Heritage Wealth Management, LLC Sells in Q2 2024

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ALC
Alcon Inc

Healthcare
-825
- 8.88%
$77.58 - $92.26 $64K - $76.1K
8.47K $754K
KFY
Korn Ferry

Industrials
-367
- 9.22%
$59.97 - $70.27 $22K - $25.8K
3.61K $242K
TFLO
Ishares Treasury Floating Rate

ETFs
-325
- 2.33%
$50.44 - $50.7 $16.4K - $16.5K
13.6K $690K
AEIS
Advanced Energy Industries Inc

Industrials
-243
- 11.43%
$89.7 - $109.61 $21.8K - $26.6K
1.88K $204K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-429
- 11.3%
$107.39 - $128.6 $46.1K - $55.2K
3.37K $412K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-42
- 0.66%
$62.61 - $66.18 $2.63K - $2.78K
6.3K $408K
NXPI
Nxp Semiconductors N.V.

Technology
-313
- 8.73%
$215.12 - $282.99 $67.3K - $88.6K
3.27K $880K
NVS
Novartis Ag

Healthcare
-618
- 9.44%
$92.57 - $107.37 $57.2K - $66.4K
5.93K $631K
Cooper Cos Inc
-562
- 10.23%
N/A
4.93K $0
ACWI
Ishares Msci Acwi ETF

ETFs
-43
- 1.75%
$104.54 - $112.83 $4.5K - $4.85K
2.42K $272K
EXPO
Exponent Inc

Industrials
-391
- 11.45%
$77.73 - $97.13 $30.4K - $38K
3.02K $287K
MO
Altria Group, Inc.

Consumer Defensive
-55
- 0.77%
$40.75 - $46.83 $2.24K - $2.58K
7.11K $323K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.21K
- 3.3%
$58.24 - $64.51 $70.5K - $78.1K
35.4K $2.27M
SOXX
Ishares Semiconductor ETF

ETFs
-33
- 3.19%
$198.39 - $259.28 $6.55K - $8.56K
1K $247K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2
- 0.08%
$154.56 - $173.19 $309 - $346
2.64K $450K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-365
- 11.88%
$68.45 - $98.41 $25K - $35.9K
2.71K $265K
NVO
Novo Nordisk A S

Healthcare
-579
- 7.91%
$122.71 - $146.91 $71K - $85.1K
6.74K $962K
FICO
Fair Isaac Corp

Technology
-29
- 10.36%
$1110.85 - $1488.66 $32.2K - $43.2K
251 $373K
KLAC
Kla Corp

Technology
-488
- 14.26%
$628.16 - $863.31 $307K - $421K
2.93K $2.42M
XLK
Technology Sector Spdr

ETFs
-100
- 3.34%
$192.53 - $231.41 $19.3K - $23.1K
2.9K $654K
BHE
Benchmark Electronics Inc

Technology
-1K
- 13.39%
$28.85 - $44.58 $28.9K - $44.7K
6.49K $256K
PM
Philip Morris International Inc.

Consumer Defensive
-40
- 0.9%
$88.6 - $104.24 $3.54K - $4.17K
4.4K $445K
TXN
Texas Instruments Inc

Technology
-570
- 7.73%
$159.68 - $202.54 $91K - $115K
6.8K $1.32M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-238
- 9.76%
$97.19 - $133.81 $23.1K - $31.8K
2.2K $283K
TER
Teradyne, Inc

Technology
-443
- 11.23%
$95.97 - $151.75 $42.5K - $67.2K
3.5K $519K
LLY
Eli Lilly & CO

Healthcare
-189
- 8.87%
$724.87 - $909.04 $137K - $172K
1.94K $1.76M
ADI
Analog Devices Inc

Technology
-834
- 8.35%
$183.36 - $240.16 $153K - $200K
9.15K $2.09M
AAPL
Apple Inc.

Technology
-1.2K
- 7.05%
$165.0 - $216.67 $198K - $260K
15.8K $3.33M
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
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