Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HERITAGE WEALTH ADVISORS | 05-08-2024 | 03-31-2024 | 551 | 2,183,939,536 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Corp Bond Etf | ETF | 51 | $8,870,281 | 48,575 | 0.00 | 0.00 | 48,367 | 23253.37 | 03-31-2024 |
| Philip Morris Intl Inc | COM | 52 | $7,572,320 | 82,649 | 0.00 | 0.00 | 20,014 | 31.95 | 03-31-2024 |
| Nvidia Corp | COM | 53 | $6,115,073 | 6,768 | 0.00 | 0.00 | 2,831 | 71.91 | 03-31-2024 |
| Alphabet Inc. Class A | CAP STK CL A | 54 | $5,903,476 | 39,114 | 0.00 | 0.00 | -2,041 | -4.96 | 03-31-2024 |
