test

Matthew Keyes

@Heritage Wealth Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$79.705MTotal holdings67
Assets growth rate-6.25%Assets growth rate (2-Q avg)8.46%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Heritage Wealth Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 67 positions.

Assets under management

The assets under management (AUM) of Heritage Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 79.705M in assets, with a quarterly growth rate of -6.25% and a 2-quarter average growth rate of 8.46%. The portfolio is managed by Matthew Keyes, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
4.98%
$3.968M
18,857 shares@ $210.45 avg price
PDECInnovator Etfs Trust
Recent Activity
New Position
2.58%
$2.053M
53,447 shares@ $38.43 avg price
0303⤦Meta Platforms Inc
Recent Activity
New Position
2.5%
$1.985M
3,391 shares@ $585.52 avg price
XLGInvesco Exchange Traded Fd T
Recent Activity
New Position
2.39%
$1.904M
38,115 shares@ $49.96 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
New Position
0.62%
$489,917
9,235 shares@ $53.06 avg price
0085⤦Schwab Strategic Tr
Recent Activity
New Position
0.51%
$402,679
17,739 shares@ $22.71 avg price
PANWPalo Alto Networks Inc
Recent Activity
New Position
0.29%
$224,903
1,236 shares@ $181.97 avg price