Heritage Wealth Advisors Purchases and Sells in Q3 2025

Heritage Wealth Advisors

$2.19 Billion
Q3 2025

Top Buys

Incresed Positions

75 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	193K + 568.6%	$211.65 - $238.24 $40.8M - $45.9M	227K $49.8M
JPM	133K + 1227.34%	$282.78 - $316.06 $37.7M - $42.1M	144K $45.4M
IEFA	92.5K + 3.74%	$81.7 - $87.53 $7.56M - $8.1M	2.56M $224M
AAPL	3.95K + 1.45%	$202.38 - $256.87 $799K - $1.01M	276K $70.3M
JNJ	1.45K + 0.43%	$155.17 - $185.42 $224K - $268K	338K $62.7M
IWS	9.14K + 1.77%	$132.83 - $140.61 $1.21M - $1.29M	525K $73.3M

New Holdings

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPHQ	34.8K New	$70.77 - $73.59 $2.46M - $2.56M	34.8K $2.55M
PX	65.3K New	$10.49 - $12.82 $685K - $837K	65.3K $710K
TOST	2.2K New	$36.51 - $49.3 $80.3K - $108K	2.2K $80K
VTEB	1.34K New	$48.5 - $50.19 $64.8K - $67.1K	1.34K $66K
SPLG	484 New	$72.65 - $78.68 $35.2K - $38.1K	484 $37K
SPYG	223 New	$94.33 - $105.31 $21K - $23.5K	223 $23K

Top Sells

Reduced Positions

79 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CMCSA	-1.26M - 99.7%	$31.41 - $36.33 $39.5M - $45.6M	3.79K $119K
PEP	-263K - 93.19%	$133.81 - $152.16 $35.3M - $40.1M	19.3K $2.71M
VALQ	-38.8K - 66.12%	$61.0 - $64.72 $2.36M - $2.51M	19.9K $1.28M
ISRG	-109 - 6.02%	$433.66 - $544.47 $47.3K - $59.3K	1.7K $761K
INTU	-133 - 10.93%	$646.03 - $807.39 $85.9K - $107K	1.08K $740K
UBSI	-5.47K - 29.33%	$35.03 - $38.73 $192K - $212K	13.2K $490K

Activity Summary All Purchases 108 New Holdings 33 Increased Positions 75 All Sells 79 Reductions 79 Sold out 0 Calls 0 Puts 0

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