0001172661-16-004064.txt : 20161028 0001172661-16-004064.hdr.sgml : 20161028 20161028135057 ACCESSION NUMBER: 0001172661-16-004064 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161028 DATE AS OF CHANGE: 20161028 EFFECTIVENESS DATE: 20161028 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: 161957963 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 09-30-2016 09-30-2016 false Heritage Wealth Advisors

919 E Main Street Suite 950 Richmond VA 23219

13F COMBINATION REPORT 028-15751 0001109448 028-10562 ALLIANCEBERNSTEIN L.P. 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 N John G. Jordan III 804-643-4088 /s/ John G. Jordan III Richmond VA 10-28-2016 0 84 144383 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 361 2050 SH SOLE 0 0 2050 ABBOTT LABS COM 002824100 245 5799 SH SOLE 0 0 5799 ABBVIE INC COM 00287Y109 307 4865 SH SOLE 0 0 4865 AIR PRODS & CHEMS INC COM 009158106 369 2450 SH SOLE 0 0 2450 ALPHABET INC CAP STK CL C 02079K107 452 581 SH SOLE 0 0 581 ALPHABET INC CAP STK CL A 02079K305 736 914 SH SOLE 0 0 914 ALTRIA GROUP INC COM 02209S103 4547 71911 SH SOLE 0 0 71911 AMAZON COM INC COM 023135106 207 249 SH SOLE 0 0 249 AMGEN INC COM 031162100 755 4534 SH SOLE 0 0 4534 APPLE INC COM 037833100 1522 13482 SH SOLE 0 0 13482 AT&T INC COM 00206R102 257 6328 SH SOLE 0 0 6328 AUTOMATIC DATA PROCESSING IN COM 053015103 251 2834 SH SOLE 0 0 2834 BANK AMER CORP COM 060505104 473 30232 SH SOLE 0 0 30232 BB&T CORP COM 054937107 335 8936 SH SOLE 0 0 8936 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1726 11963 SH SOLE 0 0 11963 BIOGEN INC COM 09062X103 642 2049 SH SOLE 0 0 2049 BOEING CO COM 097023105 216 1639 SH SOLE 0 0 1639 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 338 5000 SH SOLE 0 0 5000 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 288 8199 SH SOLE 0 0 8199 CARMAX INC COM 143130102 301 5634 SH SOLE 0 0 5634 CHEVRON CORP NEW COM 166764100 794 7703 SH SOLE 0 0 7703 CISCO SYS INC COM 17275R102 383 12095 SH SOLE 0 0 12095 COCA COLA CO COM 191216100 794 18730 SH SOLE 0 0 18730 COMCAST CORP NEW CL A 20030N101 342 5172 SH SOLE 0 0 5172 COMMUNITY BANKERS TR CORP COM 203612106 305 56300 SH SOLE 0 0 56300 CSX CORP COM 126408103 873 28584 SH SOLE 0 0 28584 CVS HEALTH CORP COM 126650100 403 4529 SH SOLE 0 0 4529 DIAGEO P L C SPON ADR NEW 25243Q205 290 2505 SH SOLE 0 0 2505 DISNEY WALT CO COM DISNEY 254687106 1268 13659 SH SOLE 0 0 13659 DOMINION RES INC VA NEW COM 25746U109 1314 17700 SH SOLE 0 0 17700 DUKE ENERGY CORP NEW COM NEW 26441C204 230 2876 SH SOLE 0 0 2876 EMERSON ELEC CO COM 291011104 428 7837 SH SOLE 0 0 7837 EXXON MOBIL CORP COM 30231G102 3450 39504 SH SOLE 0 0 39504 FACEBOOK INC CL A 30303M102 333 2596 SH SOLE 0 0 2596 GENERAL DYNAMICS CORP COM 369550108 334 2152 SH SOLE 0 0 2152 GENERAL ELECTRIC CO COM 369604103 1001 33665 SH SOLE 0 0 33665 GILDAN ACTIVEWEAR INC COM 375916103 205 7330 SH SOLE 0 0 7330 HOME DEPOT INC COM 437076102 240 1864 SH SOLE 0 0 1864 HONEYWELL INTL INC COM 438516106 350 2987 SH SOLE 0 0 2987 ILLINOIS TOOL WKS INC COM 452308109 347 2894 SH SOLE 0 0 2894 INGERSOLL-RAND PLC SHS G47791101 243 3566 SH SOLE 0 0 3566 INTEL CORP COM 458140100 231 6109 SH SOLE 0 0 6109 INTERNATIONAL BUSINESS MACHS COM 459200101 823 5180 SH SOLE 0 0 5180 ISHARES MIN VOL EMRG MKT 464286533 5338 98716 SH SOLE 0 0 98716 ISHARES TR CORE S&P500 ETF 464287200 41356 190083 SH SOLE 0 0 190083 ISHARES TR CORE US AGGBD ET 464287226 339 3018 SH SOLE 0 0 3018 ISHARES TR MSCI EAFE ETF 464287465 482 8141 SH SOLE 0 0 8141 ISHARES TR RUS MDCP VAL ETF 464287473 10252 133559 SH SOLE 0 0 133559 ISHARES TR RUS MD CP GR ETF 464287481 391 4015 SH SOLE 0 0 4015 ISHARES TR CORE RUSSELL GRW 464287671 221 5200 SH SOLE 0 0 5200 ISHARES TR INTRM GOV/CR ETF 464288612 342 3021 SH SOLE 0 0 3021 ISHARES TR CORE MSCI EAFE 46432F842 259 4710 SH SOLE 0 0 4710 JOHNSON & JOHNSON COM 478160104 1546 13097 SH SOLE 0 0 13097 JPMORGAN CHASE & CO COM 46625H100 293 4385 SH SOLE 0 0 4385 KRAFT HEINZ CO COM 500754106 965 10778 SH SOLE 0 0 10778 MARKEL CORP COM 570535104 4769 5134 SH SOLE 0 0 5134 MCDONALDS CORP COM 580135101 521 4521 SH SOLE 0 0 4521 MERCK & CO INC COM 58933Y105 532 8536 SH SOLE 0 0 8536 MICROCHIP TECHNOLOGY INC COM 595017104 311 5006 SH SOLE 0 0 5006 MICROSOFT CORP COM 594918104 1140 19793 SH SOLE 0 0 19793 MONDELEZ INTL INC CL A 609207105 1382 31495 SH SOLE 0 0 31495 NORFOLK SOUTHERN CORP COM 655844108 225 2309 SH SOLE 0 0 2309 PEPSICO INC COM 713448108 2418 22231 SH SOLE 0 0 22231 PFIZER INC COM 717081103 342 10113 SH SOLE 0 0 10113 PHILIP MORRIS INTL INC COM 718172109 6520 67054 SH SOLE 0 0 67054 PROCTER AND GAMBLE CO COM 742718109 395 4388 SH SOLE 0 0 4388 SCHLUMBERGER LTD COM 806857108 1020 12983 SH SOLE 0 0 12983 SPDR S&P 500 ETF TR TR UNIT 78462F103 2725 12596 SH SOLE 0 0 12596 STANLEY FURNITURE CO INC COM NEW 854305208 1389 780424 SH SOLE 0 0 780424 SUNTRUST BKS INC COM 867914103 1021 23337 SH SOLE 0 0 23337 SYSCO CORP COM 871829107 458 9337 SH SOLE 0 0 9337 TRI CONTL CORP COM 895436103 486 22735 SH SOLE 0 0 22735 UBS AG JERSEY BRH ALERIAN INFRST 902641646 3480 122698 SH SOLE 0 0 122698 UDR INC COM 902653104 583 16211 SH SOLE 0 0 16211 UNION PAC CORP COM 907818108 749 7678 SH SOLE 0 0 7678 UNITED PARCEL SERVICE INC CL B 911312106 1055 9644 SH SOLE 0 0 9644 UNITED TECHNOLOGIES CORP COM 913017109 809 7993 SH SOLE 0 0 7993 UNITEDHEALTH GROUP INC COM 91324P102 535 3830 SH SOLE 0 0 3830 VISA INC COM CL A 92826C839 449 5448 SH SOLE 0 0 5448 WAL-MART STORES INC COM 931142103 925 12853 SH SOLE 0 0 12853 WELLS FARGO & CO NEW COM 949746101 899 20313 SH SOLE 0 0 20313 WISDOMTREE TR JAPN HEDGE EQT 97717W851 3485 81138 SH SOLE 0 0 81138 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 14012 260676 SH SOLE 0 0 260676 XENITH BANKSHARES INC NEW COM 984102103 655 283514 SH SOLE 0 0 283514