Heritage Wealth Advisors Portfolio Holdings
Heritage Wealth Advisors
- $2.06 Billion
- Q3 2024
Heritage Wealth Advisors has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.06 Billion distributed in 636 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $367M, Ishares Tr with a value of $132M, Microsoft Corp with a value of $73.1M, Ishares Core S&P Total U.S. St with a value of $66.9M, and Apple Inc. with a value of $66.7M.
Examining the 13F form we can see an decrease of $101M in the current position value, from $2.16B to 2.06B.
Below you can find more details about Heritage Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$2.06 Billion
ETFs: $896 Million
Financial Services: $216 Million
Healthcare: $188 Million
Industrials: $162 Million
Technology: $161 Million
Consumer Defensive: $117 Million
Communication Services: $110 Million
Consumer Cyclical: $84.2 Million
Other: $126 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 636
- Current Value $2.06 Billion
- Prior Value $2.16 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 120 stocks
- Additional Purchases 188 stocks
- Sold out of 0 stocks
- Reduced holdings in 74 stocks