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Tina Leiter

@Heritage Wealth Advisors

Latest period2024 - Q3ReportedManaged Assets$2.132BTotal holdings636
Assets growth rate-3.76%Assets growth rate (2-Q avg)-1.17%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Heritage Wealth Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 636 positions.

Assets under management

The assets under management (AUM) of Heritage Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.132B in assets, with a quarterly growth rate of -3.76% and a 2-quarter average growth rate of -1.17%. The portfolio is managed by Tina Leiter, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares S&p 500 Index
Recent Activity
Decreased -1.4%
17.21%
$366.837M
635,965 shares@ $576.82 avg price
ITOTIshares Core S&p Total Us Stock Mkt
Recent Activity
Decreased -0.14%
3.15%
$66.933M
532,821 shares@ $125.63 avg price
BRK.BBerkshire Hathaway Cl B
Recent Activity
Decreased -1.2%
2.81%
$59.77M
129,861 shares@ $460.27 avg price
RTXRaytheon Technologies Ord
Recent Activity
Decreased -4.25%
2.72%
$57.855M
477,513 shares@ $121.16 avg price
PGRProgressive Corp Ohio
Recent Activity
Decreased -0.38%
2.35%
$50.062M
197,281 shares@ $253.76 avg price
WMTWal-mart Stores Inc
Recent Activity
Decreased -1.49%
2.09%
$44.527M
551,421 shares@ $80.75 avg price
EFAIshares Msci Eafe
Recent Activity
Decreased -1.68%
0.67%
$14.282M
170,772 shares@ $83.63 avg price
EPDEnterprise Prd Prtnrs Lp
Recent Activity
Decreased -0.49%
0.51%
$10.78M
370,332 shares@ $29.12 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -3.93%
0.46%
$9.785M
80,604 shares@ $121.4 avg price
VIGVanguard Dividend Appreciation
Recent Activity
Decreased -1.03%
0.45%
$9.49M
47,916 shares@ $198.07 avg price