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Size ($ in 1000's)
At 03/31/2024: $50,888
At 12/31/2023: $48,997
Heritage Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Heritage Wealth Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Heritage Wealth Partners LLC top holdings by largest position size, as per the latest 13f filing made by Heritage Wealth Partners LLC.
In the Heritage Wealth Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Heritage Wealth Partners LLC in that top holding, then the share count change between reporting periods, and finally the Heritage Wealth Partners LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
18,264 |
UNCH |
$9,602 | | IVV | 18,264 | UNCH | $9,602 | | INVESCO QQQ TR |
11,215 |
UNCH |
$4,593 | | QQQ | 11,215 | UNCH | $4,593 | | MICROSOFT CORP |
7,253 |
UNCH |
$3,051 | | MSFT | 7,253 | UNCH | $3,051 | | APPLE INC |
15,934 |
UNCH |
$2,732 | | AAPL | 15,934 | UNCH | $2,732 | | SPDR DOW JONES INDL AVERAGE (DIA) |
6,086 |
UNCH |
$2,294 | | DIA | 6,086 | UNCH | $2,294 | | AMAZON COM INC |
11,971 |
UNCH |
$2,159 | | AMZN | 11,971 | UNCH | $2,159 | | SPDR SER TR (BIL) |
22,458 |
UNCH |
$2,052 | | BIL | 22,458 | UNCH | $2,052 | | NVIDIA CORPORATION |
2,245 |
UNCH |
$2,028 | | NVDA | 2,245 | UNCH | $2,028 | | SPDR GOLD TR (GLD) |
9,894 |
UNCH |
$1,891 | | GLD | 9,894 | UNCH | $1,891 |  BERKSHIRE HATHAWAY INC DEL |
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$1,829 | | BRK.B | 5,129 | UNCH | $1,829 | | ALPHABET INC |
12,282 |
UNCH |
$1,716 | | GOOGL | 12,282 | UNCH | $1,716 | | ISHARES TR (SHV) |
12,905 |
UNCH |
$1,421 | | SHV | 12,905 | UNCH | $1,421 | | J P MORGAN EXCHANGE TRADED F (JPST) |
27,353 |
UNCH |
$1,374 | | JPST | 27,353 | UNCH | $1,374 | | INNOVATOR ETFS TR (UAUG) |
39,844 |
UNCH |
$1,225 | | UAUG | 39,844 | UNCH | $1,225 | | META PLATFORMS INC |
2,477 |
UNCH |
$1,203 | | META | 2,477 | UNCH | $1,203 | | EXXON MOBIL CORP |
9,170 |
UNCH |
$1,066 | | XOM | 9,170 | UNCH | $1,066 | | VANGUARD SCOTTSDALE FDS (VGSH) |
17,405 |
UNCH |
$1,015 | | VGSH | 17,405 | UNCH | $1,015 | | ISHARES TR (SUB) |
9,460 |
UNCH |
$997 | | SUB | 9,460 | UNCH | $997 | | ROCKWELL AUTOMATION INC |
3,076 |
UNCH |
$955 | | ROK | 3,076 | UNCH | $955 | | UNITEDHEALTH GROUP INC |
1,710 |
UNCH |
$900 | | UNH | 1,710 | UNCH | $900 | | SPDR S&P 500 ETF TR (SPY) |
1,438 |
UNCH |
$752 | | SPY | 1,438 | UNCH | $752 | | ISHARES TR (IEF) |
7,639 |
UNCH |
$736 | | IEF | 7,639 | UNCH | $736 | | ISHARES TR (SHY) |
7,105 |
UNCH |
$583 | | SHY | 7,105 | UNCH | $583 | | JPMORGAN CHASE & CO |
2,656 |
UNCH |
$532 | | JPM | 2,656 | UNCH | $532 | | SELECT SECTOR SPDR TR (XLK) |
1,788 |
UNCH |
$344 | | XLK | 1,788 | UNCH | $344 | | COSTCO WHSL CORP NEW |
439 |
UNCH |
$322 | | COST | 439 | UNCH | $322 | | TESLA INC |
1,765 |
UNCH |
$310 | | TSLA | 1,765 | UNCH | $310 | | CONMED CORP |
3,375 |
UNCH |
$270 | | CNMD | 3,375 | UNCH | $270 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
526 |
UNCH |
$267 | | MDY | 526 | UNCH | $267 | | VANGUARD INDEX FDS (VOO) |
554 |
UNCH |
$266 | | VOO | 554 | UNCH | $266 | | MERCK & CO INC |
2,002 |
UNCH |
$264 | | MRK | 2,002 | UNCH | $264 | | VANGUARD WORLD FD (EDV) |
3,227 |
UNCH |
$261 | | EDV | 3,227 | UNCH | $261 | | BROADCOM INC |
195 |
UNCH |
$258 | | AVGO | 195 | UNCH | $258 | | AT&T INC |
15,018 |
UNCH |
$252 | | T | 15,018 | UNCH | $252 | | BOEING CO |
1,160 |
UNCH |
$224 | | BA | 1,160 | UNCH | $224 | | HOME DEPOT INC |
581 |
UNCH |
$223 | | HD | 581 | UNCH | $223 | | VANGUARD WORLD FDS (VGT) |
446 |
UNCH |
$216 | | VGT | 446 | UNCH | $216 | | ALPHABET INC |
1,524 |
UNCH |
$215 | | GOOG | 1,524 | UNCH | $215 | | ISHARES TR (IJR) |
1,923 |
UNCH |
$208 | | IJR | 1,923 | UNCH | $208 | | CHEVRON CORP NEW |
1,383 |
UNCH |
$206 | | CVX | 1,383 | UNCH | $206 | | ISHARES TR (IJH) |
920 |
UNCH |
$56 | | IJH | 920 | UNCH | $56 | | TELLURIAN INC NEW |
29,716 |
UNCH |
$20 | | TELL | 29,716 | UNCH | $20 | | ABBVIE INC |
1,627 |
UNCH |
<$1 | | ABBV | 1,627 | UNCH | $0 |
See Full List: All Stocks Held By Heritage Wealth Partners LLC
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Heritage Wealth Partners LLC
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