0001963794-23-000001.txt : 20230210 0001963794-23-000001.hdr.sgml : 20230210 20230210121656 ACCESSION NUMBER: 0001963794-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230210 DATE AS OF CHANGE: 20230210 EFFECTIVENESS DATE: 20230210 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: 23609766 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 12-31-2022 12-31-2022 Heritage Wealth Partners, LLC

6215 EMERALD PARKWAY UNIT 1 DUBLIN OH 43016

13F HOLDINGS REPORT 028-22888 N Matthew Sands (614) 975-9158 MATTHEW SANDS DUBLIN OH 02-10-2023 0 51 108965000 false INFORMATION TABLE 2 hwpquarter4_2022.xml HEALTHIER CHOICES MGMT CORP COM COM 42226N109 0 10000 SH SOLE 0 0 0 NOUVEAU LIFE PHARMAS INC COM COM 66979K103 0 20000 SH SOLE 0 0 0 TELLURIAN INC COM COM 87968A104 83000 29416 SH SOLE 0 0 0 COSTCO WHOLESALE CORP COM COM 22160K105 209000 408 SH SOLE 0 0 0 ELEVANCE HEALTH INC COM COM 036752103 210000 402 SH SOLE 0 0 0 PIMCO ETF TRUST 25YR+ ZERO U S ETF 72201R882 210000 2458 SH SOLE 0 0 0 TESLA INC COM COM 88160R101 212000 1112 SH SOLE 0 0 0 BOEING CO COM COM 097023105 215000 1212 SH SOLE 0 0 0 META PLATFORMS INC COM CL A COM CL A 30303M102 218000 1946 SH SOLE 0 0 0 NVIDIA CORP COM COM 67066G104 227000 1444 SH SOLE 0 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETF UTSER1 S&PDCRP ETF 78467Y107 246000 536 SH SOLE 0 0 0 ABBVIE INC COM COM 00287Y109 255000 1704 SH SOLE 0 0 0 SELECT SECTOR SPDR TRUST TECHNOLOGY ETF TECHNOLOGY ETF 81369Y803 270000 2063 SH SOLE 0 0 0 CONMED CORP COM COM 207410101 274000 3375 SH SOLE 0 0 0 AT&T INC COM COM 00206R102 284000 15060 SH SOLE 0 0 0 ISHARES TRUST CORE S&P MCP ETF CORE S&P MCP ETF 464287507 286000 1141 SH SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796YN3 295000 300 PRN SOLE 0 0 0 JP MORGAN CHASE & CO COM COM 46625H100 335000 2480 SH SOLE 0 0 0 LANTHEUS HOLDINGS INC COM COM 516544103 349000 5845 SH SOLE 0 0 0 CHEVRON CORPORATION COM COM 166764100 353000 1945 SH SOLE 0 0 0 ALPHABET INC COM CL A COM CL A 02079K305 401000 4272 SH SOLE 0 0 0 BERKSHIRE HATHAWAY INC COM CL B COM CL B 084670702 455000 1500 SH SOLE 0 0 0 ALPHABET INC COM CL C COM CL C 02079K107 533000 5660 SH SOLE 0 0 0 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF BLOOMBERG 1-3 MONTH T-BILL ETF 78468R663 657000 7177 SH SOLE 0 0 0 SPDR S&P500 ETF TRUST TR UNIT ETF TR UNIT ETF 78462F103 673000 1706 SH SOLE 0 0 0 ROCKWELL AUTOMATION INC COM COM 773903109 817000 3076 SH SOLE 0 0 0 INVESCO QQQ TRUST UNIT SER 1 ETF UNIT SER 1 ETF 46090E103 849000 3001 SH SOLE 0 0 0 ISHARES TRUST SHRT NAT MUN ETF SHRT NAT MUN ETF 464288158 950000 9190 SH SOLE 0 0 0 UNITEDHEALTH GROUP INC COM COM 91324P102 991000 1821 SH SOLE 0 0 0 AMAZON COM INC COM COM 023135106 1013000 10479 SH SOLE 0 0 0 EXXON MOBIL CORPORATION COM COM 30231G102 1050000 9504 SH SOLE 0 0 0 MICROSOFT CORP COM COM 594918104 1611000 6630 SH SOLE 0 0 0 ISHARES TRUST SHORT TREAS BD ETF SHORT TREAS BD ETF 464288679 1640000 14922 SH SOLE 0 0 0 ISHARES TRUST US HOME CONS ETF US HOME CONS ETF 464288752 1642000 27353 SH SOLE 0 0 0 VANGUARD EXTENDED DUR ETF EXTENDED DUR ETF 921910709 1843000 22841 SH SOLE 0 0 0 APPLE INC COM COM 037833100 2708000 18438 SH SOLE 0 0 0 ISHARES TRUST 7-10 YEAR TREASURY BOND ETF 7-10 YEAR TREASURY BOND ETF 464287440 3480000 36198 SH SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796YV5 4901000 5000 PRN SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796S34 4961000 5000 PRN SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796ZH5 4974000 5000 PRN SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796YZ6 4982000 5000 PRN SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796X95 5272000 5300 PRN SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796ZE2 5870000 6000 PRN SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796XZ7 6436000 6500 PRN SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796XT1 6938000 7000 PRN SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796YR4 6995000 7000 PRN SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796YW3 7834000 8000 PRN SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796ZJ1 7953000 8000 PRN SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796YQ6 7999000 8000 PRN SOLE 0 0 0 ISHARES TRUST CORE S&P500 ETF CORE S&P500 ETF 464287200 8006000 20200 SH SOLE 0 0 0