Heritage Wealth Advisors Reduced Holdings in Q1 2025

Heritage Wealth Advisors

  • $1.91 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-113K
- 99.63%
$461.52 - $548.18 $52M - $61.8M
423 $221K
SPY
Spdr S&P 500 ETF Trust

ETFs
-79.9K
- 82.72%
$551.42 - $612.93 $44.1M - $49M
16.7K $9.34M
MSFT
Microsoft Corp

Technology
-1.04K
- 0.63%
$375.39 - $447.2 $390K - $465K
164K $61.5M
CMCSA
Comcast Corp

Communication Services
-82.6K
- 6.88%
$33.19 - $38.23 $2.74M - $3.16M
1.12M $41.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.59K
- 0.3%
$120.29 - $134.6 $192K - $215K
528K $64.4M
IWS
Ishares Russell Midcap Value E

ETFs
-1.45K
- 0.28%
$122.59 - $135.24 $178K - $196K
513K $64.6M
NVDA
Nvidia Corp

Technology
-3
- 0.01%
$106.98 - $149.43 $321 - $448
45.3K $4.91M
MKL
Markel Corp

Financial Services
-1.15K
- 15.9%
$1660.14 - $2059.83 $1.91M - $2.36M
6.07K $11.4M
UVV
Universal Corp

Consumer Defensive
-14.3K
- 53.7%
$49.67 - $56.43 $710K - $806K
12.3K $690K
VIG
Vanguard Dividend Appreciation

ETFs
-3.69K
- 7.68%
N/A
44.4K $8.08M
COST
Costco Wholesale Corp

Consumer Defensive
-542
- 17.92%
$890.62 - $1076.86 $483K - $584K
2.48K $2.35M
ELV
Elevance Health, Inc.

Healthcare
-1.46K
- 34.31%
$365.9 - $436.25 $534K - $636K
2.79K $1.21M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-499
- 23.48%
$497.6 - $606.74 $248K - $303K
1.63K $809K
ZTS
Zoetis Inc.

Healthcare
-1.74K
- 27.74%
$156.48 - $175.67 $272K - $305K
4.53K $745K
IWM
Ishares Russell 2000 ETF

ETFs
-789
- 15.3%
$198.1 - $229.79 $156K - $181K
4.37K $871K
VT
Vanguard Total World Stk Index

ETFs
-20
- 0.01%
$115.08 - $123.97 $2.3K - $2.48K
164K $19M
VTI
Vanguard Total Stock Market Et

ETFs
-558
- 9.52%
$271.18 - $303.12 $151K - $169K
5.3K $1.46M
ADBE
Adobe Inc.

Technology
-396
- 28.27%
$377.84 - $464.11 $150K - $184K
1.01K $385K
HON
Honeywell International Inc

Industrials
-881
- 25.97%
$202.75 - $226.52 $179K - $200K
2.51K $531K
TXN
Texas Instruments Inc

Technology
-1.15K
- 32.88%
N/A
2.36K $458K
CSX
Csx Corp

Industrials
-485
- 0.68%
$29.11 - $33.67 $14.1K - $16.3K
71.3K $2.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-462
- 11.52%
$302.31 - $337.54 $140K - $156K
3.55K $1.09M
AMGN
Amgen Inc

Healthcare
-1.15K
- 36.82%
$258.59 - $327.36 $297K - $376K
1.97K $614K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-1.07K
- 31.54%
$179.71 - $192.06 $192K - $206K
2.32K $427K
OEF
Ishares S&P 100 ETF

ETFs
-682
- 5.48%
N/A
11.8K $3.13M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.22K
- 5.17%
$82.81 - $92.93 $101K - $113K
22.3K $1.9M
BX
Blackstone Inc.

Financial Services
-109
- 2.32%
$136.53 - $186.74 $14.9K - $20.4K
4.58K $640K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-126
- 5.53%
$468.34 - $539.52 $59K - $68K
2.15K $1.01M
ACN
Accenture PLC

Technology
-359
- 33.71%
$300.91 - $398.25 $108K - $143K
706 $220K
IWP
Ishares Russell Mid Cap Growth

ETFs
-782
- 12.15%
$114.9 - $139.6 $89.9K - $109K
5.65K $664K
AMAT
Applied Materials Inc

Technology
-375
- 7.16%
$145.06 - $195.51 $54.4K - $73.3K
4.86K $705K
DEO
Diageo PLC

Consumer Defensive
-408
- 8.82%
$104.79 - $126.12 $42.8K - $51.5K
4.22K $442K
AUB
Atlantic Union Bankshares Corp

Financial Services
-48
- 0.23%
$30.68 - $39.07 $1.47K - $1.88K
21.2K $660K
IEMG
Ishares Inc

ETFs
-2.67K
- 0.31%
N/A
845K $45.3M
LOW
Lowes Companies Inc

Consumer Cyclical
-7
- 0.07%
$222.66 - $268.42 $1.56K - $1.88K
9.96K $2.32M
WM
Waste Management Inc

Industrials
-948
- 33.78%
$200.54 - $233.78 $190K - $222K
1.86K $430K
SBUX
Starbucks Corp

Consumer Cyclical
-1.74K
- 25.13%
$91.75 - $115.81 $160K - $202K
5.19K $509K
NEU
Newmarket Corp

Basic Materials
-302
- 22.54%
$482.93 - $570.11 $146K - $172K
1.04K $587K
AVB
Avalonbay Communities Inc

Real Estate
-543
- 69.53%
$207.86 - $228.08 $113K - $124K
238 $51K
TT
Trane Technologies PLC

Industrials
-5
- 0.15%
$332.0 - $400.86 $1.66K - $2K
3.41K $1.15M
IWN
Ishares Russell2000 Val ETF

ETFs
-400
- 10.0%
$149.27 - $169.4 $59.7K - $67.8K
3.6K $543K
VB
Vanguard Small Cap ETF

ETFs
-415
- 52.66%
$217.89 - $252.64 $90.4K - $105K
373 $82K
NSC
Norfolk Southern Corp

Industrials
-482
- 9.82%
$227.69 - $259.76 $110K - $125K
4.43K $1.05M
TGT
Target Corp

Consumer Defensive
-44
- 1.41%
$103.65 - $142.5 $4.56K - $6.27K
3.07K $320K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.43K
- 39.64%
$57.21 - $65.8 $81.5K - $93.8K
2.17K $126K
GS
Goldman Sachs Group Inc

Financial Services
-119
- 10.29%
$524.81 - $672.19 $62.5K - $80K
1.04K $567K
MSTR
Microstrategy Inc

Technology
-314
- 11.84%
$239.27 - $396.5 $75.1K - $125K
2.34K $674K
TFC
Truist Financial Corp

Financial Services
-79
- 0.2%
$39.48 - $48.15 $3.12K - $3.8K
40.2K $1.65M
APD
Air Products & Chemicals, Inc.

Basic Materials
-347
- 18.62%
$283.24 - $338.07 $98.3K - $117K
1.52K $447K
Activity Summary
Buys All Purchases 100 New Holdings 42 Increased Positions 58 Sells All Sells 208 Reductions 206 Sold out 2 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