Heritage Wealth Partners, LLC

CIK 1963794 · View on SEC EDGAR ↗

Portfolio value
$65.6M
#8,607 of 9,443 by 13F value · top 91.1%
Positions
65
As of
March 31, 2025 Data as of Q1 2025

Portfolio value QoQ: -17.7% 13F does not disclose cash

Top 10 holdings weight
57.38%
Top 25 holdings weight
80.58%
Positions above 1%
27
Effective number of positions
21.9

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q1 2025: 22.13% Est. buys $16,080,537 · sells $23,887,186

New positions
11
Increased
14
Decreased
36
Closed
11
On this page

Sector breakdown

Technology
14.5%
Communication Services
5.2%
Retail
3.8%
Healthcare
2.1%
Energy
1.8%
Financials
1.3%
Industrials
1.2%
Financial Services
1.0%
Telecommunication
0.4%
Communications
0.4%
Consumer Discretionary
0.4%
Other/Unmapped
67.9%

Full portfolio 65 positions

Type Streak 8Q trend
GLD $7,990,987 12.18% 27,733 $6,136,755 Up ×1
IVV $5,942,096 9.06% 10,575 $-3,292,930 Down ×1
BRKB $4,658,477 7.10% 8,747 $2,028,093 Up ×1
QQQ Invesco QQQ Trust, Series 1 $3,912,744 5.97% 8,344 $-1,252,873 Down ×1
NVDA NVIDIA Corporation - Common Stock $3,102,297 4.73% 28,624 $-1,543,562 Down ×1
DIA $2,829,974 4.31% 6,740 $-1,738,226 Down ×1
AAPL Apple Inc. - Common Stock $2,718,181 4.14% 12,237 $-1,265,312 Down ×1
PAPR $2,642,798 4.03% 74,111 Up ×1
MSFT Microsoft Corporation - Common Stock $1,977,400 3.01% 5,268 $-1,165,218 Down ×1
AMZN Amazon.com, Inc. - Common Stock $1,860,933 2.84% 9,781 $-1,004,300 Down ×1
GOOGL Alphabet Inc. - Class A Common Stock $1,608,261 2.45% 10,400 $-356,160 Up ×1
BIL $1,500,335 2.29% 16,356 $-139,700 Down ×1
META Meta Platforms, Inc. - Class A Common Stock $1,331,275 2.03% 2,310 Up ×1
SCHZ $1,280,609 1.95% 55,294 Up ×1
XOM Exxon Mobil Corporation Common Stock $1,212,303 1.85% 10,193 $-416,523 Down ×1
SHV iShares 0-1 Year Treasury Bond ETF $1,031,879 1.57% 9,342 $-11,649 Down ×1
IUSB iShares Core Universal USD Bond ETF $1,011,364 1.54% 21,948 Up ×1
QQQM Invesco NASDAQ 100 ETF $893,899 1.36% 4,631 $-3,074,489 Down ×1
JPST $876,203 1.34% 17,306 $-23,758 Down ×1
ROK Rockwell Automation, Inc. Common Stock $800,203 1.22% 3,097 $-84,889
VGSH Vanguard Short-Term Treasury ETF $758,979 1.16% 12,932 $-4,162 Down ×1
SUB $756,413 1.15% 7,163 $-24,877 Down ×1
SPYM $753,585 1.15% 11,460 $62,746 Up ×1
UAUG $705,382 1.08% 20,375 $-84,558 Down ×1
XLK XLK $698,930 1.07% 3,385 $-12,592 Up ×1
JPM JP Morgan Chase & Co. Common Stock $657,093 1.00% 2,679 $59,277 Up ×1
AVGO Broadcom Inc. - Common Stock $652,889 1.00% 3,899 $-910,250 Down ×1
ZECP $548,601 0.84% 18,232 $114,527 Up ×1
IEF iShares 7-10 Year Treasury Bond ETF $497,068 0.76% 5,212 $6,528 Down ×1
LLY Eli Lilly and Company Common Stock $477,043 0.73% 578 $-296,425 Down ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $416,191 0.63% 795 $-476,982 Down ×1
SHY iShares 1-3 Year Treasury Bond ETF $394,381 0.60% 4,767 $3,575
SCHM $393,187 0.60% 15,007 $-21,417 Up ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $387,693 0.59% 2,335 $-5,213 Up ×1
SCHB $382,961 0.58% 17,787 Up ×1
COST Costco Wholesale Corporation - Common Stock $380,194 0.58% 402 $5,717 Down ×1
SCHG $374,024 0.57% 14,937 $-41,809 Up ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $371,113 0.57% 679 $-117,757 Down ×1
ORCL Oracle Corporation Common Stock $370,730 0.57% 2,652 $128,083 Up ×1
VOO $308,889 0.47% 601 $-19,702 Down ×1
AMD Advanced Micro Devices, Inc. - Common Stock $300,720 0.46% 2,927 $-101,269 Down ×1
PMAR $281,740 0.43% 7,055 Up ×1
VGT $279,737 0.43% 516 $-31,315 Up ×1
V Visa Inc. $277,236 0.42% 791 $-26,965 Down ×1
NFLX Netflix, Inc. - Common Stock $275,096 0.42% 295 $-339,023 Down ×1
RDVY First Trust Rising Dividend Achievers ETF $273,469 0.42% 4,671 Up ×1
ABBV AbbVie Inc. Common Stock $269,622 0.41% 1,287 $-5,608 Down ×1
NMAR $268,919 0.41% 10,625 Up ×1
HD Home Depot, Inc. (The) Common Stock $266,882 0.41% 728 $-15,283 Up ×1
T AT&T Inc. $250,056 0.38% 8,842 $-25,458 Down ×1
BUFR $249,485 0.38% 8,403 $13,495 Up ×1
IJH $247,738 0.38% 4,246 $-22,281 Down ×1
HYG $241,956 0.37% 3,067 Up ×1
SPY SPY $239,468 0.37% 428 $-234,953 Down ×1
CSCO Cisco Systems, Inc. - Common Stock $238,991 0.36% 3,873 $-5,692 Down ×1
TSLA Tesla, Inc. - Common Stock $232,726 0.35% 898 $-711,452 Down ×1
SPGM $229,653 0.35% 3,679 $-3,348
GOOG Alphabet Inc. - Class C Capital Stock $226,281 0.34% 1,448 $-893,702 Down ×1
MBB iShares MBS ETF $216,386 0.33% 2,307 Up ×1
BUFQ $216,336 0.33% 7,245 $-14,203 Down ×1
AFL AFLAC Incorporated Common Stock $211,453 0.32% 1,902 $1,599 Down ×1
AGG $210,787 0.32% 2,131 Up ×1
XLU XLU $209,242 0.32% 2,654 $-41,137 Down ×1
VYM $208,011 0.32% 1,613 $-13,318 Down ×1
CNMD CONMED Corporation Common Stock $203,816 0.31% 3,375 $-27,169

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
PAPR $2,642,798 74,111 4.03%
META $1,331,275 2,310 2.03%
SCHZ $1,280,609 55,294 1.95%
IUSB $1,011,364 21,948 1.54%
SCHB $382,961 17,787 0.58%
PMAR $281,740 7,055 0.43%
RDVY $273,469 4,671 0.42%
NMAR $268,919 10,625 0.41%
HYG $241,956 3,067 0.37%
MBB $216,386 2,307 0.33%
AGG $210,787 2,131 0.32%

Top movers (QoQ)

Security Action Shares Δ Value Δ
GLD Bought more +20K +$6.1M
IVV Trimmed -5K -$3.3M
QQQM Trimmed -14K -$3.1M
BRKB Bought more +3K +$2.0M
DIA Trimmed -4K -$1.7M
NVDA Trimmed -6K -$1.5M
AAPL Trimmed -4K -$1.3M
QQQ Trimmed -2K -$1.3M
MSFT Trimmed -2K -$1.2M
AMZN Trimmed -3K -$1.0M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
VB March 31, 2025 9,363 $2,249,698 No longer tracked
PDEC March 31, 2025 53,447 $2,053,434 No longer tracked
XLG March 31, 2025 38,115 $1,904,225 No longer tracked
IBIT March 31, 2025 9,235 $489,917
SCHD March 31, 2025 13,075 $357,196 No longer tracked
MDY March 31, 2025 527 $299,906 No longer tracked
BJUL March 31, 2025 6,164 $274,653 No longer tracked
CAT March 31, 2025 720 $261,195 145.2%
PANW March 31, 2025 1,236 $224,903 108.5%
IJR March 31, 2025 1,805 $208,011 No longer tracked
MRK March 31, 2025 2,065 $205,431 67.6%