| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
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.