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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
SCHDSchwab Strategic Tr
Recent Activity
Increased 202.81%
0.45%
$357,196
13,075 shares@ $27.32 avg price
VOOVanguard Index Fds
Recent Activity
Increased 1.17%
0.42%
$328,591
610 shares@ $538.68 avg price
VGTVanguard World Fd
Recent Activity
Increased 5.49%
0.4%
$311,052
500 shares@ $622.11 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Increased 0.2%
0.38%
$299,906
527 shares@ $569.09 avg price
HDHome Depot Inc
Recent Activity
Increased 4.17%
0.36%
$282,165
725 shares@ $389.2 avg price
TAt&t Inc
Recent Activity
Increased 0.45%
0.35%
$275,514
12,100 shares@ $22.77 avg price
ABBVAbbvie Inc
Recent Activity
Increased 1.65%
0.35%
$275,230
1,549 shares@ $177.69 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 5.63%
0.31%
$244,683
4,133 shares@ $59.21 avg price
ORCLOracle Corp
Recent Activity
Increased 3.27%
0.31%
$242,647
1,456 shares@ $166.66 avg price
SPGMSpdr Index Shs Fds
Recent Activity
Increased 1.1%
0.3%
$233,001
3,679 shares@ $63.34 avg price