Heritage Financial Services, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $991 Million distributed in 120 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $251M, Ishares Core Msci Intl Develop with a value of $219M, Dimensional ETF Tr U S Core Eq with a value of $185M, J P Morgan Exchange Traded Fd with a value of $101M, and Dimensional ETF Tr Emerging Mk with a value of $49.3M.
Examining the 13F form we can see an increase of $258M in the current position value, from $733M to 991M.
Below you can find more details about Heritage Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$991 Million
ETFs: $839 Million
Technology: $20.8 Million
Healthcare: $6.87 Million
Consumer Defensive: $5.56 Million
Consumer Cyclical: $4.58 Million
Financial Services: $4.04 Million
Communication Services: $2.64 Million
Industrials: $2.54 Million
Other: $3.96 Million
Stock Holdings Table Market Cap. of $200 Billions or more
