Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TRUST CORE S&P500 ETF | 7 | Q2 2024 | 18.7% |
APPLE INC COM | 7 | Q2 2024 | 6.3% |
SPDR SER TR | 7 | Q2 2024 | 5.1% |
ISHARES TRUST SHORT TREAS BD ETF | 7 | Q2 2024 | 3.7% |
EXXON MOBIL CORPORATION COM | 7 | Q2 2024 | 3.0% |
ROCKWELL AUTOMATION INC COM | 7 | Q2 2024 | 1.9% |
CONMED CORP COM | 7 | Q2 2024 | 0.8% |
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETF | 7 | Q2 2024 | 0.5% |
INVESCO QQQ TRUST UNIT SER 1 ETF | 6 | Q2 2024 | 9.4% |
MICROSOFT CORP COM | 6 | Q2 2024 | 5.6% |
View Heritage Wealth Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-07-12 |
13F-HR | 2024-07-05 |
13F-HR | 2024-04-25 |
13F-HR | 2024-01-19 |
13F-HR | 2023-10-18 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-10 |
View Heritage Wealth Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.