Heritage Wealth Advisors Purchases in Q3 2024

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CCHGY
Coca Cola Hbc Ag Unsponsored A

Consumer Defensive
4
New
$33.82 - $37.58 $135 - $150
4 $0
AWK
American Water Works Company, Inc.

Utilities
6
New
$127.76 - $149.9 $767 - $899
6 $0
Brookfield Asset Management
4
+ 0.04%
N/A
9.85K $0
NICE
Nice Ltd.

Technology
4
New
$154.95 - $184.96 $620 - $740
4 $0
WHR
Whirlpool Corp

Consumer Cyclical
7
New
$90.25 - $112.34 $632 - $786
7 $0
PNR
Pentair PLC

Industrials
5
New
$74.39 - $97.79 $372 - $489
5 $0
OVV
Ovintiv Inc.

Energy
12
New
$37.0 - $48.89 $444 - $587
12 $0
Lab Cp Of Amer Hldg New
14
New
N/A
14 $0
OXY
Occidental Petroleum Corp

Energy
4
New
$49.91 - $63.73 $200 - $255
4 $0
Veralto Ord Wi
13
+ 2.5%
N/A
532 $0
ADM
Archer Daniels Midland CO

Consumer Defensive
6
+ 0.67%
$57.96 - $65.72 $348 - $394
906 $54K
Blackrock Inc
1.06K
New
N/A
1.06K $0
VRSN
Verisign Inc

Technology
2
New
$174.18 - $190.64 $348 - $381
2 $0
EQH
Equitable Holdings, Inc.

Financial Services
2
New
$37.05 - $43.61 $74.1 - $87.2
2 $0
Linde PLC
33
New
N/A
33 $0
SCGLY
Societe Generale France Sp Adr

Financial Services
92
New
$4.46 - $5.27 $410 - $485
92 $0
Hypatia Women Ceo ETF
90
New
N/A
90 $0
IBDRY
Iberdrola Sa Dpon Adr (Spain)

Utilities
3
New
$50.68 - $61.99 $152 - $186
3 $0
DINO
Hf Sinclair Corp

Energy
10
New
$44.42 - $53.6 $444 - $536
10 $0
Liberty Global Inc Ser C
527
New
N/A
527 $0
HAL
Halliburton CO

Energy
16
New
$27.81 - $36.44 $445 - $583
16 $0
GLNCY
Glencore PLC
49
New
$9.43 - $12.34 $462 - $605
49 $0
IVZ
Invesco Ltd.

Financial Services
24
New
$14.85 - $17.74 $356 - $426
24 $0
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
5
New
$132.24 - $158.02 $661 - $790
5 $0
Ferguson PLC
52
New
N/A
52 $0
SCHK
Schwab Strategic Tr 1000 Index

ETFs
0
New
$49.82 - $55.29 $0 - $0
0 $0
Lam Research Corporation
6
New
N/A
6 $0
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5
+ 1.46%
$50.52 - $50.95 $253 - $255
348 $17K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1
+ 0.3%
$45.2 - $47.87 $45.2 - $47.9
332 $15K
ESS
Essex Property Trust, Inc.

Real Estate
2
New
$272.82 - $272.82 $546 - $546
2 $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
0
New
$36.06 - $37.66 $0 - $0
0 $0
ALB
Albemarle Corp

Basic Materials
15
+ 0.5%
$72.85 - $100.09 $1.09K - $1.5K
3.02K $285K
TROW
Price T Rowe Group Inc

Financial Services
4
+ 1.22%
$101.71 - $120.75 $407 - $483
333 $36K
BP
Bp PLC

Energy
300
+ 11.77%
$30.78 - $37.05 $9.23K - $11.1K
2.85K $89K
DELL
Dell Technologies Inc.

Technology
20
+ 7.02%
$87.89 - $145.97 $1.76K - $2.92K
305 $36K
EMR
Emerson Electric CO

Industrials
20
+ 0.34%
$98.19 - $118.87 $1.96K - $2.38K
5.98K $653K
WM
Waste Management Inc

Industrials
54
+ 1.95%
$196.96 - $223.45 $10.6K - $12.1K
2.82K $585K
SLB
Schlumberger Limited

Energy
112
+ 7.04%
$39.57 - $49.67 $4.43K - $5.56K
1.7K $71K
EL
Estee Lauder Companies Inc

Consumer Defensive
8
+ 0.93%
$84.18 - $106.5 $673 - $852
872 $86K
HUM
Humana Inc

Healthcare
9
+ 4.62%
$310.25 - $404.52 $2.79K - $3.64K
204 $64K
NUE
Nucor Corp

Basic Materials
30
+ 1.43%
$137.77 - $166.14 $4.13K - $4.98K
2.13K $320K
NXPI
Nxp Semiconductors N.V.

Technology
7
+ 1.24%
$225.14 - $290.78 $1.58K - $2.04K
571 $137K
BA
Boeing CO

Industrials
70
+ 6.23%
$152.04 - $190.6 $10.6K - $13.3K
1.19K $181K
MKL
Markel Corp

Financial Services
53
+ 0.38%
$1494.55 - $1645.69 $79.2K - $87.2K
13.9K $21.8M
INTU
Intuit Inc

Technology
16
+ 1.04%
$602.97 - $670.49 $9.65K - $10.7K
1.55K $963K
ADBE
Adobe Inc.

Technology
21
+ 1.37%
$508.13 - $586.55 $10.7K - $12.3K
1.55K $803K
EW
Edwards Lifesciences Corp

Healthcare
55
+ 2.67%
$59.7 - $93.78 $3.28K - $5.16K
2.12K $139K
MU
Micron Technology Inc

Technology
40
+ 2.0%
$86.27 - $136.82 $3.45K - $5.47K
2.04K $211K
AMZN
Amazon Com Inc

Consumer Cyclical
742
+ 2.48%
$161.02 - $200.0 $119K - $148K
30.7K $5.72M
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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