Heritage Wealth Management, Inc. Purchases in Q1 2025

Heritage Wealth Management, Inc.

  • $294 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
133
+ 5.35%
$126.11 - $135.06 $16.8K - $18K
2.62K $338M
VIG
Vanguard Dividend Appreciation

ETFs
121
+ 5.62%
N/A
2.27K $441M
TMO
Thermo Fisher Scientific Inc.

Healthcare
65
+ 10.5%
$497.6 - $606.74 $32.3K - $39.4K
684 $340M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
328
+ 2.34%
$27.01 - $28.54 $8.86K - $9.36K
14.3K $400M
TM
Toyota Motor Corp

Consumer Cyclical
192
+ 17.86%
$176.53 - $195.35 $33.9K - $37.5K
1.27K $224M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
2K
+ 2.51%
$27.88 - $30.57 $55.8K - $61.1K
81.6K $2.33B
JUPW
Jupiter Wellness, Inc.

Healthcare
15K
New
N/A
15K $5.46M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
205
+ 11.54%
$102.49 - $119.96 $21K - $24.6K
1.98K $207M
FANG
Diamondback Energy, Inc.

Energy
125
+ 2.64%
$139.9 - $180.18 $17.5K - $22.5K
4.86K $776M
QCOM
Qualcomm Inc

Technology
1
+ 0.01%
$151.94 - $175.86 $152 - $176
7.34K $1.13B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
552
+ 7.81%
$36.64 - $45.76 $20.2K - $25.3K
7.62K $286M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.09%
$551.42 - $612.93 $551 - $613
1.1K $613M
BAC
Bank Of America Corp

Financial Services
372
+ 1.81%
$39.61 - $47.74 $14.7K - $17.8K
20.9K $873M
VTI
Vanguard Total Stock Market Et

ETFs
69
+ 2.1%
$271.18 - $303.12 $18.7K - $20.9K
3.35K $921M
MSI
Motorola Solutions, Inc.

Technology
30
+ 1.67%
$411.73 - $482.1 $12.4K - $14.5K
1.83K $799M
CLX
Clorox CO

Consumer Defensive
5
+ 0.23%
$141.76 - $162.89 $709 - $814
2.14K $315M
PFE
Pfizer Inc

Healthcare
68
+ 0.2%
$25.01 - $27.13 $1.7K - $1.84K
33.6K $852M
HD
Home Depot, Inc.

Consumer Cyclical
88
+ 2.3%
$347.25 - $424.87 $30.6K - $37.4K
3.91K $1.43B
HON
Honeywell International Inc

Industrials
29
+ 0.63%
$202.75 - $226.52 $5.88K - $6.57K
4.65K $985M
CRM
Salesforce, Inc.

Technology
262
+ 11.04%
$268.36 - $359.95 $70.3K - $94.3K
2.64K $707M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
393
+ 7.45%
$165.25 - $224.62 $64.9K - $88.3K
5.67K $941M
GOOG
Alphabet Inc.

Communication Services
1.26K
+ 14.03%
$156.06 - $207.71 $197K - $262K
10.2K $1.6B
PNC
Pnc Financial Services Group, Inc.

Financial Services
8
+ 0.11%
$168.84 - $202.89 $1.35K - $1.62K
7.41K $1.3B
AVUV
American Centy ETF Tr Avantis

ETFs
720
+ 2.56%
$84.95 - $100.62 $61.2K - $72.4K
28.8K $2.51B
GOOGL
Alphabet Inc.

Communication Services
845
+ 8.58%
$154.33 - $206.19 $130K - $174K
10.7K $1.65B
CCJ
Cameco Corp

Energy
150
+ 0.49%
$40.64 - $56.86 $6.1K - $8.53K
31K $1.28B
AVGO
Broadcom Inc.

Technology
570
+ 7.11%
$167.43 - $244.7 $95.4K - $139K
8.58K $1.44B
Activity Summary
Buys All Purchases 78 New Holdings 14 Increased Positions 64 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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