Heritage Wealth Partners, LLC Top Holdings and 13F Report (2025) About Heritage Wealth Partners, LLCInvestment ActivityHeritage Wealth Partners, LLC has $79.70 million in total holdings as of December 31, 2024.Heritage Wealth Partners, LLC owns shares of 67 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 20.16% of the portfolio was purchased this quarter.About 28.69% of the portfolio was sold this quarter.This quarter, Heritage Wealth Partners, LLC has purchased 67 new stocks and bought additional shares in 33 stocks.Heritage Wealth Partners, LLC sold shares of 26 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $9,235,026Invesco QQQ $5,165,617NVIDIA $4,645,859SPDR Dow Jones Industrial Average ETF Trust $4,568,200Apple $3,983,493 Largest New Holdings this Quarter Invesco NASDAQ 100 ETF $3,968,388 HoldingInnovator U.S. Equity Power Buffer ETF - December $2,053,434 HoldingMETA PLATFORMS INC $1,985,471 HoldingInvesco S&P 500 Top 50 ETF $1,904,225 HoldingISHARES BITCOIN TRUST ETF $489,917 Holding Largest Purchases this Quarter Invesco NASDAQ 100 ETF 18,857 shares (about $3.97M)Innovator U.S. Equity Power Buffer ETF - December 53,447 shares (about $2.05M)META PLATFORMS INC 3,391 shares (about $1.99M)Invesco S&P 500 Top 50 ETF 38,115 shares (about $1.90M)iShares Core S&P 500 ETF 3,027 shares (about $1.78M) Largest Sales this Quarter Innovator U.S. Equity Buffer ETF - July 63,500 shares (about $2.83M)SPDR Gold Shares 8,970 shares (about $2.17M)iShares 7-10 Year Treasury Bond ETF 19,323 shares (about $1.79M)Innovator U.S. Equity Ultra Buffer ETF - August 48,249 shares (about $1.71M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 11,821 shares (about $1.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHeritage Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$9,235,026$1,781,899 ▲23.9%15,68811.6%ETFQQQInvesco QQQ$5,165,617$26,585 ▲0.5%10,1046.5%FinanceNVDANVIDIA$4,645,859$120,323 ▲2.7%34,5965.8%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$4,568,200$415,291 ▲10.0%10,7365.7%FinanceAAPLApple$3,983,493$269,456 ▲7.3%15,9075.0%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$3,968,388$3,968,388 ▲New Holding18,8575.0%ETFMSFTMicrosoft$3,142,618$254,579 ▲8.8%7,4563.9%Computer and TechnologyAMZNAmazon.com$2,865,233$108,379 ▲3.9%13,0603.6%Retail/WholesaleBRK.BBerkshire Hathaway$2,630,384$334,521 ▲14.6%5,8033.3%FinanceVBVanguard Small-Cap ETF$2,249,698$479,109 ▼-17.6%9,3632.8%ETFPDECInnovator U.S. Equity Power Buffer ETF - December$2,053,434$2,053,434 ▲New Holding53,4472.6%ETFMETA PLATFORMS INC$1,985,471$1,985,471 ▲New Holding3,3912.5%CL AGOOGLAlphabet$1,964,421$15,712 ▲0.8%10,3772.5%Computer and TechnologyXLGInvesco S&P 500 Top 50 ETF$1,904,225$1,904,225 ▲New Holding38,1152.4%ETFGLDSPDR Gold Shares$1,854,232$2,171,907 ▼-53.9%7,6582.3%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,640,035$1,080,770 ▼-39.7%17,9382.1%ETFXOMExxon Mobil$1,628,826$79,925 ▼-4.7%15,1422.0%Oils/EnergyAVGOBroadcom$1,563,139$192,204 ▲14.0%6,7422.0%Computer and TechnologyGOOGAlphabet$1,119,983$260,714 ▲30.3%5,8811.4%Computer and TechnologySHViShares Short Treasury Bond ETF$1,043,528$29,510 ▼-2.8%9,4771.3%ETFTSLATesla$944,178$102,172 ▼-9.8%2,3381.2%Auto/Tires/TrucksJPSTJPMorgan Ultra-Short Income ETF$899,961$70,568 ▼-7.3%17,8671.1%ETFUNHUnitedHealth Group$893,173$3,540 ▼-0.4%1,7661.1%MedicalROKRockwell Automation$885,092$6,002 ▲0.7%3,0971.1%Computer and TechnologyUAUGInnovator U.S. Equity Ultra Buffer ETF - August$789,940$1,713,288 ▼-68.4%22,2461.0%ETFSUBiShares Short-Term National Muni Bond ETF$781,290$15,611 ▼-2.0%7,4071.0%ETFLLYEli Lilly and Company$773,468$22,386 ▲3.0%1,0021.0%MedicalVGSHVanguard Short-Term Treasury Index ETF$763,141$4,305 ▼-0.6%13,1171.0%ETFXLKTechnology Select Sector SPDR Fund$711,522$22,090 ▲3.2%3,0600.9%ETFSPLGSPDR Portfolio S&P 500 ETF$690,839$120,919 ▲21.2%10,0210.9%ETFNFLXNetflix$614,119$75,762 ▼-11.0%6890.8%Consumer DiscretionaryJPMJPMorgan Chase & Co.$597,816$365,305 ▼-37.9%2,4940.8%FinanceIEFiShares 7-10 Year Treasury Bond ETF$490,540$1,786,412 ▼-78.5%5,3060.6%ETFISHARES BITCOIN TRUST ETF$489,917$489,917 ▲New Holding9,2350.6%SHS BEN INTGSThe Goldman Sachs Group$488,870$354,345 ▼-42.0%8540.6%FinanceSPYSPDR S&P 500 ETF Trust$474,421$4,105 ▼-0.9%8090.6%FinanceZECPZacks Earnings Consistent Portfolio ETF$434,074$177,948 ▲69.5%14,2530.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$415,833$311,986 ▲300.4%14,9200.5%ETFSCHMSchwab U.S. Mid-Cap ETF$414,604$276,966 ▲201.2%14,9620.5%ETFSCHWAB STRATEGIC TR$402,679$402,679 ▲New Holding17,7390.5%US BRD MKT ETFAMDAdvanced Micro Devices$401,989$4,832 ▼-1.2%3,3280.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$392,906$8,297 ▲2.2%1,9890.5%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$390,806$2,295 ▼-0.6%4,7670.5%ManufacturingCOSTCostco Wholesale$374,477$916 ▲0.2%4090.5%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$357,196$239,233 ▲202.8%13,0750.4%ETFVOOVanguard S&P 500 ETF$328,591$3,771 ▲1.2%6100.4%ETFVGTVanguard Information Technology ETF$311,052$16,175 ▲5.5%5000.4%ETFVVisa$304,201$205,644 ▼-40.3%9630.4%Business ServicesMDYSPDR S&P MidCap 400 ETF Trust$299,906$569 ▲0.2%5270.4%ETFHDHome Depot$282,165$11,287 ▲4.2%7250.4%Retail/WholesaleTAT&T$275,514$1,230 ▲0.4%12,1000.3%Computer and TechnologyABBVAbbVie$275,230$4,442 ▲1.6%1,5490.3%MedicalBJULInnovator U.S. Equity Buffer ETF - July$274,653$2,829,407 ▼-91.2%6,1640.3%ETFIJHiShares Core S&P Mid-Cap ETF$270,019$2,056 ▼-0.8%4,3330.3%ETFCATCaterpillar$261,195$334,837 ▼-56.2%7200.3%Industrial ProductsXLUUtilities Select Sector SPDR Fund$250,379$735,924 ▼-74.6%3,3080.3%ETFCSCOCisco Systems$244,683$13,025 ▲5.6%4,1330.3%Computer and TechnologyORCLOracle$242,647$7,666 ▲3.3%1,4560.3%Computer and TechnologyBUFRFT Vest Laddered Buffer ETF$235,990$11,274 ▼-4.6%7,7450.3%ETFSPGMSPDR Portfolio MSCI Global Stock Market ETF$233,001$2,533 ▲1.1%3,6790.3%ETFCNMDCONMED$230,9850.0%3,3750.3%MedicalBUFQFT Vest Laddered Nasdaq Buffer ETF$230,539$11,629 ▼-4.8%7,3350.3%ETFPANWPalo Alto Networks$224,903$224,903 ▲New Holding1,2360.3%Computer and TechnologyVYMVanguard High Dividend Yield ETF$221,329$10,843 ▼-4.7%1,7350.3%ETFAFLAflac$209,854$931 ▲0.4%2,0290.3%FinanceIJRiShares Core S&P Small-Cap ETF$208,011$1,959 ▲1.0%1,8050.3%ETFMRKMerck & Co., Inc.$205,431$9,351 ▲4.8%2,0650.3%MedicalZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$0$6,320,378 ▼-100.0%00.0%ETFMETAMeta Platforms$0$1,818,808 ▼-100.0%00.0%Computer and TechnologyVHTVanguard Health Care ETF$0$1,245,850 ▼-100.0%00.0%ETFSCHBSchwab US Broad Market ETF$0$392,125 ▼-100.0%00.0%ETFTLTiShares 20+ Year Treasury Bond ETF$0$366,799 ▼-100.0%00.0%ETFMPCMarathon Petroleum$0$215,528 ▼-100.0%00.0%Oils/EnergyTELLTellurian$0$25,742 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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