Heritage Wealth Advisors Sells in Q3 2024

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-4.81M
- 99.8%
$48.06 - $49.39 $231M - $238M
9.72K $479K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-215K
- 99.11%
$156.14 - $187.2 $33.6M - $40.2M
1.93K $356K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-34.1K
- 86.99%
$57.32 - $62.65 $1.95M - $2.13M
5.1K $317K
NVDA
Nvidia Corp

Technology
-14.9K
- 22.05%
$98.91 - $134.91 $1.48M - $2.01M
52.7K $6.4M
GD
General Dynamics Corp

Industrials
-1.02K
- 20.11%
$279.51 - $308.09 $286K - $315K
4.07K $1.23M
PICK
Ishares Inc Msci Global Select

ETFs
-6.29K
- 34.97%
$36.29 - $43.35 $228K - $273K
11.7K $505K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
-1.58K
- 59.5%
$97.1 - $107.44 $153K - $170K
1.08K $108K
INTC
Intel Corp

Technology
-2.71K
- 24.76%
$18.9 - $34.87 $51.3K - $94.6K
8.24K $193K
HON
Honeywell International Inc

Industrials
-464
- 12.04%
$196.73 - $220.21 $91.3K - $102K
3.39K $700K
CVS
Cvs Health Corp

Healthcare
-2K
- 74.07%
$55.81 - $63.18 $112K - $126K
700 $43K
VIG
Vanguard Dividend Appreciation

ETFs
-499
- 1.03%
$182.15 - $182.15 $90.9K - $90.9K
47.9K $8.73M
FIS
Fidelity National Information Services, Inc.

Technology
-1.13K
- 78.32%
$72.8 - $85.04 $82K - $95.8K
312 $26K
NTDOY
Nintendo CO LTD Spon Adr New

Communication Services
-5.96K
- 99.75%
$11.88 - $14.22 $70.8K - $84.8K
15 $0
DIS
Walt Disney CO

Communication Services
-445
- 6.45%
$85.6 - $98.61 $38.1K - $43.9K
6.45K $620K
F
Ford Motor CO

Consumer Cyclical
-1.91K
- 10.44%
$9.71 - $14.55 $18.5K - $27.8K
16.4K $173K
CCI
Crown Castle International Corp

Real Estate
-499
- 98.04%
$95.29 - $120.24 $47.5K - $60K
10 $1K
ALGN
Align Technology Inc

Healthcare
-197
- 98.5%
$204.03 - $257.2 $40.2K - $50.7K
3 $0
APD
Air Products & Chemicals, Inc.

Basic Materials
-466
- 20.02%
$247.34 - $300.11 $115K - $140K
1.86K $554K
SYK
Stryker Corp

Healthcare
-129
- 86.0%
$315.94 - $371.96 $40.8K - $48K
21 $7K
BMY
Bristol Myers Squibb CO

Healthcare
-1.17K
- 56.52%
$39.66 - $51.75 $46.4K - $60.5K
900 $46K
STZ
Constellation Brands, Inc.

Consumer Defensive
-134
- 89.33%
$236.42 - $259.82 $31.7K - $34.8K
16 $4K
SCHW
Schwab Charles Corp

Financial Services
-286
- 17.93%
$61.74 - $76.08 $17.7K - $21.8K
1.31K $84K
DG
Dollar General Corp

Consumer Defensive
-224
- 79.72%
$80.41 - $132.42 $18K - $29.7K
57 $4K
IWM
Ishares Russell 2000 ETF

ETFs
-590
- 10.2%
$200.87 - $224.6 $119K - $133K
5.19K $1.15M
AZO
Autozone Inc

Consumer Cyclical
-9
- 37.5%
$2815.0 - $3212.87 $25.3K - $28.9K
15 $47K
SOXX
Ishares Semiconductor ETF

ETFs
-89
- 47.09%
$199.29 - $265.49 $17.7K - $23.6K
100 $23K
USB
Us Bancorp \De\

Financial Services
-773
- 35.12%
$39.04 - $47.23 $30.2K - $36.5K
1.43K $65K
UPS
United Parcel Service Inc

Industrials
-135
- 3.52%
$123.32 - $147.38 $16.6K - $19.9K
3.7K $503K
AEP
American Electric Power CO Inc

Utilities
-400
- 24.14%
$87.11 - $104.95 $34.8K - $42K
1.26K $128K
PPG
Ppg Industries Inc

Basic Materials
-135
- 39.02%
$118.32 - $134.55 $16K - $18.2K
211 $27K
MDT
Medtronic PLC

Healthcare
-198
- 98.51%
$76.84 - $91.03 $15.2K - $18K
3 $0
DFS
Discover Financial Services

Financial Services
-127
- 25.76%
$123.41 - $144.72 $15.7K - $18.4K
366 $51K
CAH
Cardinal Health Inc

Healthcare
-140
- 38.04%
$93.74 - $114.66 $13.1K - $16.1K
228 $25K
CAG
Conagra Brands Inc.

Consumer Defensive
-386
- 85.78%
$28.13 - $32.83 $10.9K - $12.7K
64 $2K
DOW
Dow Inc.

Basic Materials
-193
- 29.97%
$50.15 - $55.41 $9.68K - $10.7K
451 $24K
USFR
Wisdomtree Floating Rate Treas

ETFs
-196
- 80.33%
$50.2 - $50.48 $9.84K - $9.89K
48 $2K
APH
Amphenol Corp

Technology
-15
- 0.44%
$58.39 - $70.41 $876 - $1.06K
3.36K $219K
AMD
Advanced Micro Devices Inc

Technology
-64
- 2.92%
$128.67 - $183.96 $8.23K - $11.8K
2.13K $349K
EPD
Enterprise Products Partners L.P.

Energy
-1.83K
- 0.49%
$27.88 - $30.0 $50.9K - $54.8K
370K $10.8M
KMI
Kinder Morgan, Inc.

Energy
-137
- 53.94%
$19.72 - $22.22 $2.7K - $3.04K
117 $2K
CRM
Salesforce, Inc.

Technology
-77
- 6.69%
$238.42 - $276.53 $18.4K - $21.3K
1.07K $293K
KMB
Kimberly Clark Corp

Consumer Defensive
-39
- 2.04%
$135.05 - $148.35 $5.27K - $5.79K
1.88K $267K
VZ
Verizon Communications Inc

Communication Services
-726
- 7.48%
$38.89 - $45.0 $28.2K - $32.7K
8.97K $403K
MS
Morgan Stanley

Financial Services
-362
- 6.26%
$92.07 - $106.96 $33.3K - $38.7K
5.42K $564K
DD
Du Pont De Nemours, Inc.

Basic Materials
-15
- 2.15%
$77.22 - $89.49 $1.16K - $1.34K
684 $60K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-40
- 9.09%
$85.44 - $110.36 $3.42K - $4.41K
400 $44K
PFE
Pfizer Inc

Healthcare
-43
- 0.45%
$27.7 - $31.39 $1.19K - $1.35K
9.55K $276K
VB
Vanguard Small Cap ETF

ETFs
-2
- 0.25%
$214.77 - $237.72 $430 - $475
788 $186K
OEF
Ishares S&P 100 ETF

ETFs
-25
- 0.19%
$266.03 - $266.03 $6.65K - $6.65K
13.3K $3.54M
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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