Long-term investor
Heritage Wealth Advisors @heritagewealthadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001591122).
Record
- Tracked since 2025-12-31 (257 days), 23 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.5%
- Max drawdown n/a · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 19.3% · long · since 2025-12-31
- SPHQ · 15.4% · long · since 2025-12-31
- IEFA · 11.7% · long · since 2025-12-31
- PHYS · 4.9% · long · since 2025-12-31
- IEMG · 3.3% · long · since 2025-12-31
- IWS · 3.0% · long · since 2025-12-31
- GOOG · 2.8% · long · since 2025-12-31
- AAPL · 2.4% · long · since 2025-12-31
- MSFT · 2.2% · long · since 2025-12-31
- JNJ · 2.1% · long · since 2025-12-31
- RTX · 2.0% · long · since 2025-12-31
- BN · 1.8% · long · since 2025-12-31