Heritage Wealth Advisors Sells in Q2 2025

Heritage Wealth Advisors

  • $2.03 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
-269K
- 51.05%
$108.12 - $135.04 $29.1M - $36.4M
258K $34.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-648
- 0.52%
$483.48 - $539.8 $313K - $350K
125K $60.7M
PEP
Pepsico Inc

Consumer Defensive
-4.96K
- 1.72%
$128.02 - $151.37 $634K - $750K
283K $37.3M
JNJ
Johnson & Johnson

Healthcare
-1.51K
- 0.45%
$146.36 - $159.82 $221K - $241K
337K $51.4M
PGR
Progressive Corp

Financial Services
-795
- 0.43%
$255.27 - $288.74 $203K - $230K
183K $49M
GLD
Spdr Gold Trust

ETFs
-1.53K
- 50.35%
$273.71 - $316.29 $417K - $482K
1.5K $458K
XOM
Exxon Mobil Corp

Energy
-365
- 1.1%
$99.93 - $119.04 $36.5K - $43.4K
32.9K $3.54M
XLU
Utilities Sector Spdr

ETFs
-5.14K
- 29.91%
$73.09 - $82.77 $376K - $425K
12K $983K
ABBV
Abb Vie Inc.

Healthcare
-1.01K
- 13.5%
$170.16 - $206.27 $172K - $208K
6.47K $1.2M
BAC
Bank Of America Corp

Financial Services
-7.75K
- 28.51%
$34.39 - $47.46 $266K - $368K
19.4K $919K
MO
Altria Group, Inc.

Consumer Defensive
-1K
- 1.12%
$55.56 - $60.91 $55.6K - $61K
88.4K $5.18M
UPS
United Parcel Service Inc

Industrials
-1.2K
- 35.0%
$91.92 - $110.2 $110K - $132K
2.22K $223K
VIG
Vanguard Dividend Appreciation

ETFs
-728
- 1.64%
N/A
43.6K $7.95M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-554
- 25.74%
$416.06 - $551.64 $230K - $306K
1.6K $881K
TGT
Target Corp

Consumer Defensive
-1.05K
- 34.24%
$88.76 - $105.77 $93.4K - $111K
2.02K $199K
LOW
Lowes Companies Inc

Consumer Cyclical
-17
- 0.17%
$210.83 - $235.28 $3.58K - $4K
9.95K $2.21M
PG
Procter & Gamble CO

Consumer Defensive
-55
- 0.57%
$157.66 - $172.39 $8.67K - $9.48K
9.64K $1.54M
MCK
Mckesson Corp

Healthcare
-201
- 27.96%
$652.83 - $732.78 $131K - $147K
518 $379K
TRV
Travelers Companies, Inc.

Financial Services
-387
- 65.15%
$233.83 - $276.34 $90.5K - $107K
207 $55K
KR
Kroger CO

Consumer Defensive
-1.44K
- 97.37%
$64.62 - $74.0 $93.2K - $107K
39 $2K
THG
Hanover Insurance Group, Inc.

Financial Services
-500
- 53.76%
$150.66 - $178.04 $75.3K - $89K
430 $73K
NEU
Newmarket Corp

Basic Materials
-303
- 29.19%
$519.95 - $690.86 $158K - $209K
735 $507K
VUG
Vanguard Growth ETF

ETFs
-361
- 30.96%
$329.49 - $438.4 $119K - $158K
805 $352K
PFE
Pfizer Inc

Healthcare
-2.99K
- 38.63%
$21.59 - $24.84 $64.5K - $74.2K
4.75K $115K
TTC
Toro CO

Industrials
-1K
- 67.11%
$63.51 - $77.8 $63.5K - $77.8K
490 $34K
OEF
Ishares S&P 100 ETF

ETFs
-253
- 2.15%
N/A
11.5K $3.06M
CNI
Canadian National Railway CO

Industrials
-666
- 38.47%
$92.66 - $108.13 $61.7K - $72K
1.07K $110K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-1.7K
- 49.01%
$28.02 - $32.37 $47.6K - $55K
1.77K $56K
COST
Costco Wholesale Corp

Consumer Defensive
-156
- 6.28%
$908.13 - $1056.85 $142K - $165K
2.33K $2.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-472
- 1.51%
$63.54 - $68.5 $30K - $32.3K
30.8K $2.08M
ABT
Abbott Laboratories

Healthcare
-538
- 5.47%
$123.95 - $138.08 $66.7K - $74.3K
9.3K $1.26M
APD
Air Products & Chemicals, Inc.

Basic Materials
-60
- 3.96%
$248.61 - $294.96 $14.9K - $17.7K
1.46K $410K
FDX
Fedex Corp

Industrials
-153
- 85.0%
$198.07 - $245.17 $30.3K - $37.5K
27 $6K
PAYX
Paychex Inc

Industrials
-57
- 2.03%
$137.01 - $159.78 $7.81K - $9.11K
2.75K $400K
ALB
Albemarle Corp

Basic Materials
-2
- 0.07%
$50.76 - $72.25 $102 - $145
3K $188K
NEE
Nextera Energy Inc

Utilities
-245
- 3.93%
$64.11 - $75.0 $15.7K - $18.4K
5.99K $415K
ITW
Illinois Tool Works Inc

Industrials
-81
- 2.71%
$218.41 - $252.43 $17.7K - $20.4K
2.91K $719K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-66
- 9.91%
$376.48 - $440.65 $24.8K - $29.1K
600 $264K
IXUS
Ishares Tr

ETFs
-133
- 21.35%
$62.37 - $77.63 $8.3K - $10.3K
490 $37K
BX
Blackstone Inc.

Financial Services
-336
- 7.33%
$120.07 - $151.11 $40.3K - $50.8K
4.25K $635K
AVB
Avalonbay Communities Inc

Real Estate
-10
- 4.2%
$187.23 - $215.61 $1.87K - $2.16K
228 $46K
EOG
Eog Resources Inc

Energy
-19
- 8.02%
$104.61 - $129.97 $1.99K - $2.47K
218 $26K
ARCC
Ares Capital Corp

Financial Services
-50
- 1.2%
$18.91 - $22.43 $946 - $1.12K
4.1K $90K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-1.4K
- 5.17%
$30.28 - $36.05 $42.3K - $50.4K
25.6K $924K
FISV
Fiserv Inc

Technology
-8
- 0.23%
N/A
3.51K $439K
Brookfield Asset Management
-19
- 0.28%
N/A
6.65K $0
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-100
- 33.33%
$5.0 - $7.65 $500 - $765
200 $1K
VEU
Vanguard Ftse All World Ex Us

ETFs
-134
- 7.78%
$54.19 - $67.22 $7.26K - $9.01K
1.59K $106K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-75
- 2.03%
$114.78 - $133.31 $8.61K - $10K
3.61K $481K
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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