Heritage Wealth Management, Inc. Sells in Q3 2025

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
-50
- 2.7%
$121.35 - $144.54 $6.07K - $7.23K
1.8K $260M
JCI
Johnson Controls International PLC

Industrials
-79
- 0.66%
$103.24 - $111.73 $8.16K - $8.83K
11.9K $1.31B
AFG
American Financial Group Inc

Financial Services
-200
- 5.25%
$122.42 - $145.72 $24.5K - $29.1K
3.61K $525M
SPY
Spdr S&P 500 ETF Trust

ETFs
-7
- 0.65%
$617.65 - $666.84 $4.32K - $4.67K
1.06K $708M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 0.3%
$459.11 - $506.91 $4.59K - $5.07K
3.29K $1.66B
ADM
Archer Daniels Midland CO

Consumer Defensive
-225
- 2.25%
$53.54 - $64.21 $12K - $14.4K
9.78K $584M
EHC
Encompass Health Corp

Healthcare
-65
- 0.44%
$107.13 - $127.02 $6.96K - $8.26K
14.7K $1.87B
ADI
Analog Devices Inc

Technology
-76
- 0.7%
$220.68 - $255.63 $16.8K - $19.4K
10.7K $2.63B
JOBY
Joby Aviation, Inc.

Industrials
-500
- 3.7%
$9.81 - $20.39 $4.91K - $10.2K
13K $210M
VO
Vanguard Mid Cap ETF

ETFs
-15
- 0.29%
$279.83 - $293.74 $4.2K - $4.41K
5.16K $1.52B
Lam Research Corporation Com New
-29
- 1.35%
N/A
2.12K $284M
ETN
Eaton Corp PLC

Industrials
-187
- 2.22%
$342.99 - $392.76 $64.1K - $73.4K
8.25K $3.09B
BAC
Bank Of America Corp

Financial Services
-147
- 0.7%
$44.92 - $52.42 $6.6K - $7.71K
20.8K $1.07B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-60
- 1.01%
$68.94 - $86.3 $4.14K - $5.18K
5.9K $509M
HPQ
Hp Inc

Technology
-628
- 1.6%
$24.45 - $29.35 $15.4K - $18.4K
38.5K $1.05B
WCC
Wesco International Inc

Industrials
-40
- 1.03%
$189.22 - $227.19 $7.57K - $9.09K
3.84K $812M
DUK
Duke Energy Corp

Utilities
-18
- 0.11%
$116.31 - $125.93 $2.09K - $2.27K
16.7K $2.06B
COP
Conocophillips

Energy
-16
- 0.08%
$91.0 - $98.99 $1.46K - $1.58K
20.9K $1.98B
GE
General Electric CO

Industrials
-200
- 5.09%
$244.75 - $305.63 $49K - $61.1K
3.73K $1.12B
DHI
Horton D R Inc

Consumer Cyclical
-334
- 7.16%
$129.82 - $184.04 $43.4K - $61.5K
4.33K $734M
HD
Home Depot, Inc.

Consumer Cyclical
-22
- 0.58%
$357.4 - $423.42 $7.86K - $9.32K
3.76K $1.52B
AMD
Advanced Micro Devices Inc

Technology
-54
- 0.66%
$134.8 - $184.42 $7.28K - $9.96K
8.08K $1.31B
MU
Micron Technology Inc

Technology
-70
- 1.78%
$104.88 - $168.89 $7.34K - $11.8K
3.86K $646M
KLAC
Kla Corp

Technology
-98
- 5.67%
$843.9 - $1078.6 $82.7K - $106K
1.63K $1.76B
AVUV
American Centy ETF Tr Avantis

ETFs
-213
- 0.75%
$90.37 - $102.12 $19.2K - $21.8K
28.2K $2.8B
MPC
Marathon Petroleum Corp

Energy
-35
- 0.41%
$158.59 - $198.69 $5.55K - $6.95K
8.48K $1.63B
RTX
Raytheon Technologies Corp

Industrials
-64
- 0.59%
$144.19 - $167.33 $9.23K - $10.7K
10.8K $1.81B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-52
- 0.92%
$224.68 - $282.71 $11.7K - $14.7K
5.62K $1.57B
CCJ
Cameco Corp

Energy
-100
- 0.32%
$70.47 - $86.89 $7.05K - $8.69K
30.8K $2.58B
WMT
Walmart Inc.

Consumer Defensive
-939
- 1.27%
$94.4 - $104.27 $88.6K - $97.9K
73.1K $7.53B
AVGO
Broadcom Inc.

Technology
-386
- 4.5%
$264.74 - $369.57 $102K - $143K
8.19K $2.7B
MSFT
Microsoft Corp

Technology
-779
- 2.11%
$491.09 - $535.64 $383K - $417K
36.1K $18.7B
NVDA
Nvidia Corp

Technology
-882
- 4.02%
$153.3 - $186.58 $135K - $165K
21K $3.92B
CAT
Caterpillar Inc

Industrials
-71
- 1.11%
$390.92 - $477.15 $27.8K - $33.9K
6.32K $3.02B
JPM
Jpmorgan Chase & CO

Financial Services
-679
- 2.14%
$282.78 - $316.06 $192K - $215K
31.1K $9.8B
GOOGL
Alphabet Inc.

Communication Services
-238
- 2.43%
$174.36 - $254.72 $41.5K - $60.6K
9.56K $2.32B
VLO
Valero Energy Corp

Energy
-13
- 0.07%
$131.77 - $175.63 $1.71K - $2.28K
18.1K $3.08B
ORCL
Oracle Corp

Technology
-735
- 5.17%
$218.96 - $328.33 $161K - $241K
13.5K $3.79B
GOOG
Alphabet Inc.

Communication Services
-43
- 0.38%
$175.16 - $255.24 $7.53K - $11K
11.2K $2.72B
USB
Us Bancorp \De\

Financial Services
-300
- 0.11%
$43.94 - $50.41 $13.2K - $15.1K
279K $13.5B
JNJ
Johnson & Johnson

Healthcare
-89
- 0.32%
$155.17 - $185.42 $13.8K - $16.5K
27.4K $5.08B
ABBV
Abb Vie Inc.

Healthcare
-238
- 1.05%
$184.85 - $231.54 $44K - $55.1K
22.5K $5.21B
AAPL
Apple Inc.

Technology
-1.54K
- 2.12%
$202.38 - $256.87 $311K - $395K
71K $18.1B
Activity Summary
Buys All Purchases 68 New Holdings 17 Increased Positions 51 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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