StockDriftsStockDriftsTop 50 Heritage Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 12.18% | 27.7K | $8.0M | +262.14%(+20.07K) | — | 2025-03-31 | |
| IVV | ISHARES TR | 9.06% | 10.6K | $5.9M | -32.59%(-5.11K) | — | 2025-03-31 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 7.1% | 8.7K | $4.7M | +50.73%(+2.94K) | — | 2025-03-31 | |
| QQQ | INVESCO QQQ TR | 5.97% | 8.3K | $3.9M | -17.42%(-1.76K) | — | 2025-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.73% | 28.6K | $3.1M | -17.26%(-5.97K) | — | 2025-03-31 | |
| DIA | SPDR DOW JONES INDL AVERAGE | 4.31% | 6.7K | $2.8M | -37.22%(-4.00K) | — | 2025-03-31 | |
| AAPL | APPLE INC | 4.14% | 12.2K | $2.7M | -23.07%(-3.67K) | — | 2025-03-31 | |
| PAPR | INNOVATOR ETFS TRUST | 4.03% | 74.1K | $2.6M | new | — | 2025-03-31 | |
| MSFT | MICROSOFT CORP | 3.01% | 5.3K | $2.0M | -29.35%(-2.19K) | — | 2025-03-31 | |
| AMZN | AMAZON COM INC | 2.84% | 9.8K | $1.9M | -25.11%(-3.28K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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