0001172661-14-000931.txt : 20140505 0001172661-14-000931.hdr.sgml : 20140505 20140505133559 ACCESSION NUMBER: 0001172661-14-000931 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140505 DATE AS OF CHANGE: 20140505 EFFECTIVENESS DATE: 20140505 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: 14812611 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 03-31-2014 03-31-2014 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 05-05-2014 0 66 86435 INFORMATION TABLE 2 infotable.xml AIR PRODS & CHEMS INC COM 009158106 292 2450 SH SOLE 0 0 2450 ALTRIA GROUP INC COM 02209S103 2689 71851 SH SOLE 0 0 71851 AMERICAN EXPRESS CO COM 025816109 257 2854 SH SOLE 0 0 2854 AMGEN INC COM 031162100 434 3520 SH SOLE 0 0 3520 APPLE INC COM 037833100 369 687 SH SOLE 0 0 687 BANK OF AMERICA CORPORATION COM 060505104 217 12607 SH SOLE 0 0 12607 BB&T CORP COM 054937107 295 7360 SH SOLE 0 0 7360 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 749 6004 SH SOLE 0 0 6004 BIOGEN IDEC INC COM 09062X103 612 2000 SH SOLE 0 0 2000 BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 873 11582 SH SOLE 0 0 11582 CARMAX INC COM 143130102 326 6976 SH SOLE 0 0 6976 CHEVRON CORP NEW COM 166764100 829 6973 SH SOLE 0 0 6973 COCA COLA CO COM 191216100 400 10356 SH SOLE 0 0 10356 COMMUNITY BANKERS TR CORP COM 203612106 60 15000 SH SOLE 0 0 15000 CSX CORP COM 126408103 791 27288 SH SOLE 0 0 27288 DISNEY WALT CO COM DISNEY 254687106 256 3206 SH SOLE 0 0 3206 DOMINION RES INC VA NEW COM 25746U109 1094 15397 SH SOLE 0 0 15397 EMERSON ELEC CO COM 291011104 429 6425 SH SOLE 0 0 6425 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 762 16306 SH SOLE 0 0 16306 ENTERPRISE PRODS PARTNERS L COM 293792107 1420 20513 SH SOLE 0 0 20513 EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 302 4238 SH SOLE 0 0 4238 EXXON MOBIL CORP COM 30231G102 2130 21821 SH SOLE 0 0 21821 GENERAL DYNAMICS CORP COM 369550108 218 2000 SH SOLE 0 0 2000 GENERAL ELECTRIC CO COM 369604103 698 27014 SH SOLE 0 0 27014 HOLLY ENERGY PARTNERS L P COM UT LTD PTN 435763107 284 8503 SH SOLE 0 0 8503 ILLINOIS TOOL WKS INC COM 452308109 238 2925 SH SOLE 0 0 2925 INTERNATIONAL BUSINESS MACHS COM 459200101 902 4683 SH SOLE 0 0 4683 ISHARES CORE S&P500 ETF 464287200 17270 91788 SH SOLE 0 0 91788 ISHARES CORE TOTUSBD ETF 464287226 500 4616 SH SOLE 0 0 4616 ISHARES MSCI EAFE ETF 464287465 1956 29088 SH SOLE 0 0 29088 ISHARES RUS MDCP VAL ETF 464287473 8223 119724 SH SOLE 0 0 119724 ISHARES RUS MD CP GR ETF 464287481 353 4115 SH SOLE 0 0 4115 JOHNSON & JOHNSON COM 478160104 530 5400 SH SOLE 0 0 5400 KRAFT FOODS GROUP INC COM 50076Q106 549 9776 SH SOLE 0 0 9776 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 1146 16398 SH SOLE 0 0 16398 MARKEL CORP COM 570535104 629 1055 SH SOLE 0 0 1055 MCDONALDS CORP COM 580135101 236 2416 SH SOLE 0 0 2416 MERCK & CO INC NEW COM 58933Y105 340 5968 SH SOLE 0 0 5968 MICROCHIP TECHNOLOGY INC COM 595017104 215 4500 SH SOLE 0 0 4500 MONDELEZ INTL INC CL A 609207105 937 27151 SH SOLE 0 0 27151 NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107 594 15914 SH SOLE 0 0 15914 ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 811 15190 SH SOLE 0 0 15190 PEPSICO INC COM 713448108 1530 18339 SH SOLE 0 0 18339 PFIZER INC COM 717081103 225 7035 SH SOLE 0 0 7035 PHILIP MORRIS INTL INC COM 718172109 5289 64604 SH SOLE 0 0 64604 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 1091 19779 SH SOLE 0 0 19779 PROCTER & GAMBLE CO COM 742718109 329 4083 SH SOLE 0 0 4083 REGENCY ENERGY PARTNERS L P COM UNITS L P 75885Y107 849 31277 SH SOLE 0 0 31277 SCHLUMBERGER LTD COM 806857108 267 2728 SH SOLE 0 0 2728 SCHWAB STRATEGIC TR US TIPS ETF 808524870 3230 59917 SH SOLE 0 0 59917 SPECTRA ENERGY PARTNERS LP COM 84756N109 596 12253 SH SOLE 0 0 12253 STANLEY FURNITURE CO INC COM NEW 854305208 1804 658180 SH SOLE 0 0 658180 SUNOCO LOGISTICS PRTNRS L P COM UNITS 86764L108 953 10485 SH SOLE 0 0 10485 SUNTRUST BKS INC COM 867914103 548 13758 SH SOLE 0 0 13758 SYSCO CORP COM 871829107 288 8000 SH SOLE 0 0 8000 TARGA RESOURCES PARTNERS LP COM UNIT 87611X105 582 10389 SH SOLE 0 0 10389 TC PIPELINES LP UT COM LTD PRT 87233Q108 289 5961 SH SOLE 0 0 5961 TESORO LOGISTICS LP COM UNIT LP 88160T107 590 9847 SH SOLE 0 0 9847 TRI CONTL CORP COM 895436103 457 22735 SH SOLE 0 0 22735 UDR INC COM 902653104 419 16211 SH SOLE 0 0 16211 UNITED PARCEL SERVICE INC CL B 911312106 319 3285 SH SOLE 0 0 3285 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 12913 312844 SH SOLE 0 0 312844 WAL-MART STORES INC COM 931142103 524 6860 SH SOLE 0 0 6860 WELLS FARGO & CO NEW COM 949746101 266 5371 SH SOLE 0 0 5371 WILLIAMS PARTNERS L P COM UNIT L P 96950F104 515 10090 SH SOLE 0 0 10090 XENITH BANKSHARES INC COM 98410X105 347 58135 SH SOLE 0 0 58135