Heritage Wealth Partners, LLC Incresed Positions in Q4 2024

Heritage Wealth Partners, LLC

  • $79.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.03K
+ 23.91%
$570.51 - $610.59 $1.73M - $1.85M
15.7K $9.24B
NVDA
Nvidia Corp

Technology
896
+ 2.66%
$117.0 - $148.88 $105K - $133K
34.6K $4.65B
AVGO
Broadcom Inc.

Technology
829
+ 14.02%
$159.67 - $250.0 $132K - $207K
6.74K $1.56B
AAPL
Apple Inc.

Technology
1.08K
+ 7.26%
$221.69 - $259.02 $239K - $279K
15.9K $3.98B
AMZN
Amazon Com Inc

Consumer Cyclical
494
+ 3.93%
$180.88 - $232.93 $89.4K - $115K
13.1K $2.87B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
976
+ 10.0%
$417.69 - $450.94 $408K - $440K
10.7K $4.57B
GOOG
Alphabet Inc.

Communication Services
1.37K
+ 30.34%
$163.08 - $198.16 $223K - $271K
5.88K $1.12B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
738
+ 14.57%
$442.29 - $483.08 $326K - $357K
5.8K $2.63B
QQQ
Invesco Qqq Trust, Series 1

ETFs
52
+ 0.52%
$481.22 - $538.17 $25K - $28K
10.1K $5.17B
GOOGL
Alphabet Inc.

Communication Services
83
+ 0.81%
$161.86 - $196.66 $13.4K - $16.3K
10.4K $1.96B
ZECP
Zacks Tr Earnings Constant Por

ETFs
5.84K
+ 69.48%
$30.35 - $32.25 $177K - $188K
14.3K $434M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.75K
+ 21.22%
$66.77 - $71.52 $117K - $125K
10K $691M
ROK
Rockwell Automation, Inc

Industrials
21
+ 0.68%
$264.65 - $302.92 $5.56K - $6.36K
3.1K $885M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
42
+ 2.16%
$172.07 - $207.36 $7.23K - $8.71K
1.99K $393M
XLK
Technology Sector Spdr

ETFs
95
+ 3.2%
$220.26 - $241.44 $20.9K - $22.9K
3.06K $712M
CSCO
Cisco Systems, Inc.

Technology
220
+ 5.62%
$52.45 - $60.02 $11.5K - $13.2K
4.13K $245M
VGT
Vanguard Information Technolog

ETFs
26
+ 5.49%
$571.78 - $647.97 $14.9K - $16.8K
500 $311M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.2K
+ 300.43%
$25.93 - $105.3 $290K - $1.18M
14.9K $416M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.25%
$873.59 - $994.69 $874 - $995
409 $374M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 1.16%
$521.84 - $558.82 $3.65K - $3.91K
610 $329M
T
At&T Inc.

Communication Services
54
+ 0.45%
$21.22 - $23.88 $1.15K - $1.29K
12.1K $276M
ORCL
Oracle Corp

Technology
46
+ 3.26%
$165.41 - $192.43 $7.61K - $8.85K
1.46K $243M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
10K
+ 201.23%
$27.54 - $83.04 $275K - $830K
15K $415M
HD
Home Depot, Inc.

Consumer Cyclical
29
+ 4.17%
$385.02 - $431.37 $11.2K - $12.5K
725 $282M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.19%
$563.99 - $620.12 $564 - $620
527 $300M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17
+ 0.95%
$113.92 - $127.38 $1.94K - $2.17K
1.81K $208M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
40
+ 1.1%
$63.23 - $66.65 $2.53K - $2.67K
3.68K $233M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.76K
+ 202.8%
$26.93 - $84.95 $236K - $744K
13.1K $357M
AFL
Aflac Inc

Financial Services
9
+ 0.45%
$100.37 - $115.27 $903 - $1.04K
2.03K $210M
MRK
Merck & Co., Inc.

Healthcare
94
+ 4.77%
$96.31 - $114.76 $9.05K - $10.8K
2.07K $205M
ABBV
Abb Vie Inc.

Healthcare
25
+ 1.64%
$164.99 - $203.87 $4.12K - $5.1K
1.55K $275M
LLY
Eli Lilly & CO

Healthcare
29
+ 2.98%
$727.2 - $932.06 $21.1K - $27K
1K $773M
Activity Summary
Buys All Purchases 40 New Holdings 7 Increased Positions 33 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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