Heritage Wealth Advisors Purchases in Q4 2024

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3
+ 13.64%
$180.39 - $205.43 $541 - $616
25 $4K
TMUS
T Mobile Us, Inc.

Communication Services
3
+ 25.0%
$206.1 - $246.94 $618 - $741
15 $3K
ZION
Zions Bancorporation, National Association

Financial Services
13
+ 21.67%
$45.62 - $61.73 $593 - $802
73 $3K
FOXA
Fox Corp

Communication Services
9
+ 20.0%
$41.35 - $49.99 $372 - $450
54 $2K
CMI
Cummins Inc

Industrials
2
+ 16.67%
$324.93 - $383.42 $650 - $767
14 $4K
EQIX
Equinix Inc

Real Estate
1
+ 16.67%
$865.69 - $985.0 $866 - $985
7 $6K
DBOEY
Deutsche Boerse Ag Unsponsored

Financial Services
16
+ 21.62%
$21.93 - $23.77 $351 - $380
90 $2K
EFX
Equifax Inc

Industrials
4
+ 25.0%
$245.03 - $293.5 $980 - $1.17K
20 $5K
TRGP
Targa Resources Corp.

Energy
3
+ 18.75%
$150.58 - $207.69 $452 - $623
19 $3K
FANG
Diamondback Energy, Inc.

Energy
9
+ 21.95%
$153.06 - $199.5 $1.38K - $1.8K
50 $8K
A
Agilent Technologies, Inc.

Healthcare
5
+ 8.47%
$125.69 - $146.56 $628 - $733
64 $8K
PFG
Principal Financial Group Inc

Financial Services
13
+ 22.03%
$74.91 - $91.26 $974 - $1.19K
72 $5K
DGX
Quest Diagnostics Inc

Healthcare
2
+ 0.33%
N/A
602 $82K
Brookfield Renewable Corp Ordinary Shares Class
3
New
N/A
3 $0
PNR
Pentair PLC

Industrials
1
+ 20.0%
$95.0 - $109.21 $95 - $109
6 $0
NDAQ
Nasdaq, Inc.

Financial Services
7
+ 22.58%
$70.87 - $83.05 $496 - $581
38 $2K
CTRE
Care Trust Reit, Inc.

Real Estate
67
+ 12.57%
$26.8 - $32.79 $1.8K - $2.2K
600 $16K
ALGN
Align Technology Inc

Healthcare
1
+ 33.33%
$205.03 - $245.32 $205 - $245
4 $0
OXY
Occidental Petroleum Corp

Energy
1
+ 25.0%
$45.36 - $55.91 $45.4 - $55.9
5 $0
OVV
Ovintiv Inc.

Energy
3
+ 25.0%
$37.74 - $46.71 $113 - $140
15 $0
SCHK
Schwab Strategic Tr 1000 Index

ETFs
0
New
$27.45 - $55.56 $0 - $0
0 $0
XYL
Xylem Inc.

Industrials
2
+ 15.38%
$116.02 - $137.45 $232 - $275
15 $1K
WHR
Whirlpool Corp

Consumer Cyclical
1
+ 14.29%
$99.28 - $124.45 $99.3 - $124
8 $0
VRSN
Verisign Inc

Technology
1
+ 50.0%
$176.68 - $206.96 $177 - $207
3 $0
BNDX
Vanguard Total International B

ETFs
0
New
$48.91 - $50.61 $0 - $0
0 $0
Brookfield Infrastructure Corp
1.48K
New
N/A
1.48K $0
Aptiv PLC
310
New
N/A
310 $0
ABC
Amerisourcebergen Corp

Healthcare
3
+ 25.0%
N/A
15 $2K
AWK
American Water Works Company, Inc.

Utilities
2
+ 33.33%
$123.83 - $146.07 $248 - $292
8 $0
CC
Chemours CO

Basic Materials
26
+ 10.57%
$16.82 - $21.94 $437 - $570
272 $4K
SAN
Banco Santander, S.A.

Financial Services
37
+ 6.43%
$4.49 - $5.05 $166 - $187
612 $2K
SCGLY
Societe Generale France Sp Adr

Financial Services
20
+ 21.74%
$4.84 - $5.98 $96.8 - $120
112 $0
BXP
Boston Properties Inc

Real Estate
11
+ 21.15%
$73.33 - $89.72 $807 - $987
63 $4K
SHW
Sherwin Williams CO

Basic Materials
4
+ 25.0%
$338.75 - $399.71 $1.36K - $1.6K
20 $6K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
131
+ 201.54%
$27.54 - $83.04 $3.61K - $10.9K
196 $5K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
420
+ 200.0%
$26.93 - $84.95 $11.3K - $35.7K
630 $17K
TDG
Trans Digm Group Inc

Industrials
1
+ 20.0%
$1239.0 - $1442.53 $1.24K - $1.44K
6 $7K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
372
+ 112.05%
$22.63 - $47.53 $8.42K - $17.7K
704 $15K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
61
+ 105.17%
$18.41 - $40.87 $1.12K - $2.49K
119 $2K
FNDX
Schwab Fundamental U S Large C

ETFs
250
+ 200.0%
$23.49 - $71.77 $5.87K - $17.9K
375 $8K
VMC
Vulcan Materials CO

Basic Materials
1
+ 16.67%
$237.95 - $292.31 $238 - $292
7 $1K
Magnera Corp
19
New
N/A
19 $0
APA
Apa Corp

Energy
29
+ 21.48%
$20.47 - $27.07 $594 - $785
164 $3K
IVZ
Invesco Ltd.

Financial Services
5
+ 20.83%
$16.78 - $18.63 $83.9 - $93.1
29 $0
Lam Research Corporation
54
+ 900.0%
N/A
60 $0
Lab Cp Of Amer Hldg New
3
+ 21.43%
N/A
17 $0
CVE
Cenovus Energy Inc.

Energy
11
+ 21.57%
$14.35 - $18.36 $158 - $202
62 $0
GLNCY
Glencore PLC
11
+ 22.45%
$8.73 - $11.43 $96 - $126
60 $0
HIG
Hartford Financial Services Group, Inc.

Financial Services
9
+ 20.93%
$107.06 - $123.74 $964 - $1.11K
52 $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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