Heritage Wealth Advisors Sells in Q1 2025

Heritage Wealth Advisors

  • $1.91 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
-54
- 0.78%
$151.94 - $175.86 $8.2K - $9.5K
6.9K $1.06M
GLW
Corning Inc

Technology
-32
- 0.83%
$44.91 - $54.25 $1.44K - $1.74K
3.81K $174K
PSX
Phillips 66

Energy
-74
- 28.91%
$113.93 - $131.55 $8.43K - $9.73K
182 $22K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-12
- 36.36%
$283.06 - $421.16 $3.4K - $5.05K
21 $5K
NOC
Northrop Grumman Corp

Industrials
-64
- 10.77%
$433.45 - $513.82 $27.7K - $32.9K
530 $271K
VXRT
Vaxart, Inc.

Healthcare
-296
- 1.36%
$0.41 - $0.94 $121 - $278
21.5K $8K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-62
- 48.82%
$65.15 - $91.81 $4.04K - $5.69K
65 $4K
LMT
Lockheed Martin Corp

Industrials
-8
- 13.79%
$423.19 - $506.29 $3.39K - $4.05K
50 $22K
EA
Electronic Arts Inc.

Communication Services
-35
- 13.46%
$116.53 - $146.29 $4.08K - $5.12K
225 $32K
KHC
Kraft Heinz CO

Consumer Defensive
-107
- 1.44%
$28.51 - $32.22 $3.05K - $3.45K
7.32K $222K
A
Agilent Technologies, Inc.

Healthcare
-36
- 56.25%
$116.69 - $152.6 $4.2K - $5.49K
28 $3K
DOW
Dow Inc.

Basic Materials
-89
- 21.81%
$34.36 - $41.92 $3.06K - $3.73K
319 $11K
GIS
General Mills Inc

Consumer Defensive
-56
- 15.73%
$57.56 - $65.3 $3.22K - $3.66K
300 $17K
MSI
Motorola Solutions, Inc.

Technology
-1
- 0.47%
$411.73 - $482.1 $412 - $482
211 $92K
CARR
Carrier Global Corp

Industrials
-13
- 1.82%
$62.07 - $70.55 $807 - $917
700 $44K
MLM
Martin Marietta Materials Inc

Basic Materials
-6
- 60.0%
$460.39 - $552.64 $2.76K - $3.32K
4 $1K
LUV
Southwest Airlines CO

Industrials
-97
- 2.96%
$28.18 - $34.84 $2.73K - $3.38K
3.18K $106K
NRG
Nrg Energy, Inc.

Utilities
-35
- 59.32%
$84.82 - $113.33 $2.97K - $3.97K
24 $2K
PFG
Principal Financial Group Inc

Financial Services
-43
- 59.72%
$76.34 - $89.04 $3.28K - $3.83K
29 $2K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-31
- 59.62%
$106.31 - $123.73 $3.3K - $3.84K
21 $2K
AES
Aes Corp

Utilities
-154
- 7.59%
$9.93 - $13.23 $1.53K - $2.04K
1.88K $23K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-7
- 4.07%
$113.22 - $126.36 $793 - $885
165 $18K
FANG
Diamondback Energy, Inc.

Energy
-9
- 18.0%
$139.9 - $180.18 $1.26K - $1.62K
41 $6K
STX
Seagate Technology Holdings PLC

Technology
-14
- 1.32%
$84.92 - $108.42 $1.19K - $1.52K
1.05K $89K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-7
- 18.42%
$203.38 - $274.79 $1.42K - $1.92K
31 $6K
OKE
Oneok Inc

Energy
-7
- 0.74%
$89.57 - $109.85 $627 - $769
934 $92K
DGX
Quest Diagnostics Inc

Healthcare
-12
- 1.99%
N/A
590 $80K
GWW
W.W. Grainger, Inc.

Industrials
-1
- 25.0%
$953.54 - $1132.42 $954 - $1.13K
3 $2K
SNPS
Synopsys Inc

Technology
-4
- 22.22%
$428.58 - $551.54 $1.71K - $2.21K
14 $6K
MSCI
Msci Inc.

Financial Services
-2
- 14.29%
$541.46 - $628.34 $1.08K - $1.26K
12 $6K
MGM
Mgm Resorts International

Consumer Cyclical
-60
- 60.0%
$29.64 - $40.37 $1.78K - $2.42K
40 $1K
TMUS
T Mobile Us, Inc.

Communication Services
-9
- 60.0%
$211.3 - $272.83 $1.9K - $2.46K
6 $1K
C
Citigroup Inc

Financial Services
-29
- 2.01%
$67.23 - $84.63 $1.95K - $2.45K
1.41K $100K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-3
- 12.0%
$175.5 - $209.86 $527 - $630
22 $3K
ETR
Entergy Corp

Utilities
-72
- 12.59%
$75.26 - $87.89 $5.42K - $6.33K
500 $42K
ABC
Amerisourcebergen Corp

Healthcare
-9
- 60.0%
N/A
6 $1K
APA
Apa Corp

Energy
-29
- 17.68%
$18.54 - $25.45 $538 - $738
135 $2K
SPGI
S&P Global Inc.

Financial Services
-3
- 14.29%
$478.26 - $543.77 $1.43K - $1.63K
18 $9K
AME
Ametek Inc

Industrials
-3
- 17.65%
$170.39 - $190.43 $511 - $571
14 $2K
BSX
Boston Scientific Corp

Healthcare
-6
- 17.65%
$89.38 - $106.18 $536 - $637
28 $2K
DG
Dollar General Corp

Consumer Defensive
-25
- 40.32%
$68.44 - $87.93 $1.71K - $2.2K
37 $3K
PHM
Pultegroup Inc

Consumer Cyclical
-7
- 17.95%
$101.09 - $118.51 $708 - $830
32 $3K
TDG
Trans Digm Group Inc

Industrials
-1
- 16.67%
$1251.32 - $1394.11 $1.25K - $1.39K
5 $6K
DBOEY
Deutsche Boerse Ag Unsponsored

Financial Services
-53
- 58.89%
$22.83 - $29.66 $1.21K - $1.57K
37 $1K
F
Ford Motor CO

Consumer Cyclical
-317
- 1.95%
$9.12 - $10.43 $2.89K - $3.31K
16K $160K
HUM
Humana Inc

Healthcare
-11
- 5.34%
$249.11 - $303.11 $2.74K - $3.33K
195 $51K
ICE
Intercontinental Exchange, Inc.

Financial Services
-12
- 60.0%
$142.8 - $176.36 $1.71K - $2.12K
8 $1K
PLTR
Palantir Technologies Inc.

Technology
-16
- 47.06%
$64.98 - $124.62 $1.04K - $1.99K
18 $1K
MCO
Moodys Corp

Financial Services
-1
- 33.33%
$437.8 - $527.48 $438 - $527
2 $0
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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