Heritage Wealth Advisors Purchases and Sells in Q4 2024

Heritage Wealth Advisors

$1.95 Billion
Q4 2024

Top Buys

Incresed Positions

197 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	12.3K + 3.67%	$163.08 - $198.16 $2.01M - $2.44M	348K $66.2M
IEMG	17K + 2.05%	N/A	848K $45.5M
EPD	1.53K + 0.41%	$28.66 - $34.43 $43.9K - $52.7K	372K $11.7M
V	95 + 0.47%	$273.87 - $320.91 $26K - $30.5K	20.2K $6.39M
GOOGL	257 + 0.91%	$161.86 - $196.66 $41.6K - $50.5K	28.4K $5.37M
IWS	16.6K + 3.33%	$128.08 - $140.32 $2.12M - $2.33M	515K $66.6M

New Holdings

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSTR	2.65K New	$162.69 - $473.83 $432K - $1.26M	2.65K $768K
QBTS	7.99K New	$0.89 - $9.91 $7.11K - $79.1K	7.99K $66K
GINN	507 New	$60.34 - $65.34 $30.6K - $33.1K	507 $31K
GSLC	256 New	$111.85 - $120.71 $28.6K - $30.9K	256 $29K
FTLS	289 New	$63.1 - $67.29 $18.2K - $19.4K	289 $19K
IWY	83 New	$216.72 - $244.71 $18K - $20.3K	83 $19K

Top Sells

Reduced Positions

152 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-48.4K - 87.2%	$521.84 - $558.82 $25.3M - $27M	7.11K $3.83M
IVV	-35.4K - 5.57%	$570.51 - $610.59 $20.2M - $21.6M	601K $354M
MKL	-6.68K - 48.06%	$1542.01 - $1785.11 $10.3M - $11.9M	7.22K $12.5M
PGR	-11.3K - 5.72%	$239.6 - $268.88 $2.7M - $3.03M	186K $44.6M
BRK-B	-7.82K - 6.02%	$442.29 - $483.08 $3.46M - $3.78M	122K $55.3M
SPY	-8.41K - 8.01%	$567.81 - $607.81 $4.78M - $5.11M	96.6K $56.6M

Activity Summary All Purchases 229 New Holdings 32 Increased Positions 197 All Sells 152 Reductions 152 Sold out 0 Calls 0 Puts 0

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