0001172661-15-001838.txt : 20151022 0001172661-15-001838.hdr.sgml : 20151022 20151022153938 ACCESSION NUMBER: 0001172661-15-001838 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 FILED AS OF DATE: 20151022 DATE AS OF CHANGE: 20151022 EFFECTIVENESS DATE: 20151022 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: 151170171 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 09-30-2015 09-30-2015 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 0000105692 028-01204 WHV Investments, Inc. N John G. Jordan III 804-643-4088 /s/ John G. Jordan III Richmond VA 10-22-2015 0 73 116345 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 203 1430 SH SOLE 0 0 1430 ABBOTT LABS COM 002824100 308 7700 SH SOLE 0 0 7700 ABBVIE INC COM 00287Y109 316 5800 SH SOLE 0 0 5800 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 265 2685 SH SOLE 0 0 2685 AIR PRODS & CHEMS INC COM 009158106 312 2450 SH SOLE 0 0 2450 ALTRIA GROUP INC COM 02209S103 3960 72778 SH SOLE 0 0 72778 AMERISOURCEBERGEN CORP COM 03073E105 439 4625 SH SOLE 0 0 4625 AMGEN INC COM 031162100 538 3893 SH SOLE 0 0 3893 APPLE INC COM 037833100 660 5991 SH SOLE 0 0 5991 ARCHER DANIELS MIDLAND CO COM 039483102 247 6015 SH SOLE 0 0 6015 BANK AMER CORP COM 060505104 377 24198 SH SOLE 0 0 24198 BANK NEW YORK MELLON CORP COM 064058100 285 7260 SH SOLE 0 0 7260 BB&T CORP COM 054937107 433 12170 SH SOLE 0 0 12170 BECTON DICKINSON & CO COM 075887109 328 2470 SH SOLE 0 0 2470 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1157 8869 SH SOLE 0 0 8869 BIOGEN INC COM 09062X103 584 2000 SH SOLE 0 0 2000 BOEING CO COM 097023105 228 1744 SH SOLE 0 0 1744 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 277 5000 SH SOLE 0 0 5000 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 210 6690 SH SOLE 0 0 6690 CARMAX INC COM 143130102 355 5984 SH SOLE 0 0 5984 CHEVRON CORP NEW COM 166764100 579 7329 SH SOLE 0 0 7329 CISCO SYS INC COM 17275R102 404 15364 SH SOLE 0 0 15364 COCA COLA CO COM 191216100 508 12664 SH SOLE 0 0 12664 COMCAST CORP NEW CL A 20030N101 429 7533 SH SOLE 0 0 7533 COMMUNITY BANKERS TR CORP COM 203612106 232 46300 SH SOLE 0 0 46300 CSX CORP COM 126408103 732 27233 SH SOLE 0 0 27233 DIAGEO P L C SPON ADR NEW 25243Q205 288 2675 SH SOLE 0 0 2675 DISNEY WALT CO COM DISNEY 254687106 870 8524 SH SOLE 0 0 8524 DOMINION RES INC VA NEW COM 25746U109 1379 19593 SH SOLE 0 0 19593 DUKE ENERGY CORP NEW COM NEW 26441C204 203 2821 SH SOLE 0 0 2821 EMERSON ELEC CO COM 291011104 410 9262 SH SOLE 0 0 9262 EXXON MOBIL CORP COM 30231G102 2655 35769 SH SOLE 0 0 35769 GENERAL DYNAMICS CORP COM 369550108 283 2050 SH SOLE 0 0 2050 GENERAL ELECTRIC CO COM 369604103 909 36024 SH SOLE 0 0 36024 ILLINOIS TOOL WKS INC COM 452308109 212 2575 SH SOLE 0 0 2575 INTERNATIONAL BUSINESS MACHS COM 459200101 871 6019 SH SOLE 0 0 6019 ISHARES EM MK MINVOL ETF 464286533 6681 134140 SH SOLE 0 0 134140 ISHARES TR CORE S&P500 ETF 464287200 30033 155860 SH SOLE 0 0 155860 ISHARES TR CORE US AGGBD ET 464287226 493 4496 SH SOLE 0 0 4496 ISHARES TR MSCI EAFE ETF 464287465 437 7612 SH SOLE 0 0 7612 ISHARES TR RUS MDCP VAL ETF 464287473 8514 126906 SH SOLE 0 0 126906 ISHARES TR RUS MD CP GR ETF 464287481 356 4015 SH SOLE 0 0 4015 ISHARES TR 1-3 YR CR BD ETF 464288646 372 3529 SH SOLE 0 0 3529 JOHNSON & JOHNSON COM 478160104 899 9627 SH SOLE 0 0 9627 KRAFT HEINZ CO COM 500754106 756 10679 SH SOLE 0 0 10679 MARKEL CORP COM 570535104 7741 9654 SH SOLE 0 0 9654 MCCORMICK & CO INC COM NON VTG 579780206 287 3500 SH SOLE 0 0 3500 MCDONALDS CORP COM 580135101 511 5190 SH SOLE 0 0 5190 MERCK & CO INC NEW COM 58933Y105 374 7575 SH SOLE 0 0 7575 MICROCHIP TECHNOLOGY INC COM 595017104 216 5000 SH SOLE 0 0 5000 MICROSOFT CORP COM 594918104 473 10706 SH SOLE 0 0 10706 MONDELEZ INTL INC CL A 609207105 1236 29521 SH SOLE 0 0 29521 PEPSICO INC COM 713448108 2112 22385 SH SOLE 0 0 22385 PFIZER INC COM 717081103 563 17908 SH SOLE 0 0 17908 PHILIP MORRIS INTL INC COM 718172109 5152 64956 SH SOLE 0 0 64956 PROCTER & GAMBLE CO COM 742718109 368 5145 SH SOLE 0 0 5145 SCHLUMBERGER LTD COM 806857108 421 6131 SH SOLE 0 0 6131 SPDR S&P 500 ETF TR TR UNIT 78462F103 1721 8971 SH SOLE 0 0 8971 STANLEY FURNITURE CO INC COM NEW 854305208 1971 672680 SH SOLE 0 0 672680 SUNTRUST BKS INC COM 867914103 899 23496 SH SOLE 0 0 23496 SYSCO CORP COM 871829107 364 9337 SH SOLE 0 0 9337 TOTAL SYS SVCS INC COM 891906109 342 7550 SH SOLE 0 0 7550 TRI CONTL CORP COM 895436103 444 22735 SH SOLE 0 0 22735 UDR INC COM 902653104 559 16211 SH SOLE 0 0 16211 UNION PAC CORP COM 907818108 268 3040 SH SOLE 0 0 3040 UNITED PARCEL SERVICE INC CL B 911312106 335 3400 SH SOLE 0 0 3400 WAL-MART STORES INC COM 931142103 504 7802 SH SOLE 0 0 7802 WASTE MGMT INC DEL COM 94106L109 215 4304 SH SOLE 0 0 4304 WELLS FARGO & CO NEW COM 949746101 309 5998 SH SOLE 0 0 5998 WILLIS GROUP HOLDINGS PUBLIC SHS G96666105 220 5360 SH SOLE 0 0 5360 WISDOMTREE TR JAPN HEDGE EQT 97717W851 3816 78363 SH SOLE 0 0 78363 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 13522 247288 SH SOLE 0 0 247288 XENITH BANKSHARES INC COM 98410X105 415 65135 SH SOLE 0 0 65135