Heritage Wealth Advisors New Holdings in Q3 2024

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJJ
Ishares S&P Midcap 400 Value E

ETFs
37.7K
New
$111.9 - $124.28 $4.22M - $4.69M
37.7K $4.67M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.09K
New
$125.95 - $142.04 $389K - $438K
3.09K $438K
VIS
Vanguard Industrial ETF

ETFs
657
New
$232.12 - $260.07 $153K - $171K
657 $170K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.58K
New
$90.87 - $102.43 $143K - $162K
1.58K $155K
TJX
Tjx Companies Inc

Consumer Cyclical
1.03K
New
$107.93 - $120.23 $111K - $124K
1.03K $120K
XLC
Select Sector Spdr Tr Communic

ETFs
1.31K
New
$82.16 - $90.4 $108K - $119K
1.31K $118K
FDX
Fedex Corp

Industrials
380
New
$254.64 - $313.52 $96.8K - $119K
380 $103K
QUAL
Ishares Msci Usa Quality Facto

ETFs
505
New
$162.64 - $179.3 $82.1K - $90.5K
505 $90K
KR
Kroger CO

Consumer Defensive
1.52K
New
$50.43 - $57.3 $76.8K - $87.2K
1.52K $87K
DGRO
Ishares Core Dividend Growth E

ETFs
1.29K
New
$57.47 - $62.76 $74.1K - $80.9K
1.29K $80K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.07K
New
$31.18 - $33.5 $33.4K - $35.9K
1.07K $35K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.47K
New
$11.52 - $12.52 $28.4K - $30.9K
2.47K $30K
STT
State Street Corp

Financial Services
300
New
$73.37 - $89.31 $22K - $26.8K
300 $26K
GBIL
Goldman Sachs Access Treasury

ETFs
207
New
$99.7 - $100.3 $20.6K - $20.8K
207 $20K
WES
Western Midstream Partners, LP

Energy
375
New
$36.59 - $42.74 $13.7K - $16K
375 $14K
PWCDF
Power Corp Canada
432
New
$26.33 - $32.15 $11.4K - $13.9K
432 $13K
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
FSTA
Fidelity Covington Tr Msci Con

ETFs
240
New
$47.12 - $51.72 $11.3K - $12.4K
240 $12K
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
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
300
New
$28.7 - $35.25 $8.61K - $10.6K
300 $10K
THO
Thor Industries Inc

Consumer Cyclical
77
New
$91.4 - $109.97 $7.04K - $8.47K
77 $8K
AMT
American Tower Corp

Real Estate
35
New
$192.27 - $242.73 $6.73K - $8.5K
35 $8K
CMA
Comerica Inc

Financial Services
130
New
$49.93 - $61.49 $6.49K - $7.99K
130 $7K
SNPS
Synopsys Inc

Technology
14
New
$463.97 - $621.3 $6.5K - $8.7K
14 $7K
FANG
Diamondback Energy, Inc.

Energy
41
New
$168.46 - $210.94 $6.91K - $8.65K
41 $7K
TDG
Trans Digm Group Inc

Industrials
5
New
$1202.03 - $1427.41 $6.01K - $7.14K
5 $7K
MSCI
Msci Inc.

Financial Services
12
New
$479.31 - $584.91 $5.75K - $7.02K
12 $6K
SHW
Sherwin Williams CO

Basic Materials
16
New
$294.65 - $384.0 $4.71K - $6.14K
16 $6K
HWM
Howmet Aerospace Inc.

Industrials
58
New
$77.3 - $100.22 $4.48K - $5.81K
58 $5K
GWW
W.W. Grainger, Inc.

Industrials
5
New
$896.19 - $1044.18 $4.48K - $5.22K
5 $5K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
65
New
$75.47 - $83.18 $4.91K - $5.41K
65 $5K
HIG
Hartford Financial Services Group, Inc.

Financial Services
43
New
$98.71 - $117.61 $4.24K - $5.06K
43 $5K
PFG
Principal Financial Group Inc

Financial Services
59
New
$72.94 - $87.46 $4.3K - $5.16K
59 $5K
EQIX
Equinix Inc

Real Estate
6
New
$749.0 - $890.01 $4.49K - $5.34K
6 $5K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
31
New
$138.85 - $182.81 $4.3K - $5.67K
31 $5K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
175
New
$22.38 - $23.66 $3.92K - $4.14K
175 $4K
BXP
Boston Properties Inc

Real Estate
52
New
$60.3 - $82.49 $3.14K - $4.29K
52 $4K
NRG
Nrg Energy, Inc.

Utilities
49
New
$68.89 - $91.22 $3.38K - $4.47K
49 $4K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4
New
$1015.62 - $1159.62 $4.06K - $4.64K
4 $4K
MLM
Martin Marietta Materials Inc

Basic Materials
8
New
$502.48 - $593.35 $4.02K - $4.75K
8 $4K
MTB
M&T Bank Corp

Financial Services
23
New
$146.49 - $179.85 $3.37K - $4.14K
23 $4K
EOG
Eog Resources Inc

Energy
37
New
$117.9 - $132.65 $4.36K - $4.91K
37 $4K
EFX
Equifax Inc

Industrials
16
New
$236.42 - $307.13 $3.78K - $4.91K
16 $4K
PEAK
Healthpeak Properties, Inc.

Real Estate
228
New
N/A
228 $4K
PHM
Pultegroup Inc

Consumer Cyclical
32
New
$103.95 - $144.98 $3.33K - $4.64K
32 $4K
TAP
Molson Coors Beverage CO

Consumer Defensive
57
New
$49.94 - $57.52 $2.85K - $3.28K
57 $3K
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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