Heritage Wealth Management, Inc. Incresed Positions in Q4 2024

Heritage Wealth Management, Inc.

  • $301 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
14.8K
+ 134.65%
$95.12 - $114.72 $1.41M - $1.7M
25.9K $2.56B
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.79K
+ 233.54%
$174.22 - $187.62 $660K - $711K
5.41K $948M
BA
Boeing CO

Industrials
3.13K
+ 127.41%
$138.14 - $180.72 $433K - $566K
5.59K $990M
AVGO
Broadcom Inc.

Technology
81
+ 1.02%
$159.67 - $250.0 $12.9K - $20.3K
8.01K $1.86B
CRGY
Crescent Energy CO

Energy
2.78K
+ 2.55%
$11.17 - $15.28 $31K - $42.4K
111K $1.63B
GOOGL
Alphabet Inc.

Communication Services
450
+ 4.79%
$161.86 - $196.66 $72.8K - $88.5K
9.85K $1.86B
AMZN
Amazon Com Inc

Consumer Cyclical
110
+ 1.55%
$180.88 - $232.93 $19.9K - $25.6K
7.21K $1.58B
GOOG
Alphabet Inc.

Communication Services
20
+ 0.22%
$163.08 - $198.16 $3.26K - $3.96K
8.98K $1.71B
VTI
Vanguard Total Stock Market Et

ETFs
630
+ 23.76%
$280.04 - $302.45 $176K - $191K
3.28K $951M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.5K
+ 458.28%
$26.93 - $84.95 $309K - $976K
14K $382M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
175
+ 3.4%
$521.84 - $558.82 $91.3K - $97.8K
5.32K $2.86B
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
5.22K
+ 7.02%
$28.96 - $31.91 $151K - $167K
79.6K $2.32B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
75
+ 1.44%
$172.07 - $207.36 $12.9K - $15.6K
5.28K $1.04B
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.98K
+ 15.67%
$57.53 - $60.83 $171K - $181K
22K $1.27B
CCJ
Cameco Corp

Energy
250
+ 0.82%
$48.64 - $61.14 $12.2K - $15.3K
30.9K $1.59B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.21K
+ 6.68%
$29.73 - $30.81 $65.6K - $67.9K
35.2K $1.07B
T
At&T Inc.

Communication Services
26
+ 0.03%
$21.22 - $23.88 $552 - $621
101K $2.3B
WFC
Wells Fargo & Company

Financial Services
210
+ 5.61%
$54.98 - $77.35 $11.5K - $16.2K
3.96K $278M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.72K
+ 8.57%
$46.07 - $48.17 $125K - $131K
34.4K $1.59B
NOG
Northern Oil & Gas, Inc.

Energy
75
+ 0.27%
$35.57 - $43.49 $2.67K - $3.26K
27.5K $1.02B
VB
Vanguard Small Cap ETF

ETFs
131
+ 2.59%
$233.76 - $261.58 $30.6K - $34.3K
5.19K $1.25B
MCHP
Microchip Technology Inc

Technology
2.1K
+ 60.09%
$55.51 - $79.05 $117K - $166K
5.6K $321M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.1K
+ 5.66%
$56.06 - $61.35 $61.6K - $67.4K
20.5K $1.16B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
945
+ 16.39%
$74.68 - $81.45 $70.6K - $77K
6.71K $502M
AVUV
American Centy ETF Tr Avantis

ETFs
141
+ 0.5%
$94.37 - $106.41 $13.3K - $15K
28.1K $2.71B
RVT
Royce Value Trust, Inc.

Financial Services
1.3K
+ 2.86%
$15.15 - $16.9 $19.6K - $21.9K
46.7K $737M
SPY
Spdr S&P 500 ETF Trust

ETFs
15
+ 1.39%
$567.81 - $607.81 $8.52K - $9.12K
1.1K $642M
ENB
Enbridge Inc

Energy
16
+ 0.14%
$40.4 - $43.92 $646 - $703
11.4K $486M
CME
Cme Group Inc.

Financial Services
1
+ 0.07%
$221.17 - $246.02 $221 - $246
1.46K $338M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
26
+ 6.28%
$563.99 - $620.12 $14.7K - $16.1K
440 $250M
MO
Altria Group, Inc.

Consumer Defensive
17
+ 0.18%
$49.06 - $57.74 $834 - $982
9.65K $504M
VO
Vanguard Mid Cap ETF

ETFs
19
+ 0.37%
$261.5 - $284.63 $4.97K - $5.41K
5.17K $1.36B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
499
+ 7.6%
$43.84 - $48.76 $21.9K - $24.3K
7.07K $311M
CLX
Clorox CO

Consumer Defensive
6
+ 0.28%
$156.51 - $169.74 $939 - $1.02K
2.14K $347M
DWLD
Davis Fundamental ETF Tr

ETFs
850
+ 4.13%
$36.31 - $39.73 $30.9K - $33.8K
21.4K $778M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5
+ 0.28%
$113.92 - $127.38 $570 - $637
1.78K $205M
IBM
International Business Machines Corp

Technology
1
+ 0.01%
$204.9 - $238.04 $205 - $238
8.31K $1.83B
PM
Philip Morris International Inc.

Consumer Defensive
4
+ 0.03%
$118.38 - $133.06 $474 - $532
12.2K $1.47B
IEFA
Ishares Tr

ETFs
187
+ 5.68%
$70.06 - $77.43 $13.1K - $14.5K
3.48K $245M
MMM
3 M CO

Industrials
1
+ 0.02%
$124.74 - $137.12 $125 - $137
4.49K $580M
NKE
Nike, Inc.

Consumer Cyclical
2
+ 0.07%
$73.36 - $89.13 $147 - $178
2.75K $208M
PLD
Prologis, Inc.

Real Estate
45
+ 1.72%
$101.4 - $126.96 $4.56K - $5.71K
2.66K $281M
NEM
Newmont Corp

Basic Materials
600
+ 10.35%
$37.0 - $58.68 $22.2K - $35.2K
6.4K $238M
AMGN
Amgen Inc

Healthcare
1
+ 0.04%
$258.78 - $328.31 $259 - $328
2.72K $710M
AMD
Advanced Micro Devices Inc

Technology
131
+ 1.55%
$118.88 - $172.8 $15.6K - $22.6K
8.6K $1.04B
Activity Summary
Buys All Purchases 58 New Holdings 12 Increased Positions 46 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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