Heritage Wealth Management, Inc. Sells in Q3 2024

Heritage Wealth Management, Inc.

  • $305 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-470
- 9.71%
$95.1 - $106.76 $44.7K - $50.2K
4.37K $467M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-120
- 1.9%
$39.47 - $49.4 $4.74K - $5.93K
6.19K $294M
PFE
Pfizer Inc

Healthcare
-1.32K
- 2.73%
$27.7 - $31.39 $36.5K - $41.3K
46.8K $1.36B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-20
- 4.61%
$523.84 - $572.02 $10.5K - $11.4K
414 $236M
TSLA
Tesla, Inc.

Consumer Cyclical
-10
- 0.74%
$191.76 - $263.26 $1.92K - $2.63K
1.35K $353M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-395
- 8.2%
$61.04 - $71.27 $24.1K - $28.2K
4.42K $306M
TT
Trane Technologies PLC

Industrials
-50
- 6.67%
$314.21 - $388.71 $15.7K - $19.4K
700 $272M
Canadian Pacific Kansas City Canada
-115
- 1.51%
N/A
7.51K $642M
WCC
Wesco International Inc

Industrials
-175
- 3.74%
$149.47 - $183.24 $26.2K - $32.1K
4.51K $757M
VB
Vanguard Small Cap ETF

ETFs
-325
- 6.04%
$214.77 - $237.72 $69.8K - $77.3K
5.06K $1.2B
MSI
Motorola Solutions, Inc.

Technology
-181
- 8.86%
$385.65 - $450.49 $69.8K - $81.5K
1.86K $837M
ENB
Enbridge Inc

Energy
-227
- 1.95%
$35.27 - $41.18 $8.01K - $9.35K
11.4K $464M
RVT
Royce Value Trust, Inc.

Financial Services
-819
- 1.77%
$14.28 - $16.01 $11.7K - $13.1K
45.4K $712M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.14K
- 5.42%
$64.35 - $75.71 $73.6K - $86.6K
20K $1.47B
VTRS
Viatris Inc

Healthcare
-2.69K
- 3.67%
$10.32 - $12.13 $27.8K - $32.7K
70.7K $820M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-257
- 6.82%
$405.19 - $478.57 $104K - $123K
3.51K $1.62B
VZ
Verizon Communications Inc

Communication Services
-229
- 1.06%
$38.89 - $45.0 $8.91K - $10.3K
21.4K $961M
ZTS
Zoetis Inc.

Healthcare
-1
- 0.03%
$172.58 - $196.48 $173 - $196
3.56K $696M
BMY
Bristol Myers Squibb CO

Healthcare
-725
- 7.79%
$39.66 - $51.75 $28.8K - $37.5K
8.58K $444M
CMCSA
Comcast Corp

Communication Services
-453
- 1.8%
$37.33 - $41.78 $16.9K - $18.9K
24.7K $1.03B
SYK
Stryker Corp

Healthcare
-7
- 0.2%
$315.94 - $371.96 $2.21K - $2.6K
3.57K $1.29B
HBAN
Huntington Bancshares Inc

Financial Services
-200
- 0.35%
$12.84 - $15.15 $2.57K - $3.03K
57.8K $849M
GE
General Electric CO

Industrials
-95
- 2.1%
$156.66 - $189.66 $14.9K - $18K
4.42K $834M
BK
Bank Of New York Mellon Corp

Financial Services
-25
- 0.25%
$59.54 - $72.17 $1.49K - $1.8K
10K $719M
AFL
Aflac Inc

Financial Services
-150
- 2.42%
$88.52 - $111.8 $13.3K - $16.8K
6.05K $676M
APD
Air Products & Chemicals, Inc.

Basic Materials
-209
- 5.04%
$247.34 - $300.11 $51.7K - $62.7K
3.94K $1.17B
UNP
Union Pacific Corp

Industrials
-75
- 1.05%
$221.78 - $256.09 $16.6K - $19.2K
7.05K $1.74B
MMM
3 M CO

Industrials
-199
- 4.24%
$99.69 - $139.42 $19.8K - $27.7K
4.49K $614M
KBH
Kb Home

Consumer Cyclical
-200
- 2.29%
$65.35 - $89.63 $13.1K - $17.9K
8.52K $730M
DUK
Duke Energy Corp

Utilities
-1.05K
- 5.56%
$99.35 - $117.71 $105K - $124K
17.9K $2.07B
RTX
Raytheon Technologies Corp

Industrials
-730
- 6.15%
$99.55 - $123.34 $72.7K - $90K
11.1K $1.35B
JPM
Jpmorgan Chase & CO

Financial Services
-184
- 0.54%
$194.9 - $224.8 $35.9K - $41.4K
33.9K $7.15B
EHC
Encompass Health Corp

Healthcare
-40
- 0.26%
$83.97 - $97.17 $3.36K - $3.89K
15.1K $1.46B
NEE
Nextera Energy Inc

Utilities
-511
- 2.62%
$69.9 - $84.97 $35.7K - $43.4K
19K $1.61B
DHI
Horton D R Inc

Consumer Cyclical
-675
- 11.27%
$135.21 - $197.06 $91.3K - $133K
5.32K $1.01B
KO
Coca Cola CO

Consumer Defensive
-600
- 1.98%
$62.69 - $73.01 $37.6K - $43.8K
29.7K $2.13B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-41
- 0.55%
$156.14 - $187.2 $6.4K - $7.68K
7.41K $1.37B
HD
Home Depot, Inc.

Consumer Cyclical
-95
- 2.39%
$333.64 - $405.2 $31.7K - $38.5K
3.88K $1.57B
DE
Deere & CO

Industrials
-150
- 2.74%
$344.84 - $418.0 $51.7K - $62.7K
5.33K $2.23B
CSCO
Cisco Systems, Inc.

Technology
-2.32K
- 3.67%
$44.74 - $53.22 $104K - $124K
61K $3.25B
ORCL
Oracle Corp

Technology
-115
- 0.78%
$125.9 - $170.35 $14.5K - $19.6K
14.7K $2.5B
IBM
International Business Machines Corp

Technology
-28
- 0.34%
$175.1 - $223.38 $4.9K - $6.25K
8.31K $1.84B
JNJ
Johnson & Johnson

Healthcare
-604
- 1.91%
$145.48 - $167.38 $87.9K - $101K
31K $5.03B
CAT
Caterpillar Inc

Industrials
-90
- 1.24%
$316.8 - $391.12 $28.5K - $35.2K
7.15K $2.79B
CB
Chubb LTD

Financial Services
-256
- 1.83%
$252.51 - $292.2 $64.6K - $74.8K
13.7K $3.95B
MCD
Mcdonalds Corp

Consumer Cyclical
-263
- 2.39%
$245.82 - $304.51 $64.7K - $80.1K
10.7K $3.27B
ALL
Allstate Corp

Financial Services
-264
- 1.3%
$158.43 - $192.86 $41.8K - $50.9K
20.1K $3.81B
CINF
Cincinnati Financial Corp

Financial Services
-133
- 0.41%
$115.7 - $138.2 $15.4K - $18.4K
32.7K $4.45B
ABBV
Abb Vie Inc.

Healthcare
-143
- 0.59%
$163.84 - $199.33 $23.4K - $28.5K
24.3K $4.79B
Activity Summary
Buys All Purchases 47 New Holdings 15 Increased Positions 32 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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