Heritage Wealth Advisors Purchases in Q3 2025

Heritage Wealth Advisors

  • $2.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
193K
+ 568.6%
$211.65 - $238.24 $40.8M - $45.9M
227K $49.8M
JPM
Jpmorgan Chase & CO

Financial Services
133K
+ 1227.34%
$282.78 - $316.06 $37.7M - $42.1M
144K $45.4M
IEFA
Ishares Tr

ETFs
92.5K
+ 3.74%
$81.7 - $87.53 $7.56M - $8.1M
2.56M $224M
AAPL
Apple Inc.

Technology
3.95K
+ 1.45%
$202.38 - $256.87 $799K - $1.01M
276K $70.3M
JNJ
Johnson & Johnson

Healthcare
1.45K
+ 0.43%
$155.17 - $185.42 $224K - $268K
338K $62.7M
IWS
Ishares Russell Midcap Value E

ETFs
9.14K
+ 1.77%
$132.83 - $140.61 $1.21M - $1.29M
525K $73.3M
MRK
Merck & Co., Inc.

Healthcare
24.7K
+ 4.19%
$77.6 - $87.37 $1.92M - $2.16M
614K $51.5M
HD
Home Depot, Inc.

Consumer Cyclical
2.24K
+ 2.39%
$357.4 - $423.42 $800K - $947K
96K $38.9M
COP
Conocophillips

Energy
22.4K
+ 4.91%
$91.0 - $98.99 $2.04M - $2.22M
478K $45.2M
MSFT
Microsoft Corp

Technology
1.52K
+ 0.92%
$491.09 - $535.64 $746K - $814K
166K $85.9M
WMT
Walmart Inc.

Consumer Defensive
1.81K
+ 0.37%
$94.4 - $104.27 $171K - $189K
495K $51.1M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
34.8K
New
$70.77 - $73.59 $2.46M - $2.56M
34.8K $2.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
737
+ 0.59%
$459.11 - $506.91 $338K - $374K
126K $63.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.29K
+ 14.48%
$617.65 - $666.84 $1.41M - $1.53M
18.1K $12.1M
UNP
Union Pacific Corp

Industrials
5.25K
+ 3.39%
$214.91 - $237.16 $1.13M - $1.24M
160K $37.8M
MCD
Mcdonalds Corp

Consumer Cyclical
2.63K
+ 2.29%
$291.67 - $316.99 $768K - $835K
118K $35.7M
VT
Vanguard Total World Stk Index

ETFs
151
+ 0.08%
$128.41 - $138.03 $19.4K - $20.8K
178K $24.6M
IEMG
Ishares Inc

ETFs
30.6K
+ 3.61%
N/A
878K $47.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.21K
+ 2.05%
$108.97 - $121.65 $132K - $147K
60.5K $7.3M
WMB
Williams Companies, Inc.

Energy
8.57K
+ 2.01%
$56.52 - $64.01 $485K - $549K
435K $27.6M
MA
Mastercard Inc

Financial Services
26
+ 0.02%
$550.18 - $598.96 $14.3K - $15.6K
110K $62.6M
PX
P10, Inc.

Financial Services
65.3K
New
$10.49 - $12.82 $685K - $837K
65.3K $710K
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.03%
$184.85 - $231.54 $370 - $463
6.47K $1.5M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.56K
+ 4.64%
$87.05 - $93.19 $136K - $146K
35.2K $3.28M
EPD
Enterprise Products Partners L.P.

Energy
4.09K
+ 1.13%
$30.74 - $32.14 $126K - $131K
367K $11.5M
CSX
Csx Corp

Industrials
1
+ 0.0%
$32.05 - $36.52 $32.1 - $36.5
71.3K $2.53M
NSC
Norfolk Southern Corp

Industrials
1
+ 0.02%
$259.49 - $300.41 $259 - $300
4.38K $1.32M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
565
+ 1.43%
$39.06 - $43.42 $22.1K - $24.5K
40K $1.74M
VO
Vanguard Mid Cap ETF

ETFs
247
+ 2.95%
$279.83 - $293.74 $69.1K - $72.6K
8.62K $2.53M
XOM
Exxon Mobil Corp

Energy
100
+ 0.3%
$105.83 - $117.22 $10.6K - $11.7K
33K $3.72M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.28K
+ 616.36%
$28.92 - $32.19 $153K - $170K
6.13K $195K
XLV
Select Sector Spdr Fund Health

ETFs
1.01K
+ 18.82%
$129.01 - $139.72 $131K - $142K
6.4K $890K
RSP
Invesco S&P 500 Equal Weight E

ETFs
239
+ 1.73%
$181.56 - $190.33 $43.4K - $45.5K
14K $2.66M
VTI
Vanguard Total Stock Market Et

ETFs
71
+ 1.34%
$303.93 - $329.86 $21.6K - $23.4K
5.38K $1.77M
TFC
Truist Financial Corp

Financial Services
208
+ 0.53%
$42.83 - $47.07 $8.91K - $9.79K
39.4K $1.8M
IWM
Ishares Russell 2000 ETF

ETFs
7
+ 0.16%
$214.92 - $244.84 $1.5K - $1.71K
4.37K $1.06M
MS
Morgan Stanley

Financial Services
5
+ 0.09%
$139.09 - $161.16 $695 - $806
5.44K $864K
TOST
Toast, Inc.

Technology
2.2K
New
$36.51 - $49.3 $80.3K - $108K
2.2K $80K
D
Dominion Energy, Inc

Utilities
20
+ 0.14%
$56.32 - $62.1 $1.13K - $1.24K
14.5K $888K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
17
+ 0.07%
$35.99 - $38.74 $612 - $659
25.7K $992K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.34K
New
$48.5 - $50.19 $64.8K - $67.1K
1.34K $66K
META
Meta Platforms, Inc.

Communication Services
85
+ 5.15%
$695.21 - $791.73 $59.1K - $67.3K
1.73K $1.27M
TSLA
Tesla, Inc.

Consumer Cyclical
27
+ 8.63%
$293.94 - $444.72 $7.94K - $12K
340 $151K
AMD
Advanced Micro Devices Inc

Technology
2
+ 0.09%
$134.8 - $184.42 $270 - $369
2.15K $347K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
484
New
$72.65 - $78.68 $35.2K - $38.1K
484 $37K
AEP
American Electric Power CO Inc

Utilities
200
+ 15.47%
$103.26 - $115.0 $20.7K - $23K
1.49K $167K
VOOV
Vanguard S&P 500 Value ETF

ETFs
8
+ 0.34%
$187.97 - $199.47 $1.5K - $1.6K
2.34K $466K
SPYG
Spdr Portfolio

ETFs
223
New
$94.33 - $105.31 $21K - $23.5K
223 $23K
APP
App Lovin Corp

Technology
10
+ 25.64%
$335.1 - $718.54 $3.35K - $7.19K
49 $35K
Activity Summary
Buys All Purchases 108 New Holdings 33 Increased Positions 75 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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