Heritage Wealth Advisors Reduced Holdings in Q4 2024

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-48.4K
- 87.2%
$521.84 - $558.82 $25.3M - $27M
7.11K $3.83M
IVV
Ishares Core S&P 500 ETF

ETFs
-35.4K
- 5.57%
$570.51 - $610.59 $20.2M - $21.6M
601K $354M
MKL
Markel Corp

Financial Services
-6.68K
- 48.06%
$1542.01 - $1785.11 $10.3M - $11.9M
7.22K $12.5M
PGR
Progressive Corp

Financial Services
-11.3K
- 5.72%
$239.6 - $268.88 $2.7M - $3.03M
186K $44.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7.82K
- 6.02%
$442.29 - $483.08 $3.46M - $3.78M
122K $55.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-8.41K
- 8.01%
$567.81 - $607.81 $4.78M - $5.11M
96.6K $56.6M
MSFT
Microsoft Corp

Technology
-5.1K
- 3.0%
$406.35 - $454.46 $2.07M - $2.32M
165K $69.4M
RTX
Raytheon Technologies Corp

Industrials
-7.44K
- 1.56%
$114.45 - $127.21 $851K - $946K
470K $54.4M
VT
Vanguard Total World Stk Index

ETFs
-24.1K
- 12.81%
$117.09 - $123.07 $2.83M - $2.97M
164K $19.3M
HD
Home Depot, Inc.

Consumer Cyclical
-3.94K
- 4.19%
$385.02 - $431.37 $1.52M - $1.7M
89.9K $35M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.93K
- 2.59%
$288.47 - $316.54 $844K - $926K
110K $32M
DUK
Duke Energy Corp

Utilities
-894
- 0.28%
$105.76 - $120.76 $94.5K - $108K
317K $34.1M
XLU
Utilities Sector Spdr

ETFs
-20.8K
- 54.8%
$74.89 - $82.93 $1.56M - $1.73M
17.2K $1.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.27K
- 1.33%
$75.1 - $82.99 $170K - $188K
169K $12.7M
ELV
Elevance Health, Inc.

Healthcare
-221
- 4.94%
$365.96 - $514.62 $80.9K - $114K
4.25K $1.57M
GD
General Dynamics Corp

Industrials
-2.17K
- 53.24%
$260.28 - $314.03 $564K - $680K
1.9K $501K
EEM
Ishares Msci Emerging Markets

ETFs
-182
- 0.15%
$41.82 - $47.36 $7.61K - $8.62K
122K $5.08M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-119
- 0.36%
$59.25 - $72.99 $7.05K - $8.69K
33.3K $1.99M
XOM
Exxon Mobil Corp

Energy
-1.05K
- 3.07%
$105.51 - $125.37 $111K - $132K
33.3K $3.58M
DIS
Walt Disney CO

Communication Services
-4.68K
- 72.56%
$92.39 - $117.6 $432K - $550K
1.77K $197K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-316
- 12.95%
$501.29 - $612.85 $158K - $194K
2.13K $1.11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-801
- 26.01%
$481.22 - $538.17 $385K - $431K
2.28K $1.16M
NEE
Nextera Energy Inc

Utilities
-2.92K
- 31.62%
$69.77 - $85.43 $204K - $250K
6.32K $452K
ABBV
Abb Vie Inc.

Healthcare
-771
- 8.18%
$164.99 - $203.87 $127K - $157K
8.66K $1.54M
NVDA
Nvidia Corp

Technology
-7.4K
- 14.04%
$117.0 - $148.88 $866K - $1.1M
45.3K $6.09M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-5.91K
- 60.8%
$48.33 - $49.08 $286K - $290K
3.81K $184K
PG
Procter & Gamble CO

Consumer Defensive
-1.39K
- 12.36%
$161.05 - $179.7 $224K - $249K
9.84K $1.65M
PM
Philip Morris International Inc.

Consumer Defensive
-1.7K
- 2.11%
$118.38 - $133.06 $201K - $226K
78.9K $9.5M
ZTS
Zoetis Inc.

Healthcare
-374
- 5.63%
$162.24 - $194.42 $60.7K - $72.7K
6.27K $1.02M
LOW
Lowes Companies Inc

Consumer Cyclical
-126
- 1.25%
$244.52 - $284.07 $30.8K - $35.8K
9.97K $2.46M
AMGN
Amgen Inc

Healthcare
-104
- 3.22%
$258.78 - $328.31 $26.9K - $34.1K
3.12K $813K
OEF
Ishares S&P 100 ETF

ETFs
-849
- 6.38%
N/A
12.5K $3.31M
ORCL
Oracle Corp

Technology
-975
- 6.85%
$165.41 - $192.43 $161K - $188K
13.3K $2.21M
AMAT
Applied Materials Inc

Technology
-30
- 0.57%
$161.44 - $213.89 $4.84K - $6.42K
5.24K $851K
LMT
Lockheed Martin Corp

Industrials
-325
- 84.86%
$479.66 - $614.62 $156K - $200K
58 $28K
VUG
Vanguard Growth ETF

ETFs
-575
- 33.03%
$378.79 - $428.11 $218K - $246K
1.17K $478K
ADBE
Adobe Inc.

Technology
-151
- 9.73%
$437.39 - $552.96 $66K - $83.5K
1.4K $622K
INTU
Intuit Inc

Technology
-287
- 18.5%
$602.01 - $706.25 $173K - $203K
1.26K $794K
MCHP
Microchip Technology Inc

Technology
-100
- 1.41%
$55.51 - $79.05 $5.55K - $7.91K
7.02K $402K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
-426
- 1.29%
$17.4 - $22.32 $7.41K - $9.51K
32.7K $581K
ARCC
Ares Capital Corp

Financial Services
-7.7K
- 64.98%
$20.74 - $22.27 $160K - $171K
4.15K $90K
CTAS
Cintas Corp

Industrials
-388
- 11.7%
$182.7 - $226.47 $70.9K - $87.9K
2.93K $534K
DHR
Danaher Corp

Healthcare
-244
- 13.16%
$226.16 - $274.52 $55.2K - $67K
1.61K $369K
CI
Cigna Corp

Healthcare
-150
- 11.88%
$265.59 - $358.58 $39.8K - $53.8K
1.11K $307K
CVX
Chevron Corp

Energy
-706
- 6.34%
$141.15 - $162.53 $99.7K - $115K
10.4K $1.51M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-223
- 0.57%
$33.39 - $37.66 $7.45K - $8.4K
38.6K $1.29M
TGT
Target Corp

Consumer Defensive
-361
- 10.38%
$121.59 - $160.69 $43.9K - $58K
3.12K $421K
UBSI
United Bankshares Inc

Financial Services
-3.38K
- 15.42%
$35.53 - $43.29 $120K - $146K
18.5K $696K
HCA
Hca Healthcare, Inc.

Healthcare
-106
- 15.19%
$297.52 - $415.61 $31.5K - $44.1K
592 $177K
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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