Heritage Wealth Partners, LLC Top Holdings and 13F Report (2024) → [URGENT] DO NOT Touch These AI Stocks! (From Weiss Ratings) (Ad) About Heritage Wealth Partners, LLCInvestment ActivityHeritage Wealth Partners, LLC has $49.00 million in total holdings as of March 31, 2024.Heritage Wealth Partners, LLC owns shares of 44 different stocks, but just 18 companies or ETFs make up 80% of its holdings.This quarter, Heritage Wealth Partners, LLC has purchased 44 new stocks and bought additional shares in 0 stocks.Heritage Wealth Partners, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $8,723,663Invesco QQQ $4,592,848Apple $3,067,708Microsoft $2,727,571SPDR Dow Jones Industrial Average ETF Trust $2,293,612 Sector Allocation Over TimeMap of 500 Largest Holdings ofHeritage Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$8,723,6630.0%18,26417.8%ETFQQQInvesco QQQ$4,592,8480.0%11,2159.4%FinanceAAPLApple$3,067,7080.0%15,9346.3%Computer and TechnologyMSFTMicrosoft$2,727,5710.0%7,2535.6%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$2,293,6120.0%6,0864.7%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$2,052,4450.0%22,4584.2%ETFGLDSPDR Gold Shares$1,891,4360.0%9,8943.9%FinanceBRK.BBerkshire Hathaway$1,829,3090.0%5,1293.7%FinanceAMZNAmazon.com$1,818,8740.0%11,9713.7%Retail/WholesaleGOOGLAlphabet$1,715,6730.0%12,2823.5%Computer and TechnologySHViShares Short Treasury Bond ETF$1,421,2590.0%12,9052.9%ETFJPSTJPMorgan Ultra-Short Income ETF$1,373,9290.0%27,3532.8%ETFUAUGInnovator U.S. Equity Ultra Buffer ETF - August$1,224,8050.0%39,8442.5%ETFNVDANVIDIA$1,111,7320.0%2,2452.3%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$1,015,2060.0%17,4052.1%ETFSUBiShares Short-Term National Muni Bond ETF$997,3580.0%9,4602.0%ETFROKRockwell Automation$955,0360.0%3,0761.9%Industrial ProductsXOMExxon Mobil$916,8260.0%9,1701.9%Oils/EnergyUNHUnitedHealth Group$900,0440.0%1,7101.8%MedicalMETAMeta Platforms$876,7590.0%2,4771.8%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$736,3650.0%7,6391.5%ETFSPYSPDR S&P 500 ETF Trust$683,6860.0%1,4381.4%FinanceSHYiShares 1-3 Year Treasury Bond ETF$582,9020.0%7,1051.2%ManufacturingJPMJPMorgan Chase & Co.$451,7010.0%2,6560.9%FinanceTSLATesla$438,5670.0%1,7650.9%Auto/Tires/TrucksCNMDCONMED$369,5960.0%3,3750.8%MedicalXLKTechnology Select Sector SPDR Fund$344,1760.0%1,7880.7%ETFBABoeing$302,4280.0%1,1600.6%AerospaceCOSTCostco Wholesale$289,6190.0%4390.6%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$266,9670.0%5260.5%ETFEDVVanguard Extended Duration Treasury ETF$261,4910.0%3,2270.5%ETFAMDAdvanced Micro Devices$256,7880.0%1,7420.5%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$254,8500.0%9200.5%ETFABBVAbbVie$252,0640.0%1,6270.5%MedicalTAT&T$252,0010.0%15,0180.5%Computer and TechnologyVOOVanguard S&P 500 ETF$241,8920.0%5540.5%ETFMRKMerck & Co., Inc.$218,2950.0%2,0020.4%MedicalAVGOBroadcom$218,0140.0%1950.4%Computer and TechnologyVGTVanguard Information Technology ETF$216,0980.0%4460.4%ETFGOOGAlphabet$214,7770.0%1,5240.4%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$208,1490.0%1,9230.4%ETFCVXChevron$206,2170.0%1,3830.4%Oils/EnergyHDHome Depot$201,4810.0%5810.4%Retail/WholesaleTELLTellurian$22,4530.0%29,7160.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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