Heritage Wealth Advisors Portfolio Holdings
Heritage Wealth Advisors
- $2.72 Billion
- Q1 2024
Heritage Wealth Advisors has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.72 Billion distributed in 551 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard S&P 500 Value ETF with a value of $844M, Ishares Core S&P 500 ETF with a value of $346M, Ishares Tr with a value of $123M, Westinghouse Air Brake Technologies Corp with a value of $79.9M, and United Rentals, Inc. with a value of $72.7M.
Examining the 13F form we can see an increase of $753M in the current position value, from $1.96B to 2.72B.
Below you can find more details about Heritage Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$2.72 Billion
ETFs: $1.61 Billion
Industrials: $218 Million
Financial Services: $211 Million
Healthcare: $178 Million
Technology: $138 Million
Communication Services: $102 Million
Consumer Defensive: $101 Million
Consumer Cyclical: $71.4 Million
Other: $86.9 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 551
- Current Value $2.72 Billion
- Prior Value $1.96 Billion
- Filing
- Period Q1 2024
- Filing Date May 08, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 17 stocks
- Additional Purchases 128 stocks
- Sold out of 0 stocks
- Reduced holdings in 272 stocks