Heritage Wealth Management, Inc. Sells in Q4 2024

Heritage Wealth Management, Inc.

  • $301 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-152
- 1.52%
$727.2 - $932.06 $111K - $142K
9.86K $7.61B
PG
Procter & Gamble CO

Consumer Defensive
-1.56K
- 1.33%
$161.05 - $179.7 $251K - $281K
116K $19.4B
JNJ
Johnson & Johnson

Healthcare
-1.64K
- 5.29%
$143.34 - $165.86 $235K - $272K
29.4K $4.25B
MSFT
Microsoft Corp

Technology
-616
- 1.57%
$406.35 - $454.46 $250K - $280K
38.7K $16.3B
ABBV
Abb Vie Inc.

Healthcare
-152
- 0.63%
$164.99 - $203.87 $25.1K - $31K
24.1K $4.29B
PFE
Pfizer Inc

Healthcare
-13.3K
- 28.39%
$24.8 - $30.19 $330K - $402K
33.5K $890M
MRK
Merck & Co., Inc.

Healthcare
-2
- 0.01%
$96.31 - $114.76 $193 - $230
27.4K $2.72B
FCX
Freeport Mcmoran Inc

Basic Materials
-88
- 0.27%
$38.08 - $50.82 $3.35K - $4.47K
32.2K $1.23B
ELV
Elevance Health, Inc.

Healthcare
-207
- 10.52%
$365.96 - $514.62 $75.8K - $107K
1.76K $649M
KLAC
Kla Corp

Technology
-40
- 1.8%
$614.46 - $829.55 $24.6K - $33.2K
2.18K $1.38B
ADM
Archer Daniels Midland CO

Consumer Defensive
-3.22K
- 21.71%
$49.38 - $59.52 $159K - $191K
11.6K $586M
VLO
Valero Energy Corp

Energy
-398
- 2.03%
$118.59 - $144.02 $47.2K - $57.3K
19.3K $2.36B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-200
- 1.0%
$59.25 - $72.99 $11.9K - $14.6K
19.8K $1.18B
DG
Dollar General Corp

Consumer Defensive
-2.77K
- 35.13%
$73.27 - $84.47 $203K - $234K
5.11K $388M
CTAS
Cintas Corp

Industrials
-42
- 0.37%
$182.7 - $226.47 $7.67K - $9.51K
11.2K $2.04B
NEE
Nextera Energy Inc

Utilities
-75
- 0.39%
$69.77 - $85.43 $5.23K - $6.41K
19K $1.36B
PEP
Pepsico Inc

Consumer Defensive
-150
- 1.26%
$151.29 - $176.1 $22.7K - $26.4K
11.7K $1.78B
MPC
Marathon Petroleum Corp

Energy
-25
- 0.25%
$131.65 - $174.84 $3.29K - $4.37K
9.78K $1.36B
CAT
Caterpillar Inc

Industrials
-71
- 0.99%
$360.37 - $416.88 $25.6K - $29.6K
7.08K $2.57B
XOM
Exxon Mobil Corp

Energy
-74
- 0.34%
$105.51 - $125.37 $7.81K - $9.28K
21.6K $2.32B
ADI
Analog Devices Inc

Technology
-35
- 0.31%
$206.35 - $236.48 $7.22K - $8.28K
11.3K $2.41B
UNH
Unitedhealth Group Inc

Healthcare
-30
- 1.26%
$485.52 - $625.25 $14.6K - $18.8K
2.36K $1.19B
CB
Chubb LTD

Financial Services
-135
- 0.99%
$271.57 - $301.89 $36.7K - $40.8K
13.6K $3.75B
INTC
Intel Corp

Technology
-4.24K
- 17.33%
$19.07 - $26.23 $80.9K - $111K
20.3K $406M
UNP
Union Pacific Corp

Industrials
-149
- 2.11%
$223.15 - $249.32 $33.2K - $37.1K
6.9K $1.57B
MCD
Mcdonalds Corp

Consumer Cyclical
-12
- 0.11%
$288.47 - $316.54 $3.46K - $3.8K
10.7K $3.11B
UPS
United Parcel Service Inc

Industrials
-491
- 5.22%
$122.65 - $138.35 $60.2K - $67.9K
8.92K $1.12B
HPQ
Hp Inc

Technology
-96
- 0.21%
$32.46 - $39.3 $3.12K - $3.77K
44.6K $1.46B
DUK
Duke Energy Corp

Utilities
-72
- 0.4%
$105.76 - $120.76 $7.61K - $8.69K
17.8K $1.92B
PSX
Phillips 66

Energy
-30
- 0.4%
$110.35 - $138.93 $3.31K - $4.17K
7.45K $849M
GE
General Electric CO

Industrials
-200
- 4.52%
$159.95 - $194.23 $32K - $38.8K
4.22K $704M
QCOM
Qualcomm Inc

Technology
-38
- 0.51%
$150.4 - $178.04 $5.72K - $6.77K
7.34K $1.13B
CMCSA
Comcast Corp

Communication Services
-499
- 2.02%
$37.39 - $45.14 $18.7K - $22.5K
24.2K $908M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-350
- 3.42%
$79.93 - $88.06 $28K - $30.8K
9.89K $791M
VZ
Verizon Communications Inc

Communication Services
-113
- 0.53%
$39.6 - $45.21 $4.47K - $5.11K
21.3K $851M
ORCL
Oracle Corp

Technology
-254
- 1.73%
$165.41 - $192.43 $42K - $48.9K
14.4K $2.4B
CVX
Chevron Corp

Energy
-175
- 0.69%
$141.15 - $162.53 $24.7K - $28.4K
25.2K $3.65B
HD
Home Depot, Inc.

Consumer Cyclical
-50
- 1.29%
$385.02 - $431.37 $19.3K - $21.6K
3.83K $1.49B
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-634
- 1.17%
$46.63 - $47.41 $29.6K - $30.1K
53.5K $2.49B
EFAD
Proshares Tr Proshares Msci Ea

ETFs
-300
- 2.32%
$37.0 - $41.71 $11.1K - $12.5K
12.7K $468M
EHC
Encompass Health Corp

Healthcare
-60
- 0.4%
$92.35 - $103.77 $5.54K - $6.23K
15K $1.39B
WFG
West Fraser Timber Co., LTD

Basic Materials
-350
- 9.93%
$84.65 - $101.14 $29.6K - $35.4K
3.18K $275M
FANG
Diamondback Energy, Inc.

Energy
-100
- 2.07%
$153.06 - $199.5 $15.3K - $20K
4.73K $775M
AFL
Aflac Inc

Financial Services
-30
- 0.5%
$100.37 - $115.27 $3.01K - $3.46K
6.02K $623M
ETN
Eaton Corp PLC

Industrials
-170
- 1.77%
$326.96 - $377.52 $55.6K - $64.2K
9.42K $3.13B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-187
- 4.28%
$99.2 - $108.47 $18.6K - $20.3K
4.19K $417M
AMH
American Homes 4 Rent

Real Estate
-700
- 3.35%
$35.02 - $39.25 $24.5K - $27.5K
20.2K $756M
OTIS
Otis Worldwide Corp

Industrials
-100
- 3.21%
$92.57 - $106.01 $9.26K - $10.6K
3.02K $279M
TT
Trane Technologies PLC

Industrials
-65
- 9.29%
$369.35 - $419.14 $24K - $27.2K
635 $235M
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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