Heritage Wealth Partners, LLC

Q4 2022 13F Holdings Report, Stock Holdings

Signature - Title
Matthew Sands - Chief Compliance Officer
Location
Dublin, OH
Holdings as of
31 Dec 2022
Value $
$108,670,000
Num holdings
48
Filing time
10 Feb 2023, 12:16:56 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, UNITED STATES TREASURY BILLS BILL, UNITED STATES TREASURY BILLS BILL, UNITED STATES TREASURY BILLS BILL, and UNITED STATES TREASURY BILLS BILL.
Next filing
Q1 2023 - 04 May 2023
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Matthew Sands Chief Compliance Officer Dublin, Ohio 10 Feb 2023