0001172661-14-001315.txt : 20140806 0001172661-14-001315.hdr.sgml : 20140806 20140806091316 ACCESSION NUMBER: 0001172661-14-001315 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140806 DATE AS OF CHANGE: 20140806 EFFECTIVENESS DATE: 20140806 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: 141018237 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 06-30-2014 06-30-2014 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 08-06-2014 0 68 93341 INFORMATION TABLE 2 infotable.xml AIR PRODS & CHEMS INC COM 009158106 315 2450 SH SOLE 0 0 2450 ALTRIA GROUP INC COM 02209S103 3017 71940 SH SOLE 0 0 71940 AMERICAN EXPRESS CO COM 025816109 271 2854 SH SOLE 0 0 2854 AMGEN INC COM 031162100 417 3520 SH SOLE 0 0 3520 APPLE INC COM 037833100 452 4858 SH SOLE 0 0 4858 BANK OF AMERICA CORPORATION COM 060505104 194 12607 SH SOLE 0 0 12607 BB&T CORP COM 054937107 290 7360 SH SOLE 0 0 7360 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 761 6004 SH SOLE 0 0 6004 BIOGEN IDEC INC COM 09062X103 631 2000 SH SOLE 0 0 2000 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 209 5000 SH SOLE 0 0 5000 BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 968 11705 SH SOLE 0 0 11705 CARMAX INC COM 143130102 363 6976 SH SOLE 0 0 6976 CHEVRON CORP NEW COM 166764100 906 6946 SH SOLE 0 0 6946 COCA COLA CO COM 191216100 438 10356 SH SOLE 0 0 10356 COMMUNITY BANKERS TR CORP COM 203612106 66 15000 SH SOLE 0 0 15000 CSX CORP COM 126408103 841 27288 SH SOLE 0 0 27288 DISNEY WALT CO COM DISNEY 254687106 275 3206 SH SOLE 0 0 3206 DOMINION RES INC VA NEW COM 25746U109 1102 15397 SH SOLE 0 0 15397 EMERSON ELEC CO COM 291011104 427 6425 SH SOLE 0 0 6425 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 948 16089 SH SOLE 0 0 16089 ENTERPRISE PRODS PARTNERS L COM 293792107 1617 20640 SH SOLE 0 0 20640 EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 405 4199 SH SOLE 0 0 4199 EXXON MOBIL CORP COM 30231G102 2198 21853 SH SOLE 0 0 21853 GENERAL DYNAMICS CORP COM 369550108 233 2000 SH SOLE 0 0 2000 GENERAL ELECTRIC CO COM 369604103 710 26999 SH SOLE 0 0 26999 HOLLY ENERGY PARTNERS L P COM UT LTD PTN 435763107 297 8633 SH SOLE 0 0 8633 ILLINOIS TOOL WKS INC COM 452308109 256 2925 SH SOLE 0 0 2925 INTERNATIONAL BUSINESS MACHS COM 459200101 853 4702 SH SOLE 0 0 4702 ISHARES CORE S&P500 ETF 464287200 18834 95578 SH SOLE 0 0 95578 ISHARES CORE TOTUSBD ETF 464287226 489 4455 SH SOLE 0 0 4455 ISHARES MSCI EAFE ETF 464287465 2362 34522 SH SOLE 0 0 34522 ISHARES RUS MDCP VAL ETF 464287473 8561 117964 SH SOLE 0 0 117964 ISHARES RUS MD CP GR ETF 464287481 368 4115 SH SOLE 0 0 4115 JOHNSON & JOHNSON COM 478160104 616 5893 SH SOLE 0 0 5893 KRAFT FOODS GROUP INC COM 50076Q106 588 9776 SH SOLE 0 0 9776 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 1376 16392 SH SOLE 0 0 16392 MARKEL CORP COM 570535104 692 1055 SH SOLE 0 0 1055 MCDONALDS CORP COM 580135101 244 2416 SH SOLE 0 0 2416 MERCK & CO INC NEW COM 58933Y105 345 5957 SH SOLE 0 0 5957 MICROCHIP TECHNOLOGY INC COM 595017104 220 4500 SH SOLE 0 0 4500 MONDELEZ INTL INC CL A 609207105 1021 27151 SH SOLE 0 0 27151 NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107 685 15800 SH SOLE 0 0 15800 ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 904 15458 SH SOLE 0 0 15458 PEPSICO INC COM 713448108 1640 18339 SH SOLE 0 0 18339 PFIZER INC COM 717081103 208 7035 SH SOLE 0 0 7035 PHILIP MORRIS INTL INC COM 718172109 5449 64637 SH SOLE 0 0 64637 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 1225 20323 SH SOLE 0 0 20323 PROCTER & GAMBLE CO COM 742718109 321 4083 SH SOLE 0 0 4083 REGENCY ENERGY PARTNERS L P COM UNITS L P 75885Y107 1015 31528 SH SOLE 0 0 31528 SCHLUMBERGER LTD COM 806857108 439 3728 SH SOLE 0 0 3728 SCHWAB STRATEGIC TR US TIPS ETF 808524870 3459 62169 SH SOLE 0 0 62169 SPECTRA ENERGY CORP COM 847560109 205 4817 SH SOLE 0 0 4817 SPECTRA ENERGY PARTNERS LP COM 84756N109 659 12359 SH SOLE 0 0 12359 STANLEY FURNITURE CO INC COM NEW 854305208 1764 658180 SH SOLE 0 0 658180 SUNOCO LOGISTICS PRTNRS L P COM UNITS 86764L108 993 21058 SH SOLE 0 0 21058 SUNTRUST BKS INC COM 867914103 551 13758 SH SOLE 0 0 13758 SYSCO CORP COM 871829107 300 8000 SH SOLE 0 0 8000 TARGA RESOURCES PARTNERS LP COM UNIT 87611X105 738 10294 SH SOLE 0 0 10294 TC PIPELINES LP UT COM LTD PRT 87233Q108 314 6027 SH SOLE 0 0 6027 TESORO LOGISTICS LP COM UNIT LP 88160T107 718 9774 SH SOLE 0 0 9774 TRI CONTL CORP COM 895436103 477 22735 SH SOLE 0 0 22735 UDR INC COM 902653104 464 16211 SH SOLE 0 0 16211 UNITED PARCEL SERVICE INC CL B 911312106 341 3313 SH SOLE 0 0 3313 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 13572 318754 SH SOLE 0 0 318754 WAL-MART STORES INC COM 931142103 516 6860 SH SOLE 0 0 6860 WELLS FARGO & CO NEW COM 949746101 283 5381 SH SOLE 0 0 5381 WILLIAMS PARTNERS L P COM UNIT L P 96950F104 557 10278 SH SOLE 0 0 10278 XENITH BANKSHARES INC COM 98410X105 368 58135 SH SOLE 0 0 58135