Heritage Wealth Management, Inc. Purchases in Q3 2024

Heritage Wealth Management, Inc.

  • $305 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CCJ
Cameco Corp

Energy
22.6K
+ 280.43%
$36.9 - $53.72 $833K - $1.21M
30.6K $1.46B
WMT
Walmart Inc.

Consumer Defensive
325
+ 0.41%
$66.91 - $81.4 $21.7K - $26.5K
80.4K $6.49B
ABC
Amerisourcebergen Corp

Healthcare
3.8K
New
N/A
3.8K $855M
T
At&T Inc.

Communication Services
1.39K
+ 1.4%
$18.21 - $22.28 $25.3K - $31K
101K $2.22B
KR
Kroger CO

Consumer Defensive
3
+ 0.0%
$50.43 - $57.3 $151 - $172
64.5K $3.7B
JCPB
J P Morgan Exchange Traded Fd

ETFs
6.05K
+ 23.54%
$45.87 - $48.53 $277K - $293K
31.7K $1.53B
CTAS
Cintas Corp

Industrials
8.38K
+ 297.16%
$201.38 - $819.83 $1.69M - $6.87M
11.2K $2.31B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.62K
New
$162.83 - $179.16 $264K - $291K
1.62K $291M
Ge Vernova Incorporated
1.08K
New
N/A
1.08K $276M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
4.6K
+ 9.29%
$46.16 - $47.63 $212K - $219K
54.1K $2.57B
SBUX
Starbucks Corp

Consumer Cyclical
2.55K
New
$72.51 - $98.6 $185K - $251K
2.55K $249M
PM
Philip Morris International Inc.

Consumer Defensive
4
+ 0.03%
$101.25 - $127.45 $405 - $510
12.2K $1.48B
ITA
Ishares Tr

ETFs
1.51K
New
$131.58 - $149.64 $198K - $225K
1.51K $225M
AVUV
American Centy ETF Tr Avantis

ETFs
50
+ 0.18%
$88.24 - $99.7 $4.41K - $4.99K
27.9K $2.68B
PPL
Ppl Corp

Utilities
6.51K
New
$27.36 - $33.08 $178K - $215K
6.51K $215M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.24K
New
$149.02 - $167.67 $185K - $208K
1.24K $208M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.77K
New
$105.53 - $118.34 $187K - $210K
1.77K $207M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
19.3K
New
$8.98 - $10.08 $173K - $194K
19.3K $185M
VALE
Vale S.A.

Basic Materials
14.9K
New
$9.9 - $11.8 $148K - $176K
14.9K $174M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
18K
New
$8.04 - $8.65 $145K - $156K
18K $156M
ABT
Abbott Laboratories

Healthcare
1
+ 0.01%
$100.07 - $118.13 $100 - $118
15.4K $1.76B
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.67K
+ 9.65%
$54.98 - $59.51 $92K - $99.6K
19K $1.13B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.25K
+ 6.9%
$53.41 - $57.9 $66.9K - $72.5K
19.4K $1.12B
XEL
Xcel Energy Inc

Utilities
53
+ 0.48%
$52.11 - $65.3 $2.76K - $3.46K
11.2K $729M
JCI
Johnson Controls International PLC

Industrials
260
+ 2.45%
$65.52 - $77.61 $17K - $20.2K
10.9K $845M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
10.9K
New
$10.24 - $10.96 $111K - $119K
10.9K $118M
DWLD
Davis Fundamental ETF Tr

ETFs
900
+ 4.58%
$31.58 - $38.08 $28.4K - $34.3K
20.6K $780M
ERC
Allspring Multi Sector Income Fund

Financial Services
11.2K
New
$8.98 - $9.58 $101K - $108K
11.2K $108M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
990
+ 20.72%
$74.85 - $82.2 $74.1K - $81.4K
5.77K $468M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
300
+ 4.74%
$72.52 - $82.35 $21.8K - $24.7K
6.63K $543M
NEM
Newmont Corp

Basic Materials
430
+ 8.01%
$41.65 - $55.85 $17.9K - $24K
5.8K $310M
CLX
Clorox CO

Consumer Defensive
5
+ 0.24%
$131.73 - $166.97 $659 - $835
2.13K $347M
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.09%
$213.3 - $270.78 $213 - $271
1.06K $288M
QQQ
Invesco Qqq Trust, Series 1

ETFs
112
+ 19.15%
$434.77 - $502.96 $48.7K - $56.3K
697 $340M
MO
Altria Group, Inc.

Consumer Defensive
18
+ 0.19%
$45.95 - $54.71 $827 - $985
9.63K $491M
D
Dominion Energy, Inc

Utilities
40
+ 0.95%
$48.01 - $58.53 $1.92K - $2.34K
4.24K $245M
NOG
Northern Oil & Gas, Inc.

Energy
2.8K
+ 11.35%
$33.96 - $43.19 $95.1K - $121K
27.5K $972M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
229
+ 0.7%
$28.1 - $29.89 $6.43K - $6.84K
33K $987M
AMGN
Amgen Inc

Healthcare
1
+ 0.04%
$309.38 - $337.38 $309 - $337
2.72K $877M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
124
+ 1.92%
$42.22 - $48.62 $5.24K - $6.03K
6.57K $306M
JUPW
Jupiter Wellness, Inc.

Healthcare
15K
New
N/A
15K $18.3M
Vitesse Energy Incorporated Common Stock
12
+ 0.06%
N/A
20.9K $501M
AVGO
Broadcom Inc.

Technology
7.12K
+ 878.05%
$136.27 - $1745.86 $970K - $12.4M
7.93K $1.37B
BAC
Bank Of America Corp

Financial Services
4
+ 0.02%
$36.65 - $44.13 $147 - $177
21.7K $860M
MCHP
Microchip Technology Inc

Technology
2
+ 0.06%
$72.0 - $95.98 $144 - $192
3.5K $281M
FANG
Diamondback Energy, Inc.

Energy
85
+ 1.79%
$168.46 - $210.94 $14.3K - $17.9K
4.83K $833M
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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