Heritage Wealth Partners, LLC - Portfolio overview

Heritage Wealth Partners, LLC has 65 reported holdings in this dataset, with the latest filing dated 2025-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. GLD - SPDR GOLD TR, 12.18%
2. IVV - ISHARES TR, 9.06%
3. BRKB - BERKSHIRE HATHAWAY INC DEL, 7.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.