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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
IJJIshares S&p Midcap
Recent Activity
New Position
0.19%
$4.003M
37,748 shares@ $106.04 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.05%
$1.008M
1,061 shares@ $949.74 avg price
SDYSpdr Ser Tr S&p Divid Etf
Recent Activity
New Position
0.03%
$438,193
3,085 shares@ $142.04 avg price
VISVanguard Industrials Etf
Recent Activity
New Position
0.01%
$170,866
657 shares@ $260.08 avg price
XBISpdr S&p Biotech Etf
Recent Activity
New Position
0.01%
$155,808
1,577 shares@ $98.81 avg price
TJXT J X Cos Inc
Recent Activity
New Position
0.01%
$120,949
1,029 shares@ $117.55 avg price
XLCCommunication Services Sel Sect Spdretf
Recent Activity
New Position
0.01%
$118,514
1,311 shares@ $90.4 avg price
FDXFedex Corporation
Recent Activity
New Position
0.01%
$103,998
380 shares@ $273.68 avg price
QUALIshares Edge Msci Usa Quality Factor Etf
Recent Activity
New Position
0.01%
$90,547
505 shares@ $179.31 avg price
KRKroger Company
Recent Activity
New Position
0.01%
$87,211
1,522 shares@ $57.31 avg price