Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TRUST CORE S&P500 ETF | 4 | Q3 2023 | 18.7% |
APPLE INC COM | 4 | Q3 2023 | 5.9% |
SPDR SER TR | 4 | Q3 2023 | 5.1% |
ISHARES TRUST SHORT TREAS BD ETF | 4 | Q3 2023 | 3.7% |
EXXON MOBIL CORPORATION COM | 4 | Q3 2023 | 2.2% |
ROCKWELL AUTOMATION INC COM | 4 | Q3 2023 | 1.9% |
CONMED CORP COM | 4 | Q3 2023 | 0.7% |
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETF | 4 | Q3 2023 | 0.5% |
INVESCO QQQ TRUST UNIT SER 1 ETF | 3 | Q3 2023 | 9.3% |
MICROSOFT CORP COM | 3 | Q3 2023 | 4.9% |
View Heritage Wealth Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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.