Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Heritage Wealth Partners, Llc > Profile

Instuitional Investor - Heritage Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Heritage Wealth Partners, Llc
Portfolio Value $48,996,670
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 18,264 $8,723,663 17.8%
2.
Invesco Qqq Tr
 11,215 $4,592,848 9.37%
3.
Apple Inc.
 AAPL 15,934 $3,067,708 6.26%
4.
Microsoft Corp
 MSFT 7,253 $2,727,571 5.56%
5.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 6,086 $2,293,612 4.68%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)