Heritage Wealth Partners, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Dublin, OH
CIK
0001963794
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 44 48,996 IVV, QQQ, AAPL, MSFT 13F-HR 4/25/2024 000196379424000002
Q4 2023 44 48,996 IVV, QQQ, AAPL, MSFT 13F-HR 1/19/2024 000196379424000001
Q3 2023 39 46,879 IVV, QQQ, AAPL, DIA 13F-HR 10/18/2023 000196379423000004
Q2 2023 69 169,780 UNITED STATES TREASURY BILLS BILL, IVV, BIL, QQQ 13F-HR 8/11/2023 000196379423000003
Q1 2023 30 126,268 UNITED STATES TREASURY BILLS BILL, IVV, SHV, BIL 13F-HR 5/4/2023 000196379423000002
Q4 2022 50 108,965 UNITED STATES TREASURY BILLS BILL, IVV, IEF, AAPL 13F-HR 2/10/2023 000196379423000001