Heritage Wealth Partners, LLC Reduced Holdings in Q3 2024

Heritage Wealth Partners, LLC

  • $85 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-3.88K
- 23.43%
$520.18 - $576.82 $2.02M - $2.24M
12.7K $7.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.37K
- 25.12%
$434.77 - $502.96 $1.47M - $1.7M
10.1K $4.91B
GOOG
Alphabet Inc.

Communication Services
-1.91K
- 29.75%
$149.54 - $192.66 $286K - $368K
4.51K $754M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.72K
- 14.96%
$386.81 - $423.12 $664K - $726K
9.76K $4.13B
NFLX
Netflix Inc

Communication Services
-559
- 41.94%
$598.55 - $722.26 $335K - $404K
774 $549M
LLY
Eli Lilly & CO

Healthcare
-364
- 27.23%
$772.14 - $960.02 $281K - $349K
973 $862M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.32K
- 9.51%
$161.02 - $200.0 $213K - $264K
12.6K $2.34B
MSFT
Microsoft Corp

Technology
-437
- 6.0%
$395.15 - $467.56 $173K - $204K
6.85K $2.95B
JPM
Jpmorgan Chase & CO

Financial Services
-1.51K
- 27.32%
$194.9 - $224.8 $294K - $339K
4.02K $847M
GS
Goldman Sachs Group Inc

Financial Services
-621
- 29.66%
$459.02 - $510.25 $285K - $317K
1.47K $730M
XOM
Exxon Mobil Corp

Energy
-2K
- 11.17%
$109.72 - $119.0 $219K - $238K
15.9K $1.86B
NVDA
Nvidia Corp

Technology
-622
- 1.81%
$98.91 - $134.91 $61.5K - $83.9K
33.7K $4.09B
SHV
Ishares Tr

ETFs
-747
- 7.12%
$110.05 - $110.63 $82.2K - $82.6K
9.75K $1.08B
SUB
Ishares Short Term National Mu

ETFs
-875
- 10.38%
$104.3 - $106.3 $91.3K - $93K
7.56K $802M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-871
- 15.37%
$81.31 - $83.29 $70.8K - $72.5K
4.8K $399M
HD
Home Depot, Inc.

Consumer Cyclical
-284
- 28.98%
$333.64 - $405.2 $94.8K - $115K
696 $282M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.15K
- 5.63%
$50.25 - $50.74 $57.7K - $58.3K
19.3K $978M
MPC
Marathon Petroleum Corp

Energy
-49
- 3.57%
$158.61 - $180.75 $7.77K - $8.86K
1.32K $216M
CAT
Caterpillar Inc

Industrials
-279
- 14.52%
$316.8 - $391.12 $88.4K - $109K
1.64K $643M
TELL
Tellurian Inc.

Energy
-173
- 0.65%
$0.57 - $0.97 $98.6 - $168
26.6K $25.7M
META
Meta Platforms, Inc.

Communication Services
-401
- 11.21%
$453.41 - $572.44 $182K - $230K
3.18K $1.82B
SPY
Spdr S&P 500 ETF Trust

ETFs
-15
- 1.81%
$517.38 - $573.86 $7.76K - $8.61K
816 $468M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-14
- 0.24%
$59.93 - $66.52 $839 - $931
5.9K $392M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-284
- 5.31%
$405.19 - $478.57 $115K - $136K
5.07K $2.33B
AAPL
Apple Inc.

Technology
-482
- 3.15%
$207.23 - $234.82 $99.9K - $113K
14.8K $3.46B
Activity Summary
Buys All Purchases 36 New Holdings 13 Increased Positions 23 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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