Heritage Wealth Architects, Inc. Incresed Positions in Q3 2025

Heritage Wealth Architects, Inc.

  • $162 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
115K
+ 10.34%
$23.82 - $25.43 $2.73M - $2.92M
1.23M $31.5B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
67.9K
+ 18.81%
$41.18 - $42.43 $2.8M - $2.88M
429K $18.1B
PRF
Invesco Exchange Traded Fd Tr

ETFs
36.6K
+ 10.64%
$42.04 - $45.23 $1.54M - $1.66M
381K $17.2B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
28.2K
+ 18.85%
$54.35 - $59.32 $1.53M - $1.67M
178K $10.5B
J P Morgan Exchange Traded F
34.5K
+ 671.71%
N/A
39.6K $2B
AVDE
American Centy ETF Tr Avantis

ETFs
15.6K
+ 16.53%
$73.24 - $79.04 $1.14M - $1.23M
110K $8.66B
JEPI
J P Morgan Exchange Traded Fd

ETFs
28.5K
+ 32.48%
$55.61 - $57.37 $1.59M - $1.64M
116K $6.64B
Strategic Trust
42.9K
+ 15.99%
N/A
311K $10.7B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.52K
+ 12.43%
$225.11 - $247.9 $568K - $625K
22.8K $5.64B
JGRO
J P Morgan Exchange Traded Fd
6.03K
+ 87.32%
N/A
12.9K $1.21B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.13K
+ 33.85%
$50.47 - $50.74 $360K - $362K
28.2K $1.43B
EEM
Ishares Msci Emerging Markets

ETFs
5.72K
+ 95.27%
$48.07 - $53.4 $275K - $305K
11.7K $626M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3.95K
+ 3.39%
$31.79 - $33.42 $126K - $132K
120K $4.03B
PII
Polaris Inc.

Consumer Cyclical
29
+ 0.17%
$44.87 - $59.95 $1.3K - $1.74K
16.9K $985M
T Rowe Price ETF Inc
4.99K
+ 85.44%
N/A
10.8K $408M
Mfs Active Exchange Traded F
5.87K
+ 41.0%
N/A
20.2K $596M
AAPL
Apple Inc.

Technology
1
+ 0.03%
$202.38 - $256.87 $202 - $257
3.52K $896M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.48K
+ 9.28%
$85.01 - $90.35 $126K - $134K
17.4K $1.56B
SPY
Spdr S&P 500 ETF Trust

ETFs
162
+ 46.29%
$617.65 - $666.84 $100K - $108K
512 $341M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
110
+ 0.46%
$52.12 - $54.8 $5.73K - $6.03K
23.9K $1.32B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.13K
+ 3.02%
$26.38 - $27.95 $29.9K - $31.6K
38.7K $1.06B
NVDA
Nvidia Corp

Technology
97
+ 7.24%
$153.3 - $186.58 $14.9K - $18.1K
1.44K $268M
JCPB
J P Morgan Exchange Traded Fd

ETFs
676
+ 1.57%
$46.37 - $47.73 $31.3K - $32.3K
43.9K $2.09B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.98K
+ 13.58%
$24.11 - $24.92 $47.7K - $49.3K
16.6K $413M
XEL
Xcel Energy Inc

Utilities
5
+ 0.13%
$67.56 - $80.65 $338 - $403
3.91K $315M
SCHV
Schwab Strategic Tr Us Large C

ETFs
87
+ 0.51%
$27.61 - $29.15 $2.4K - $2.54K
17.1K $499M
MSFT
Microsoft Corp

Technology
8
+ 1.42%
$491.09 - $535.64 $3.93K - $4.29K
571 $296M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
192
+ 0.62%
$22.68 - $23.2 $4.35K - $4.45K
31.2K $719M
AMZN
Amazon Com Inc

Consumer Cyclical
3
+ 0.19%
$211.65 - $238.24 $635 - $715
1.62K $355M
Activity Summary
Buys All Purchases 38 New Holdings 8 Increased Positions 30 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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