Heritage Financial Services, LLC Incresed Positions in Q2 2025

Heritage Financial Services, LLC

  • $1.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
59.1K
+ 54.24%
$75.17 - $91.21 $4.44M - $5.39M
168K $15.3M
NVDA
Nvidia Corp

Technology
16.7K
+ 65.86%
$94.31 - $157.99 $1.58M - $2.64M
42.1K $6.65M
JPIE
J P Morgan Exchange Traded Fd
23.1K
+ 1.06%
$45.12 - $46.32 $1.04M - $1.07M
2.21M $102M
AVGO
Broadcom Inc.

Technology
1.45K
+ 24.74%
$146.29 - $275.65 $213K - $401K
7.33K $2.02M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
791
+ 24.52%
$456.74 - $568.03 $361K - $449K
4.02K $2.28M
V
Visa Inc.

Financial Services
1.55K
+ 171.32%
$308.27 - $373.31 $477K - $578K
2.45K $869K
DFAI
Dimensional ETF Tr

ETFs
2.82K
+ 2.51%
$28.02 - $34.71 $79K - $97.8K
115K $3.98M
IVW
Ishares S&P 500 Growth ETF

ETFs
547
+ 2.95%
$82.96 - $110.1 $45.4K - $60.2K
19.1K $2.1M
IVV
Ishares Core S&P 500 ETF

ETFs
297
+ 9.1%
$498.8 - $620.9 $148K - $184K
3.56K $2.21M
VUG
Vanguard Growth ETF

ETFs
174
+ 3.98%
$329.49 - $438.4 $57.3K - $76.3K
4.54K $1.99M
MRK
Merck & Co., Inc.

Healthcare
4.62K
+ 94.83%
$73.47 - $87.12 $340K - $403K
9.5K $751K
DFAE
Dimensional ETF Tr

ETFs
555
+ 0.67%
$22.87 - $28.95 $12.7K - $16.1K
82.9K $2.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
97
+ 3.48%
$496.48 - $617.85 $48.2K - $59.9K
2.89K $1.78M
AMZN
Amazon Com Inc

Consumer Cyclical
42
+ 0.67%
$167.32 - $223.3 $7.03K - $9.38K
6.31K $1.38M
VTV
Vanguard Value ETF

ETFs
994
+ 33.0%
$153.67 - $176.74 $153K - $176K
4.01K $708K
IEFA
Ishares Tr

ETFs
1.63K
+ 44.05%
$67.83 - $84.09 $111K - $137K
5.33K $444K
VEA
Vanguard Ftse Developed Market

ETFs
392
+ 1.85%
$45.65 - $57.01 $17.9K - $22.3K
21.5K $1.23M
AXP
American Express CO

Financial Services
189
+ 14.42%
$231.39 - $318.98 $43.7K - $60.3K
1.5K $478K
QQQ
Invesco Qqq Trust, Series 1

ETFs
95
+ 12.57%
$416.06 - $551.64 $39.5K - $52.4K
851 $469K
T
At&T Inc.

Communication Services
3.64K
+ 35.48%
$26.33 - $28.94 $95.8K - $105K
13.9K $402K
VZ
Verizon Communications Inc

Communication Services
2.71K
+ 43.68%
$41.67 - $45.62 $113K - $124K
8.91K $385K
QCOM
Qualcomm Inc

Technology
528
+ 29.12%
$124.66 - $159.48 $65.8K - $84.2K
2.34K $372K
IWB
Ishares Tr Russell 1000 ETF

ETFs
83
+ 4.84%
$272.36 - $339.57 $22.6K - $28.2K
1.8K $610K
TT
Trane Technologies PLC

Industrials
32
+ 4.72%
$315.21 - $437.41 $10.1K - $14K
710 $310K
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.34%
$908.13 - $1056.85 $4.54K - $5.28K
1.46K $1.44M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
552
+ 2.6%
$19.1 - $23.83 $10.5K - $13.2K
21.8K $518K
IVE
Ishares S&P 500 Value ETF

ETFs
106
+ 1.27%
$168.34 - $195.42 $17.8K - $20.7K
8.46K $1.65M
VXF
Vanguard Extended Market ETF

ETFs
105
+ 8.17%
$150.43 - $192.71 $15.8K - $20.2K
1.39K $267K
HD
Home Depot, Inc.

Consumer Cyclical
116
+ 8.07%
$335.24 - $380.78 $38.9K - $44.2K
1.55K $569K
IWM
Ishares Russell 2000 ETF

ETFs
38
+ 2.18%
$174.82 - $215.79 $6.64K - $8.2K
1.79K $385K
IWR
Ishares Russell Mid Cap ETF

ETFs
114
+ 3.78%
$74.88 - $91.97 $8.54K - $10.5K
3.13K $287K
RTX
Raytheon Technologies Corp

Industrials
34
+ 1.8%
$113.75 - $148.48 $3.87K - $5.05K
1.92K $280K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
167
+ 10.56%
$114.78 - $133.31 $19.2K - $22.3K
1.75K $233K
TJX
Tjx Companies Inc

Consumer Cyclical
20
+ 0.29%
$119.13 - $135.03 $2.38K - $2.7K
6.92K $855K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12
+ 0.57%
$90.56 - $109.49 $1.09K - $1.31K
2.11K $230K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
70
+ 1.16%
$121.58 - $136.74 $8.51K - $9.57K
6.09K $825K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.11%
$276.76 - $326.81 $277 - $327
937 $288K
DFSU
Dimensional ETF Tr Dimen Us Su
23.7K
+ 7.51%
N/A
339K $0
DFSI
Dimensional ETF Tr Dimen Intl
1.19K
+ 0.69%
N/A
173K $0
NEE
Nextera Energy Inc

Utilities
188
+ 1.62%
$64.11 - $75.0 $12.1K - $14.1K
11.8K $819K
ROP
Roper Technologies Inc

Industrials
4
+ 1.13%
$519.19 - $590.78 $2.08K - $2.36K
359 $203K
KO
Coca Cola CO

Consumer Defensive
159
+ 0.77%
$68.37 - $73.9 $10.9K - $11.8K
20.8K $1.47M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
100
+ 1.26%
$24.32 - $27.87 $2.43K - $2.79K
8.04K $213K
LOW
Lowes Companies Inc

Consumer Cyclical
17
+ 1.52%
$210.83 - $235.28 $3.58K - $4K
1.14K $252K
MCD
Mcdonalds Corp

Consumer Cyclical
29
+ 0.51%
$285.55 - $321.23 $8.28K - $9.32K
5.69K $1.66M
USRT
Ishares Core U.S. Reit ETF

ETFs
10.9K
+ 1.5%
$50.37 - $57.97 $551K - $635K
739K $41.8M
PG
Procter & Gamble CO

Consumer Defensive
52
+ 0.36%
$157.66 - $172.39 $8.2K - $8.96K
14.4K $2.3M
Activity Summary
Buys All Purchases 59 New Holdings 11 Increased Positions 48 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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