Heritage Wealth Advisors Sells in Q4 2024

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SLB
Schlumberger Limited

Energy
-176
- 10.33%
$36.83 - $45.59 $6.48K - $8.02K
1.53K $58K
F
Ford Motor CO

Consumer Cyclical
-114
- 0.7%
$9.69 - $11.4 $1.1K - $1.3K
16.3K $161K
CRM
Salesforce, Inc.

Technology
-229
- 21.32%
$270.87 - $367.87 $62K - $84.2K
845 $282K
ADM
Archer Daniels Midland CO

Consumer Defensive
-49
- 5.41%
$49.38 - $59.52 $2.42K - $2.92K
857 $43K
SOXX
Ishares Semiconductor ETF

ETFs
-40
- 40.0%
$211.27 - $239.8 $8.45K - $9.59K
60 $12K
GLDM
World Gold Trust

ETFs
-108
- 0.49%
$50.76 - $55.23 $5.48K - $5.96K
22K $1.14M
DOW
Dow Inc.

Basic Materials
-43
- 9.53%
$39.1 - $55.34 $1.68K - $2.38K
408 $16K
FAST
Fastenal CO

Industrials
-140
- 2.93%
$69.99 - $84.35 $9.8K - $11.8K
4.63K $333K
IWM
Ishares Russell 2000 ETF

ETFs
-35
- 0.67%
$216.13 - $242.4 $7.56K - $8.48K
5.16K $1.14M
DFS
Discover Financial Services

Financial Services
-106
- 28.96%
$136.3 - $182.67 $14.4K - $19.4K
260 $45K
FISV
Fiserv Inc

Technology
-45
- 1.26%
N/A
3.52K $440K
HPQ
Hp Inc

Technology
-46
- 5.44%
$32.46 - $39.3 $1.49K - $1.81K
800 $26K
AZO
Autozone Inc

Consumer Cyclical
-1
- 6.67%
$2981.19 - $3370.27 $2.98K - $3.37K
14 $44K
PPG
Ppg Industries Inc

Basic Materials
-8
- 3.79%
$119.09 - $131.37 $953 - $1.05K
203 $24K
SPGI
S&P Global Inc.

Financial Services
-3
- 12.5%
$480.36 - $529.17 $1.44K - $1.59K
21 $10K
TFC
Truist Financial Corp

Financial Services
-642
- 1.57%
$41.51 - $48.1 $26.6K - $30.9K
40.3K $1.75M
AMT
American Tower Corp

Real Estate
-1
- 2.86%
$179.4 - $232.01 $179 - $232
34 $6K
GWW
W.W. Grainger, Inc.

Industrials
-1
- 20.0%
$1023.06 - $1220.93 $1.02K - $1.22K
4 $4K
Solventum Corp Com Shs
-40
- 6.94%
N/A
536 $0
Linde PLC
-4
- 12.12%
N/A
29 $0
Veralto Ord Wi
-66
- 12.41%
N/A
466 $0
COST
Costco Wholesale Corp

Consumer Defensive
-101
- 3.23%
$873.59 - $994.69 $88.2K - $100K
3.03K $2.77M
Paragon Offshore PLC
-45
- 18.37%
N/A
200 $0
Brookfield Corporation
-94.1K
- 8.07%
N/A
1.07M $0
Blackrock Inc
-22
- 2.07%
N/A
1.04K $0
Brookfield Asset Management
-3.18K
- 32.27%
N/A
6.67K $0
PTC
Ptc Inc.

Technology
-11
- 1.76%
$175.97 - $201.89 $1.94K - $2.22K
614 $112K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-11
- 25.0%
$260.53 - $404.79 $2.87K - $4.45K
33 $12K
IWR
Ishares Russell Mid Cap ETF

ETFs
-52
- 0.22%
$87.25 - $95.52 $4.54K - $4.97K
23.5K $2.08M
CME
Cme Group Inc.

Financial Services
-7
- 2.39%
$221.17 - $246.02 $1.55K - $1.72K
286 $66K
PAYX
Paychex Inc

Industrials
-109
- 3.73%
$135.86 - $148.73 $14.8K - $16.2K
2.81K $394K
GLW
Corning Inc

Technology
-50
- 1.29%
$44.11 - $49.76 $2.21K - $2.49K
3.84K $182K
OKE
Oneok Inc

Energy
-6
- 0.63%
$92.28 - $117.05 $554 - $702
941 $94K
CBRE
Cbre Group, Inc.

Real Estate
-43
- 1.6%
$119.22 - $140.71 $5.13K - $6.05K
2.64K $346K
ISRG
Intuitive Surgical Inc

Healthcare
-76
- 3.91%
$471.27 - $550.62 $35.8K - $41.8K
1.87K $973K
BX
Blackstone Inc.

Financial Services
-378
- 7.45%
$148.45 - $199.05 $56.1K - $75.2K
4.69K $809K
MO
Altria Group, Inc.

Consumer Defensive
-1.36K
- 1.49%
$49.06 - $57.74 $66.5K - $78.3K
89.6K $4.68M
GS
Goldman Sachs Group Inc

Financial Services
-85
- 6.84%
$486.1 - $608.57 $41.3K - $51.7K
1.16K $662K
EMR
Emerson Electric CO

Industrials
-20
- 0.33%
$108.13 - $134.33 $2.16K - $2.69K
5.96K $738K
WMB
Williams Companies, Inc.

Energy
-73.5K
- 15.25%
$46.37 - $59.74 $3.41M - $4.39M
408K $22.1M
BAC
Bank Of America Corp

Financial Services
-132
- 0.47%
$39.22 - $47.77 $5.18K - $6.31K
27.7K $1.22M
CSCO
Cisco Systems, Inc.

Technology
-242
- 1.13%
$52.45 - $60.02 $12.7K - $14.5K
21.3K $1.26M
JPM
Jpmorgan Chase & CO

Financial Services
-163
- 1.29%
$205.18 - $250.29 $33.4K - $40.8K
12.5K $2.99M
IVW
Ishares S&P 500 Growth ETF

ETFs
-17
- 0.03%
$94.43 - $105.47 $1.61K - $1.79K
59.7K $6.06M
RJF
Raymond James Financial Inc

Financial Services
-176
- 1.29%
$123.0 - $170.1 $21.6K - $29.9K
13.4K $2.08M
WMT
Walmart Inc.

Consumer Defensive
-50.8K
- 9.22%
$79.1 - $95.7 $4.02M - $4.87M
501K $45.2M
AAPL
Apple Inc.

Technology
-16.5K
- 5.77%
$221.69 - $259.02 $3.67M - $4.28M
270K $67.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-250
- 0.81%
$180.88 - $232.93 $45.2K - $58.2K
30.5K $6.68M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.54K
- 0.66%
$124.26 - $134.12 $440K - $475K
529K $68.1M
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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