Heritage Wealth Advisors

Q1 2023 13F Holdings Report, Stock Holdings

Signature - Title
John G. Jordan, III - Chief Compliance Officer
Location
Richmond, VA
Holdings as of
March 31, 2023
Value $
$1.8B
Num holdings
573
Date filed
5/4/2023, 05:04 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, VTIP, IEFA, MSFT, and ITOT.
Previous filing
Q4 2022 - Dec 12, 2024
Filing 2023 Q1 compared to 2022 Q4 - Restatement by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
John G. Jordan, III Chief Compliance Officer Richmond, Virginia 5/4/2023