HWA
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Heritage Wealth Architects’s Invesco QQQ Trust QQQ Stock Holding History

Heritage Wealth Architects’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.78M Buy
3,220
+876
+37% +$483K 1.31% 16
2025
Q1 		$1.1M Buy
+2,344
New +$1.1M 1.07% 19