HW

Heritage Wealth Partners, LLC

13F
Heritage Wealth Partners, LLC
Last update 2025-05-15 65 Stocks (9 new)
Value $66.00 Mil Turnover 22 %
Countries:
Top Holdings: GLD(12.18%)IVV(9.06%)BRK.B(7.10%)QQQ(5.97%)NVDA(4.73%)
Summary Stock Picks Current Portfolio
Heritage Wealth Partners, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GLD 		SPDR Gold Shares ETF
27,733
7,991.0
+262.14%
12.180
+8.82%
0.010
+15.81%
+27.58%
100,211.0
 
IVV 		iShares Core S&P 500 ETF
10,575
5,942.1
-32.59%
9.060
-3.78%
0.000
+2.39%
+2.06%
588,303.5
 
BRK.B 		Berkshire Hathaway Inc
8,747
4,658.5
+50.73%
7.100
+2.39%
0.000
-2.40%
+9.83%
1,073,690.2
Insurance
QQQ 		INVESCO QQQ Trust
8,344
3,912.7
-17.42%
5.970
-1.13%
0.000
+6.24%
+3.30%
335,521.0
 
NVDA 		NVIDIA Corp
28,624
3,102.3
-17.26%
4.730
-1.01%
0.000
+23.82%
+5.17%
3,444,010.8
Semiconductors
DIA 		SPDR Dow Jones Industrial Average ETF
6,740
2,830.0
-37.22%
4.310
-2.13%
0.010
-1.09%
+0.62%
38,636.1
 
AAPL 		Apple Inc
12,237
2,718.2
-23.07%
4.140
-1.15%
0.000
-14.49%
-18.63%
3,036,005.4
Hardware
PAPR 		Innovator U.S. Equity Power Buffer ETF - April
74,111
2,642.8
New Holding
4.030
+4.03%
0.340
-0.62%
-0.11%
835.8
 
MSFT 		Microsoft Corp
5,268
1,977.4
-29.35%
3.010
-1.16%
0.000
+19.39%
+10.26%
3,441,044.8
Software
AMZN 		Amazon.com Inc
9,781
1,860.9
-25.11%
2.840
-0.90%
0.000
+0.34%
-6.24%
2,183,889.9
Retail - Cyclical

Heritage Wealth Partners, LLC's Historical Top Holdings Breakdowns

Heritage Wealth Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GLD 		SPDR Gold Shares ETF2025-03-31Add
+8.82%
●
243.19 ($264.45) 288.14
$308.91
16.81%
Add 262.14%
27,733
20,075
PAPR 		Innovator U.S. Equity Power Buffer ETF - April2025-03-31New Buy
+4.03%
●
35.21 ($36.83) 37.69
$36.66
-0.46%
New holding
74,111
74,111
IVV 		iShares Core S&P 500 ETF2025-03-31Reduce
-3.78%
●
554.06 ($590.51) 615.85
$598.93
1.43%
Reduce -32.59%
10,575
-5,113
QQQM 		Invesco NASDAQ 100 ETF2025-03-31Reduce
-3.76%
●
192.82 ($209.18) 222.1
$217.11
3.79%
Reduce -75.44%
4,631
-14,226
VB 		Vanguard Small Cap ETF2025-03-31Sold Out
-2.82%
●
217.89 ($238.81) 252.64
$230.89
-3.32%
Sold Out
0
-9,363
PDEC 		Innovator U.S. Equity Power Buffer ETF - December2025-03-31Sold Out
-2.58%
●
37.32 ($38.55) 39.45
$39.11
1.45%
Sold Out
0
-53,447
BRK.B 		Berkshire Hathaway Inc2025-03-31Add
+2.39%
●
442.66 ($486.15) 534.52
$497.83
2.40%
Add 50.73%
8,747
2,944
XLG 		Invesco S&P 500 Top 50 ETF2025-03-31Sold Out
-2.39%
●
45.72 ($49.35) 51.73
$49.87
1.05%
Sold Out
0
-38,115
DIA 		SPDR Dow Jones Industrial Average ETF2025-03-31Reduce
-2.13%
●
408.78 ($432.49) 448.82
$426.01
-1.50%
Reduce -37.22%
6,740
-3,996
SCHZ 		Schwab US Aggregate Bond ETF2025-03-31New Buy
+1.95%
●
22.46 ($22.91) 23.26
$22.82
-0.39%
New holding
55,294
55,294

Heritage Wealth Partners, LLC Total Holding History ($B)

To

Heritage Wealth Partners, LLC's Asset Allocation

To

Heritage Wealth Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Heritage Wealth Partners, LLC's Hypothetical Growth since 2025-03-31

Heritage Wealth Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Heritage Wealth Partners, LLC's Holdings Heat Map

Size field:

Heritage Wealth Partners, LLC's Holdings Bubble Chart

Heritage Wealth Partners, LLC News

  • 1

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