Heritage Wealth Advisors Purchases in Q3 2024

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ADI
Analog Devices Inc

Technology
139
+ 24.69%
$200.56 - $243.33 $27.9K - $33.8K
702 $161K
TSLA
Tesla, Inc.

Consumer Cyclical
42
+ 13.68%
$191.76 - $263.26 $8.05K - $11.1K
349 $91K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.47K
New
$11.52 - $12.52 $28.4K - $30.9K
2.47K $30K
PLD
Prologis, Inc.

Real Estate
62
+ 4.28%
$111.95 - $132.43 $6.94K - $8.21K
1.51K $190K
GLW
Corning Inc

Technology
82
+ 2.15%
$37.76 - $46.2 $3.1K - $3.79K
3.89K $175K
LEN
Lennar Corp

Consumer Cyclical
90
+ 31.25%
$142.5 - $192.45 $12.8K - $17.3K
378 $70K
PRU
Prudential Financial Inc

Financial Services
164
+ 10.24%
$105.53 - $127.32 $17.3K - $20.9K
1.77K $213K
STT
State Street Corp

Financial Services
300
New
$73.37 - $89.31 $22K - $26.8K
300 $26K
SLV
I Shares Silver Trust

ETFs
650
+ 19.22%
$24.33 - $29.38 $15.8K - $19.1K
4.03K $114K
NKE
Nike, Inc.

Consumer Cyclical
113
+ 11.17%
$71.09 - $89.44 $8.03K - $10.1K
1.13K $99K
ETN
Eaton Corp PLC

Industrials
44
+ 11.14%
$272.52 - $333.02 $12K - $14.7K
439 $145K
MSI
Motorola Solutions, Inc.

Technology
4
+ 1.26%
$385.65 - $450.49 $1.54K - $1.8K
321 $144K
GBIL
Goldman Sachs Access Treasury

ETFs
207
New
$99.7 - $100.3 $20.6K - $20.8K
207 $20K
O
Realty Income Corp

Real Estate
57
+ 3.65%
$52.36 - $63.42 $2.98K - $3.61K
1.62K $102K
SBAC
Sba Communications Corp

Real Estate
12
+ 3.43%
$189.0 - $245.01 $2.27K - $2.94K
362 $87K
APO
Apollo Global Management, Inc.

Financial Services
100
+ 10.0%
$99.16 - $125.81 $9.92K - $12.6K
1.1K $137K
LHX
L3 Harris Technologies, Inc.

Industrials
32
+ 3.76%
$221.96 - $243.27 $7.1K - $7.78K
884 $210K
SRE
Sempra Energy

Utilities
50
+ 2.45%
$74.97 - $84.04 $3.75K - $4.2K
2.09K $174K
AMP
Ameriprise Financial Inc

Financial Services
14
+ 5.83%
$391.53 - $469.81 $5.48K - $6.58K
254 $119K
AFL
Aflac Inc

Financial Services
41
+ 7.03%
$88.52 - $111.8 $3.63K - $4.58K
624 $69K
ES
Eversource Energy

Utilities
172
+ 34.4%
$56.52 - $68.38 $9.72K - $11.8K
672 $45K
C
Citigroup Inc

Financial Services
266
+ 22.7%
$56.11 - $67.61 $14.9K - $18K
1.44K $90K
PYPL
Pay Pal Holdings, Inc.

Financial Services
51
+ 8.72%
$57.22 - $80.08 $2.92K - $4.08K
636 $49K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
47
+ 13.78%
$210.25 - $231.86 $9.88K - $10.9K
388 $86K
LYB
Lyondell Basell Industries N.V.

Basic Materials
150
+ 60.0%
$92.56 - $99.46 $13.9K - $14.9K
400 $38K
WES
Western Midstream Partners, LP

Energy
375
New
$36.59 - $42.74 $13.7K - $16K
375 $14K
VICI
Vici Properties Inc.

Real Estate
200
+ 12.9%
$27.64 - $34.08 $5.53K - $6.82K
1.75K $58K
GM
General Motors CO

Consumer Cyclical
349
+ 26.99%
$39.95 - $49.9 $13.9K - $17.4K
1.64K $73K
PWCDF
Power Corp Canada
432
New
$26.33 - $32.15 $11.4K - $13.9K
432 $13K
OKE
Oneok Inc

Energy
47
+ 5.22%
$78.62 - $95.27 $3.7K - $4.48K
947 $86K
TXN
Texas Instruments Inc

Technology
67
+ 1.9%
$194.6 - $194.6 $13K - $13K
3.59K $698K
T
At&T Inc.

Communication Services
239
+ 8.4%
$18.21 - $22.28 $4.35K - $5.32K
3.09K $67K
CARR
Carrier Global Corp

Industrials
12
+ 1.71%
$61.9 - $80.88 $743 - $971
712 $57K
SHBI
Shore Bancshares Inc

Financial Services
1K
New
$11.07 - $14.73 $11.1K - $14.7K
1K $13K
SPGI
S&P Global Inc.

Financial Services
24
New
$446.32 - $527.38 $10.7K - $12.7K
24 $12K
WRB
Berkley W R Corp

Financial Services
954
+ 49.97%
$51.54 - $79.62 $49.2K - $76K
2.86K $162K
FSTA
Fidelity Covington Tr Msci Con

ETFs
240
New
$47.12 - $51.72 $11.3K - $12.4K
240 $12K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
100
+ 40.0%
$111.59 - $129.08 $11.2K - $12.9K
350 $41K
MGA
Magna International Inc

Consumer Cyclical
271
New
$38.03 - $45.82 $10.3K - $12.4K
271 $11K
VOD
Vodafone Group Public LTD CO

Communication Services
1.11K
New
$8.8 - $10.35 $9.74K - $11.5K
1.11K $11K
DANOY
Groupe Danone

Consumer Defensive
768
New
$12.4 - $14.61 $9.52K - $11.2K
768 $11K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
200
+ 36.36%
$27.14 - $35.2 $5.43K - $7.04K
750 $26K
CME
Cme Group Inc.

Financial Services
18
+ 6.55%
$193.43 - $220.62 $3.48K - $3.97K
293 $64K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
300
New
$28.7 - $35.25 $8.61K - $10.6K
300 $10K
ETR
Entergy Corp

Utilities
30
+ 12.0%
$104.75 - $131.61 $3.14K - $3.95K
280 $36K
DTE
Dte Energy CO

Utilities
21
+ 5.25%
$108.67 - $128.41 $2.28K - $2.7K
421 $54K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
170
+ 42.5%
$49.7 - $56.11 $8.45K - $9.54K
570 $31K
AMT
American Tower Corp

Real Estate
35
New
$192.27 - $242.73 $6.73K - $8.5K
35 $8K
STX
Seagate Technology Holdings PLC

Technology
12
+ 1.14%
$92.1 - $110.76 $1.11K - $1.33K
1.06K $116K
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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