Heritage Wealth Advisors Sells in Q4 2024

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
-124
- 3.3%
$159.95 - $194.23 $19.8K - $24.1K
3.64K $606K
NOC
Northrop Grumman Corp

Industrials
-125
- 17.39%
$466.52 - $543.88 $58.3K - $68K
594 $278K
ETN
Eaton Corp PLC

Industrials
-299
- 68.11%
$326.96 - $377.52 $97.8K - $113K
140 $46K
SBUX
Starbucks Corp

Consumer Cyclical
-556
- 7.42%
$87.44 - $102.5 $48.6K - $57K
6.94K $632K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.5K
- 29.44%
$61.68 - $67.87 $92.5K - $102K
3.6K $224K
TRV
Travelers Companies, Inc.

Financial Services
-396
- 38.75%
$225.97 - $266.66 $89.5K - $106K
626 $150K
SBAC
Sba Communications Corp

Real Estate
-349
- 96.41%
$198.24 - $249.31 $69.2K - $87K
13 $2K
VIS
Vanguard Industrial ETF

ETFs
-300
- 45.66%
$254.39 - $279.7 $76.3K - $83.9K
357 $90K
ADI
Analog Devices Inc

Technology
-284
- 40.46%
$206.35 - $236.48 $58.6K - $67.2K
418 $88K
NSC
Norfolk Southern Corp

Industrials
-11
- 0.22%
$230.6 - $277.0 $2.54K - $3.05K
4.91K $1.15M
IBM
International Business Machines Corp

Technology
-289
- 7.09%
$204.9 - $238.04 $59.2K - $68.8K
3.79K $832K
TY
Tri Continental Corp

Financial Services
-1.16K
- 5.72%
$31.01 - $34.67 $35.8K - $40K
19K $602K
ABT
Abbott Laboratories

Healthcare
-457
- 4.25%
$111.93 - $119.39 $51.2K - $54.6K
10.3K $1.16M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-148
- 0.54%
$34.46 - $38.29 $5.1K - $5.67K
27K $941K
AVB
Avalonbay Communities Inc

Real Estate
-223
- 22.21%
$216.28 - $237.81 $48.2K - $53K
781 $171K
CB
Chubb LTD

Financial Services
-151
- 13.75%
$271.57 - $301.89 $41K - $45.6K
947 $261K
FDX
Fedex Corp

Industrials
-200
- 52.63%
$260.5 - $305.15 $52.1K - $61K
180 $50K
KMX
Carmax Inc

Consumer Cyclical
-1.05K
- 13.13%
$71.11 - $87.2 $74.5K - $91.4K
6.93K $566K
VOT
Vanguard Mid Cap Growth Index

ETFs
-200
- 60.79%
$241.48 - $274.89 $48.3K - $55K
129 $32K
ROP
Roper Technologies Inc

Industrials
-87
- 95.6%
$519.85 - $575.95 $45.2K - $50.1K
4 $2K
MSI
Motorola Solutions, Inc.

Technology
-109
- 33.96%
$449.08 - $504.6 $48.9K - $55K
212 $97K
EL
Estee Lauder Companies Inc

Consumer Defensive
-333
- 38.19%
$62.74 - $97.24 $20.9K - $32.4K
539 $40K
PEG
Public Service Enterprise Group Inc

Utilities
-499
- 81.14%
$81.87 - $94.51 $40.9K - $47.2K
116 $9K
CL
Colgate Palmolive CO

Consumer Defensive
-316
- 31.1%
$90.22 - $102.31 $28.5K - $32.3K
700 $63K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-509
- 80.03%
$77.25 - $91.3 $39.3K - $46.5K
127 $10K
AFL
Aflac Inc

Financial Services
-329
- 52.72%
$100.37 - $115.27 $33K - $37.9K
295 $30K
ITW
Illinois Tool Works Inc

Industrials
-13
- 0.43%
$253.56 - $278.5 $3.3K - $3.62K
3K $759K
KMB
Kimberly Clark Corp

Consumer Defensive
-60
- 3.2%
$130.37 - $146.09 $7.82K - $8.77K
1.82K $238K
DD
Du Pont De Nemours, Inc.

Basic Materials
-260
- 38.01%
$75.95 - $88.05 $19.7K - $22.9K
424 $32K
NXPI
Nxp Semiconductors N.V.

Technology
-42
- 7.36%
$207.27 - $255.58 $8.71K - $10.7K
529 $109K
LHX
L3 Harris Technologies, Inc.

Industrials
-10
- 1.13%
$208.94 - $264.22 $2.09K - $2.64K
874 $183K
PSX
Phillips 66

Energy
-168
- 39.62%
$110.35 - $138.93 $18.5K - $23.3K
256 $29K
SLV
I Shares Silver Trust

ETFs
-650
- 16.12%
$26.33 - $31.74 $17.1K - $20.6K
3.38K $89K
KBE
Spdr S&P Bank ETF

ETFs
-615
- 17.06%
$51.33 - $62.76 $31.6K - $38.6K
2.99K $165K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-4
- 6.56%
$701.85 - $1046.91 $2.81K - $4.19K
57 $40K
IXUS
Ishares Tr

ETFs
-249
- 28.56%
$65.95 - $72.56 $16.4K - $18.1K
623 $41K
GLD
Spdr Gold Trust

ETFs
-78
- 2.51%
$236.59 - $257.5 $18.5K - $20.1K
3.03K $733K
LEN
Lennar Corp

Consumer Cyclical
-15
- 3.97%
$136.2 - $188.96 $2.04K - $2.83K
363 $49K
O
Realty Income Corp

Real Estate
-57
- 3.52%
$51.76 - $64.71 $2.95K - $3.69K
1.56K $83K
MCK
Mckesson Corp

Healthcare
-148
- 17.03%
$482.27 - $628.5 $71.4K - $93K
721 $410K
NKE
Nike, Inc.

Consumer Cyclical
-56
- 4.98%
$73.36 - $89.13 $4.11K - $4.99K
1.07K $80K
WM
Waste Management Inc

Industrials
-13
- 0.46%
$201.79 - $228.46 $2.62K - $2.97K
2.81K $566K
PRU
Prudential Financial Inc

Financial Services
-112
- 6.34%
$114.59 - $129.52 $12.8K - $14.5K
1.65K $196K
TXN
Texas Instruments Inc

Technology
-79
- 2.2%
N/A
3.51K $683K
BP
Bp PLC

Energy
-300
- 10.53%
$28.16 - $33.14 $8.45K - $9.94K
2.55K $75K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-200
- 57.14%
$61.21 - $76.19 $12.2K - $15.2K
150 $11K
ACN
Accenture PLC

Technology
-31
- 2.83%
$343.9 - $376.86 $10.7K - $11.7K
1.07K $374K
DGRO
Ishares Core Dividend Growth E

ETFs
-185
- 14.35%
$60.73 - $64.94 $11.2K - $12K
1.1K $67K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-70
- 13.86%
$176.42 - $186.91 $12.3K - $13.1K
435 $77K
Activity Summary
Buys All Purchases 229 New Holdings 32 Increased Positions 197 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 0 Puts 0
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