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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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