Heritage Wealth Advisors Purchases and Sells in Q2 2025

Heritage Wealth Advisors

$2.03 Billion
Q2 2025

Top Buys

Incresed Positions

86 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	746K + 43.23%	$67.83 - $84.09 $50.6M - $62.7M	2.47M $206M
MSFT	698 + 0.43%	$354.56 - $497.45 $247K - $347K	164K $81.8M
GOOG	4.97K + 1.38%	$146.58 - $180.01 $729K - $895K	366K $64.9M
VT	14K + 8.55%	$103.16 - $128.52 $1.45M - $1.8M	178K $22.9M
CMCSA	143K + 12.75%	$32.84 - $36.72 $4.68M - $5.23M	1.26M $45M
IWS	2.22K + 0.43%	$110.58 - $132.14 $245K - $293K	515K $68.1M

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MINT	10.2K New	$100.04 - $100.54 $1.02M - $1.03M	10.2K $1.03M
IVOV	1.98K New	$79.85 - $95.57 $158K - $189K	1.98K $188K
IVT	1.25K New	$25.97 - $29.73 $32.5K - $37.2K	1.25K $34K
CHTR	72 New	$321.68 - $427.25 $23.2K - $30.8K	72 $29K
CRS	75 New	$151.3 - $276.38 $11.3K - $20.7K	75 $20K
ESGV	146 New	$86.93 - $109.64 $12.7K - $16K	146 $16K

Top Sells

Reduced Positions

79 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	-269K - 51.05%	$108.12 - $135.04 $29.1M - $36.4M	258K $34.9M
BRK-B	-648 - 0.52%	$483.48 - $539.8 $313K - $350K	125K $60.7M
PEP	-4.96K - 1.72%	$128.02 - $151.37 $634K - $750K	283K $37.3M
JNJ	-1.51K - 0.45%	$146.36 - $159.82 $221K - $241K	337K $51.4M
PGR	-795 - 0.43%	$255.27 - $288.74 $203K - $230K	183K $49M
GLD	-1.53K - 50.35%	$273.71 - $316.29 $417K - $482K	1.5K $458K

Activity Summary All Purchases 113 New Holdings 27 Increased Positions 86 All Sells 79 Reductions 79 Sold out 0 Calls 0 Puts 0

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