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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
RTXRaytheon Technologies Ord
Recent Activity
Decreased -4.25%
2.72%
$57.855M
477,513 shares@ $121.16 avg price
MRKMerck & Co Inc
Recent Activity
Increased 3.35%
2.64%
$56.183M
494,740 shares@ $113.57 avg price
GOOGAlphabet Inc. Class C
Recent Activity
Increased 5.81%
2.63%
$56.055M
335,279 shares@ $167.2 avg price
MAMastercard Inc
Recent Activity
Increased 2.13%
2.55%
$54.335M
110,034 shares@ $493.81 avg price
ADPAuto Data Processing
Recent Activity
Increased 3.18%
2.38%
$50.643M
183,006 shares@ $276.73 avg price
JNJJohnson & Johnson
Recent Activity
Increased 2.48%
2.37%
$50.376M
310,850 shares@ $162.07 avg price
PGRProgressive Corp Ohio
Recent Activity
Decreased -0.38%
2.35%
$50.062M
197,281 shares@ $253.76 avg price
IEMGIshares Core Msci Emerging Markets Etf
Recent Activity
Increased 0.68%
2.24%
$47.689M
830,667 shares@ $57.42 avg price
CMCSAComcast Corp New Cl A
Recent Activity
Increased 0.84%
2.18%
$46.456M
1.112M shares@ $41.77 avg price
PEPPepsico Incorporated
Recent Activity
Increased 4.38%
2.11%
$44.958M
264,383 shares@ $170.06 avg price