Heritage Wealth Management, Inc. Purchases in Q4 2024

Heritage Wealth Management, Inc.

  • $301 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
14.8K
+ 134.65%
$95.12 - $114.72 $1.41M - $1.7M
25.9K $2.56B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
13.2K
New
$63.01 - $68.55 $834K - $907K
13.2K $838M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.79K
+ 233.54%
$174.22 - $187.62 $660K - $711K
5.41K $948M
BA
Boeing CO

Industrials
3.13K
+ 127.41%
$138.14 - $180.72 $433K - $566K
5.59K $990M
AVGO
Broadcom Inc.

Technology
81
+ 1.02%
$159.67 - $250.0 $12.9K - $20.3K
8.01K $1.86B
PREF
Principal Spectrum Pfd Secs Ac

ETFs
25.3K
New
$18.59 - $18.8 $470K - $476K
25.3K $471M
CRGY
Crescent Energy CO

Energy
2.78K
+ 2.55%
$11.17 - $15.28 $31K - $42.4K
111K $1.63B
PLTR
Palantir Technologies Inc.

Technology
5.2K
New
$36.46 - $82.38 $190K - $428K
5.2K $393M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.56K
New
$73.49 - $86.09 $335K - $393K
4.56K $351M
GOOGL
Alphabet Inc.

Communication Services
450
+ 4.79%
$161.86 - $196.66 $72.8K - $88.5K
9.85K $1.86B
AMZN
Amazon Com Inc

Consumer Cyclical
110
+ 1.55%
$180.88 - $232.93 $19.9K - $25.6K
7.21K $1.58B
OSCV
Opus Small Cap Value ETF

ETFs
6.63K
New
$36.89 - $40.88 $245K - $271K
6.63K $245M
AXON
Axon Enterprise, Inc.

Industrials
400
New
$399.22 - $689.78 $160K - $276K
400 $238M
GOOG
Alphabet Inc.

Communication Services
20
+ 0.22%
$163.08 - $198.16 $3.26K - $3.96K
8.98K $1.71B
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
3.93K
New
$52.0 - $55.66 $204K - $218K
3.93K $210M
TM
Toyota Motor Corp

Consumer Cyclical
1.08K
New
$169.2 - $199.52 $182K - $214K
1.08K $209M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
9.25K
New
$22.21 - $24.22 $205K - $224K
9.25K $206M
CBRE
Cbre Group, Inc.

Real Estate
1.57K
New
$119.22 - $140.71 $187K - $220K
1.57K $205M
VDC
Vanguard Consumer Staples ETF

ETFs
955
New
$210.96 - $223.62 $201K - $214K
955 $202M
VTI
Vanguard Total Stock Market Et

ETFs
630
+ 23.76%
$280.04 - $302.45 $176K - $191K
3.28K $951M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.5K
+ 458.28%
$26.93 - $84.95 $309K - $976K
14K $382M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.15K
+ 17.14%
$96.64 - $101.23 $207K - $217K
14.7K $1.42B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
175
+ 3.4%
$521.84 - $558.82 $91.3K - $97.8K
5.32K $2.86B
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
5.22K
+ 7.02%
$28.96 - $31.91 $151K - $167K
79.6K $2.32B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
75
+ 1.44%
$172.07 - $207.36 $12.9K - $15.6K
5.28K $1.04B
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.98K
+ 15.67%
$57.53 - $60.83 $171K - $181K
22K $1.27B
CCJ
Cameco Corp

Energy
250
+ 0.82%
$48.64 - $61.14 $12.2K - $15.3K
30.9K $1.59B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.21K
+ 6.68%
$29.73 - $30.81 $65.6K - $67.9K
35.2K $1.07B
T
At&T Inc.

Communication Services
26
+ 0.03%
$21.22 - $23.88 $552 - $621
101K $2.3B
WFC
Wells Fargo & Company

Financial Services
210
+ 5.61%
$54.98 - $77.35 $11.5K - $16.2K
3.96K $278M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.72K
+ 8.57%
$46.07 - $48.17 $125K - $131K
34.4K $1.59B
NOG
Northern Oil & Gas, Inc.

Energy
75
+ 0.27%
$35.57 - $43.49 $2.67K - $3.26K
27.5K $1.02B
VB
Vanguard Small Cap ETF

ETFs
131
+ 2.59%
$233.76 - $261.58 $30.6K - $34.3K
5.19K $1.25B
MCHP
Microchip Technology Inc

Technology
2.1K
+ 60.09%
$55.51 - $79.05 $117K - $166K
5.6K $321M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.1K
+ 5.66%
$56.06 - $61.35 $61.6K - $67.4K
20.5K $1.16B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
945
+ 16.39%
$74.68 - $81.45 $70.6K - $77K
6.71K $502M
AVUV
American Centy ETF Tr Avantis

ETFs
141
+ 0.5%
$94.37 - $106.41 $13.3K - $15K
28.1K $2.71B
RVT
Royce Value Trust, Inc.

Financial Services
1.3K
+ 2.86%
$15.15 - $16.9 $19.6K - $21.9K
46.7K $737M
SPY
Spdr S&P 500 ETF Trust

ETFs
15
+ 1.39%
$567.81 - $607.81 $8.52K - $9.12K
1.1K $642M
ENB
Enbridge Inc

Energy
16
+ 0.14%
$40.4 - $43.92 $646 - $703
11.4K $486M
CME
Cme Group Inc.

Financial Services
1
+ 0.07%
$221.17 - $246.02 $221 - $246
1.46K $338M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
26
+ 6.28%
$563.99 - $620.12 $14.7K - $16.1K
440 $250M
MO
Altria Group, Inc.

Consumer Defensive
17
+ 0.18%
$49.06 - $57.74 $834 - $982
9.65K $504M
VO
Vanguard Mid Cap ETF

ETFs
19
+ 0.37%
$261.5 - $284.63 $4.97K - $5.41K
5.17K $1.36B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
499
+ 7.6%
$43.84 - $48.76 $21.9K - $24.3K
7.07K $311M
CLX
Clorox CO

Consumer Defensive
6
+ 0.28%
$156.51 - $169.74 $939 - $1.02K
2.14K $347M
DWLD
Davis Fundamental ETF Tr

ETFs
850
+ 4.13%
$36.31 - $39.73 $30.9K - $33.8K
21.4K $778M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5
+ 0.28%
$113.92 - $127.38 $570 - $637
1.78K $205M
IBM
International Business Machines Corp

Technology
1
+ 0.01%
$204.9 - $238.04 $205 - $238
8.31K $1.83B
Activity Summary
Buys All Purchases 58 New Holdings 12 Increased Positions 46 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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