Heritage Wealth Management, LLC Purchases in Q2 2024

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AZN
Astrazeneca PLC

Healthcare
9.1K
New
$66.81 - $80.83 $608K - $736K
9.1K $709K
ABBV
Abb Vie Inc.

Healthcare
3.1K
+ 53.56%
$154.79 - $180.76 $480K - $561K
8.9K $1.53M
HYBB
Ishares Tr Bb Rated Corporate

ETFs
10K
New
$45.11 - $46.18 $452K - $463K
10K $461K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
11K
+ 89.79%
$41.64 - $42.32 $458K - $465K
23.2K $981K
ZTS
Zoetis Inc.

Healthcare
2.13K
+ 65.28%
$145.54 - $178.83 $310K - $381K
5.39K $934K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
6.88K
New
$50.64 - $63.96 $348K - $440K
6.88K $366K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3.52K
New
$72.57 - $90.01 $255K - $316K
3.52K $308K
VRIG
Invesco Actively Managed ETF F

ETFs
11.7K
+ 46.56%
$25.06 - $25.24 $293K - $295K
36.8K $925K
SPY
Spdr S&P 500 ETF Trust

ETFs
472
New
$495.16 - $548.49 $234K - $259K
472 $256K
NVDA
Nvidia Corp

Technology
2.08K
New
$118.11 - $1224.4 $246K - $2.55M
2.08K $256K
GOOG
Alphabet Inc.

Communication Services
1.24K
New
$151.94 - $186.86 $188K - $232K
1.24K $227K
AMZN
Amazon Com Inc

Consumer Cyclical
1.07K
New
$173.67 - $197.85 $185K - $211K
1.07K $206K
COST
Costco Wholesale Corp

Consumer Defensive
238
New
$704.88 - $870.75 $168K - $207K
238 $202K
IWF
Ishares Russell 1000 Gr ETF

ETFs
162
+ 18.84%
$316.15 - $367.33 $51.2K - $59.5K
1.02K $372K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.18K
+ 10.48%
$44.66 - $45.99 $52.6K - $54.1K
12.4K $565K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
990
+ 10.42%
$44.3 - $45.58 $43.9K - $45.1K
10.5K $474K
WFC
Wells Fargo & Company

Financial Services
19
+ 0.15%
$56.41 - $62.34 $1.07K - $1.18K
12.8K $762K
VTI
Vanguard Total Stock Market Et

ETFs
21
+ 2.41%
$245.23 - $269.4 $5.15K - $5.66K
891 $238K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
729
+ 1.07%
$95.11 - $97.92 $69.3K - $71.4K
69.1K $6.71M
Jacobs Solutions Inc
9.61K
New
N/A
9.61K $0
Blackrock ETF Trust Ii
17.8K
New
N/A
17.8K $0
XOM
Exxon Mobil Corp

Energy
14
+ 0.58%
$108.36 - $122.2 $1.52K - $1.71K
2.42K $278K
VNQ
Vanguard Specialized Funds Van

ETFs
24
+ 0.73%
$78.61 - $85.97 $1.89K - $2.06K
3.31K $277K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
16
+ 0.73%
$109.44 - $118.4 $1.75K - $1.89K
2.2K $250K
Activity Summary
Buys All Purchases 25 New Holdings 11 Increased Positions 14 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Heritage Wealth Management, LLC Portfolio

Follow Heritage Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email