Heritage-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "GOOGL",
  "T",
  "AVGO",
  "HD",
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  "MSFT",
  "ORCL",
  null,
  null,
  null,
  null,
  "VGSH",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  null,
  "ROK",
  null,
  "GLD",
  null,
  "SPLG",
  "IEF",
  "TSM",
  "VYM",
  "AFL",
  "AMD",
  "AMZN",
  "SCHB",
  "VGT",
  "VOO",
  "V",
  null,
  null,
  "SCHG",
  null,
  "DIA",
  null,
  null,
  "BRK-B",
  "CSCO",
  "CNMD",
  "COST",
  "QQQ",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 65
Total Value: 65593370
Accession Number: 0001963794-25-000003
Form Type: 13F-HR
CIK: heritage-wealth-partners
Manager Name: Heritage-Wealth-Partners

Data Enrichment

66% identified

43 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

65 positions • $65.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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AFLAC INC

AFL|001055102

Shares:1.9K

Value:$211.5K

% of Portfolio:0.3% ($211.5K/$65.6M)

464287226

Shares:2.1K

Value:$210.8K

% of Portfolio:0.3% ($210.8K/$65.6M)

81369Y886

Shares:2.7K

Value:$209.2K

% of Portfolio:0.3% ($209.2K/$65.6M)

921946406

VYM|921946406

Shares:1.6K

Value:$208.0K

% of Portfolio:0.3% ($208.0K/$65.6M)

CONMED Corp

CNMD|207410101

Shares:3.4K

Value:$203.8K

% of Portfolio:0.3% ($203.8K/$65.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AFLAC INC(AFLcusip001055102)	1.9K	QoQ -6.25% (-127) YoY NEW(+1.9K)	All Managers (Combined)	$211.5K	0.3% ($211.5K/$65.6M)	QoQ +0.76% (-$1.6K) YoY NEW(+$211.5K)
(cusip464287226)✕	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$210.8K	0.3% ($210.8K/$65.6M)	QoQ NEW(+$210.8K) YoY NEW(+$210.8K)
(cusip81369Y886)✕	2.7K	QoQ -19.77% (-654) YoY NEW(+2.7K)	All Managers (Combined)	$209.2K	0.3% ($209.2K/$65.6M)	QoQ -16.42% (-$41.1K) YoY NEW(+$209.2K)
(VYMcusip921946406)	1.6K	QoQ -7.03% (-122) YoY NEW(+1.6K)	All Managers (Combined)	$208.0K	0.3% ($208.0K/$65.6M)	QoQ -6.01% (-$13.3K) YoY NEW(+$208.0K)
CONMED Corp(CNMDcusip207410101)	3.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$203.8K	0.3% ($203.8K/$65.6M)	QoQ -11.76% (-$27.2K) YoY -44.85% (-$165.8K)