Heritage Wealth Advisors Purchases in Q1 2025

Heritage Wealth Advisors

  • $1.91 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
8
New
$170.36 - $201.04 $1.36K - $1.61K
8 $1K
VNQI
Vanguard Global Ex U.S. Real

ETFs
36
New
$38.22 - $41.19 $1.38K - $1.48K
36 $1K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
20
New
$48.65 - $53.06 $973 - $1.06K
20 $1K
FMCC
Federal Home Loan Mortgage Corp

Financial Services
200
New
$3.37 - $6.51 $674 - $1.3K
200 $1K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
26
New
$40.79 - $42.32 $1.06K - $1.1K
26 $1K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1
+ 0.51%
$25.58 - $29.24 $25.6 - $29.2
197 $5K
VGIT
Vanguard Intermediate Term Tre

ETFs
12
New
$57.44 - $59.4 $689 - $713
12 $0
VGLT
Vanguard Long Term Treasury Et

ETFs
6
New
$53.99 - $58.43 $324 - $351
6 $0
BNDX
Vanguard Total International B

ETFs
0
New
$48.33 - $49.5 $0 - $0
0 $0
Ses Solar Inc
3K
New
N/A
3K $0
Shell PLC
30
New
N/A
30 $0
Zco Liquidating Corp
50
New
N/A
50 $0
Select Stoxx Europe Aspc Dfn ETF
841
New
N/A
841 $0
SCHK
Schwab Strategic Tr 1000 Index

ETFs
0
New
$26.53 - $29.63 $0 - $0
0 $0
Calvert Us Lrg Cap Respo Indx ETF
3.8K
New
N/A
3.8K $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
0
New
$36.63 - $37.45 $0 - $0
0 $0
I Shares Bitcoin Trust ETF
395
New
N/A
395 $0
BIG
Big Lots Inc

Consumer Defensive
5
New
N/A
5 $0
Brookfield Corporation
24K
+ 2.24%
N/A
1.1M $0
FUM.L
Futura Medical PLC

Healthcare
10K
New
N/A
10K $0
Fidelity Wise Origin Bitcoin Fund
687
+ 528.46%
N/A
817 $0
Fidelity Enhanced Large Cap ETF
552
New
N/A
552 $0
Arvinmeritor Inc
20
New
N/A
20 $0
Calvert Us Mid Cr Respon Indx ETF
214
New
N/A
214 $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1
+ 0.57%
$22.25 - $23.0 $22.3 - $23
177 $4K
Ishares Flexible Incme Active ETF
8
New
N/A
8 $0
GVI
Ishares Tr

ETFs
1
+ 1.1%
$103.49 - $106.02 $103 - $106
92 $9K
Millrose Properties Incwhen Issued
166
New
N/A
166 $0
AAL
American Airlines Group Inc.

Industrials
1
New
N/A
1 $0
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10
+ 0.87%
$50.48 - $51.04 $505 - $510
1.16K $58K
BYLD
Ishares Tr Yield Optimized Bd
53
New
N/A
53 $0
HWMPR
Howmet Aerospace Inc Pfd (De)
12
New
N/A
12 $0
SBTX
Silverback Therapeutics, Inc.

Healthcare
1K
New
N/A
1K $0
IIPR
Innovative Industrial Properties Inc

Real Estate
1
+ 2.86%
$54.09 - $74.56 $54.1 - $74.6
36 $1K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
50
+ 16.67%
$165.25 - $224.62 $8.26K - $11.2K
350 $58K
ET
Energy Transfer LP

Energy
200
+ 4.29%
$17.26 - $21.08 $3.45K - $4.22K
4.86K $90K
VTRS
Viatris Inc

Healthcare
47
+ 18.5%
$8.68 - $12.42 $408 - $584
301 $2K
TROW
Price T Rowe Group Inc

Financial Services
4
+ 1.19%
$91.57 - $116.93 $366 - $468
341 $31K
NXPI
Nxp Semiconductors N.V.

Technology
1
+ 0.19%
$189.99 - $245.86 $190 - $246
530 $100K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
8
+ 0.03%
$33.28 - $36.41 $266 - $291
27K $925K
UBSI
United Bankshares Inc

Financial Services
52
+ 0.28%
$34.03 - $39.27 $1.77K - $2.04K
18.6K $644K
AMZN
Amazon Com Inc

Consumer Cyclical
3.62K
+ 11.87%
$190.26 - $242.06 $688K - $875K
34.1K $6.48M
IVW
Ishares S&P 500 Growth ETF

ETFs
23
+ 0.04%
$92.45 - $106.69 $2.13K - $2.45K
59.7K $5.55M
HD
Home Depot, Inc.

Consumer Cyclical
2.94K
+ 3.27%
$347.25 - $424.87 $1.02M - $1.25M
92.9K $34M
GOOGL
Alphabet Inc.

Communication Services
35
+ 0.12%
$154.33 - $206.19 $5.4K - $7.22K
28.4K $4.39M
WMT
Walmart Inc.

Consumer Defensive
528
+ 0.11%
$84.5 - $105.05 $44.6K - $55.5K
501K $44M
MRK
Merck & Co., Inc.

Healthcare
30.5K
+ 5.71%
$83.01 - $101.02 $2.53M - $3.08M
565K $50.8M
AAPL
Apple Inc.

Technology
1.69K
+ 0.63%
$209.68 - $247.1 $355K - $418K
272K $60.3M
GOOG
Alphabet Inc.

Communication Services
13.4K
+ 3.86%
$156.06 - $207.71 $2.1M - $2.79M
361K $56.4M
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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