Heritage Wealth Partners, LLC Portfolio Holdings

Heritage Wealth Partners, LLC

  • $65.6 Billion
  • Q1 2025

Heritage Wealth Partners, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $65.6 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $7.99B, Ishares Core S&P 500 ETF with a value of $5.94B, Berkshire Hathaway Inc Class B with a value of $4.66B, Invesco Qqq Trust, Series 1 with a value of $3.91B, and Nvidia Corp with a value of $3.1B.

Examining the 13F form we can see an decrease of $14.1B in the current position value, from $79.7B to 65.6B.

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.

Portfolio value $65.6 Billion
ETFs: $39.6 Billion
Technology: $9.75 Billion
Financial Services: $6.18 Billion
Communication Services: $3.69 Billion
Consumer Cyclical: $2.36 Billion
Healthcare: $1.37 Billion
Energy: $1.21 Billion
Industrials: $800 Million
Other: $380 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$660B
$4.66 Billion 7.1% of portfolio
8,747
Q1 2025 Added 50.73%
$335B
$3.1 Billion 4.73% of portfolio
28,624
Q1 2025 Reduced 17.26%
$3.32T
$2.72 Billion 4.14% of portfolio
12,237
Q1 2025 Reduced 23.07%
$3.42T
$1.98 Billion 3.01% of portfolio
5,268
Q1 2025 Reduced 29.35%
$2.08T
$1.86 Billion 2.84% of portfolio
9,781
Q1 2025 Reduced 25.11%
$1.01T
$1.61 Billion 2.45% of portfolio
10,400
Q1 2025 Added 0.22%
$1.43T
$1.33 Billion 2.03% of portfolio
2,310
Q1 2025 New
$437B
$1.21 Billion 1.85% of portfolio
10,193
Q1 2025 Reduced 32.68%
$35.6B
$800 Million 1.22% of portfolio
3,097
Q4 2024 Added 0.68%
$93.8B
$653 Million 1.0% of portfolio
3,899
Q1 2025 Reduced 42.17%
$779B
$657 Million 1.0% of portfolio
2,679
Q1 2025 Added 7.42%
$710B
$477 Million 0.73% of portfolio
578
Q1 2025 Reduced 42.32%
$301B
$416 Million 0.63% of portfolio
795
Q1 2025 Reduced 54.98%
$1T
$388 Million 0.59% of portfolio
2,335
Q1 2025 Added 17.4%
$459B
$380 Million 0.58% of portfolio
402
Q1 2025 Reduced 1.71%
$432B
$371 Million 0.57% of portfolio
2,652
Q1 2025 Added 82.14%
$183B
$301 Million 0.46% of portfolio
2,927
Q1 2025 Reduced 12.05%
$600B
$277 Million 0.42% of portfolio
791
Q1 2025 Reduced 17.86%
$530B
$275 Million 0.42% of portfolio
295
Q1 2025 Reduced 57.18%
$327B
$270 Million 0.41% of portfolio
1,287
Q1 2025 Reduced 16.91%
$386B
$267 Million 0.41% of portfolio
728
Q1 2025 Added 0.41%
$198B
$250 Million 0.38% of portfolio
8,842
Q1 2025 Reduced 26.93%
$260B
$239 Million 0.36% of portfolio
3,873
Q1 2025 Reduced 6.29%
$1.09T
$233 Million 0.35% of portfolio
898
Q1 2025 Reduced 61.59%
$1.01T
$226 Million 0.34% of portfolio
1,448
Q1 2025 Reduced 75.38%
$66.7B
$211 Million 0.32% of portfolio
1,902
Q1 2025 Reduced 6.26%
$1.82B
$204 Million 0.31% of portfolio
3,375
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $65.6 Billion
  • Prior Value $79.7 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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