Heritage Wealth Partners, LLC has filed its 13F form on July 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $69 Billion distributed in 58 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $9.05B, Invesco Qqq Trust, Series 1 with a value of $6.43B, Spdr Dow Jones Industrial Average ETF Trust with a value of $4.49B, Nvidia Corp with a value of $4.24B, and Microsoft Corp with a value of $3.26B.
Examining the 13F form we can see an increase of $20B in the current position value, from $49B to 69B.
Heritage Wealth Partners, LLC is based out at Dublin, OH
Below you can find more details about Heritage Wealth Partners, LLC portfolio as well as his latest detailed transactions.