Heritage Wealth Advisors Purchases in Q3 2024

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
STWD
Starwood Property Trust, Inc.

Real Estate
300
+ 31.58%
$18.75 - $21.11 $5.63K - $6.33K
1.25K $25K
UNM
Unum Group

Financial Services
83
+ 27.3%
$49.81 - $59.44 $4.13K - $4.93K
387 $23K
THO
Thor Industries Inc

Consumer Cyclical
77
New
$91.4 - $109.97 $7.04K - $8.47K
77 $8K
AES
Aes Corp

Utilities
127
+ 6.77%
$16.18 - $20.07 $2.05K - $2.55K
2K $40K
SNPS
Synopsys Inc

Technology
14
New
$463.97 - $621.3 $6.5K - $8.7K
14 $7K
FANG
Diamondback Energy, Inc.

Energy
41
New
$168.46 - $210.94 $6.91K - $8.65K
41 $7K
TDG
Trans Digm Group Inc

Industrials
5
New
$1202.03 - $1427.41 $6.01K - $7.14K
5 $7K
CMA
Comerica Inc

Financial Services
130
New
$49.93 - $61.49 $6.49K - $7.99K
130 $7K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
22
+ 0.99%
$76.94 - $79.54 $1.69K - $1.75K
2.25K $178K
HOLX
Hologic Inc

Healthcare
41
+ 7.35%
$73.48 - $83.64 $3.01K - $3.43K
599 $48K
JBHT
Hunt J B Transport Services Inc

Industrials
10
+ 2.0%
$155.54 - $176.97 $1.56K - $1.77K
510 $87K
LUV
Southwest Airlines CO

Industrials
80
+ 2.52%
$23.7 - $29.93 $1.9K - $2.39K
3.26K $96K
SHW
Sherwin Williams CO

Basic Materials
16
New
$294.65 - $384.0 $4.71K - $6.14K
16 $6K
WFC
Wells Fargo & Company

Financial Services
200
+ 12.45%
$51.58 - $60.97 $10.3K - $12.2K
1.81K $101K
CVX
Chevron Corp

Energy
690
+ 6.6%
$137.88 - $161.97 $95.1K - $112K
11.1K $1.64M
VEU
Vanguard Ftse All World Ex Us

ETFs
3
+ 0.23%
$56.47 - $63.69 $169 - $191
1.32K $83K
MSCI
Msci Inc.

Financial Services
12
New
$479.31 - $584.91 $5.75K - $7.02K
12 $6K
PFG
Principal Financial Group Inc

Financial Services
59
New
$72.94 - $87.46 $4.3K - $5.16K
59 $5K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
65
New
$75.47 - $83.18 $4.91K - $5.41K
65 $5K
HWM
Howmet Aerospace Inc.

Industrials
58
New
$77.3 - $100.22 $4.48K - $5.81K
58 $5K
EQIX
Equinix Inc

Real Estate
6
New
$749.0 - $890.01 $4.49K - $5.34K
6 $5K
A
Agilent Technologies, Inc.

Healthcare
31
+ 110.71%
$125.42 - $148.48 $3.89K - $4.6K
59 $8K
EA
Electronic Arts Inc.

Communication Services
29
+ 12.89%
$137.32 - $151.82 $3.98K - $4.4K
254 $36K
MRO
Marathon Oil Corp

Energy
249
+ 41.5%
$25.87 - $29.26 $6.44K - $7.29K
849 $22K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
31
New
$138.85 - $182.81 $4.3K - $5.67K
31 $5K
GWW
W.W. Grainger, Inc.

Industrials
5
New
$896.19 - $1044.18 $4.48K - $5.22K
5 $5K
HIG
Hartford Financial Services Group, Inc.

Financial Services
43
New
$98.71 - $117.61 $4.24K - $5.06K
43 $5K
NEM
Newmont Corp

Basic Materials
22
+ 8.8%
$41.65 - $55.85 $916 - $1.23K
272 $14K
EFX
Equifax Inc

Industrials
16
New
$236.42 - $307.13 $3.78K - $4.91K
16 $4K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4
New
$1015.62 - $1159.62 $4.06K - $4.64K
4 $4K
PHM
Pultegroup Inc

Consumer Cyclical
32
New
$103.95 - $144.98 $3.33K - $4.64K
32 $4K
EOG
Eog Resources Inc

Energy
37
New
$117.9 - $132.65 $4.36K - $4.91K
37 $4K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
25
+ 20.0%
$105.53 - $118.34 $2.64K - $2.96K
150 $17K
NRG
Nrg Energy, Inc.

Utilities
49
New
$68.89 - $91.22 $3.38K - $4.47K
49 $4K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
3
+ 5.17%
$1024.09 - $1201.76 $3.07K - $3.61K
61 $64K
MTB
M&T Bank Corp

Financial Services
23
New
$146.49 - $179.85 $3.37K - $4.14K
23 $4K
MLM
Martin Marietta Materials Inc

Basic Materials
8
New
$502.48 - $593.35 $4.02K - $4.75K
8 $4K
SCHG
Schwab Strategic Tr Us Large C

ETFs
41
+ 31.54%
$92.63 - $105.69 $3.8K - $4.33K
171 $17K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
175
New
$22.38 - $23.66 $3.92K - $4.14K
175 $4K
PEAK
Healthpeak Properties, Inc.

Real Estate
228
New
N/A
228 $4K
BXP
Boston Properties Inc

Real Estate
52
New
$60.3 - $82.49 $3.14K - $4.29K
52 $4K
CMI
Cummins Inc

Industrials
12
New
$266.63 - $326.4 $3.2K - $3.92K
12 $3K
BKR
Baker Hughes CO

Energy
94
New
$32.92 - $38.72 $3.09K - $3.64K
94 $3K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
7
New
$460.0 - $505.78 $3.22K - $3.54K
7 $3K
FOX
Fox Corp Cl B (De)

Communication Services
97
New
$31.8 - $38.86 $3.08K - $3.77K
97 $3K
ROK
Rockwell Automation, Inc

Industrials
12
New
$248.27 - $294.37 $2.98K - $3.53K
12 $3K
CFG
Citizens Financial Group Inc

Financial Services
90
New
$35.24 - $43.24 $3.17K - $3.89K
90 $3K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
16
+ 266.67%
$150.01 - $182.29 $2.4K - $2.92K
22 $3K
NOW
Service Now, Inc.

Technology
4
New
$730.87 - $937.36 $2.92K - $3.75K
4 $3K
Activity Summary
Buys All Purchases 308 New Holdings 120 Increased Positions 188 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email