Heritage Wealth Partners, LLC Purchases and Sells in Q4 2024

Heritage Wealth Partners, LLC

$79.7 Billion
Q4 2024

Top Buys

Incresed Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	3.03K + 23.91%	$570.51 - $610.59 $1.73M - $1.85M	15.7K $9.24B
NVDA	896 + 2.66%	$117.0 - $148.88 $105K - $133K	34.6K $4.65B
AVGO	829 + 14.02%	$159.67 - $250.0 $132K - $207K	6.74K $1.56B
AAPL	1.08K + 7.26%	$221.69 - $259.02 $239K - $279K	15.9K $3.98B
AMZN	494 + 3.93%	$180.88 - $232.93 $89.4K - $115K	13.1K $2.87B
DIA	976 + 10.0%	$417.69 - $450.94 $408K - $440K	10.7K $4.57B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQM	18.9K New	$198.04 - $221.51 $3.73M - $4.18M	18.9K $3.97B
PDEC	53.4K New	N/A	53.4K $2.05B
META PLATFORMS INC	3.39K New	N/A	3.39K $1.99B
XLG	38.1K New	$46.94 - $51.62 $1.79M - $1.97M	38.1K $1.9B
ISHARES BITCOIN TRUST ETF	9.24K New	N/A	9.24K $490M
SCHWAB STRATEGIC TR	17.7K New	N/A	17.7K $403M

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BJUL	-63.5K - 91.15%	$43.33 - $45.42 $2.75M - $2.88M	6.16K $275M
GLD	-8.97K - 53.95%	$236.59 - $257.5 $2.12M - $2.31M	7.66K $1.85B
IEF	-19.3K - 78.46%	$92.08 - $98.18 $1.78M - $1.9M	5.31K $491M
UAUG	-48.2K - 68.44%	$34.78 - $35.99 $1.68M - $1.74M	22.2K $790M
BIL	-11.8K - 39.72%	$91.29 - $91.8 $1.08M - $1.09M	17.9K $1.64B
XLU	-9.72K - 74.61%	$74.89 - $82.93 $728K - $806K	3.31K $250M

Activity Summary All Purchases 40 New Holdings 7 Increased Positions 33 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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