0001172661-14-000279.txt : 20140207 0001172661-14-000279.hdr.sgml : 20140207 20140207090102 ACCESSION NUMBER: 0001172661-14-000279 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140207 DATE AS OF CHANGE: 20140207 EFFECTIVENESS DATE: 20140207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Heritage Wealth Advisors CENTRAL INDEX KEY: 0001591122 IRS NUMBER: 364579334 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15751 FILM NUMBER: 14582003 BUSINESS ADDRESS: STREET 1: 919 E MAIN STREET STREET 2: SUITE 950 CITY: RICHMOND STATE: VA ZIP: 23219 BUSINESS PHONE: 8046434080 MAIL ADDRESS: STREET 1: 919 E MAIN STREET STREET 2: SUITE 950 CITY: RICHMOND STATE: VA ZIP: 23219 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001591122 XXXXXXXX 12-31-2013 12-31-2013 false Heritage Wealth Advisors

919 E Main Street Suite 950 Richmond VA 23219

13F COMBINATION REPORT 028-15751 0001027817 028-05936 ATLANTA CAPITAL MANAGEMENT CO L L C 0001114667 028-05775 Brown Advisory LLC 0000823621 028-01398 CAMBIAR INVESTORS LLC 0000945631 028-04988 EAGLE CAPITAL MANAGEMENT LLC 0000790502 028-01666 EAGLE ASSET MANAGEMENT INC 0001207017 028-10469 LAZARD ASSET MANAGEMENT LLC 0001259887 028-10665 LONDON CO OF VIRGINIA 0001465109 028-13573 Neuberger Berman Group LLC 0001390205 028-12445 Pineno Levin & Ford Asset Management, Inc. 0000105692 028-01204 WHV Investment Management, Inc. N Chase Hill 804-643-4083 /s/ Chase Hill Richmond VA 02-07-2014 0 64 79367 INFORMATION TABLE 2 infotable.xml AIR PRODS & CHEMS INC COM 009158106 274 2450 SH SOLE 0 0 2450 ALTRIA GROUP INC COM 02209S103 2350 61201 SH SOLE 0 0 61201 AMERICAN EXPRESS CO COM 025816109 258 2854 SH SOLE 0 0 2854 AMGEN INC COM 031162100 409 3585 SH SOLE 0 0 3585 APPLE INC COM 037833100 385 687 SH SOLE 0 0 687 AUTOMATIC DATA PROCESSING IN COM 053015103 215 2670 SH SOLE 0 0 2670 BANK OF AMERICA CORPORATION COM 060505104 201 12907 SH SOLE 0 0 12907 BB&T CORP COM 054937107 288 7720 SH SOLE 0 0 7720 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 712 6004 SH SOLE 0 0 6004 BIOGEN IDEC INC COM 09062X103 559 2000 SH SOLE 0 0 2000 BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 795 11177 SH SOLE 0 0 11177 CARMAX INC COM 143130102 335 7120 SH SOLE 0 0 7120 CHEVRON CORP NEW COM 166764100 857 6872 SH SOLE 0 0 6872 COCA COLA CO COM 191216100 429 10356 SH SOLE 0 0 10356 COMMUNITY BANKERS TR CORP COM 203612106 56 15000 SH SOLE 0 0 15000 CSX CORP COM 126408103 570 19802 SH SOLE 0 0 19802 DISNEY WALT CO COM DISNEY 254687106 244 3206 SH SOLE 0 0 3206 DOMINION RES INC VA NEW COM 25746U109 1015 15697 SH SOLE 0 0 15697 EL PASO PIPELINE PARTNERS L COM UNIT LPI 283702108 587 16183 SH SOLE 0 0 16183 EMERSON ELEC CO COM 291011104 465 6625 SH SOLE 0 0 6625 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 627 7669 SH SOLE 0 0 7669 ENTERPRISE PRODS PARTNERS L COM 293792107 1214 18268 SH SOLE 0 0 18268 EXXON MOBIL CORP COM 30231G102 2208 21821 SH SOLE 0 0 21821 GENERAL ELECTRIC CO COM 369604103 773 27594 SH SOLE 0 0 27594 HOLLY ENERGY PARTNERS L P COM UT LTD PTN 435763107 572 17690 SH SOLE 0 0 17690 ILLINOIS TOOL WKS INC COM 452308109 245 2925 SH SOLE 0 0 2925 INTERNATIONAL BUSINESS MACHS COM 459200101 888 4733 SH SOLE 0 0 4733 ISHARES CORE S&P500 ETF 464287200 14903 80301 SH SOLE 0 0 80301 ISHARES CORE TOTUSBD ETF 464287226 426 3987 SH SOLE 0 0 3987 ISHARES MSCI EAFE ETF 464287465 1966 29290 SH SOLE 0 0 29290 ISHARES RUS MDCP VAL ETF 464287473 8905 135452 SH SOLE 0 0 135452 ISHARES RUS MD CP GR ETF 464287481 347 4115 SH SOLE 0 0 4115 JOHNSON & JOHNSON COM 478160104 494 5399 SH SOLE 0 0 5399 KRAFT FOODS GROUP INC COM 50076Q106 394 7320 SH SOLE 0 0 7320 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 1124 17758 SH SOLE 0 0 17758 MARKEL CORP COM 570535104 613 1055 SH SOLE 0 0 1055 MCDONALDS CORP COM 580135101 234 2416 SH SOLE 0 0 2416 MERCK & CO INC NEW COM 58933Y105 299 5957 SH SOLE 0 0 5957 MICROCHIP TECHNOLOGY INC COM 595017104 201 4500 SH SOLE 0 0 4500 MONDELEZ INTL INC CL A 609207105 697 19782 SH SOLE 0 0 19782 ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 566 10694 SH SOLE 0 0 10694 PEPSICO INC COM 713448108 1799 21682 SH SOLE 0 0 21682 PFIZER INC COM 717081103 221 7215 SH SOLE 0 0 7215 PHILIP MORRIS INTL INC COM 718172109 4706 54014 SH SOLE 0 0 54014 PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 279 7332 SH SOLE 0 0 7332 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 883 17161 SH SOLE 0 0 17161 PROCTER & GAMBLE CO COM 742718109 406 4983 SH SOLE 0 0 4983 SCHLUMBERGER LTD COM 806857108 254 2828 SH SOLE 0 0 2828 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1416 26858 SH SOLE 0 0 26858 SPECTRA ENERGY PARTNERS LP COM 84756N109 800 17532 SH SOLE 0 0 17532 STANLEY FURNITURE CO INC COM NEW 854305208 2527 658180 SH SOLE 0 0 658180 SUNOCO LOGISTICS PRTNRS L P COM UNITS 86764L108 894 11857 SH SOLE 0 0 11857 SUNTRUST BKS INC COM 867914103 506 13758 SH SOLE 0 0 13758 SYSCO CORP COM 871829107 303 8400 SH SOLE 0 0 8400 TARGA RESOURCES PARTNERS LP COM UNIT 87611X105 494 9462 SH SOLE 0 0 9462 TC PIPELINES LP UT COM LTD PRT 87233Q108 479 9922 SH SOLE 0 0 9922 TRI CONTL CORP COM 895436103 454 22735 SH SOLE 0 0 22735 UDR INC COM 902653104 387 16534 SH SOLE 0 0 16534 UNITED PARCEL SERVICE INC CL B 911312106 345 3285 SH SOLE 0 0 3285 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 11882 284844 SH SOLE 0 0 284844 WAL-MART STORES INC COM 931142103 540 6860 SH SOLE 0 0 6860 WELLS FARGO & CO NEW COM 949746101 245 5371 SH SOLE 0 0 5371 WILLIAMS PARTNERS L P COM UNIT L P 96950F104 446 8724 SH SOLE 0 0 8724 XENITH BANKSHARES INC COM 98410X105 401 68135 SH SOLE 0 0 68135