Heritage Wealth Partners, LLC Incresed Positions in Q3 2024

Heritage Wealth Partners, LLC

  • $85 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
52.6K
+ 293.52%
$33.02 - $35.03 $1.74M - $1.84M
70.5K $2.47B
IEF
Ishares Barclays

ETFs
18.6K
+ 305.28%
$92.67 - $99.14 $1.72M - $1.84M
24.6K $2.42B
GLD
Spdr Gold Trust

ETFs
5.05K
+ 43.65%
$215.56 - $246.98 $1.09M - $1.25M
16.6K $4.04B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10.4K
+ 53.65%
$91.42 - $91.82 $950K - $954K
29.8K $2.73B
UNH
Unitedhealth Group Inc

Healthcare
1K
+ 130.56%
$488.01 - $604.18 $490K - $607K
1.77K $1.04B
XLK
Technology Sector Spdr

ETFs
620
+ 26.44%
$197.34 - $237.68 $122K - $147K
2.97K $669M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.56K
+ 23.3%
$60.84 - $67.51 $95K - $105K
8.27K $558M
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.46%
$163.84 - $199.33 $1.15K - $1.4K
1.52K $301M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
84
+ 1.98%
$77.02 - $85.06 $6.47K - $7.15K
4.32K $365M
T
At&T Inc.

Communication Services
32
+ 0.27%
$18.21 - $22.28 $583 - $713
12K $265M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
35
+ 0.71%
$75.47 - $83.18 $2.64K - $2.91K
4.97K $413M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
160
+ 8.95%
$147.95 - $191.05 $23.7K - $30.6K
1.95K $338M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
480
+ 6.29%
$28.1 - $29.89 $13.5K - $14.3K
8.12K $243M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 1.52%
$475.2 - $527.7 $4.28K - $4.75K
603 $318M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
480
+ 6.64%
$28.09 - $30.4 $13.5K - $14.6K
7.71K $234M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13
+ 0.3%
$57.32 - $62.65 $745 - $814
4.37K $272M
AMD
Advanced Micro Devices Inc

Technology
45
+ 1.35%
$128.67 - $183.96 $5.79K - $8.28K
3.37K $553M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8
+ 0.22%
$92.63 - $105.69 $741 - $846
3.73K $388M
VGT
Vanguard Information Technolog

ETFs
9
+ 1.94%
$514.43 - $606.85 $4.63K - $5.46K
474 $278M
MRK
Merck & Co., Inc.

Healthcare
17
+ 0.87%
$111.15 - $128.97 $1.89K - $2.19K
1.97K $224M
GOOGL
Alphabet Inc.

Communication Services
454
+ 4.61%
$148.65 - $191.18 $67.5K - $86.8K
10.3K $1.71B
AVGO
Broadcom Inc.

Technology
5.2K
+ 723.54%
$136.27 - $1745.86 $708K - $9.07M
5.91K $1.02B
Activity Summary
Buys All Purchases 36 New Holdings 13 Increased Positions 23 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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