Heritage Wealth Advisors Purchases in Q2 2025

Heritage Wealth Advisors

  • $2.03 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIP
Brookfield Infrastructure Partners L.P.

Utilities
200
+ 26.67%
$26.99 - $33.86 $5.4K - $6.77K
950 $31K
ES
Eversource Energy

Utilities
100
+ 12.5%
$54.25 - $65.89 $5.43K - $6.59K
900 $57K
T
At&T Inc.

Communication Services
57
+ 0.59%
$26.33 - $28.94 $1.5K - $1.65K
9.64K $279K
RIO
Rio Tinto PLC

Basic Materials
153
+ 51.0%
$52.32 - $62.75 $8K - $9.6K
453 $26K
UL
Unilever PLC

Consumer Defensive
69
+ 3.13%
$57.9 - $65.43 $4K - $4.51K
2.27K $139K
WELL
Welltower Inc.

Real Estate
52
New
$136.49 - $155.22 $7.1K - $8.07K
52 $7K
LCID
Lucid Group, Inc.

Consumer Cyclical
5K
+ 43.48%
$2.1 - $2.96 $10.5K - $14.8K
16.5K $34K
D
Dominion Energy, Inc

Utilities
23
+ 0.16%
$49.66 - $58.0 $1.14K - $1.33K
14.5K $819K
MPLX
Mplx LP

Energy
156
+ 14.93%
$46.68 - $53.89 $7.28K - $8.41K
1.2K $61K
AZN
Astrazeneca PLC

Healthcare
99
New
$64.87 - $75.0 $6.42K - $7.43K
99 $6K
AMCR
Amcor PLC

Consumer Cyclical
507
New
$8.57 - $9.81 $4.34K - $4.97K
507 $4K
GM
General Motors CO

Consumer Cyclical
2
+ 0.12%
$42.48 - $50.46 $85 - $101
1.61K $79K
OHI
Omega Healthcare Investors Inc

Real Estate
150
+ 30.0%
$35.55 - $39.05 $5.33K - $5.86K
650 $23K
CRM
Salesforce, Inc.

Technology
1
+ 0.12%
$236.26 - $291.15 $236 - $291
841 $229K
CCJ
Cameco Corp

Energy
54
New
$36.68 - $74.46 $1.98K - $4.02K
54 $4K
IONQ
Ion Q, Inc.

Technology
78
New
$20.68 - $48.04 $1.61K - $3.75K
78 $3K
ET
Energy Transfer LP

Energy
304
+ 6.26%
$15.65 - $18.93 $4.76K - $5.75K
5.16K $93K
RGTI
Rigetti Computing, Inc.

Technology
252
New
$7.5 - $14.29 $1.89K - $3.6K
252 $2K
TROW
Price T Rowe Group Inc

Financial Services
5
+ 1.47%
$80.27 - $98.06 $401 - $490
346 $33K
BEP
Brookfield Renewable Partners L.P.

Utilities
50
+ 263.16%
$20.16 - $26.41 $1.01K - $1.32K
69 $1K
IIPR
Innovative Industrial Properties Inc

Real Estate
2
+ 5.56%
$48.03 - $58.9 $96.1 - $118
38 $2K
HLN
Haleon PLC

Healthcare
123
New
$9.27 - $11.41 $1.14K - $1.4K
123 $1K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
16
+ 1.38%
$49.79 - $50.75 $797 - $812
1.18K $59K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
7
New
$26.94 - $34.72 $189 - $243
7 $0
DAL
Delta Air Lines, Inc.

Industrials
6
+ 8.57%
$35.88 - $52.99 $215 - $318
76 $3K
CCI
Crown Castle International Corp

Real Estate
0
New
$94.83 - $107.06 $0 - $0
0 $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
0
New
$72.02 - $73.82 $0 - $0
0 $0
SCHK
Schwab Strategic Tr 1000 Index

ETFs
0
New
$23.87 - $29.82 $0 - $0
0 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
11
+ 1.46%
$7.69 - $11.46 $84.6 - $126
766 $8K
Calvert Us Mid Cr Respon Indx ETF
85
+ 39.72%
N/A
299 $0
BNDX
Vanguard Total International B

ETFs
0
New
$48.77 - $49.55 $0 - $0
0 $0
Calvert Us Lrg Cap Respo Indx ETF
1.47K
+ 38.7%
N/A
5.28K $0
Brookfield Corporation
1.85K
+ 0.17%
N/A
1.1M $0
Arvinmeritor Inc
20
+ 100.0%
N/A
40 $0
Arqit Quantum Inc Com Usd0.0025(Post Rev Spt)
54
New
N/A
54 $0
ALC
Alcon Inc

Healthcare
10
New
$82.88 - $98.3 $829 - $983
10 $0
HNST
Honest Company, Inc.

Consumer Cyclical
3
New
$4.18 - $5.51 $12.5 - $16.5
3 $0
PII
Polaris Inc.

Consumer Cyclical
4
New
$31.97 - $42.61 $128 - $170
4 $0
PEG
Public Service Enterprise Group Inc

Utilities
1
+ 0.86%
$77.13 - $84.18 $77.1 - $84.2
117 $9K
PSA
Public Storage

Real Estate
1
+ 2.0%
$266.31 - $309.77 $266 - $310
51 $14K
GVI
Ishares Tr

ETFs
1
+ 1.09%
$104.82 - $106.79 $105 - $107
93 $9K
OXYWS
Occidental Pete Corp Wt Exp 08
3
New
N/A
3 $0
ORLY
O Reilly Automotive Inc

Consumer Cyclical
56
+ 1400.0%
$87.84 - $1441.89 $4.92K - $80.7K
60 $5K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
0
New
$35.3 - $37.51 $0 - $0
0 $0
Sandoz Group Adr
10
+ 27.03%
N/A
47 $0
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1
+ 0.84%
$17.76 - $22.1 $17.8 - $22.1
120 $2K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2
+ 1.13%
$22.54 - $23.17 $45.1 - $46.3
179 $4K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
17
New
$44.37 - $50.04 $754 - $851
17 $0
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1
+ 0.14%
$22.68 - $23.28 $22.7 - $23.3
718 $16K
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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