Heritage Wealth Advisors Purchases and Sells in Q3 2024

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

Top Buys

Incresed Positions

188 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	4.69K + 4.37%	$488.01 - $604.18 $2.29M - $2.83M	112K $65.4M
VOO	18.4K + 49.61%	$475.2 - $527.7 $8.75M - $9.71M	55.5K $29.3M
IEFA	11.9K + 0.71%	$70.09 - $78.74 $837K - $941K	1.69M $132M
ADP	5.64K + 3.18%	$233.44 - $279.45 $1.32M - $1.58M	183K $50.6M
MCD	9.12K + 8.77%	$245.82 - $304.51 $2.24M - $2.78M	113K $34.5M
IWS	17.4K + 3.62%	$119.52 - $132.25 $2.08M - $2.3M	498K $65.9M

New Holdings

120 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJJ	37.7K New	$111.9 - $124.28 $4.22M - $4.69M	37.7K $4.67M
SDY	3.09K New	$125.95 - $142.04 $389K - $438K	3.09K $438K
VIS	657 New	$232.12 - $260.07 $153K - $171K	657 $170K
XBI	1.58K New	$90.87 - $102.43 $143K - $162K	1.58K $155K
TJX	1.03K New	$107.93 - $120.23 $111K - $124K	1.03K $120K
XLC	1.31K New	$82.16 - $90.4 $108K - $119K	1.31K $118K

Top Sells

Reduced Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTIP	-4.81M - 99.8%	$48.06 - $49.39 $231M - $238M	9.72K $479K
PNC	-215K - 99.11%	$156.14 - $187.2 $33.6M - $40.2M	1.93K $356K
IJH	-34.1K - 86.99%	$57.32 - $62.65 $1.95M - $2.13M	5.1K $317K
NVDA	-14.9K - 22.05%	$98.91 - $134.91 $1.48M - $2.01M	52.7K $6.4M
GD	-1.02K - 20.11%	$279.51 - $308.09 $286K - $315K	4.07K $1.23M
PICK	-6.29K - 34.97%	$36.29 - $43.35 $228K - $273K	11.7K $505K

Activity Summary All Purchases 308 New Holdings 120 Increased Positions 188 All Sells 74 Reductions 74 Sold out 0 Calls 0 Puts 0

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