Heritage Wealth Advisors Purchases in Q4 2024

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
C
Citigroup Inc

Financial Services
5
+ 0.35%
$61.31 - $72.5 $307 - $363
1.44K $101K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
117
+ 27.4%
$88.59 - $94.57 $10.4K - $11.1K
544 $48K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
147
+ 25.79%
$53.94 - $58.15 $7.93K - $8.55K
717 $40K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
23
+ 328.57%
$396.64 - $516.74 $9.12K - $11.9K
30 $12K
CEG
Constellation Energy Corp

Utilities
51
+ 77.27%
$224.28 - $285.52 $11.4K - $14.6K
117 $26K
ETR
Entergy Corp

Utilities
292
+ 104.29%
$73.19 - $156.4 $21.4K - $45.7K
572 $43K
KR
Kroger CO

Consumer Defensive
16
+ 1.05%
$55.21 - $63.3 $883 - $1.01K
1.54K $94K
XLRE
Select Sector Spdr Tr Real Est

ETFs
185
New
$40.06 - $45.21 $7.41K - $8.36K
185 $7K
UNM
Unum Group

Financial Services
18
+ 4.65%
$58.88 - $77.07 $1.06K - $1.39K
405 $29K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
58
+ 38.67%
$113.92 - $127.38 $6.61K - $7.39K
208 $23K
OWL
Blue Owl Capital Inc.

Financial Services
253
New
$19.51 - $24.81 $4.94K - $6.28K
253 $5K
TJX
Tjx Companies Inc

Consumer Cyclical
6
+ 0.58%
$112.15 - $127.2 $673 - $763
1.04K $125K
DE
Deere & CO

Industrials
2
+ 0.3%
$389.45 - $466.0 $779 - $932
667 $282K
VALQ
American Centy ETF Tr Stoxx Us

ETFs
1.02K
+ 2.03%
$60.7 - $64.63 $62K - $66K
51.3K $3.13M
FIX
Comfort Systems Usa Inc

Industrials
12
New
$370.68 - $504.12 $4.45K - $6.05K
12 $5K
WBD
Warner Bros. Discovery, Inc.

Communication Services
169
+ 28.84%
$7.33 - $12.37 $1.24K - $2.09K
755 $8K
BTI
British American Tobacco P.L.C.

Consumer Defensive
100
+ 11.11%
$34.25 - $37.94 $3.43K - $3.79K
1K $36K
AIG
American International Group, Inc.

Financial Services
65
New
$70.0 - $79.22 $4.55K - $5.15K
65 $4K
ALL
Allstate Corp

Financial Services
1
+ 0.08%
$181.25 - $208.2 $181 - $208
1.21K $232K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7
+ 22.58%
$173.13 - $258.09 $1.21K - $1.81K
38 $8K
FLR
Fluor Corp

Industrials
66
New
$46.92 - $58.93 $3.1K - $3.89K
66 $3K
PH
Parker Hannifin Corp

Industrials
3
+ 0.85%
$621.74 - $709.46 $1.87K - $2.13K
355 $225K
CTVA
Corteva, Inc.

Basic Materials
56
+ 160.0%
$55.21 - $64.13 $3.09K - $3.59K
91 $5K
ORCC
Owl Rock Capital Corp

Financial Services
200
+ 9.09%
N/A
2.4K $32K
FOX
Fox Corp Cl B (De)

Communication Services
21
+ 21.65%
$38.0 - $47.15 $798 - $990
118 $5K
CMA
Comerica Inc

Financial Services
28
+ 21.54%
$57.88 - $72.73 $1.62K - $2.04K
158 $9K
SCHG
Schwab Strategic Tr Us Large C

ETFs
512
+ 299.42%
$25.93 - $105.3 $13.3K - $53.9K
683 $19K
EA
Electronic Arts Inc.

Communication Services
6
+ 2.36%
$140.69 - $167.97 $844 - $1.01K
260 $38K
MSCI
Msci Inc.

Financial Services
2
+ 16.67%
$569.09 - $635.99 $1.14K - $1.27K
14 $8K
HWM
Howmet Aerospace Inc.

Industrials
12
+ 20.69%
$99.72 - $120.09 $1.2K - $1.44K
70 $7K
TROW
Price T Rowe Group Inc

Financial Services
4
+ 1.2%
$106.48 - $124.69 $426 - $499
337 $38K
PNM
Pnm Resources Inc

Utilities
50
New
N/A
50 $2K
SYK
Stryker Corp

Healthcare
5
+ 23.81%
$345.14 - $392.15 $1.73K - $1.96K
26 $9K
TPR
Tapestry, Inc.

Consumer Cyclical
16
+ 21.62%
$43.54 - $66.18 $697 - $1.06K
90 $5K
SNPS
Synopsys Inc

Technology
4
+ 28.57%
$485.36 - $588.0 $1.94K - $2.35K
18 $8K
BKR
Baker Hughes CO

Energy
20
+ 21.28%
$35.98 - $44.88 $720 - $898
114 $4K
PEAK
Healthpeak Properties, Inc.

Real Estate
49
+ 21.49%
N/A
277 $5K
SONY
Sony Group Corp

Technology
92
+ 511.11%
$17.53 - $96.8 $1.61K - $8.91K
110 $2K
CFG
Citizens Financial Group Inc

Financial Services
19
+ 21.11%
$39.92 - $48.46 $758 - $921
109 $4K
KEY
Keycorp

Financial Services
38
+ 21.59%
$16.21 - $19.97 $616 - $759
214 $3K
ROK
Rockwell Automation, Inc

Industrials
3
+ 25.0%
$264.65 - $302.92 $794 - $909
15 $4K
BSX
Boston Scientific Corp

Healthcare
6
+ 21.43%
$83.62 - $91.5 $502 - $549
34 $3K
MTB
M&T Bank Corp

Financial Services
5
+ 21.74%
$172.48 - $221.95 $862 - $1.11K
28 $5K
MLM
Martin Marietta Materials Inc

Basic Materials
2
+ 25.0%
$516.5 - $619.58 $1.03K - $1.24K
10 $5K
PCAR
Paccar Inc

Industrials
4
+ 25.0%
$97.92 - $118.41 $392 - $474
20 $2K
CCJ
Cameco Corp

Energy
4
+ 21.05%
$48.64 - $61.14 $195 - $245
23 $1K
CCL
Carnival Corp

Consumer Cyclical
66
New
$17.34 - $26.8 $1.14K - $1.77K
66 $1K
AME
Ametek Inc

Industrials
3
+ 21.43%
$165.89 - $197.38 $498 - $592
17 $3K
NRG
Nrg Energy, Inc.

Utilities
10
+ 20.41%
$85.3 - $101.61 $853 - $1.02K
59 $5K
Activity Summary
Buys All Purchases 229 New Holdings 32 Increased Positions 197 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 0 Puts 0
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