0001963794-23-000003.txt : 20230811
0001963794-23-000003.hdr.sgml : 20230811
20230811104659
ACCESSION NUMBER: 0001963794-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230811
DATE AS OF CHANGE: 20230811
EFFECTIVENESS DATE: 20230811
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Heritage Wealth Partners, LLC
CENTRAL INDEX KEY: 0001963794
IRS NUMBER: 260662798
STATE OF INCORPORATION: OH
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22888
FILM NUMBER: 231162078
BUSINESS ADDRESS:
STREET 1: 6215 EMERALD PARKWAY
STREET 2: UNIT 1
CITY: DUBLIN
STATE: OH
ZIP: 43016
BUSINESS PHONE: 6143894206
MAIL ADDRESS:
STREET 1: 6215 EMERALD PARKWAY
STREET 2: UNIT 1
CITY: DUBLIN
STATE: OH
ZIP: 43016
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001963794
XXXXXXXX
06-30-2023
06-30-2023
Heritage Wealth Partners, LLC
6215 EMERALD PARKWAY
UNIT 1
DUBLIN
OH
43016
13F HOLDINGS REPORT
028-22888
N
Matthew Sands
Chief Compliance Officer
(614) 975-9158
MATTHEW SANDS
DUBLIN
OH
08-11-2023
0
69
169780120
false
INFORMATION TABLE
2
hwpquarter2_2023.xml
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COM
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1819
SH
SOLE
0
0
0
ADVANCED MICRO DEVICES INC COM
COM
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1782
SH
SOLE
0
0
0
ALPHABET INC COM CL A
COM CL A
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1146726
9580
SH
SOLE
0
0
0
AMAZON COM INC COM
COM
023135106
1275182
9782
SH
SOLE
0
0
0
APPLE INC COM
COM
037833100
2743599
14144
SH
SOLE
0
0
0
AT&T INC COM
COM
00206R102
239274
15002
SH
SOLE
0
0
0
BERKSHIRE HATHAWAY INC COM CL B
COM CL B
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4186
SH
SOLE
0
0
0
BOEING CO COM
COM
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243518
1153
SH
SOLE
0
0
0
CHEVRON CORPORATION COM
COM
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256593
1631
SH
SOLE
0
0
0
CONMED CORP COM
COM
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3375
SH
SOLE
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0
0
COSTCO WHOLESALE CORP COM
COM
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415
SH
SOLE
0
0
0
DIME COMMUNITY BANK (NEW YORK) CD
CD
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PRN
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EXXON MOBIL CORPORATION COM
COM
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UNIT SER 1 ETF
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ISHARES TRUST CORE S&P MCP ETF
CORE S&P MCP ETF
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CORE S&P500 ETF
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SHORT TREAS BD ETF
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SOLE
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SHRT NAT MUN ETF
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COM
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COM
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META PLATFORMS INC COM CL A
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MICROSOFT CORP COM
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NVIDIA CORP COM
COM
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SOLE
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ROCKWELL AUTOMATION INC COM
COM
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SH
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SELECT SECTOR SPDR TRUST SBI CONS STPLS ETF
SBI CONS STPLS ETF
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SH
SOLE
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SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF
SBI INT-UTILS ETF
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SOLE
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0
SELECT SECTOR SPDR TRUST TECHNOLOGY ETF
TECHNOLOGY ETF
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SH
SOLE
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SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
BLOOMBERG 1-3 MONTH T-BILL ETF
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SH
SOLE
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SPDR DOW JONES IND UT SER 1 ETF
UT SER 1 ETF
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SPDR GOLD TRUST GOLD SHS ETF
GOLD SHS ETF
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SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETF
UTSER1 S&PDCRP ETF
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SPDR S&P500 ETF TRUST TR UNIT ETF
TR UNIT ETF
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SOLE
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TESLA INC COM
COM
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UMPQUA BANK ROSEBURG OR CD
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