Heritage Wealth Partners, LLC Purchases and Sells in Q1 2025

Heritage Wealth Partners, LLC

$65.6 Billion
Q1 2025

Top Buys

Incresed Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLD	20.1K + 262.14%	$243.19 - $288.14 $4.88M - $5.78M	27.7K $7.99B
BRK-B	2.94K + 50.73%	$442.66 - $534.52 $1.3M - $1.57M	8.75K $4.66B
ORCL	1.2K + 82.14%	$139.81 - $186.47 $167K - $223K	2.65K $371M
ZECP	3.98K + 27.92%	$29.24 - $32.07 $116K - $128K	18.2K $549M
SPLG	1.44K + 14.36%	$64.88 - $72.1 $93.4K - $104K	11.5K $754M
JPM	185 + 7.42%	$225.19 - $279.95 $41.7K - $51.8K	2.68K $657M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PAPR	74.1K New	$35.21 - $37.69 $2.61M - $2.79M	74.1K $2.64B
META	2.31K New	$576.36 - $736.67 $1.33M - $1.7M	2.31K $1.33B
SCHZ	55.3K New	$22.46 - $23.26 $1.24M - $1.29M	55.3K $1.28B
IUSB	21.9K New	$44.72 - $46.25 $982K - $1.02M	21.9K $1.01B
SCHB	17.8K New	$21.23 - $23.75 $378K - $422K	17.8K $383M
PMAR	7.06K New	$39.51 - $41.0 $279K - $289K	7.06K $282M

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-5.11K - 32.59%	$554.06 - $615.85 $2.83M - $3.15M	10.6K $5.94B
QQQM	-14.2K - 75.44%	$192.82 - $222.1 $2.74M - $3.16M	4.63K $894M
DIA	-4K - 37.22%	$408.78 - $448.82 $1.63M - $1.79M	6.74K $2.83B
NVDA	-5.97K - 17.26%	$106.98 - $149.43 $639K - $892K	28.6K $3.1B
AAPL	-3.67K - 23.07%	$209.68 - $247.1 $770K - $907K	12.2K $2.72B
QQQ	-1.76K - 17.42%	$468.34 - $539.52 $824K - $950K	8.34K $3.91B

Activity Summary All Purchases 25 New Holdings 11 Increased Positions 14 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Partners, LLC with notifications on news.