Heritage Wealth Advisors Purchases in Q4 2024

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JBHT
Hunt J B Transport Services Inc

Industrials
2
+ 0.39%
$164.22 - $197.19 $328 - $394
512 $87K
DINO
Hf Sinclair Corp

Energy
2
+ 20.0%
$33.69 - $47.67 $67.4 - $95.3
12 $0
CAG
Conagra Brands Inc.

Consumer Defensive
14
+ 21.88%
$26.48 - $32.72 $371 - $458
78 $2K
GVI
Ishares Tr

ETFs
1
+ 1.11%
$103.89 - $107.05 $104 - $107
91 $9K
HST
Host Hotels & Resorts, Inc.

Real Estate
18
+ 20.93%
$17.24 - $19.07 $310 - $343
104 $1K
HII
Huntington Ingalls Industries, Inc.

Industrials
2
+ 20.0%
$184.96 - $264.65 $370 - $529
12 $2K
IBDRY
Iberdrola Sa Dpon Adr (Spain)

Utilities
1
+ 33.33%
$53.73 - $61.69 $53.7 - $61.7
4 $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1
+ 0.57%
$22.39 - $23.45 $22.4 - $23.5
176 $4K
STZ
Constellation Brands, Inc.

Consumer Defensive
4
+ 25.0%
$219.66 - $257.62 $879 - $1.03K
20 $4K
ICE
Intercontinental Exchange, Inc.

Financial Services
4
+ 25.0%
$148.29 - $166.93 $593 - $668
20 $2K
CRARY
Credit Agricole Sa Unsponsored

Financial Services
17
+ 21.79%
$6.5 - $7.76 $111 - $132
95 $0
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
1
+ 20.0%
$120.52 - $149.33 $121 - $149
6 $0
HAL
Halliburton CO

Energy
3
+ 18.75%
$25.77 - $31.99 $77.3 - $96
19 $0
TAP
Molson Coors Beverage CO

Consumer Defensive
12
+ 21.05%
$53.97 - $63.88 $648 - $767
69 $3K
Fidelity Wise Origin Bitcoin Fund
130
New
N/A
130 $0
MKC
Mccormick & CO Inc

Consumer Defensive
7
+ 18.42%
$73.97 - $84.09 $518 - $589
45 $3K
Matthews Korea Active ETF
1.07K
New
N/A
1.07K $0
EXPD
Expeditors International Of Washington Inc

Industrials
3
+ 25.0%
$110.5 - $128.26 $332 - $385
15 $1K
MGM
Mgm Resorts International

Consumer Cyclical
18
+ 21.95%
$33.44 - $41.99 $602 - $756
100 $3K
BEN
Franklin Resources Inc

Financial Services
17
+ 21.52%
$19.35 - $22.76 $329 - $387
96 $1K
EBAY
Ebay Inc

Consumer Cyclical
5
+ 21.74%
$57.51 - $67.17 $288 - $336
28 $1K
MTCH
Match Group, Inc.

Communication Services
16
+ 21.33%
$30.29 - $38.64 $485 - $618
91 $2K
Everus Constr Group Com
237
New
N/A
237 $0
CCHGY
Coca Cola Hbc Ag Unsponsored A

Consumer Defensive
1
+ 25.0%
$32.75 - $36.75 $32.8 - $36.8
5 $0
DG
Dollar General Corp

Consumer Defensive
5
+ 8.77%
$73.27 - $84.47 $366 - $422
62 $4K
MDT
Medtronic PLC

Healthcare
1
+ 33.33%
$79.61 - $92.24 $79.6 - $92.2
4 $0
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.85%
$130.36 - $139.54 $130 - $140
118 $15K
CCI
Crown Castle International Corp

Real Estate
1
+ 10.0%
$89.78 - $119.11 $89.8 - $119
11 $0
PSA
Public Storage

Real Estate
1
+ 2.04%
$289.33 - $360.21 $289 - $360
50 $14K
DTE
Dte Energy CO

Utilities
4
+ 0.95%
$117.04 - $129.77 $468 - $519
425 $51K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
6
+ 1.55%
$209.89 - $233.24 $1.26K - $1.4K
394 $83K
GIS
General Mills Inc

Consumer Defensive
10
+ 2.89%
$62.78 - $74.62 $628 - $746
356 $22K
VICI
Vici Properties Inc.

Real Estate
100
+ 5.71%
$28.27 - $33.19 $2.83K - $3.32K
1.85K $54K
IGF
Ishares Global Infrastructure

ETFs
44
+ 1.65%
$51.2 - $55.7 $2.25K - $2.45K
2.71K $141K
NEM
Newmont Corp

Basic Materials
5
+ 1.84%
$37.0 - $58.68 $185 - $293
277 $10K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.32K
+ 184.46%
$22.4 - $68.28 $74.5K - $227K
5.13K $118K
HOLX
Hologic Inc

Healthcare
9
+ 1.5%
$70.76 - $83.72 $637 - $753
608 $43K
BND
Vanguard Bd Index Fd Inc Total

ETFs
10
+ 0.51%
$71.75 - $75.11 $718 - $751
1.98K $142K
ES
Eversource Energy

Utilities
15
+ 2.23%
$55.9 - $67.73 $839 - $1.02K
687 $39K
MDU
Mdu Resources Group Inc

Industrials
200
+ 21.05%
$15.1 - $30.28 $3.02K - $6.06K
1.15K $20K
VEU
Vanguard Ftse All World Ex Us

ETFs
14
+ 1.06%
$57.29 - $63.1 $802 - $883
1.34K $76K
CARR
Carrier Global Corp

Industrials
1
+ 0.14%
$66.69 - $82.65 $66.7 - $82.7
713 $48K
HUM
Humana Inc

Healthcare
2
+ 0.98%
$233.89 - $304.18 $468 - $608
206 $52K
AES
Aes Corp

Utilities
27
+ 1.35%
$12.44 - $20.24 $336 - $546
2.03K $26K
APD
Air Products & Chemicals, Inc.

Basic Materials
2
+ 0.11%
$285.5 - $335.62 $571 - $671
1.86K $540K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
24
+ 0.58%
$96.64 - $101.23 $2.32K - $2.43K
4.14K $401K
VOOV
Vanguard S&P 500 Value ETF

ETFs
30
+ 0.89%
$184.21 - $199.29 $5.53K - $5.98K
3.39K $625K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
55
+ 1.57%
$58.88 - $64.8 $3.24K - $3.56K
3.56K $209K
IR
Ingersoll Rand Inc.

Industrials
5
+ 0.18%
$90.46 - $105.35 $452 - $527
2.73K $246K
Activity Summary
Buys All Purchases 229 New Holdings 32 Increased Positions 197 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email