Heritage Financial Services, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $732 Million distributed in 110 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 $212M, Vanguard Intermediate Term Tre with a value of $161M, J P Morgan Exchange Traded Fd with a value of $110M, Dimensional ETF Tr Emerging Mk with a value of $65.5M, and Ishares Core U.S. Reit ETF with a value of $45.2M.
Examining the 13F form we can see an increase of $53.3M in the current position value, from $678M to 732M.
Below you can find more details about Heritage Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$732 Million
ETFs: $574 Million
Technology: $19.6 Million
Healthcare: $7.3 Million
Consumer Defensive: $5.97 Million
Consumer Cyclical: $3.45 Million
Financial Services: $3.1 Million
Energy: $2.64 Million
Communication Services: $2.1 Million
Other: $3.65 Million
Stock Holdings Table Market Cap. of $200 Billions or more
