Heritage Wealth Management, Inc. /Ca/ Incresed Positions in Q4 2024

Heritage Wealth Management, Inc. /Ca/

  • $139 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
111
+ 0.38%
$36.46 - $82.38 $4.05K - $9.14K
29K $2.2B
VBK
Vanguard Small Cap Growth ETF

ETFs
3.27K
+ 87.55%
$264.18 - $304.19 $864K - $994K
7K $1.96B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.47K
+ 99.66%
$521.84 - $558.82 $767K - $821K
2.94K $1.59B
AVUV
American Centy ETF Tr Avantis

ETFs
6.6K
+ 53.94%
$94.37 - $106.41 $622K - $702K
18.8K $1.82B
AAPL
Apple Inc.

Technology
808
+ 3.23%
$221.69 - $259.02 $179K - $209K
25.8K $6.47B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
7.31K
+ 47.69%
$86.65 - $94.9 $634K - $694K
22.6K $1.97B
SRLN
Ssga Active Trust

ETFs
14.8K
+ 52.79%
$41.48 - $42.08 $614K - $622K
42.8K $1.79B
VTV
Vanguard Value ETF

ETFs
3.54K
+ 252.24%
$168.32 - $181.87 $597K - $645K
4.95K $838M
HYG
Ishares Tr

ETFs
7.64K
+ 52.89%
$78.09 - $80.04 $597K - $612K
22.1K $1.74B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.79K
+ 29.78%
$121.89 - $135.52 $462K - $513K
16.5K $2.06B
VGSH
Vanguard

ETFs
4.74K
+ 4.6%
$58.02 - $58.88 $275K - $279K
108K $6.27B
JPM
Jpmorgan Chase & CO

Financial Services
634
+ 58.6%
$205.18 - $250.29 $130K - $159K
1.72K $411M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
3.97K
+ 18.16%
$47.65 - $48.6 $189K - $193K
25.8K $1.23B
AXON
Axon Enterprise, Inc.

Industrials
39
+ 5.79%
$399.22 - $689.78 $15.6K - $26.9K
713 $424M
MSFT
Microsoft Corp

Technology
455
+ 10.13%
$406.35 - $454.46 $185K - $207K
4.95K $2.08B
GOOGL
Alphabet Inc.

Communication Services
18
+ 0.31%
$161.86 - $196.66 $2.91K - $3.54K
5.9K $1.12B
SPY
Spdr S&P 500 ETF Trust

ETFs
201
+ 17.71%
$567.81 - $607.81 $114K - $122K
1.34K $783M
WMT
Walmart Inc.

Consumer Defensive
67
+ 0.65%
$79.1 - $95.7 $5.3K - $6.41K
10.4K $940M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
24
+ 0.15%
$17.13 - $34.23 $411 - $822
16.1K $390M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.05K
+ 23.11%
$47.26 - $48.18 $96.6K - $98.5K
10.9K $516M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.16K
+ 6.87%
$71.75 - $75.11 $226K - $237K
49.1K $3.53B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.78K
+ 5.88%
$22.39 - $23.45 $107K - $112K
86.1K $1.98B
MRK
Merck & Co., Inc.

Healthcare
886
+ 50.51%
$96.31 - $114.76 $85.3K - $102K
2.64K $263M
CSCO
Cisco Systems, Inc.

Technology
10
+ 0.13%
$52.45 - $60.02 $525 - $600
7.5K $444M
SCHR
Schwab Intermediate Term Us Tr

ETFs
107K
+ 110.14%
$24.19 - $50.58 $2.59M - $5.42M
204K $4.96B
PG
Procter & Gamble CO

Consumer Defensive
256
+ 19.02%
$161.05 - $179.7 $41.2K - $46K
1.6K $269M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.1%
$554.08 - $632.68 $1.11K - $1.27K
2.08K $1.22B
RTX
Raytheon Technologies Corp

Industrials
376
+ 12.01%
$114.45 - $127.21 $43K - $47.8K
3.51K $406M
UNH
Unitedhealth Group Inc

Healthcare
169
+ 18.25%
$485.52 - $625.25 $82.1K - $106K
1.1K $554M
ACN
Accenture PLC

Technology
31
+ 4.82%
$343.9 - $376.86 $10.7K - $11.7K
674 $237M
SBUX
Starbucks Corp

Consumer Cyclical
355
+ 9.76%
$87.44 - $102.5 $31K - $36.4K
3.99K $364M
PEP
Pepsico Inc

Consumer Defensive
428
+ 13.81%
$151.29 - $176.1 $64.8K - $75.4K
3.53K $536M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
842
+ 4.84%
$96.64 - $101.23 $81.4K - $85.2K
18.3K $1.77B
CVX
Chevron Corp

Energy
54
+ 3.02%
$141.15 - $162.53 $7.62K - $8.78K
1.84K $267M
JNJ
Johnson & Johnson

Healthcare
336
+ 12.77%
$143.34 - $165.86 $48.2K - $55.7K
2.97K $429M
Eon Resources Inc
21.2K
+ 12.45%
N/A
192K $10.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11
+ 1.63%
$442.29 - $483.08 $4.87K - $5.31K
687 $311M
NKE
Nike, Inc.

Consumer Cyclical
611
+ 16.64%
$73.36 - $89.13 $44.8K - $54.5K
4.28K $324M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.97K
+ 5.06%
$39.3 - $41.34 $117K - $123K
61.7K $2.43B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.18K
+ 2.61%
$25.3 - $26.31 $29.7K - $30.9K
46.2K $1.18B
SYK
Stryker Corp

Healthcare
1
+ 0.04%
$345.14 - $392.15 $345 - $392
2.45K $883M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
210
+ 1.15%
$8.36 - $9.06 $1.76K - $1.9K
18.5K $156M
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.52%
$288.47 - $316.54 $1.44K - $1.58K
971 $281M
ORCL
Oracle Corp

Technology
3
+ 0.08%
$165.41 - $192.43 $496 - $577
3.56K $594M
XOM
Exxon Mobil Corp

Energy
19
+ 0.48%
$105.51 - $125.37 $2K - $2.38K
3.97K $427M
INTC
Intel Corp

Technology
318
+ 1.9%
$19.07 - $26.23 $6.06K - $8.34K
17K $342M
LLY
Eli Lilly & CO

Healthcare
74
+ 7.59%
$727.2 - $932.06 $53.8K - $69K
1.05K $810M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.38K
+ 4.16%
$106.56 - $113.11 $147K - $156K
34.5K $3.68B
DFAR
Dimensional ETF Tr Dimensional

ETFs
221
+ 0.6%
$22.72 - $25.76 $5.02K - $5.69K
36.9K $858M
Activity Summary
Buys All Purchases 59 New Holdings 9 Increased Positions 50 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 1 Puts 0
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