Heritage Wealth Partners, LLC — 13F holdings

Heritage Wealth Partners, LLC reported 65 holdings worth $65.6M in its 13F filing for Q1 2025, filed May 14, 2025.

Largest positions

1. GLD SPDR GOLD TR — $7.99M (12.2%)
2. IVV ISHARES TR — $5.94M (9.1%)
3. BRK.B BERKSHIRE HATHAWAY INC DEL — $4.66M (7.1%)
4. QQQ Invesco Qqq Tr — $3.91M (6.0%)
5. NVDA NVIDIA CORPORATION — $3.10M (4.7%)
6. DIA SPDR DOW JONES INDL AVERAGE — $2.83M (4.3%)
7. AAPL APPLE INC — $2.72M (4.1%)
8. PAPR INNOVATOR ETFS TRUST — $2.64M (4.0%)
9. MSFT MICROSOFT CORP — $1.98M (3.0%)
10. AMZN AMAZON COM INC — $1.86M (2.8%)