Heritage Wealth Advisors New Holdings in Q2 2025

Heritage Wealth Advisors

  • $2.03 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
10.2K
New
$100.04 - $100.54 $1.02M - $1.03M
10.2K $1.03M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
1.98K
New
$79.85 - $95.57 $158K - $189K
1.98K $188K
IVT
Inven Trust Properties Corp.

Real Estate
1.25K
New
$25.97 - $29.73 $32.5K - $37.2K
1.25K $34K
CHTR
Charter Communications, Inc.

Communication Services
72
New
$321.68 - $427.25 $23.2K - $30.8K
72 $29K
CRS
Carpenter Technology Corp

Industrials
75
New
$151.3 - $276.38 $11.3K - $20.7K
75 $20K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
146
New
$86.93 - $109.64 $12.7K - $16K
146 $16K
VBK
Vanguard Small Cap Growth ETF

ETFs
60
New
$219.76 - $276.94 $13.2K - $16.6K
60 $16K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
150
New
$52.84 - $65.52 $7.93K - $9.83K
150 $9K
WELL
Welltower Inc.

Real Estate
52
New
$136.49 - $155.22 $7.1K - $8.07K
52 $7K
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
IONQ
Ion Q, Inc.

Technology
78
New
$20.68 - $48.04 $1.61K - $3.75K
78 $3K
RGTI
Rigetti Computing, Inc.

Technology
252
New
$7.5 - $14.29 $1.89K - $3.6K
252 $2K
HLN
Haleon PLC

Healthcare
123
New
$9.27 - $11.41 $1.14K - $1.4K
123 $1K
BND
Vanguard Bd Index Fd Inc Total

ETFs
0
New
$72.02 - $73.82 $0 - $0
0 $0
BNDX
Vanguard Total International B

ETFs
0
New
$48.77 - $49.55 $0 - $0
0 $0
ALC
Alcon Inc

Healthcare
10
New
$82.88 - $98.3 $829 - $983
10 $0
SCHK
Schwab Strategic Tr 1000 Index

ETFs
0
New
$23.87 - $29.82 $0 - $0
0 $0
PII
Polaris Inc.

Consumer Cyclical
4
New
$31.97 - $42.61 $128 - $170
4 $0
OXYWS
Occidental Pete Corp Wt Exp 08
3
New
N/A
3 $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
0
New
$35.3 - $37.51 $0 - $0
0 $0
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
17
New
$44.37 - $50.04 $754 - $851
17 $0
HNST
Honest Company, Inc.

Consumer Cyclical
3
New
$4.18 - $5.51 $12.5 - $16.5
3 $0
CCI
Crown Castle International Corp

Real Estate
0
New
$94.83 - $107.06 $0 - $0
0 $0
Arqit Quantum Inc Com Usd0.0025(Post Rev Spt)
54
New
N/A
54 $0
YETI
Yeti Holdings, Inc.

Consumer Cyclical
7
New
$26.94 - $34.72 $189 - $243
7 $0
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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