/2019, 01:13 PM
Q2 2019 445 $652M +$35.8M -$7.9M +$27.9M IVV, RSP, IWM, IEFA, SCHP 13F-HR 8/5/2019, 03:11 PM
Q1 2019 448 $609M +$77.1M -$36.6M +$40.5M IVV, RSP, IWM, IEFA, SCHP 13F-HR 5/6/2019, 03:14 PM
Q4 2018 365 $512M +$113M -$37.7M +$75.6M IVV, RSP, IWM, IEFA, MKL 13F-HR 1/25/2019, 07:57 PM
Q3 2018 357 $511M +$233M -$4.21M +$229M IVV, IWM, RSP, HEDJ, MKL 13F-HR 11/14/2018, 12:56 PM
Q2 2018 115 $267M +$28.5M -$3.67M +$24.9M IVV, HEDJ, MKL, IWS, KRE 13F-HR 7/19/2018, 10:42 AM
Q1 2018 113 $241M +$19.8M -$2.52M +$17.3M IVV, MKL, HEDJ, IWS, NEAR 13F-HR 5/10/2018, 05:17 PM
Q4 2017 113 $234M +$28.8M -$2.02M +$26.8M IVV, MKL, HEDJ, IWS, PM 13F-HR 2/2/2018, 03:22 PM
Q3 2017 103 $199M +$5.82M -$3.26M +$2.56M IVV, HEDJ, IWS, PM, MKL 13F-HR 11/7/2017, 07:50 AM
Q2 2017 99 $193M +$7.19M -$510K +$6.68M IVV, HEDJ, IWS, PM, MO 13F-HR 7/27/2017, 04:29 PM
Q1 2017 94 $185M +$30.1M -$5.62M +$24.5M IVV, HEDJ, IWS, PM, MO 13F-HR 5/9/2017, 08:31 PM
Q4 2016 83 $153M +$8.71M -$1.95M +$6.77M IVV, HEDJ, IWS, PM, MO 13F-HR 1/27/2017, 12:20 PM
Q3 2016 84 $144M +$4.38M -$5.99M -$1.61M IVV, HEDJ, IWS, PM, EEMV 13F-HR 10/28/2016, 01:50 PM
Q2 2016 94 $148M +$17.7M -$514K +$17.2M IVV, HEDJ, IWS, PM, EEMV 13F-HR 8/4/2016, 03:58 PM
Q1 2016 83 $128M +$8.18M -$291K +$7.89M IVV, HEDJ, IWS, PM, EEMV 13F-HR 5/2/2016, 11:01 AM
Q4 2015 78 $119M +$7.13M -$9.2M -$2.07M IVV, HEDJ, IWS, PM, EEMV 13F-HR 2/2/2016, 02:03 PM
Q3 2015 73 $116M +$18M -$139K +$17.9M IVV, HEDJ, IWS, MKL, EEMV 13F-HR 10/22/2015, 03:39 PM
Q2 2015 85 $120M +$7.5M -$98.9K +$7.4M IVV, HEDJ, IWS, PM, DXJ 13F-HR 8/6/2015, 01:33 PM
Q1 2015 90 $121M +$10.6M -$1.03M +$9.57M IVV, HEDJ, IWS, PM, DXJ 13F-HR 5/6/2015, 06:24 AM
Q4 2014 93 $112M +$30.2M -$14.4M +$15.9M IVV, HEDJ, IWS, PM, MO 13F-HR 2/10/2015, 03:30 PM
Q3 2014 70 $96.2M +$5.73M -$607K +$5.12M IVV, VEA, IWS, PM, SCHP Restatement 11/13/2014, 07:39 AM
Q2 2014 68 $93.3M +$3.08M -$184K +$2.9M IVV, VEA, IWS, PM, SCHP 13F-HR 8/6/2014, 09:13 AM
Q1 2014 66 $86.4M +$10.7M -$2.61M +$8.09M IVV, VEA, IWS, PM, SCHP 13F-HR 5/5/2014, 01:35 PM
Q4 2013 64 $79.4M IVV, VEA, IWS, PM, STLY 13F-HR 2/7/2014, 08:01 AM