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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
IEFAIshares Core Msci Eafe
Recent Activity
Increased 0.72%
6.19%
$131.942M
1.69M shares@ $78.05 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.2%
3.43%
$73.088M
169,855 shares@ $430.3 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
AAPLApple Computer Inc
Recent Activity
Increased 0.15%
3.14%
$66.757M
286,513 shares@ $233.0 avg price
IWSIshares Russell Midcap Value
Recent Activity
Increased 3.63%
3.1%
$65.867M
498,053 shares@ $132.25 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 4.37%
3.07%
$65.429M
111,905 shares@ $584.69 avg price
BNBrookfield Corporation
Recent Activity
Increased 1.24%
2.91%
$61.962M
1.166M shares@ $53.16 avg price
SPYSpdr S&p 500 Index
Recent Activity
Increased 1.21%
2.83%
$60.262M
105,030 shares@ $573.77 avg price
BRK.BBerkshire Hathaway Cl B
Recent Activity
Decreased -1.2%
2.81%
$59.77M
129,861 shares@ $460.27 avg price