Heritage Wealth Partners, LLC
- SEC CIK
- 0001963794
- 最新申報
- 2025/5/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/10 申報。只含多頭部位。
- 持股檔數
- 50
- 2022 年第 3 季沒有申報
- 總值
- $1.09 億
- 2022 年第 3 季沒有申報
Heritage Wealth Partners, LLC 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 20,200 | $800.6 萬 | 7.3% | – | – | – |
| United States Treasury Bills Bill912796YQ6 | BILL | – | $799.9 萬 | 7.3% | – | – | – |
| United States Treasury Bills Bill912796ZJ1 | BILL | – | $795.3 萬 | 7.3% | – | – | – |
| United States Treasury Bills Bill912796YW3 | BILL | – | $783.4 萬 | 7.2% | – | – | – |
| United States Treasury Bills Bill912796YR4 | BILL | – | $699.5 萬 | 6.4% | – | – | – |
| United States Treasury Bills Bill912796XT1 | BILL | – | $693.8 萬 | 6.4% | – | – | – |
| United States Treasury Bills Bill912796XZ7 | BILL | – | $643.6 萬 | 5.9% | – | – | – |
| United States Treasury Bills Bill912796ZE2 | BILL | – | $587.0 萬 | 5.4% | – | – | – |
| United States Treasury Bills912796X95 | 912796X9 | – | $527.2 萬 | 4.8% | – | – | – |
| United States Treasury Bills Bill912796YZ6 | BILL | – | $498.2 萬 | 4.6% | – | – | – |
| United States Treasury Bills Bill912796ZH5 | BILL | – | $497.4 萬 | 4.6% | – | – | – |
| United States Treasury Bills Bill912796S34 | BILL | – | $496.1 萬 | 4.6% | – | – | – |
| United States Treasury Bills Bill912796YV5 | BILL | – | $490.1 萬 | 4.5% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 36,198 | $348.0 萬 | 3.2% | – | – | – |
| AAPLApple Inc. | Stock | 18,438 | $270.8 萬 | 2.5% | – | – | 歷史 |
| Vanguard World FD921910709 | EXTENDED DUR | 22,841 | $184.3 萬 | 1.7% | – | – | – |
| iShares Tr464288752 | US HOME CONS ETF | 27,353 | $164.2 萬 | 1.5% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 14,922 | $164.0 萬 | 1.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 6,630 | $161.1 萬 | 1.5% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,504 | $105.0 萬 | 1.0% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,479 | $101.3 萬 | 0.9% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,821 | $99.1 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 9,190 | $95.0 萬 | 0.9% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,001 | $84.9 萬 | 0.8% | – | – | – |
| ROKRockwell Automation, Inc | Stock | 3,076 | $81.7 萬 | 0.7% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,706 | $67.3 萬 | 0.6% | – | – | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 7,177 | $65.7 萬 | 0.6% | – | – | – |
| GOOGAlphabet Inc. | Stock | 5,660 | $53.3 萬 | 0.5% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,500 | $45.5 萬 | 0.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,272 | $40.1 萬 | 0.4% | – | – | 歷史 |
| CVXChevron Corp | Stock | 1,945 | $35.3 萬 | 0.3% | – | – | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 5,845 | $34.9 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,480 | $33.5 萬 | 0.3% | – | – | 歷史 |
| United States Treasury Bills Bill912796YN3 | BILL | – | $29.5 萬 | 0.3% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,141 | $28.6 萬 | 0.3% | – | – | – |
| TAT&T Inc. | Stock | 15,060 | $28.4 萬 | 0.3% | – | – | 歷史 |
| CNMDCONMED Corp | COM | 3,375 | $27.4 萬 | 0.3% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,063 | $27.0 萬 | 0.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 1,704 | $25.5 萬 | 0.2% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 536 | $24.6 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,444 | $22.7 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,946 | $21.8 萬 | 0.2% | – | – | 歷史 |
| BABoeing Co | Stock | 1,212 | $21.5 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,112 | $21.2 萬 | 0.2% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 402 | $21.0 萬 | 0.2% | – | – | 歷史 |
| PIMCO ETF Tr72201R882 | 25YR+ ZERO U S | 2,458 | $21.0 萬 | 0.2% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 408 | $20.9 萬 | 0.2% | – | – | 歷史 |
| TELLTellurian Inc. | COM | 29,416 | $8.30 萬 | 0.1% | – | – | 歷史 |
| HCMCHealthier Choices Management Corp. | COM | 10,000 | $0 | 0.0% | – | – | 歷史 |
| Nouveau Life Pharmas Inc Com66979K103 | COM | 20,000 | $0 | 0.0% | – | – | – |