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| Happy Holidays!! thanks for using AUM13F!! |
| Heritage Wealth Partners LLC
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| CRD # | 290276 |
| SEC # | 801-122695 |
| CIK # | 0001963794 |
| AUM | $176.3 M (2025-03-25) |
| Employees | 13 (31% Investors, 54% Brokers) |
| Phone | 614-389-2488 |
| Address | 6215 Emerald Parkway Dublin, OH 43016 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 8.0 | ||
| Nvidia Corp | 3.1 | ||
| Apple Inc | 2.7 | ||
| Microsoft Corp | 2.0 | ||
| Amazon Com Inc | 1.9 | ||
| Alphabet Inc | 1.6 | ||
| Facebook Inc | 1.3 | ||
| Exxon Mobil Corp | 1.2 | ||
| Rockwell Automation Inc | 0.8 | ||
| J P Morgan Chase & Co | 0.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 876 | 109.4 |
| (b) Individuals (high net worth individuals) | 46 | 66.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,372 | 176.3 |
| By Discretionary | ||
| Discretionary | 1,372 | 176.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,372 | 176.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.3 | |
| Total | 1,372 | 176.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001963794] |
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|---|---|---|
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Bluestone Financial Advisors LLC
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MD | 0.2 |
|
Safir Wealth Advisors LLC
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0.2 | |
|
Redwood Investment Group Inc
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CA | 0.2 |
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Campbell Financial Partners LLC
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FL | 0.2 |
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Forness Financial LLC
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MA | 0.2 |
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Intrinsic Value Partners LLC
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AZ | 0.2 |
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Chronos Capital Advisors LLC
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FL | 0.2 |
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Retirement Wealth Solutions LLC
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WI | 0.2 |
|
Kowalski Financial Inc
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MN | 0.2 |
|
Bradyco Inc
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0.2 |