Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (IVV) | 18,264 | UNCH | $9,602 |
IVV | 18,264 | UNCH | $9,602 |
INVESCO QQQ TR | 11,215 | UNCH | $4,593 |
QQQ | 11,215 | UNCH | $4,593 |
MICROSOFT CORP | 7,253 | UNCH | $3,051 |
MSFT | 7,253 | UNCH | $3,051 |
APPLE INC | 15,934 | UNCH | $2,732 |
AAPL | 15,934 | UNCH | $2,732 |
SPDR DOW JONES INDL AVERAGE (DIA) | 6,086 | UNCH | $2,294 |
DIA | 6,086 | UNCH | $2,294 |
AMAZON COM INC | 11,971 | UNCH | $2,159 |
AMZN | 11,971 | UNCH | $2,159 |
SPDR SER TR (BIL) | 22,458 | UNCH | $2,052 |
BIL | 22,458 | UNCH | $2,052 |
NVIDIA CORPORATION | 2,245 | UNCH | $2,028 |
NVDA | 2,245 | UNCH | $2,028 |
SPDR GOLD TR (GLD) | 9,894 | UNCH | $1,891 |
GLD | 9,894 | UNCH | $1,891 |
BERKSHIRE HATHAWAY INC DEL | $1,829 | ||
BRK.B | 5,129 | UNCH | $1,829 |
ALPHABET INC | 12,282 | UNCH | $1,716 |
GOOGL | 12,282 | UNCH | $1,716 |
ISHARES TR (SHV) | 12,905 | UNCH | $1,421 |
SHV | 12,905 | UNCH | $1,421 |
J P MORGAN EXCHANGE TRADED F (JPST) | 27,353 | UNCH | $1,374 |
JPST | 27,353 | UNCH | $1,374 |
INNOVATOR ETFS TR (UAUG) | 39,844 | UNCH | $1,225 |
UAUG | 39,844 | UNCH | $1,225 |
META PLATFORMS INC | 2,477 | UNCH | $1,203 |
META | 2,477 | UNCH | $1,203 |
EXXON MOBIL CORP | 9,170 | UNCH | $1,066 |
XOM | 9,170 | UNCH | $1,066 |
VANGUARD SCOTTSDALE FDS (VGSH) | 17,405 | UNCH | $1,015 |
VGSH | 17,405 | UNCH | $1,015 |
ISHARES TR (SUB) | 9,460 | UNCH | $997 |
SUB | 9,460 | UNCH | $997 |
ROCKWELL AUTOMATION INC | 3,076 | UNCH | $955 |
ROK | 3,076 | UNCH | $955 |
UNITEDHEALTH GROUP INC | 1,710 | UNCH | $900 |
UNH | 1,710 | UNCH | $900 |
SPDR S&P 500 ETF TR (SPY) | 1,438 | UNCH | $752 |
SPY | 1,438 | UNCH | $752 |
ISHARES TR (IEF) | 7,639 | UNCH | $736 |
IEF | 7,639 | UNCH | $736 |
ISHARES TR (SHY) | 7,105 | UNCH | $583 |
SHY | 7,105 | UNCH | $583 |
JPMORGAN CHASE & CO | 2,656 | UNCH | $532 |
JPM | 2,656 | UNCH | $532 |
SELECT SECTOR SPDR TR (XLK) | 1,788 | UNCH | $344 |
XLK | 1,788 | UNCH | $344 |
COSTCO WHSL CORP NEW | 439 | UNCH | $322 |
COST | 439 | UNCH | $322 |
TESLA INC | 1,765 | UNCH | $310 |
TSLA | 1,765 | UNCH | $310 |
CONMED CORP | 3,375 | UNCH | $270 |
CNMD | 3,375 | UNCH | $270 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 526 | UNCH | $267 |
MDY | 526 | UNCH | $267 |
VANGUARD INDEX FDS (VOO) | 554 | UNCH | $266 |
VOO | 554 | UNCH | $266 |
MERCK & CO INC | 2,002 | UNCH | $264 |
MRK | 2,002 | UNCH | $264 |
VANGUARD WORLD FD (EDV) | 3,227 | UNCH | $261 |
EDV | 3,227 | UNCH | $261 |
BROADCOM INC | 195 | UNCH | $258 |
AVGO | 195 | UNCH | $258 |
AT&T INC | 15,018 | UNCH | $252 |
T | 15,018 | UNCH | $252 |
BOEING CO | 1,160 | UNCH | $224 |
BA | 1,160 | UNCH | $224 |
HOME DEPOT INC | 581 | UNCH | $223 |
HD | 581 | UNCH | $223 |
VANGUARD WORLD FDS (VGT) | 446 | UNCH | $216 |
VGT | 446 | UNCH | $216 |
ALPHABET INC | 1,524 | UNCH | $215 |
GOOG | 1,524 | UNCH | $215 |
ISHARES TR (IJR) | 1,923 | UNCH | $208 |
IJR | 1,923 | UNCH | $208 |
CHEVRON CORP NEW | 1,383 | UNCH | $206 |
CVX | 1,383 | UNCH | $206 |
ISHARES TR (IJH) | 920 | UNCH | $56 |
IJH | 920 | UNCH | $56 |
TELLURIAN INC NEW | 29,716 | UNCH | $20 |
TELL | 29,716 | UNCH | $20 |
ABBVIE INC | 1,627 | UNCH | <$1 |
ABBV | 1,627 | UNCH | $0 |
See Full List: All Stocks Held By Heritage Wealth Partners LLC
Including:
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Heritage Wealth Partners LLC
Size ($ in 1000's)
At 03/31/2024: $50,888 At 12/31/2023: $48,997 Heritage Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Heritage Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings |