Heritage Wealth Advisors Sells in Q1 2025

Heritage Wealth Advisors

  • $1.91 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TFC
Truist Financial Corp

Financial Services
-79
- 0.2%
$39.48 - $48.15 $3.12K - $3.8K
40.2K $1.65M
UPS
United Parcel Service Inc

Industrials
-293
- 7.9%
$109.66 - $136.26 $32.1K - $39.9K
3.41K $375K
NVO
Novo Nordisk A S

Healthcare
-800
- 43.24%
$69.3 - $90.95 $55.4K - $72.8K
1.05K $72K
CAT
Caterpillar Inc

Industrials
-2
- 0.08%
$326.75 - $407.63 $654 - $815
2.57K $846K
BAC
Bank Of America Corp

Financial Services
-528
- 1.91%
$39.61 - $47.74 $20.9K - $25.2K
27.2K $1.13M
THG
Hanover Insurance Group, Inc.

Financial Services
-550
- 37.16%
$147.13 - $174.61 $80.9K - $96K
930 $161K
TSLA
Tesla, Inc.

Consumer Cyclical
-44
- 12.32%
$222.15 - $428.22 $9.77K - $18.8K
313 $81K
DHR
Danaher Corp

Healthcare
-111
- 6.89%
$201.62 - $250.59 $22.4K - $27.8K
1.5K $307K
XLB
Select Sector Spdr Fd Material

ETFs
-723
- 45.96%
$83.19 - $90.99 $60.1K - $65.8K
850 $73K
PFE
Pfizer Inc

Healthcare
-1.82K
- 19.02%
$25.01 - $27.13 $45.4K - $49.3K
7.73K $195K
VO
Vanguard Mid Cap ETF

ETFs
-27
- 0.32%
$251.87 - $277.95 $6.8K - $7.5K
8.37K $2.17M
ISRG
Intuitive Surgical Inc

Healthcare
-5
- 0.27%
$476.63 - $610.45 $2.38K - $3.05K
1.86K $921K
MS
Morgan Stanley

Financial Services
-6
- 0.11%
$111.68 - $141.08 $670 - $846
5.43K $633K
USB
Us Bancorp \De\

Financial Services
-928
- 64.99%
$40.92 - $50.9 $38K - $47.2K
500 $21K
INTU
Intuit Inc

Technology
-47
- 3.72%
$555.63 - $630.23 $26.1K - $29.6K
1.22K $747K
ALB
Albemarle Corp

Basic Materials
-16
- 0.53%
$69.95 - $97.49 $1.12K - $1.56K
3K $216K
AXP
American Express CO

Financial Services
-4
- 0.28%
$255.39 - $325.87 $1.02K - $1.3K
1.43K $383K
ADM
Archer Daniels Midland CO

Consumer Defensive
-767
- 89.5%
$45.22 - $52.17 $34.7K - $40K
90 $4K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-31
- 1.6%
$168.84 - $202.89 $5.23K - $6.29K
1.9K $334K
JPM
Jpmorgan Chase & CO

Financial Services
-440
- 3.53%
$225.19 - $279.95 $99.1K - $123K
12K $2.95M
SRE
Sempra Energy

Utilities
-50
- 2.39%
$67.85 - $87.67 $3.39K - $4.38K
2.04K $145K
DOV
Dover Corp

Industrials
-75
- 3.79%
$174.65 - $206.43 $13.1K - $15.5K
1.91K $334K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-364
- 66.91%
$87.68 - $94.52 $31.9K - $34.4K
180 $16K
META
Meta Platforms, Inc.

Communication Services
-15
- 0.9%
$576.36 - $736.67 $8.65K - $11.1K
1.65K $950K
IR
Ingersoll Rand Inc.

Industrials
-5
- 0.18%
$79.44 - $94.23 $397 - $471
2.72K $217K
UL
Unilever PLC

Consumer Defensive
-610
- 21.67%
$54.72 - $60.29 $33.4K - $36.8K
2.21K $131K
HOLX
Hologic Inc

Healthcare
-361
- 59.38%
$60.7 - $73.77 $21.9K - $26.6K
247 $15K
ATR
Aptargroup, Inc.

Healthcare
-140
- 18.18%
$141.7 - $159.83 $19.8K - $22.4K
630 $93K
TTC
Toro CO

Industrials
-180
- 10.78%
$71.86 - $87.28 $12.9K - $15.7K
1.49K $108K
DIS
Walt Disney CO

Communication Services
-23
- 1.3%
$96.87 - $114.0 $2.23K - $2.62K
1.75K $172K
NKE
Nike, Inc.

Consumer Cyclical
-157
- 14.69%
$63.29 - $81.72 $9.94K - $12.8K
912 $57K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-29
- 50.88%
$634.14 - $744.83 $18.4K - $21.6K
28 $17K
ANSS
Ansys Inc

Technology
-61
- 91.04%
$316.56 - $360.36 $19.3K - $22K
6 $1K
O
Realty Income Corp

Real Estate
-480
- 30.71%
$51.67 - $58.49 $24.8K - $28.1K
1.08K $62K
BDX
Becton Dickinson & CO

Healthcare
-90
- 22.11%
$222.79 - $249.08 $20.1K - $22.4K
317 $72K
PRU
Prudential Financial Inc

Financial Services
-52
- 3.14%
$105.04 - $122.33 $5.46K - $6.36K
1.6K $178K
ITW
Illinois Tool Works Inc

Industrials
-6
- 0.2%
$244.9 - $274.48 $1.47K - $1.65K
2.99K $741K
GD
General Dynamics Corp

Industrials
-130
- 6.83%
$241.94 - $272.58 $31.5K - $35.4K
1.77K $483K
AMP
Ameriprise Financial Inc

Financial Services
-3
- 1.17%
$472.29 - $575.13 $1.42K - $1.73K
254 $122K
JBHT
Hunt J B Transport Services Inc

Industrials
-12
- 2.34%
$146.12 - $186.55 $1.75K - $2.24K
500 $73K
GM
General Motors CO

Consumer Cyclical
-40
- 2.42%
$45.22 - $54.92 $1.81K - $2.2K
1.61K $75K
IDXX
Idexx Laboratories Inc

Healthcare
-33
- 20.12%
$406.29 - $469.04 $13.4K - $15.5K
131 $55K
PH
Parker Hannifin Corp

Industrials
-3
- 0.85%
$591.65 - $707.05 $1.77K - $2.12K
352 $213K
ADI
Analog Devices Inc

Technology
-37
- 8.85%
$201.56 - $243.82 $7.46K - $9.02K
381 $76K
NEE
Nextera Energy Inc

Utilities
-87
- 1.38%
$66.96 - $76.16 $5.83K - $6.63K
6.23K $441K
LEN
Lennar Corp

Consumer Cyclical
-21
- 5.79%
$113.93 - $141.54 $2.39K - $2.97K
342 $39K
ETN
Eaton Corp PLC

Industrials
-6
- 4.29%
$271.83 - $371.23 $1.63K - $2.23K
134 $36K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-150
- 2.93%
$21.75 - $24.28 $3.26K - $3.64K
4.98K $109K
EW
Edwards Lifesciences Corp

Healthcare
-66
- 3.1%
$67.95 - $76.19 $4.48K - $5.03K
2.06K $149K
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
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