Heritage Wealth Architects, Inc. Purchases in Q2 2025

Heritage Wealth Architects, Inc.

  • $136 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
150K
New
$43.53 - $54.46 $6.51M - $8.15M
150K $8.15B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
116K
New
N/A
116K $5.79B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
117K
New
$27.3 - $31.8 $3.18M - $3.7M
117K $3.7B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
20.3K
+ 1.87%
$19.1 - $23.83 $389K - $485K
1.11M $26.5B
SCHG
Schwab Strategic Tr Us Large C

ETFs
53.9K
New
$22.27 - $29.21 $1.2M - $1.57M
53.9K $1.57B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
23.7K
New
$45.11 - $52.34 $1.07M - $1.24M
23.7K $1.24B
GGG
Graco Inc

Industrials
13.9K
New
$74.02 - $87.26 $1.03M - $1.21M
13.9K $1.2B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
37.5K
New
$24.32 - $27.87 $912K - $1.05M
37.5K $994M
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.23K
+ 1.24%
$35.77 - $42.27 $151K - $179K
344K $14.5B
AVDE
American Centy ETF Tr Avantis

ETFs
879
+ 0.94%
$59.32 - $74.36 $52.1K - $65.4K
94.2K $6.97B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
9.88K
+ 298.19%
$54.81 - $67.78 $541K - $670K
13.2K $894M
QQQ
Invesco Qqq Trust, Series 1

ETFs
876
+ 37.37%
$416.06 - $551.64 $364K - $483K
3.22K $1.78B
Strategic Trust
8.43K
+ 3.25%
N/A
268K $9.07B
VTI
Vanguard Total Stock Market Et

ETFs
1.07K
+ 9.78%
$243.75 - $303.93 $262K - $326K
12.1K $3.66B
SCHV
Schwab Strategic Tr Us Large C

ETFs
17K
New
$23.55 - $27.67 $401K - $471K
17K $471M
Mfs Active Exchange Traded F
14.3K
New
N/A
14.3K $407M
SCHA
Schwab Strategic Tr Us Small C

ETFs
15.6K
New
$20.42 - $25.3 $319K - $395K
15.6K $395M
AVEM
American Centy ETF Tr Avantis

ETFs
1.73K
+ 5.33%
$53.08 - $68.54 $91.9K - $119K
34.2K $2.34B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
14.6K
New
$24.14 - $25.43 $352K - $371K
14.6K $361M
IWF
Ishares Russell 1000 Gr ETF

ETFs
257
+ 7.15%
$320.42 - $421.7 $82.3K - $108K
3.85K $1.64B
EEM
Ishares Msci Emerging Markets

ETFs
6K
New
$38.52 - $48.28 $231K - $290K
6K $289M
MSFT
Microsoft Corp

Technology
563
New
$354.56 - $497.45 $200K - $280K
563 $280M
IRT
Independence Realty Trust, Inc.

Real Estate
15.2K
New
$17.41 - $21.38 $265K - $326K
15.2K $269M
AAPL
Apple Inc.

Technology
1.47K
+ 71.39%
$172.42 - $223.89 $253K - $328K
3.52K $722M
J P Morgan Exchange Traded F
5.13K
New
N/A
5.13K $255M
GLD
Spdr Gold Trust

ETFs
820
New
$273.71 - $316.29 $224K - $259K
820 $250M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.62K
New
$108.12 - $135.04 $175K - $219K
1.62K $219M
SPY
Spdr S&P 500 ETF Trust

ETFs
350
New
$496.48 - $617.85 $174K - $216K
350 $216M
NVDA
Nvidia Corp

Technology
1.34K
New
$94.31 - $157.99 $126K - $212K
1.34K $212M
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.45K
+ 11.5%
$45.9 - $47.2 $204K - $210K
43.2K $2.03B
T Rowe Price ETF Inc
5.84K
New
N/A
5.84K $206M
IEFA
Ishares Tr

ETFs
461
+ 2.8%
$67.83 - $84.09 $31.3K - $38.8K
16.9K $1.41B
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
12.7K
New
$11.35 - $12.45 $144K - $158K
12.7K $152M
QUAL
Ishares Msci Usa Quality Facto

ETFs
17
+ 0.14%
$152.42 - $182.82 $2.59K - $3.11K
12K $2.19B
JGRO
J P Morgan Exchange Traded Fd
681
+ 10.95%
N/A
6.9K $594M
AMZN
Amazon Com Inc

Consumer Cyclical
240
+ 17.48%
$167.32 - $223.3 $40.2K - $53.6K
1.61K $354M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
535
+ 3.42%
$50.39 - $60.05 $27K - $32.1K
16.2K $972M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.72K
+ 1.99%
$51.14 - $57.0 $87.8K - $97.8K
87.8K $4.99B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
37
+ 5.41%
$456.74 - $568.03 $16.9K - $21K
721 $410M
XEL
Xcel Energy Inc

Utilities
387
+ 11.01%
$65.65 - $72.39 $25.4K - $28K
3.9K $266M
Timothy Plan
282
+ 2.99%
N/A
9.71K $233M
Activity Summary
Buys All Purchases 42 New Holdings 22 Increased Positions 20 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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