Heritage Wealth Advisors New Holdings in Q4 2024

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
2.65K
New
$162.69 - $473.83 $432K - $1.26M
2.65K $768K
QBTS
D Wave Quantum Inc.

Technology
7.99K
New
$0.89 - $9.91 $7.11K - $79.1K
7.99K $66K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
507
New
$60.34 - $65.34 $30.6K - $33.1K
507 $31K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
256
New
$111.85 - $120.71 $28.6K - $30.9K
256 $29K
IWY
Ishares Tr Russell 200 Growth

ETFs
83
New
$216.72 - $244.71 $18K - $20.3K
83 $19K
FTLS
First Tr Long/Short Equity ETF

ETFs
289
New
$63.1 - $67.29 $18.2K - $19.4K
289 $19K
FOUR
Shift4 Payments, Inc.

Technology
167
New
$88.26 - $114.95 $14.7K - $19.2K
167 $17K
PFM
Invesco Exchange Traded Fd Tr

ETFs
350
New
$45.72 - $48.2 $16K - $16.9K
350 $16K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
425
New
$30.22 - $34.08 $12.8K - $14.5K
425 $14K
PNW
Pinnacle West Capital Corp

Utilities
174
New
$84.03 - $94.52 $14.6K - $16.4K
174 $14K
RSG
Republic Services, Inc.

Industrials
65
New
$198.0 - $218.75 $12.9K - $14.2K
65 $13K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
406
New
$32.63 - $37.1 $13.2K - $15.1K
406 $13K
CNQ
Canadian Natural Resources LTD

Energy
400
New
$29.51 - $37.6 $11.8K - $15K
400 $12K
JCI
Johnson Controls International PLC

Industrials
160
New
$74.23 - $86.6 $11.9K - $13.9K
160 $12K
XLRE
Select Sector Spdr Tr Real Est

ETFs
185
New
$40.06 - $45.21 $7.41K - $8.36K
185 $7K
OWL
Blue Owl Capital Inc.

Financial Services
253
New
$19.51 - $24.81 $4.94K - $6.28K
253 $5K
FIX
Comfort Systems Usa Inc

Industrials
12
New
$370.68 - $504.12 $4.45K - $6.05K
12 $5K
AIG
American International Group, Inc.

Financial Services
65
New
$70.0 - $79.22 $4.55K - $5.15K
65 $4K
FLR
Fluor Corp

Industrials
66
New
$46.92 - $58.93 $3.1K - $3.89K
66 $3K
PNM
Pnm Resources Inc

Utilities
50
New
N/A
50 $2K
CCL
Carnival Corp

Consumer Cyclical
66
New
$17.34 - $26.8 $1.14K - $1.77K
66 $1K
Aptiv PLC
310
New
N/A
310 $0
Brookfield Infrastructure Corp
1.48K
New
N/A
1.48K $0
Brookfield Renewable Corp Ordinary Shares Class
3
New
N/A
3 $0
SCHK
Schwab Strategic Tr 1000 Index

ETFs
0
New
$27.45 - $55.56 $0 - $0
0 $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
0
New
$36.54 - $37.53 $0 - $0
0 $0
Everus Constr Group Com
237
New
N/A
237 $0
Fidelity Wise Origin Bitcoin Fund
130
New
N/A
130 $0
Matthews Korea Active ETF
1.07K
New
N/A
1.07K $0
Magnera Corp
19
New
N/A
19 $0
BNDX
Vanguard Total International B

ETFs
0
New
$48.91 - $50.61 $0 - $0
0 $0
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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