Heritage Wealth Advisors Purchases in Q3 2025

Heritage Wealth Advisors

  • $2.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
294
+ 13.36%
$52.12 - $55.33 $15.3K - $16.3K
2.49K $137K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
208
+ 15.07%
$49.43 - $54.52 $10.3K - $11.3K
1.59K $86K
VNQ
Vanguard Specialized Funds Van

ETFs
16
+ 0.28%
$88.47 - $93.24 $1.42K - $1.49K
5.73K $523K
VICI
Vici Properties Inc.

Real Estate
400
+ 18.18%
$31.43 - $33.93 $12.6K - $13.6K
2.6K $84K
CTRE
Care Trust Reit, Inc.

Real Estate
300
+ 42.86%
$30.29 - $34.8 $9.09K - $10.4K
1K $34K
DTE
Dte Energy CO

Utilities
50
+ 12.5%
$130.26 - $141.49 $6.51K - $7.07K
450 $63K
PLTR
Palantir Technologies Inc.

Technology
54
+ 300.0%
$130.68 - $186.97 $7.06K - $10.1K
72 $13K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
165
New
$62.09 - $66.51 $10.2K - $11K
165 $10K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
45
+ 1.01%
$97.75 - $100.75 $4.4K - $4.53K
4.52K $452K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
153
New
$59.61 - $63.09 $9.12K - $9.65K
153 $9K
BEP
Brookfield Renewable Partners L.P.

Utilities
285
+ 413.04%
$24.32 - $27.58 $6.93K - $7.86K
354 $9K
VEU
Vanguard Ftse All World Ex Us

ETFs
4
+ 0.25%
$66.38 - $71.68 $266 - $287
1.59K $113K
STWD
Starwood Property Trust, Inc.

Real Estate
360
+ 28.8%
$19.37 - $20.97 $6.97K - $7.55K
1.61K $31K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
30
+ 142.86%
$159.87 - $247.68 $4.8K - $7.43K
51 $9K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
300
+ 18.52%
$13.77 - $14.45 $4.13K - $4.34K
1.92K $27K
VOT
Vanguard Mid Cap Growth Index

ETFs
9
+ 6.98%
$282.75 - $294.19 $2.54K - $2.65K
138 $40K
ADI
Analog Devices Inc

Technology
1
+ 0.26%
$220.68 - $255.63 $221 - $256
382 $93K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
84
New
$34.31 - $38.09 $2.88K - $3.2K
84 $3K
GUNR
Flexshares Tr Morningstar Glob

ETFs
80
New
$40.15 - $43.86 $3.21K - $3.51K
80 $3K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
49
New
$49.78 - $50.75 $2.44K - $2.49K
49 $2K
VNQI
Vanguard Global Ex U.S. Real

ETFs
54
New
$45.22 - $48.34 $2.44K - $2.61K
54 $2K
HYLB
Xtrackers Usd High Yield Corp

ETFs
66
New
$36.55 - $37.16 $2.41K - $2.45K
66 $2K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
31
New
$62.54 - $68.42 $1.94K - $2.12K
31 $2K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
15
+ 1.27%
$50.53 - $50.82 $758 - $762
1.19K $60K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
63
New
$24.87 - $25.69 $1.57K - $1.62K
63 $1K
SCHA
Schwab Strategic Tr Us Small C

ETFs
53
New
$25.29 - $28.33 $1.34K - $1.5K
53 $1K
GVI
Ishares Tr

ETFs
1
+ 1.08%
$105.8 - $107.81 $106 - $108
94 $10K
VGSH
Vanguard

ETFs
26
New
$58.43 - $58.88 $1.52K - $1.53K
26 $1K
IRBO
Ishares Robotics & Artificial

ETFs
51
New
N/A
51 $1K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
30
New
$50.73 - $52.47 $1.52K - $1.57K
30 $1K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
22
New
$68.94 - $86.3 $1.52K - $1.9K
22 $1K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
30
New
$42.26 - $47.16 $1.27K - $1.41K
30 $1K
Arqit Quantum Inc Com Usd0.0025(Post Rev Spt)
56
+ 103.7%
N/A
110 $0
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
16
New
$45.72 - $47.27 $732 - $756
16 $0
CCI
Crown Castle International Corp

Real Estate
0
New
$92.96 - $113.91 $0 - $0
0 $0
Fidelity Ethereum Fund ETF
1K
New
N/A
1K $0
IIPR
Innovative Industrial Properties Inc

Real Estate
1
+ 2.63%
$45.83 - $58.26 $45.8 - $58.3
39 $2K
BNDX
Vanguard Total International B

ETFs
0
New
$49.0 - $49.51 $0 - $0
0 $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1
+ 0.56%
$22.64 - $23.22 $22.6 - $23.2
180 $4K
SPMD
Spdr Portfolio

ETFs
13
New
$54.43 - $58.29 $708 - $758
13 $0
Lucid Group Ord
1.65K
New
N/A
1.65K $0
FLRN
Spdr Bloomberg Investment Grad

ETFs
25
New
$30.71 - $30.86 $768 - $772
25 $0
Sony Financial Group Inc. Adr Cmn
18
New
N/A
18 $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1
+ 0.51%
$28.15 - $30.13 $28.2 - $30.1
198 $5K
SNPS
Synopsys Inc

Technology
2
+ 14.29%
$387.78 - $645.35 $776 - $1.29K
16 $7K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2
+ 0.28%
$22.9 - $23.58 $45.8 - $47.2
720 $16K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
0
New
$29.8 - $32.29 $0 - $0
0 $0
Qxo Inc
200
New
N/A
200 $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
0
New
$72.57 - $74.72 $0 - $0
0 $0
Activity Summary
Buys All Purchases 108 New Holdings 33 Increased Positions 75 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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