Heritage Wealth Advisors Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for Heritage Wealth Advisors with $2.3B in long positions as of Q3 2025, 43% allocated to ETF, and 55% concentrated in top 10 positions.
- Portfolio Value
- $2.3B
- Top 10 Concentration
- 55%
- Top Sector
- ETF (43%)
- US Exposure
- 97%
- Market Cap Focus
- N/A
- Countries
- 11
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
105 industries across all sectors
Filter by Sector
Select a sector to filter industries
Market Cap Distribution
Portfolio Concentration
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Largest Int'l Market
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 38.2 quarters
- Avg. Top 20
- 36.4 quarters
- Avg. All Positions
- 18.6 quarters
- Median Holding Period
- 18 quarters
- Persistence Rate
- 86.4%
- Persistent Holdings Weight
- 99.67%
- Persistent Positions
- 489
- Longest Held
GE AerospaceGE - 47 quarters
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.009%
- Avg. Position Weight
- 0.18%
- Largest Position
iShares Core S&P 500 ETFIVV - 19.20%- Largest Ownership Stake
Blue Ridge Bankshares, Inc.BRBS - 0.08%- Avg. Ownership Stake
- 0.02%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 0
Historical (Since Q4 2013)
- Avg. New Position
- 0.14%
- Avg. Ownership Stake
- 0.02%
- Largest Position
- iShares Core S&P 500 ETFIVV - 47.48% (Q4 2020)
- Largest Ownership Stake
- Blue Ridge Bankshares, Inc.BRBS - 0.79% (Q2 2023)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 2.9%
- Value Traded
- $66.12M
- Positions Added
- 16
- Positions Exited
- 20
Historical (Since Q4 2013)
- Avg. Turnover Ratio
- 7.3%
- Avg. Positions Added
- 30
- Avg. Positions Exited
- 26
- Highest Turnover
- 50.0%Q4 2013
- Lowest Turnover
- 1.2%Q3 2021