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CIK: 0001963794
Total reported value
$65.6M
$65.6M
67 檔
42.1%
As reported in its official Q4 2024 Form 13F filing, Heritage Wealth Partners, LLC's tracked investment portfolio stood at $65.6M with 67 total positions.
During Q4 2024, Heritage Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.59% | — | +23.91% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.48% | — | +0.52% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.83% | — | +2.66% | |
| 4 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 5.73% | — | +10.00% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.00% | — | +7.26% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.98% | — | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | — | +8.81% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.59% | — | +3.93% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.30% | — | +14.57% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.82% | — | -17.56% | |
| 11 | PDEC | Innovator U.s. Equity Power | ETF-Other | 2.58% | — | — | |
| 12 | ✓ | Stock-Other | 2.49% | — | — | ||
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.46% | — | +0.81% | |
| 14 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.39% | — | — | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 2.33% | — | -53.95% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.06% | — | -39.72% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 2.04% | — | -4.68% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.96% | — | +14.02% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.41% | — | +30.34% | |
| 20 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.31% | — | -2.75% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.18% | — | -9.76% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.13% | — | -7.27% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.12% | — | -0.39% | |
| 24 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.11% | — | +0.68% | |
| 25 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.99% | — | -68.44% | |
| 26 | SUB | Ishares Short-term National | ETF-Other | 0.98% | — | -1.96% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | — | +2.98% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.96% | — | -0.56% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.89% | — | +3.20% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | — | +21.22% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.77% | — | -10.98% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | — | -37.93% | |
| 33 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.62% | — | -78.46% | |
| 34 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.61% | — | — | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.61% | — | -42.02% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | — | -0.86% | |
| 37 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 0.54% | — | +69.48% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.52% | — | +300.43% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.52% | — | +201.23% | |
| 40 | ✓ | Schwab Strategic Tr | Stock-Other | 0.51% | — | — | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.50% | — | -1.19% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.49% | — | +2.16% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.49% | — | -0.58% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | — | +0.25% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.45% | — | +202.80% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | — | +1.16% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.39% | — | +5.49% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | — | -40.33% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.38% | — | +0.19% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.35% | — | +4.17% |
According to official SEC Form 13F filings, Heritage Wealth Partners, LLC reported a total U.S. public equity portfolio value of $65.6M across 67 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQ, NVDA) accounted for 42.1% of total reported equity market value during Q4 2024.
During Q4 2024, Heritage Wealth Partners, LLC's top holdings by market value included IVV (11.6%)、QQQ (6.5%)、NVDA (5.8%). The largest single position, IVV, represented 11.6% of total portfolio value.
In Q4 2024, Heritage Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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