§ 13F · FUND PROFILE
Heritage Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 65Turnover · — · Q1Filed · May 14, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED MAY 14, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | 28K | $8.0T | 12.2% | — |
| 2 | IVV | ISHARES TR | 11K | $5.9T | 9.1% | — |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 9K | $4.7T | 7.1% | — |
| 4 | QQQ | INVESCO QQQ TR | 8K | $3.9T | 6.0% | — |
| 5 | NVDA | NVIDIA CORPORATION | 29K | $3.1T | 4.7% | — |
| 6 | DIA | SPDR DOW JONES INDL AVERAGE | 7K | $2.8T | 4.3% | — |
| 7 | AAPL | APPLE INC | 12K | $2.7T | 4.1% | — |
| 8 | PAPR | INNOVATOR ETFS TRUST | 74K | $2.6T | 4.0% | — |
| 9 | MSFT | MICROSOFT CORP | 5K | $2.0T | 3.0% | — |
| 10 | AMZN | AMAZON COM INC | 10K | $1.9T | 2.8% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HERITAGE SIGNAL
AC read
Heritage Wealth Partners, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed