Heritage Wealth Architects, Inc. Incresed Positions in Q4 2025

Heritage Wealth Architects, Inc.

  • $214 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
131K
+ 73.52%
$57.9 - $61.26 $7.57M - $8.01M
309K $18.8B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
177K
+ 41.24%
$42.07 - $42.69 $7.44M - $7.55M
606K $25.6B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
163K
+ 13.32%
$25.2 - $26.46 $4.11M - $4.32M
1.39M $37B
PRF
Invesco Exchange Traded Fd Tr

ETFs
68K
+ 17.87%
$44.13 - $46.37 $3M - $3.15M
449K $21.8B
AVEM
American Centy ETF Tr Avantis

ETFs
44.7K
+ 119.68%
$73.09 - $78.36 $3.26M - $3.5M
82K $6.79B
AVDE
American Centy ETF Tr Avantis

ETFs
29.8K
+ 27.13%
$77.65 - $81.2 $2.31M - $2.42M
140K $12.1B
Strategic Trust
64.9K
+ 20.87%
N/A
376K $13.1B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.49K
+ 37.22%
$242.67 - $261.79 $2.06M - $2.22M
31.3K $8.03B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
37.7K
+ 34.5%
N/A
147K $7.35B
FAST
Fastenal CO

Industrials
38.9K
+ 820.3%
$40.45 - $48.17 $1.57M - $1.87M
43.6K $1.91B
J P Morgan Exchange Traded F
14.6K
+ 36.82%
N/A
54.2K $2.73B
MSFT
Microsoft Corp

Technology
1.56K
+ 273.2%
$496.82 - $542.07 $775K - $846K
2.13K $993M
AAPL
Apple Inc.

Technology
2.88K
+ 81.78%
$245.27 - $275.25 $706K - $792K
6.4K $1.59B
GOOGL
Alphabet Inc.

Communication Services
1.62K
+ 143.16%
$236.57 - $291.31 $384K - $473K
2.76K $903M
JGRO
J P Morgan Exchange Traded Fd
4.88K
+ 37.77%
N/A
17.8K $1.63B
JCPB
J P Morgan Exchange Traded Fd

ETFs
8.47K
+ 19.31%
$47.34 - $48.01 $401K - $407K
52.3K $2.48B
Mfs Active Exchange Traded F
10.3K
+ 51.0%
N/A
30.5K $950M
IEFA
Ishares Tr

ETFs
2.05K
+ 12.75%
$86.09 - $89.88 $177K - $185K
18.2K $1.7B
AMZN
Amazon Com Inc

Consumer Cyclical
1.06K
+ 65.35%
$213.04 - $254.0 $225K - $268K
2.67K $639M
NVDA
Nvidia Corp

Technology
1.08K
+ 75.43%
$179.83 - $207.04 $195K - $224K
2.52K $473M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.35K
+ 11.9%
$50.57 - $50.77 $170K - $170K
31.5K $1.6B
VTI
Vanguard Total Stock Market Et

ETFs
30
+ 0.26%
$321.8 - $337.95 $9.65K - $10.1K
11.7K $3.97B
GLD
Spdr Gold Trust

ETFs
129
+ 16.29%
$354.79 - $403.15 $45.8K - $52K
921 $422M
MMM
3 M CO

Industrials
726
+ 37.83%
$148.75 - $171.6 $108K - $125K
2.65K $430M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
3.24K
+ 10.37%
$23.01 - $23.22 $74.4K - $75.1K
34.4K $795M
SPY
Spdr S&P 500 ETF Trust

ETFs
77
+ 15.04%
$653.02 - $687.39 $50.3K - $52.9K
589 $406M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
626
+ 15.14%
$56.33 - $59.22 $35.3K - $37.1K
4.76K $282M
AOA
Ishares Tr Core Aggressive All

ETFs
203
+ 3.25%
$86.51 - $90.12 $17.6K - $18.3K
6.45K $591M
T Rowe Price ETF Inc
243
+ 2.25%
N/A
11.1K $426M
XEL
Xcel Energy Inc

Utilities
108
+ 2.76%
$79.6 - $81.85 $8.6K - $8.84K
4.02K $301M
Activity Summary
Buys All Purchases 50 New Holdings 19 Increased Positions 31 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Heritage Wealth Architects, Inc. Portfolio

Follow Heritage Wealth Architects, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Architects, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Architects, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email