HWP
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Heritage Wealth Partners’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Heritage Wealth Partners’s Portfolio ZECP Stock Details ZECP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$549K Buy
18,232
+3,979
+28% +$123K 0.84% 28
2024
Q4 		$434K Buy
14,253
+5,843
+69% +$182K 0.54% 37
2024
Q3 		$259K Buy
+8,410
New +$250K 0.31% 55

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WF
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