HERITAGE WEALTH PARTNERS, LLC
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 29K | $3.10M |
 | AAPL | 12K | $2.72M |
 | GOOGL | 10K | $1.61M |
 | XOM | 10K | $1.21M |
 | AMZN | 10K | $1.86M |
 | T | 9K | $250.06K |
 | BRK-B | 9K | $4.66M |
 | MSFT | 5K | $1.98M |
 | AVGO | 4K | $652.89K |
 | CSCO | 4K | $238.99K |
 | CNMD | 3K | $203.82K |
 | ROK | 3K | $800.20K |
 | AMD | 3K | $300.72K |
 | JPM | 3K | $657.09K |
 | ORCL | 3K | $370.73K |
 | TSM | 2K | $387.69K |
 | META | 2K | $1.33M |
 | AFL | 2K | $211.45K |
 | GOOG | 1K | $226.28K |
 | ABBV | 1K | $269.62K |
NVIDIA Corporation
NVDA
Shares Held
29K
Value
$3.10M
Apple Inc.
AAPL
Shares Held
12K
Value
$2.72M
Alphabet Inc.
GOOGL
Shares Held
10K
Value
$1.61M
Exxon Mobil Corporation
XOM
Shares Held
10K
Value
$1.21M
Amazon.com, Inc.
AMZN
Shares Held
10K
Value
$1.86M
AT&T Inc.
T
Shares Held
9K
Value
$250.06K
Berkshire Hathaway Inc.
BRK-B
Shares Held
9K
Value
$4.66M
Microsoft Corporation
MSFT
Shares Held
5K
Value
$1.98M
Broadcom Inc.
AVGO
Shares Held
4K
Value
$652.89K
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$238.99K
CONMED Corporation
CNMD
Shares Held
3K
Value
$203.82K
Rockwell Automation, Inc.
ROK
Shares Held
3K
Value
$800.20K
Advanced Micro Devices, Inc.
AMD
Shares Held
3K
Value
$300.72K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$657.09K
Oracle Corporation
ORCL
Shares Held
3K
Value
$370.73K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2K
Value
$387.69K
Meta Platforms, Inc.
META
Shares Held
2K
Value
$1.33M
Aflac Incorporated
AFL
Shares Held
2K
Value
$211.45K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$226.28K
AbbVie Inc.
ABBV
Shares Held
1K
Value
$269.62K