Heritage Wealth Advisors Purchases in Q3 2024

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ZTS
Zoetis Inc.

Healthcare
47
+ 0.71%
$172.58 - $196.48 $8.11K - $9.23K
6.64K $1.3M
CAT
Caterpillar Inc

Industrials
12
+ 0.47%
$316.8 - $391.12 $3.8K - $4.69K
2.57K $1M
CB
Chubb LTD

Financial Services
452
+ 69.97%
$252.51 - $292.2 $114K - $132K
1.1K $316K
CSX
Csx Corp

Industrials
1.94K
+ 2.78%
$32.48 - $35.45 $62.9K - $68.7K
71.7K $2.48M
UVV
Universal Corp

Consumer Defensive
191
+ 0.73%
$46.58 - $54.85 $8.9K - $10.5K
26.4K $1.4M
META
Meta Platforms, Inc.

Communication Services
56
+ 3.56%
$453.41 - $572.44 $25.4K - $32.1K
1.63K $931K
KO
Coca Cola CO

Consumer Defensive
32
+ 0.19%
$62.69 - $73.01 $2.01K - $2.34K
16.6K $1.19M
MCK
Mckesson Corp

Healthcare
361
+ 71.06%
$479.06 - $630.38 $173K - $228K
869 $429K
GE
General Electric CO

Industrials
127
+ 3.49%
$156.66 - $189.66 $19.9K - $24.1K
3.76K $709K
CSCO
Cisco Systems, Inc.

Technology
66
+ 0.31%
$44.74 - $53.22 $2.95K - $3.51K
21.5K $1.14M
XLC
Select Sector Spdr Tr Communic

ETFs
1.31K
New
$82.16 - $90.4 $108K - $119K
1.31K $118K
URI
United Rentals, Inc.

Industrials
10
+ 1.52%
$627.41 - $814.1 $6.27K - $8.14K
667 $540K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
122
+ 0.45%
$32.65 - $36.84 $3.98K - $4.49K
27.2K $1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.38K
+ 236.47%
$71.45 - $75.64 $98.7K - $104K
1.97K $147K
CTAS
Cintas Corp

Industrials
2.49K
+ 302.43%
$201.38 - $819.83 $502K - $2.04M
3.32K $682K
HCA
Hca Healthcare, Inc.

Healthcare
139
+ 24.87%
$315.12 - $406.43 $43.8K - $56.5K
698 $283K
UBSI
United Bankshares Inc

Financial Services
59
+ 0.27%
$31.56 - $39.32 $1.86K - $2.32K
21.9K $813K
FAST
Fastenal CO

Industrials
994
+ 26.3%
$62.09 - $71.83 $61.7K - $71.4K
4.77K $340K
FDX
Fedex Corp

Industrials
380
New
$254.64 - $313.52 $96.8K - $119K
380 $103K
QUAL
Ishares Msci Usa Quality Facto

ETFs
505
New
$162.64 - $179.3 $82.1K - $90.5K
505 $90K
KR
Kroger CO

Consumer Defensive
1.52K
New
$50.43 - $57.3 $76.8K - $87.2K
1.52K $87K
SO
Southern CO

Utilities
70
+ 1.15%
$77.0 - $90.52 $5.39K - $6.34K
6.17K $556K
AXP
American Express CO

Financial Services
105
+ 7.95%
$225.92 - $271.17 $23.7K - $28.5K
1.43K $386K
DGRO
Ishares Core Dividend Growth E

ETFs
1.29K
New
$57.47 - $62.76 $74.1K - $80.9K
1.29K $80K
CNI
Canadian National Railway CO

Industrials
666
+ 62.54%
$110.1 - $123.65 $73.3K - $82.4K
1.73K $202K
XLB
Select Sector Spdr Fd Material

ETFs
723
+ 85.06%
$86.95 - $97.09 $62.9K - $70.2K
1.57K $151K
AMGN
Amgen Inc

Healthcare
134
+ 4.33%
$309.38 - $337.38 $41.5K - $45.2K
3.23K $1.04M
ACN
Accenture PLC

Technology
41
+ 3.89%
$295.44 - $355.81 $12.1K - $14.6K
1.1K $387K
TGT
Target Corp

Consumer Defensive
252
+ 7.81%
$133.47 - $159.25 $33.6K - $40.1K
3.48K $541K
DHR
Danaher Corp

Healthcare
35
+ 1.92%
$239.25 - $280.76 $8.37K - $9.83K
1.85K $515K
MCHP
Microchip Technology Inc

Technology
1.5K
+ 26.71%
$72.0 - $95.98 $108K - $144K
7.12K $571K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.16%
$459.02 - $510.25 $918 - $1.02K
1.24K $614K
VOOV
Vanguard S&P 500 Value ETF

ETFs
16
+ 0.48%
$175.0 - $190.72 $2.8K - $3.05K
3.36K $641K
PSX
Phillips 66

Energy
408
+ 2550.0%
$125.0 - $147.17 $51K - $60K
424 $55K
PAYX
Paychex Inc

Industrials
43
+ 1.5%
$116.17 - $135.19 $5K - $5.81K
2.92K $391K
PH
Parker Hannifin Corp

Industrials
12
+ 3.53%
$501.01 - $635.92 $6.01K - $7.63K
352 $222K
AON
Aon PLC

Financial Services
16
+ 1.99%
$293.16 - $351.06 $4.69K - $5.62K
819 $283K
IXUS
Ishares Tr

ETFs
632
+ 263.33%
$64.9 - $73.35 $41K - $46.4K
872 $63K
PEG
Public Service Enterprise Group Inc

Utilities
501
+ 439.47%
$73.58 - $89.21 $36.9K - $44.7K
615 $54K
NFLX
Netflix Inc

Communication Services
16
+ 1.62%
$598.55 - $722.26 $9.58K - $11.6K
1K $709K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
245
+ 6.32%
$96.25 - $101.98 $23.6K - $25K
4.12K $417K
BR
Broadridge Financial Solutions, Inc.

Technology
6
+ 0.28%
$196.56 - $218.55 $1.18K - $1.31K
2.14K $459K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
427
New
$83.76 - $91.82 $35.8K - $39.2K
427 $38K
CL
Colgate Palmolive CO

Consumer Defensive
316
+ 45.14%
$95.54 - $108.77 $30.2K - $34.4K
1.02K $105K
KHC
Kraft Heinz CO

Consumer Defensive
488
+ 7.07%
$31.86 - $36.13 $15.5K - $17.6K
7.39K $259K
ALL
Allstate Corp

Financial Services
5
+ 0.42%
$158.43 - $192.86 $792 - $964
1.21K $228K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.07K
New
$31.18 - $33.5 $33.4K - $35.9K
1.07K $35K
DE
Deere & CO

Industrials
15
+ 2.31%
$344.84 - $418.0 $5.17K - $6.27K
665 $277K
VEA
Vanguard Ftse Developed Market

ETFs
26
+ 0.26%
$47.6 - $53.31 $1.24K - $1.39K
9.86K $520K
Activity Summary
Buys All Purchases 308 New Holdings 120 Increased Positions 188 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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