Heritage Trust CO Sells in Q3 2025

Heritage Trust CO

  • $911 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
-10
- 0.4%
N/A
2.49K $483K
Veralto Corp
-736
- 16.73%
N/A
3.66K $0
KHC
Kraft Heinz CO

Consumer Defensive
-139
- 1.05%
$25.63 - $28.94 $3.56K - $4.02K
13.1K $340K
AMGN
Amgen Inc

Healthcare
-95
- 1.01%
$271.18 - $309.22 $25.8K - $29.4K
9.29K $2.62M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-86
- 1.57%
$107.66 - $112.36 $9.26K - $9.66K
5.39K $600K
COP
Conocophillips

Energy
-918
- 4.17%
$91.0 - $98.99 $83.5K - $90.9K
21.1K $2M
AMAT
Applied Materials Inc

Technology
-12
- 0.88%
$156.25 - $204.95 $1.88K - $2.46K
1.36K $277K
AXP
American Express CO

Financial Services
-821
- 3.41%
$294.27 - $342.31 $242K - $281K
23.2K $7.72M
VPU
Vanguard Utilities ETF

ETFs
-223
- 2.73%
$175.25 - $189.41 $39.1K - $42.2K
7.95K $1.51M
PFE
Pfizer Inc

Healthcare
-1.25K
- 1.59%
$23.29 - $25.88 $29K - $32.2K
77.1K $1.96M
CMI
Cummins Inc

Industrials
-22
- 2.68%
$327.85 - $426.39 $7.21K - $9.38K
800 $337K
IDEV
Ishares Core Msci Intl Develop

ETFs
-29
- 0.17%
$74.68 - $80.26 $2.17K - $2.33K
17K $1.36M
IEFA
Ishares Tr

ETFs
-190
- 0.77%
$81.7 - $87.53 $15.5K - $16.6K
24.5K $2.14M
IWM
Ishares Russell 2000 ETF

ETFs
-23
- 0.7%
$214.92 - $244.84 $4.94K - $5.63K
3.27K $789K
MCD
Mcdonalds Corp

Consumer Cyclical
-170
- 1.35%
$291.67 - $316.99 $49.6K - $53.9K
12.4K $3.76M
EEM
Ishares Msci Emerging Markets

ETFs
-567
- 2.12%
$48.07 - $53.4 $27.3K - $30.3K
26.2K $1.4M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-153
- 0.9%
$90.62 - $107.71 $13.9K - $16.5K
16.9K $1.67M
RTX
Raytheon Technologies Corp

Industrials
-1.06K
- 7.68%
$144.19 - $167.33 $153K - $177K
12.7K $2.13M
TSCO
Tractor Supply CO

Consumer Cyclical
-60
- 0.18%
$54.08 - $62.65 $3.24K - $3.76K
33.9K $1.93M
VOX
Vanguard Communication Service

ETFs
-94
- 0.98%
$169.0 - $192.17 $15.9K - $18.1K
9.48K $1.78M
LEN
Lennar Corp

Consumer Cyclical
-10
- 0.1%
$107.73 - $142.4 $1.08K - $1.42K
9.66K $1.22M
ITW
Illinois Tool Works Inc

Industrials
-350
- 1.96%
$252.31 - $269.41 $88.3K - $94.3K
17.5K $4.57M
DAL
Delta Air Lines, Inc.

Industrials
-548
- 2.25%
$49.0 - $61.97 $26.9K - $34K
23.8K $1.35M
GLW
Corning Inc

Technology
-364
- 5.83%
$51.6 - $82.03 $18.8K - $29.9K
5.88K $482K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.31K
- 2.04%
$72.04 - $77.35 $94.7K - $102K
63.1K $4.84M
HPQ
Hp Inc

Technology
-200
- 0.28%
$24.45 - $29.35 $4.89K - $5.87K
72.4K $1.97M
DVN
Devon Energy Corp

Energy
-317
- 0.48%
$31.75 - $36.99 $10.1K - $11.7K
65.2K $2.29M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-80
- 0.5%
$459.11 - $506.91 $36.7K - $40.6K
15.9K $7.98M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-275
- 0.25%
$39.8 - $42.86 $10.9K - $11.8K
110K $4.69M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-659
- 0.84%
$24.02 - $27.91 $15.8K - $18.4K
77.8K $2.17M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-81
- 0.42%
$185.88 - $207.44 $15.1K - $16.8K
19K $3.82M
ES
Eversource Energy

Utilities
-576
- 1.41%
$62.86 - $71.14 $36.2K - $41K
40.2K $2.86M
BBY
Best Buy CO Inc

Consumer Cyclical
-96
- 0.3%
$64.12 - $78.46 $6.16K - $7.53K
32.4K $2.45M
BAC
Bank Of America Corp

Financial Services
-442
- 0.54%
$44.92 - $52.42 $19.9K - $23.2K
80.9K $4.18M
HCA
Hca Healthcare, Inc.

Healthcare
-24
- 0.29%
$334.32 - $426.2 $8.02K - $10.2K
8.22K $3.51M
ORCL
Oracle Corp

Technology
-15.2K
- 20.53%
$218.96 - $328.33 $3.33M - $4.99M
58.9K $16.6M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-12
- 0.02%
$91.28 - $97.59 $1.1K - $1.17K
75.6K $7.25M
IVW
Ishares S&P 500 Growth ETF

ETFs
-65
- 0.17%
$108.97 - $121.65 $7.08K - $7.91K
37.7K $4.55M
IVV
Ishares Core S&P 500 ETF

ETFs
-88
- 0.8%
$620.67 - $670.08 $54.6K - $59K
10.9K $7.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.83K
- 1.35%
$49.43 - $54.52 $90.6K - $99.9K
134K $7.25M
HPE
Hewlett Packard Enterprise CO

Technology
-328
- 0.14%
$19.81 - $25.24 $6.5K - $8.28K
228K $5.59M
CAT
Caterpillar Inc

Industrials
-287
- 2.39%
$390.92 - $477.15 $112K - $137K
11.7K $5.58M
MSFT
Microsoft Corp

Technology
-2.37K
- 2.23%
$491.09 - $535.64 $1.16M - $1.27M
104K $53.6M
VEA
Vanguard Ftse Developed Market

ETFs
-3.56K
- 0.85%
$56.02 - $60.3 $199K - $215K
415K $24.9M
GM
General Motors CO

Consumer Cyclical
-2.81K
- 2.41%
$48.89 - $61.24 $137K - $172K
114K $6.93M
GOOGL
Alphabet Inc.

Communication Services
-1.14K
- 1.64%
$174.36 - $254.72 $199K - $291K
68.8K $16.7M
GOOG
Alphabet Inc.

Communication Services
-249
- 0.26%
$175.16 - $255.24 $43.6K - $63.6K
95.7K $23.3M
AAPL
Apple Inc.

Technology
-13.2K
- 6.0%
$202.38 - $256.87 $2.67M - $3.39M
207K $52.6M
Activity Summary
Buys All Purchases 129 New Holdings 13 Increased Positions 116 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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