Stock Taper

HERITAGE WEALTH PARTNERS, LLC

Latest 13F filing data - Q1 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Netflix, Inc.NFLX295$275.1K
Costco Wholesale CorporationCOST402$380.19K
Eli Lilly and CompanyLLY578$477.04K
The Goldman Sachs Group, Inc.GS679$371.11K
The Home Depot, Inc.HD728$266.88K
Visa Inc.V791$277.24K
UnitedHealth Group IncorporatedUNH795$416.19K
Tesla, Inc.TSLA898$232.73K
AbbVie Inc.ABBV1.29K$269.62K
Alphabet Inc.GOOG1.45K$226.28K
Aflac IncorporatedAFL1.9K$211.45K
Meta Platforms, Inc.META2.31K$1.33M
Taiwan Semiconductor Manufacturing Company LimitedTSM2.33K$387.69K
Oracle CorporationORCL2.65K$370.73K
JPMorgan Chase & Co.JPM2.68K$657.09K
Advanced Micro Devices, Inc.AMD2.93K$300.72K
Rockwell Automation, Inc.ROK3.1K$800.2K
CONMED CorporationCNMD3.38K$203.82K
Cisco Systems, Inc.CSCO3.87K$238.99K
Broadcom Inc.AVGO3.9K$652.89K