Heritage Wealth Advisors Purchases in Q1 2025

Heritage Wealth Advisors

  • $1.91 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
64.2K
+ 10.68%
$554.06 - $615.85 $35.5M - $39.5M
665K $374M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
29.6K
+ 416.88%
$507.05 - $563.67 $15M - $16.7M
36.7K $18.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.52K
+ 2.88%
$442.66 - $534.52 $1.56M - $1.88M
126K $66.9M
JNJ
Johnson & Johnson

Healthcare
11.5K
+ 3.52%
$142.06 - $167.7 $1.63M - $1.93M
338K $56.1M
RTX
Raytheon Technologies Corp

Industrials
5.55K
+ 1.18%
$114.1 - $135.66 $633K - $753K
476K $63M
DUK
Duke Energy Corp

Utilities
7.36K
+ 2.33%
$105.87 - $121.97 $780K - $898K
324K $39.5M
COP
Conocophillips

Energy
24.9K
+ 5.92%
$88.6 - $105.85 $2.2M - $2.63M
445K $46.7M
ADP
Automatic Data Processing Inc

Industrials
6.22K
+ 3.46%
$286.85 - $318.64 $1.78M - $1.98M
186K $56.8M
MCD
Mcdonalds Corp

Consumer Cyclical
4.49K
+ 4.08%
$279.74 - $321.29 $1.26M - $1.44M
115K $35.8M
MA
Mastercard Inc

Financial Services
2.5K
+ 2.32%
$504.67 - $576.31 $1.26M - $1.44M
111K $60.6M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$663000.0 - $801950.0 $1.99M - $2.41M
3 $2.4M
UNP
Union Pacific Corp

Industrials
3.95K
+ 2.63%
$225.21 - $254.42 $889K - $1M
154K $36.3M
PEP
Pepsico Inc

Consumer Defensive
16.6K
+ 6.12%
$142.64 - $156.42 $2.37M - $2.6M
288K $43.1M
VALQ
American Centy ETF Tr Stoxx Us

ETFs
7.94K
+ 15.48%
$59.69 - $64.36 $474K - $511K
59.2K $3.6M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.04K
+ 3.94%
$75.32 - $84.77 $78.3K - $88.2K
27.4K $2.24M
T
At&T Inc.

Communication Services
5.75K
+ 149.9%
$21.56 - $28.28 $124K - $163K
9.59K $271K
MGC
Vanguard Mega Cap ETF

ETFs
526
New
$199.2 - $222.69 $105K - $117K
526 $105K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
671
+ 1.74%
$32.74 - $36.2 $22K - $24.3K
39.3K $1.37M
CSCO
Cisco Systems, Inc.

Technology
43
+ 0.2%
$58.74 - $64.87 $2.53K - $2.79K
21.3K $1.31M
VEA
Vanguard Ftse Developed Market

ETFs
45
+ 0.44%
$47.4 - $52.99 $2.13K - $2.38K
10.4K $527K
AGOX
Starboard Invt Tr

ETFs
1.23K
New
$24.2 - $29.41 $29.7K - $36.1K
1.23K $30K
VEU
Vanguard Ftse All World Ex Us

ETFs
387
+ 28.97%
$56.51 - $62.98 $21.9K - $24.4K
1.72K $104K
KNSL
Kinsale Capital Group, Inc.

Financial Services
10
+ 2.11%
$416.48 - $494.72 $4.16K - $4.95K
485 $236K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
37
+ 1.04%
$58.01 - $64.46 $2.15K - $2.39K
3.6K $223K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
23
+ 76.67%
$402.49 - $513.76 $9.26K - $11.8K
53 $25K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
800
+ 97.56%
$14.22 - $14.83 $11.4K - $11.9K
1.62K $23K
VBR
Vanguard Small Cap Value ETF

ETFs
63
New
$183.02 - $207.75 $11.5K - $13.1K
63 $11K
APP
App Lovin Corp

Technology
39
New
$238.08 - $510.13 $9.29K - $19.9K
39 $10K
MPLX
Mplx LP

Energy
100
+ 10.58%
$47.88 - $54.65 $4.79K - $5.47K
1.05K $55K
ES
Eversource Energy

Utilities
113
+ 16.45%
$55.63 - $63.8 $6.29K - $7.21K
800 $49K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7
+ 0.17%
$95.85 - $99.25 $671 - $695
4.15K $410K
RIO
Rio Tinto PLC

Basic Materials
100
+ 50.0%
$58.19 - $64.29 $5.82K - $6.43K
300 $18K
SNOW
Snowflake Inc.

Technology
50
New
$146.16 - $192.78 $7.31K - $9.64K
50 $7K
TJX
Tjx Companies Inc

Consumer Cyclical
44
+ 4.25%
$112.81 - $126.16 $4.96K - $5.55K
1.08K $131K
BE
Bloom Energy Corp

Industrials
257
New
$19.66 - $29.81 $5.05K - $7.66K
257 $5K
VOD
Vodafone Group Public LTD CO

Communication Services
477
New
$8.05 - $9.86 $3.84K - $4.7K
477 $4K
CTRE
Care Trust Reit, Inc.

Real Estate
100
+ 16.67%
$24.93 - $29.13 $2.49K - $2.91K
700 $20K
BNL
Broadstone Net Lease, Inc.

Real Estate
150
+ 10.5%
$15.2 - $17.25 $2.28K - $2.59K
1.58K $26K
BRX
Brixmor Property Group Inc.

Real Estate
100
+ 14.29%
N/A
800 $18K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
129
New
$25.81 - $28.52 $3.33K - $3.68K
129 $3K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
87
New
$45.21 - $50.33 $3.93K - $4.38K
87 $3K
SCHG
Schwab Strategic Tr Us Large C

ETFs
173
+ 25.33%
$24.91 - $29.02 $4.31K - $5.02K
856 $21K
MAA
Mid America Apartment Communities Inc.

Real Estate
15
New
$146.9 - $170.92 $2.2K - $2.56K
15 $2K
CEG
Constellation Energy Corp

Utilities
24
+ 20.51%
$201.63 - $347.44 $4.84K - $8.34K
141 $28K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13
+ 1.85%
$22.46 - $23.26 $292 - $302
717 $16K
COMP
Compass, Inc.

Technology
115
New
$5.35 - $10.24 $615 - $1.18K
115 $1K
MDU
Mdu Resources Group Inc

Industrials
150
+ 13.04%
$16.45 - $18.61 $2.47K - $2.79K
1.3K $21K
AGRO
Adecoagro S.A.

Consumer Defensive
169
New
$9.42 - $11.4 $1.59K - $1.93K
169 $1K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
48
New
$40.38 - $42.65 $1.94K - $2.05K
48 $1K
Activity Summary
Buys All Purchases 100 New Holdings 42 Increased Positions 58 Sells All Sells 208 Reductions 206 Sold out 2 Options Calls 0 Puts 0
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