Matthew Keyes

@Heritage Wealth Partners, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$79.705M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ZROZPimco Etf Tr Recent Activity Exited	0%	$6.32M 76,685 shares@ $82.43 avg price	Exited
METAMeta Platforms Inc Recent Activity Exited	0%	$1.819M 3,177 shares@ $572.5 avg price	Exited
VHTVanguard World Fd Recent Activity Exited	0%	$1.246M 4,415 shares@ $282.19 avg price	Exited
SCHBSchwab Strategic Tr Recent Activity Exited	0%	$392,125 5,895 shares@ $66.52 avg price	Exited
TLTIshares Tr Recent Activity Exited	0%	$366,799 3,739 shares@ $98.11 avg price	Exited
MPCMarathon Pete Corp Recent Activity Exited	0%	$215,528 1,323 shares@ $162.91 avg price	Exited
TELZTellurian Inc New Recent Activity Exited	0%	$25,742 26,593 shares@ $0.97 avg price	Exited