SEC 13F Intelligence

Heritage Wealth Partners, LLC / NVDA

Heritage Wealth Partners, LLC’s Nvidia Corporation Position

Does Heritage Wealth Partners, LLC own Nvidia Corporation (NVDA)? Yes — 28.6K shares worth $3M (+4.73% of its 13F portfolio) as of Q1 2025, down from 34.6K shares the prior filed quarter.

Position Value
$3M
Q1 2025
Shares
28.6K
% of Portfolio
+4.73%
Quarters Held
9
currently held

Position History NVDA

Reported value by quarter
Q4 ’22: $227,000Q4 ’22Q2 ’23: $885,257Q3 ’23: $1MQ3 ’23Q4 ’23: $1MQ1 ’24: $1MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $5MQ1 ’25: $3MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202528.6K$3M+4.73%
Q4 202434.6K$5M+5.83%
Q3 202433.7K$4M+4.81%
Q2 202434.3K$4M+6.14%
Q1 20242.2K$1M+2.27%
Q4 20232.2K$1M+2.27%
Q3 20232.3K$1M+2.18%
Q2 20232.1K$885,257+0.52%
Q4 20221.4K$227,000+0.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Heritage Wealth Partners, LLC’s full portfolio or all institutional holders of NVDA.