Heritage Wealth Advisors Purchases in Q2 2025

Heritage Wealth Advisors

  • $2.03 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
746K
+ 43.23%
$67.83 - $84.09 $50.6M - $62.7M
2.47M $206M
MSFT
Microsoft Corp

Technology
698
+ 0.43%
$354.56 - $497.45 $247K - $347K
164K $81.8M
GOOG
Alphabet Inc.

Communication Services
4.97K
+ 1.38%
$146.58 - $180.01 $729K - $895K
366K $64.9M
VT
Vanguard Total World Stk Index

ETFs
14K
+ 8.55%
$103.16 - $128.52 $1.45M - $1.8M
178K $22.9M
CMCSA
Comcast Corp

Communication Services
143K
+ 12.75%
$32.84 - $36.72 $4.68M - $5.23M
1.26M $45M
IWS
Ishares Russell Midcap Value E

ETFs
2.22K
+ 0.43%
$110.58 - $132.14 $245K - $293K
515K $68.1M
NVDA
Nvidia Corp

Technology
40
+ 0.09%
$94.31 - $157.99 $3.77K - $6.32K
45.4K $7.17M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
10.2K
New
$100.04 - $100.54 $1.02M - $1.03M
10.2K $1.03M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6.27K
+ 22.85%
$73.02 - $90.22 $457K - $565K
33.7K $3M
GOOGL
Alphabet Inc.

Communication Services
76
+ 0.27%
$144.7 - $178.6 $11K - $13.6K
28.5K $5.02M
HD
Home Depot, Inc.

Consumer Cyclical
905
+ 0.97%
$335.24 - $380.78 $303K - $345K
93.8K $34.4M
UVV
Universal Corp

Consumer Defensive
5.47K
+ 44.44%
$50.84 - $65.39 $278K - $358K
17.8K $1.04M
ETR
Entergy Corp

Utilities
3.78K
+ 755.2%
$79.01 - $86.61 $298K - $327K
4.28K $355K
CSX
Csx Corp

Industrials
1
+ 0.0%
$26.69 - $32.91 $26.7 - $32.9
71.3K $2.32M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
1.98K
New
$79.85 - $95.57 $158K - $189K
1.98K $188K
IBM
International Business Machines Corp

Technology
1
+ 0.03%
$221.03 - $294.78 $221 - $295
3.73K $1.1M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
173
+ 0.44%
$30.87 - $39.17 $5.34K - $6.78K
39.5K $1.55M
VTI
Vanguard Total Stock Market Et

ETFs
7
+ 0.13%
$243.75 - $303.93 $1.71K - $2.13K
5.31K $1.61M
MCHP
Microchip Technology Inc

Technology
22
+ 0.31%
$35.34 - $71.6 $777 - $1.58K
7.04K $495K
IEMG
Ishares Inc

ETFs
2.75K
+ 0.33%
N/A
848K $45.5M
VTV
Vanguard Value ETF

ETFs
700
+ 18.48%
$153.67 - $176.74 $108K - $124K
4.49K $793K
MS
Morgan Stanley

Financial Services
5
+ 0.09%
$99.83 - $140.86 $499 - $704
5.43K $765K
COF
Capital One Financial Corp

Financial Services
262
+ 20.39%
$150.57 - $212.76 $39.4K - $55.7K
1.55K $329K
VEA
Vanguard Ftse Developed Market

ETFs
75
+ 0.72%
$45.65 - $57.01 $3.42K - $4.28K
10.5K $595K
ADBE
Adobe Inc.

Technology
162
+ 16.12%
$340.0 - $420.68 $55.1K - $68.2K
1.17K $451K
VZ
Verizon Communications Inc

Communication Services
1.64K
+ 18.98%
$41.67 - $45.62 $68.5K - $75K
10.3K $445K
UBSI
United Bankshares Inc

Financial Services
58
+ 0.31%
$31.5 - $37.32 $1.83K - $2.16K
18.7K $679K
IVT
Inven Trust Properties Corp.

Real Estate
1.25K
New
$25.97 - $29.73 $32.5K - $37.2K
1.25K $34K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
319
+ 7.68%
$96.84 - $99.46 $30.9K - $31.7K
4.47K $443K
INTC
Intel Corp

Technology
1.52K
+ 19.81%
$18.13 - $22.69 $27.6K - $34.5K
9.2K $206K
IYH
Ishares Tr

ETFs
1.37K
+ 13.34%
$53.97 - $60.17 $74.2K - $82.7K
11.7K $659K
CHTR
Charter Communications, Inc.

Communication Services
72
New
$321.68 - $427.25 $23.2K - $30.8K
72 $29K
PNC
Pnc Financial Services Group, Inc.

Financial Services
29
+ 1.52%
$149.76 - $186.42 $4.34K - $5.41K
1.93K $360K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10
+ 0.28%
$55.54 - $69.09 $555 - $691
3.61K $249K
VBR
Vanguard Small Cap Value ETF

ETFs
120
+ 190.48%
$162.76 - $195.77 $19.5K - $23.5K
183 $35K
HCA
Hca Healthcare, Inc.

Healthcare
1
+ 0.17%
$317.61 - $387.52 $318 - $388
591 $226K
NVS
Novartis Ag

Healthcare
51
+ 3.39%
$101.96 - $121.01 $5.2K - $6.17K
1.56K $188K
CRS
Carpenter Technology Corp

Industrials
75
New
$151.3 - $276.38 $11.3K - $20.7K
75 $20K
ETSY
Etsy Inc

Consumer Cyclical
405
+ 476.47%
$40.8 - $63.88 $16.5K - $25.9K
490 $24K
FAST
Fastenal CO

Industrials
4.24K
+ 94.65%
$40.65 - $83.16 $172K - $353K
8.73K $366K
VBK
Vanguard Small Cap Growth ETF

ETFs
60
New
$219.76 - $276.94 $13.2K - $16.6K
60 $16K
NXPI
Nxp Semiconductors N.V.

Technology
1
+ 0.19%
$153.5 - $218.72 $154 - $219
531 $116K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
146
New
$86.93 - $109.64 $12.7K - $16K
146 $16K
F
Ford Motor CO

Consumer Cyclical
315
+ 1.97%
$8.69 - $10.85 $2.74K - $3.42K
16.3K $176K
VOOV
Vanguard S&P 500 Value ETF

ETFs
8
+ 0.34%
$162.65 - $188.71 $1.3K - $1.51K
2.33K $439K
VICI
Vici Properties Inc.

Real Estate
350
+ 18.92%
$29.41 - $32.97 $10.3K - $11.5K
2.2K $71K
SO
Southern CO

Utilities
125
+ 2.05%
$84.91 - $92.56 $10.6K - $11.6K
6.23K $572K
TMUS
T Mobile Us, Inc.

Communication Services
42
+ 700.0%
$220.99 - $268.54 $9.28K - $11.3K
48 $11K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
150
New
$52.84 - $65.52 $7.93K - $9.83K
150 $9K
Activity Summary
Buys All Purchases 113 New Holdings 27 Increased Positions 86 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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