Heritage Wealth Partners
Latest statistics and disclosures from Heritage Wealth Partners's latest quarterly 13F-HR filing:
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Positions held by Heritage Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Heritage Wealth Partners holds 44 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Ishares Tr Core S&p500 Etf (IVV) | 17.8 | $8.7M | 18k | 477.64 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.4 | $4.6M | 11k | 409.53 |
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Apple (AAPL) | 6.3 | $3.1M | 16k | 192.53 |
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Microsoft Corporation (MSFT) | 5.6 | $2.7M | 7.3k | 376.06 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 4.7 | $2.3M | 6.1k | 376.87 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 4.2 | $2.1M | 23k | 91.39 |
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Spdr Gold Tr Gold Shs (GLD) | 3.9 | $1.9M | 9.9k | 191.17 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.7 | $1.8M | 5.1k | 356.66 |
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Amazon (AMZN) | 3.7 | $1.8M | 12k | 151.94 |
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Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $1.7M | 12k | 139.69 |
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Ishares Tr Short Treas Bd (SHV) | 2.9 | $1.4M | 13k | 110.13 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 2.8 | $1.4M | 27k | 50.23 |
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Innovator Etfs Tr Us Eqt Ultra Bf (UAUG) | 2.5 | $1.2M | 40k | 30.74 |
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NVIDIA Corporation (NVDA) | 2.3 | $1.1M | 2.2k | 495.20 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.1 | $1.0M | 17k | 58.33 |
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Ishares Tr Shrt Nat Mun Etf (SUB) | 2.0 | $997k | 9.5k | 105.43 |
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Rockwell Automation (ROK) | 1.9 | $955k | 3.1k | 310.48 |
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Exxon Mobil Corporation (XOM) | 1.9 | $917k | 9.2k | 99.98 |
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UnitedHealth (UNH) | 1.8 | $900k | 1.7k | 526.34 |
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Meta Platforms Cl A (META) | 1.8 | $877k | 2.5k | 353.96 |
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Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.5 | $736k | 7.6k | 96.40 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $684k | 1.4k | 475.44 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.2 | $583k | 7.1k | 82.04 |
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JPMorgan Chase & Co. (JPM) | 0.9 | $452k | 2.7k | 170.07 |
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Tesla Motors (TSLA) | 0.9 | $439k | 1.8k | 248.48 |
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CONMED Corporation (CNMD) | 0.8 | $370k | 3.4k | 109.51 |
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Select Sector Spdr Tr Technology (XLK) | 0.7 | $344k | 1.8k | 192.49 |
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Boeing Company (BA) | 0.6 | $302k | 1.2k | 260.71 |
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Costco Wholesale Corporation (COST) | 0.6 | $290k | 439.00 | 659.72 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.5 | $267k | 526.00 | 507.54 |
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Vanguard World Extended Dur (EDV) | 0.5 | $262k | 3.2k | 81.03 |
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Advanced Micro Devices (AMD) | 0.5 | $257k | 1.7k | 147.41 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $255k | 920.00 | 277.01 |
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Abbvie (ABBV) | 0.5 | $252k | 1.6k | 154.93 |
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At&t (T) | 0.5 | $252k | 15k | 16.78 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $242k | 554.00 | 436.63 |
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Merck & Co (MRK) | 0.4 | $218k | 2.0k | 109.04 |
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Broadcom (AVGO) | 0.4 | $218k | 195.00 | 1118.02 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.4 | $216k | 446.00 | 484.52 |
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Alphabet Cap Stk Cl C (GOOG) | 0.4 | $215k | 1.5k | 140.93 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $208k | 1.9k | 108.24 |
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Chevron Corporation (CVX) | 0.4 | $206k | 1.4k | 149.11 |
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Home Depot (HD) | 0.4 | $202k | 581.00 | 346.78 |
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Tellurian (TELL) | 0.0 | $23k | 30k | 0.76 |
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Past Filings by Heritage Wealth Partners
SEC 13F filings are viewable for Heritage Wealth Partners going back to 2022
- Heritage Wealth Partners 2024 Q1 filed April 25, 2024
- Heritage Wealth Partners 2023 Q4 filed Jan. 19, 2024
- Heritage Wealth Partners 2023 Q3 filed Oct. 18, 2023
- Heritage Wealth Partners 2023 Q2 filed Aug. 11, 2023
- Heritage Wealth Partners 2023 Q1 filed May 4, 2023
- Heritage Wealth Partners 2022 Q4 filed Feb. 10, 2023