Heritage Wealth Advisors Incresed Positions in Q4 2024

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
12.3K
+ 3.67%
$163.08 - $198.16 $2.01M - $2.44M
348K $66.2M
IEMG
Ishares Inc

ETFs
17K
+ 2.05%
N/A
848K $45.5M
EPD
Enterprise Products Partners L.P.

Energy
1.53K
+ 0.41%
$28.66 - $34.43 $43.9K - $52.7K
372K $11.7M
V
Visa Inc.

Financial Services
95
+ 0.47%
$273.87 - $320.91 $26K - $30.5K
20.2K $6.39M
GOOGL
Alphabet Inc.

Communication Services
257
+ 0.91%
$161.86 - $196.66 $41.6K - $50.5K
28.4K $5.37M
IWS
Ishares Russell Midcap Value E

ETFs
16.6K
+ 3.33%
$128.08 - $140.32 $2.12M - $2.33M
515K $66.6M
NEU
Newmarket Corp

Basic Materials
589
+ 78.43%
$519.96 - $563.85 $306K - $332K
1.34K $707K
AVGO
Broadcom Inc.

Technology
69
+ 2.14%
$159.67 - $250.0 $11K - $17.3K
3.29K $761K
NFLX
Netflix Inc

Communication Services
2
+ 0.2%
$687.65 - $936.56 $1.38K - $1.87K
1K $893K
MS
Morgan Stanley

Financial Services
15
+ 0.28%
$104.42 - $134.99 $1.57K - $2.02K
5.43K $682K
UVV
Universal Corp

Consumer Defensive
189
+ 0.72%
$49.67 - $57.99 $9.39K - $11K
26.6K $1.46M
VTI
Vanguard Total Stock Market Et

ETFs
62
+ 1.07%
$280.04 - $302.45 $17.4K - $18.8K
5.86K $1.7M
TSLA
Tesla, Inc.

Consumer Cyclical
8
+ 2.29%
$213.65 - $479.86 $1.71K - $3.84K
357 $144K
META
Meta Platforms, Inc.

Communication Services
36
+ 2.21%
$554.08 - $632.68 $19.9K - $22.8K
1.66K $981K
RSP
Invesco S&P 500 Equal Weight E

ETFs
556
+ 4.2%
$174.22 - $187.62 $96.9K - $104K
13.8K $2.42M
XEL
Xcel Energy Inc

Utilities
640
+ 160.0%
$62.16 - $72.92 $39.8K - $46.7K
1.04K $70K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
805
+ 231.32%
$50.62 - $50.97 $40.7K - $41K
1.15K $58K
AXP
American Express CO

Financial Services
4
+ 0.28%
$267.35 - $305.57 $1.07K - $1.22K
1.43K $424K
VIG
Vanguard Dividend Appreciation

ETFs
146
+ 0.3%
N/A
48.1K $8.75M
EOG
Eog Resources Inc

Energy
208
+ 562.16%
$118.22 - $136.54 $24.6K - $28.4K
245 $30K
BR
Broadridge Financial Solutions, Inc.

Technology
2
+ 0.09%
$209.64 - $236.44 $419 - $473
2.14K $483K
ET
Energy Transfer LP

Energy
460
+ 10.95%
$16.05 - $19.86 $7.38K - $9.14K
4.66K $91K
VO
Vanguard Mid Cap ETF

ETFs
71
+ 0.85%
$261.5 - $284.63 $18.6K - $20.2K
8.4K $2.22M
T
At&T Inc.

Communication Services
751
+ 24.34%
$21.22 - $23.88 $15.9K - $17.9K
3.84K $87K
EW
Edwards Lifesciences Corp

Healthcare
11
+ 0.52%
$64.54 - $75.92 $710 - $835
2.13K $157K
PNC
Pnc Financial Services Group, Inc.

Financial Services
4
+ 0.21%
$178.39 - $215.0 $714 - $860
1.94K $373K
AMP
Ameriprise Financial Inc

Financial Services
3
+ 1.18%
$473.15 - $574.01 $1.42K - $1.72K
257 $136K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
50
+ 20.0%
$172.07 - $207.36 $8.6K - $10.4K
300 $59K
GM
General Motors CO

Consumer Cyclical
9
+ 0.55%
$44.82 - $60.2 $403 - $542
1.65K $87K
LUV
Southwest Airlines CO

Industrials
17
+ 0.52%
$28.99 - $34.84 $493 - $592
3.28K $110K
SCHW
Schwab Charles Corp

Financial Services
4
+ 0.31%
$63.31 - $82.85 $253 - $331
1.31K $97K
AON
Aon PLC

Financial Services
3
+ 0.37%
$344.14 - $393.31 $1.03K - $1.18K
822 $295K
C
Citigroup Inc

Financial Services
5
+ 0.35%
$61.31 - $72.5 $307 - $363
1.44K $101K
MPLX
Mplx LP

Energy
163
+ 20.84%
$43.77 - $51.66 $7.13K - $8.42K
945 $45K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
52
+ 208.0%
$198.04 - $221.51 $10.3K - $11.5K
77 $16K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
117
+ 27.4%
$88.59 - $94.57 $10.4K - $11.1K
544 $48K
CEG
Constellation Energy Corp

Utilities
51
+ 77.27%
$224.28 - $285.52 $11.4K - $14.6K
117 $26K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
23
+ 328.57%
$396.64 - $516.74 $9.12K - $11.9K
30 $12K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
147
+ 25.79%
$53.94 - $58.15 $7.93K - $8.55K
717 $40K
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
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
EXC
Exelon Corp

Utilities
155
+ 77.5%
$36.22 - $40.97 $5.61K - $6.35K
355 $13K
TJX
Tjx Companies Inc

Consumer Cyclical
6
+ 0.58%
$112.15 - $127.2 $673 - $763
1.04K $125K
VALQ
American Centy ETF Tr Stoxx Us

ETFs
1.02K
+ 2.03%
$60.7 - $64.63 $62K - $66K
51.3K $3.13M
DE
Deere & CO

Industrials
2
+ 0.3%
$389.45 - $466.0 $779 - $932
667 $282K
WBD
Warner Bros. Discovery, Inc.

Communication Services
169
+ 28.84%
$7.33 - $12.37 $1.24K - $2.09K
755 $8K
ALL
Allstate Corp

Financial Services
1
+ 0.08%
$181.25 - $208.2 $181 - $208
1.21K $232K
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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