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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.93K
- 48.97%
$475.2 - $527.7 $2.34M - $2.6M
5.14K $2.71B
MSFT
Microsoft Corp

Technology
-1.09K
- 2.71%
$395.15 - $467.56 $432K - $511K
39.3K $16.9B
INTC
Intel Corp

Technology
-41.5K
- 62.91%
$18.9 - $34.87 $785K - $1.45M
24.5K $575M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-8.98K
- 41.79%
$96.25 - $101.98 $865K - $916K
12.5K $1.27B
NVDA
Nvidia Corp

Technology
-4.99K
- 19.28%
$98.91 - $134.91 $493K - $673K
20.9K $2.53B
LLY
Eli Lilly & CO

Healthcare
-463
- 4.42%
$772.14 - $960.02 $358K - $444K
10K $8.87B
AAPL
Apple Inc.

Technology
-4.58K
- 5.55%
$207.23 - $234.82 $950K - $1.08M
78.1K $18.2B
VLO
Valero Energy Corp

Energy
-394
- 1.97%
$132.81 - $163.48 $52.3K - $64.4K
19.7K $2.65B
DG
Dollar General Corp

Consumer Defensive
-389
- 4.7%
$80.41 - $132.42 $31.3K - $51.5K
7.88K $667M
MRK
Merck & Co., Inc.

Healthcare
-100
- 0.36%
$111.15 - $128.97 $11.1K - $12.9K
27.4K $3.11B
QCOM
Qualcomm Inc

Technology
-99
- 1.32%
$156.12 - $209.64 $15.5K - $20.8K
7.38K $1.25B
CVX
Chevron Corp

Energy
-579
- 2.23%
$137.88 - $161.97 $79.8K - $93.8K
25.4K $3.74B
IEFA
Ishares Tr

ETFs
-3.7K
- 52.93%
$70.09 - $78.74 $260K - $292K
3.29K $257M
GOOG
Alphabet Inc.

Communication Services
-51
- 0.57%
$149.54 - $192.66 $7.63K - $9.83K
8.96K $1.5B
KLAC
Kla Corp

Technology
-40
- 1.77%
$696.17 - $892.35 $27.8K - $35.7K
2.22K $1.72B
COP
Conocophillips

Energy
-1.11K
- 9.17%
$102.3 - $116.61 $114K - $130K
11K $1.16B
SPY
Spdr S&P 500 ETF Trust

ETFs
-349
- 24.42%
$517.38 - $573.86 $181K - $200K
1.08K $620M
PSTG
Pure Storage, Inc.

Technology
-200
- 1.79%
$45.73 - $67.71 $9.15K - $13.5K
11K $550M
AMZN
Amazon Com Inc

Consumer Cyclical
-330
- 4.44%
$161.02 - $200.0 $53.1K - $66K
7.1K $1.32B
UPS
United Parcel Service Inc

Industrials
-1.15K
- 10.91%
$123.32 - $147.38 $142K - $170K
9.41K $1.28B
OXY
Occidental Petroleum Corp

Energy
-800
- 11.82%
$49.91 - $63.73 $39.9K - $51K
5.97K $308M
ELV
Elevance Health, Inc.

Healthcare
-169
- 7.91%
$500.12 - $562.29 $84.5K - $95K
1.97K $1.02B
BA
Boeing CO

Industrials
-153
- 5.86%
$152.04 - $190.6 $23.3K - $29.2K
2.46K $374M
MRO
Marathon Oil Corp

Energy
-495
- 0.88%
$25.87 - $29.26 $12.8K - $14.5K
55.8K $1.49B
MU
Micron Technology Inc

Technology
-50
- 1.48%
$86.27 - $136.82 $4.31K - $6.84K
3.33K $345M
ADI
Analog Devices Inc

Technology
-390
- 3.32%
$200.56 - $243.33 $78.2K - $94.9K
11.4K $2.62B
MPC
Marathon Petroleum Corp

Energy
-100
- 1.01%
$158.61 - $180.75 $15.9K - $18.1K
9.81K $1.6B
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.06K
- 6.68%
$57.96 - $65.72 $61.4K - $69.7K
14.8K $885M
FCX
Freeport Mcmoran Inc

Basic Materials
-660
- 2.0%
$39.52 - $51.92 $26.1K - $34.3K
32.3K $1.61B
ETN
Eaton Corp PLC

Industrials
-689
- 6.7%
$272.52 - $333.02 $188K - $229K
9.59K $3.18B
PEP
Pepsico Inc

Consumer Defensive
-872
- 6.84%
$161.9 - $179.3 $141K - $156K
11.9K $2.02B
LRCX
Lam Research Corp

Technology
-4
- 1.57%
$731.56 - $1127.3 $2.93K - $4.51K
250 $204M
XOM
Exxon Mobil Corp

Energy
-1.25K
- 5.47%
$109.72 - $119.0 $137K - $149K
21.6K $2.54B
VTI
Vanguard Total Stock Market Et

ETFs
-310
- 10.47%
$255.18 - $283.2 $79.1K - $87.8K
2.65K $751M
AMH
American Homes 4 Rent

Real Estate
-1.78K
- 7.82%
$34.87 - $41.14 $61.9K - $73K
20.9K $803M
WFG
West Fraser Timber Co., LTD

Basic Materials
-1.65K
- 31.88%
$74.68 - $97.37 $123K - $161K
3.53K $343M
YUM
Yum Brands Inc

Consumer Cyclical
-540
- 15.3%
$125.95 - $139.96 $68K - $75.6K
2.99K $418M
Linde PLC Shs Ireland
-165
- 15.26%
N/A
916 $437M
HON
Honeywell International Inc

Industrials
-5
- 0.11%
$196.73 - $220.21 $984 - $1.1K
4.62K $955M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-600
- 13.85%
$58.03 - $65.37 $34.8K - $39.2K
3.73K $242M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-540
- 17.72%
$77.02 - $85.06 $41.6K - $45.9K
2.51K $212M
DIS
Walt Disney CO

Communication Services
-125
- 4.55%
$85.6 - $98.61 $10.7K - $12.3K
2.62K $252M
VIG
Vanguard Dividend Appreciation

ETFs
-246
- 9.99%
$182.15 - $182.15 $44.8K - $44.8K
2.22K $439M
MKC
Mccormick & CO Inc

Consumer Defensive
-600
- 18.75%
$69.44 - $84.76 $41.7K - $50.9K
2.6K $214M
PCAR
Paccar Inc

Industrials
-55
- 1.6%
$91.64 - $109.98 $5.04K - $6.05K
3.38K $334M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-325
- 4.3%
$49.93 - $51.15 $16.2K - $16.6K
7.24K $370M
VO
Vanguard Mid Cap ETF

ETFs
-511
- 9.03%
$237.84 - $263.83 $122K - $135K
5.15K $1.36B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-750
- 6.82%
$80.13 - $88.89 $60.1K - $66.7K
10.2K $904M
AFG
American Financial Group Inc

Financial Services
-261
- 10.17%
$119.65 - $137.03 $31.2K - $35.8K
2.31K $310M
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
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, 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 Management, Inc., based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email