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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
BLKBlackrock Inc
Recent Activity
Exited
0%
$730,831
928 shares@ $787.54 avg price
SCHPSchwab Us Tips Etf
Recent Activity
Exited
0%
$670,929
12,900 shares@ $52.01 avg price
BNDWVanguard Total World Bond Etf
Recent Activity
Exited
0%
$15,164
223 shares@ $68.0 avg price
ABNBAirbnb Inc
Recent Activity
Exited
0%
$15,163
100 shares@ $151.63 avg price
ABRArbor Realty Trust Inc
Recent Activity
Exited
0%
$11,237
783 shares@ $14.36 avg price
FERGFerguson Plc
Recent Activity
Exited
0%
$10,070
52 shares@ $193.66 avg price
FNDFSchwab Fundamental Intl Lg Co Etf
Recent Activity
Exited
0%
$6,831
195 shares@ $35.04 avg price
BATRAAtlanta Braves Holdings Srs A Ord
Recent Activity
Exited
0%
$5,757
139 shares@ $41.42 avg price
SCHASchwab Us Small-cap Etf
Recent Activity
Exited
0%
$4,887
103 shares@ $47.45 avg price
PRFPowershares Ftse Rafi Us 1000 Etf
Recent Activity
Exited
0%
$4,402
116 shares@ $37.95 avg price