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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Heritage Wealth Partners, Llc reports $65.59M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are GLD (12.2%), IVV (9.1%) and BRKB (7.1%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Heritage Wealth Partners, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1963794). View Heritage Wealth Partners, Llc’s 13F filings on SEC