Heritage Wealth Management, Inc. /Ca/ Incresed Positions in Q3 2024

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
4.62K
+ 2.36%
$60.05 - $65.83 $277K - $304K
200K $13.2B
AAPL
Apple Inc.

Technology
258
+ 1.04%
$207.23 - $234.82 $53.5K - $60.6K
25K $5.83B
TLT
Ishares Barclays 20+ Year Trea

ETFs
890
+ 2.27%
$89.91 - $101.33 $80K - $90.2K
40.1K $3.93B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
569
+ 62.87%
$475.2 - $527.7 $270K - $300K
1.47K $778M
META
Meta Platforms, Inc.

Communication Services
113
+ 5.75%
$453.41 - $572.44 $51.2K - $64.7K
2.08K $1.19B
AMZN
Amazon Com Inc

Consumer Cyclical
1.05K
+ 25.24%
$161.02 - $200.0 $168K - $209K
5.19K $967M
DFAE
Dimensional ETF Tr

ETFs
325
+ 0.32%
$24.46 - $27.82 $7.95K - $9.04K
101K $2.76B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.34K
+ 2.33%
$39.37 - $41.68 $52.7K - $55.8K
58.7K $2.43B
WMT
Walmart Inc.

Consumer Defensive
93
+ 0.91%
$66.91 - $81.4 $6.22K - $7.57K
10.3K $835M
VGSH
Vanguard

ETFs
593
+ 0.58%
$57.74 - $59.13 $34.2K - $35.1K
103K $6.08B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.53K
+ 7.55%
$47.7 - $48.54 $73.2K - $74.5K
21.9K $1.06B
GOOGL
Alphabet Inc.

Communication Services
996
+ 20.38%
$148.65 - $191.18 $148K - $190K
5.88K $976M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
116
+ 0.67%
$96.25 - $101.98 $11.2K - $11.8K
17.4K $1.76B
UNH
Unitedhealth Group Inc

Healthcare
14
+ 1.54%
$488.01 - $604.18 $6.83K - $8.46K
926 $541M
RTX
Raytheon Technologies Corp

Industrials
10
+ 0.32%
$99.55 - $123.34 $996 - $1.23K
3.13K $379M
MSFT
Microsoft Corp

Technology
302
+ 7.21%
$395.15 - $467.56 $119K - $141K
4.49K $1.93B
CSCO
Cisco Systems, Inc.

Technology
260
+ 3.6%
$44.74 - $53.22 $11.6K - $13.8K
7.49K $399M
QQQ
Invesco Qqq Trust, Series 1

ETFs
58
+ 2.57%
$434.77 - $502.96 $25.2K - $29.2K
2.31K $1.13B
JNJ
Johnson & Johnson

Healthcare
37
+ 1.43%
$145.48 - $167.38 $5.38K - $6.19K
2.63K $426M
HYG
Ishares Tr

ETFs
11
+ 0.08%
$76.72 - $80.36 $844 - $884
14.5K $1.16B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 1.35%
$405.19 - $478.57 $3.65K - $4.31K
676 $311M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
470
+ 5.61%
$47.01 - $48.2 $22.1K - $22.7K
8.85K $426M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
142
+ 2.17%
$39.47 - $49.4 $5.6K - $7.01K
6.69K $318M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
1.64K
+ 9.88%
$8.03 - $9.1 $13.2K - $15K
18.3K $166M
TXN
Texas Instruments Inc

Technology
7
+ 0.51%
$194.6 - $194.6 $1.36K - $1.36K
1.38K $285M
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.15%
$160.76 - $177.82 $322 - $356
1.35K $233M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
115
+ 0.97%
$12.0 - $13.08 $1.38K - $1.5K
12K $156M
XOM
Exxon Mobil Corp

Energy
14
+ 0.36%
$109.72 - $119.0 $1.54K - $1.67K
3.95K $463M
SRLN
Ssga Active Trust

ETFs
246
+ 0.89%
$40.93 - $41.85 $10.1K - $10.3K
28K $1.17B
PWZ
Invesco California Amt Free Mu

ETFs
160
+ 1.93%
$24.63 - $25.25 $3.94K - $4.04K
8.43K $211M
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
850
+ 6.86%
$2.83 - $3.11 $2.41K - $2.64K
13.2K $41.2M
ADBE
Adobe Inc.

Technology
12
+ 2.82%
$508.13 - $586.55 $6.1K - $7.04K
437 $226M
GOOG
Alphabet Inc.

Communication Services
11
+ 0.84%
$149.54 - $192.66 $1.64K - $2.12K
1.32K $221M
QCOM
Qualcomm Inc

Technology
146
+ 1.88%
$156.12 - $209.64 $22.8K - $30.6K
7.9K $1.34B
Activity Summary
Buys All Purchases 43 New Holdings 8 Increased Positions 35 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 1 Puts 2
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