Heritage Financial Services, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $733 Million distributed in 117 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $210M, Vanguard Intermediate Term Tre with a value of $162M, J P Morgan Exchange Traded Fd with a value of $112M, Dimensional ETF Tr Emerging Mk with a value of $63.4M, and Ishares Core U.S. Reit ETF with a value of $43.8M.
Examining the 13F form we can see an increase of $1.47M in the current position value, from $732M to 733M.
Below you can find more details about Heritage Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$733 Million
ETFs: $573 Million
Technology: $22.3 Million
Consumer Defensive: $5.55 Million
Healthcare: $5.29 Million
Consumer Cyclical: $4.7 Million
Financial Services: $3.27 Million
Communication Services: $2.38 Million
Energy: $2.15 Million
Other: $2.97 Million
Stock Holdings Table Market Cap. of $200 Billions or more
