SEC Form 13F

Heritage Wealth Partners, LLC 13F Holdings

Report period2025-03-31
Publicly available2025-05-15
Reported value$65,593,370
Positions65

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR GOLD TRGLDGOLD SHS$7,990,98727,733
ISHARES TRIVVCORE S&P500 ETF$5,942,09610,575
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$4,658,4778,747
INVESCO QQQ TRQQQUNIT SER 1$3,912,7448,344
NVIDIA CORPORATIONNVDACOM$3,102,29728,624
SPDR DOW JONES INDL AVERAGEDIAUT SER 1$2,829,9746,740
APPLE INCAAPLCOM$2,718,18112,237
INNOVATOR ETFS TRUSTPAPRUS EQT PWR BUF$2,642,79874,111
MICROSOFT CORPMSFTCOM$1,977,4005,268
AMAZON COM INCAMZNCOM$1,860,9339,781

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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