Heritage Investment Group, Inc. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $569 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 $79.3M, Ishares Core S&P 500 ETF with a value of $66.5M, Ishares Short Term National Mu with a value of $51.7M, Vanguard Mun Bd Fds Tax Exempt with a value of $40M, and Dimensional ETF Tr Us Marketwi with a value of $39.6M.
Examining the 13F form we can see an increase of $39.6M in the current position value, from $529M to 569M.
Below you can find more details about Heritage Investment Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$569 Million
ETFs: $529 Million
Technology: $11.1 Million
Financial Services: $10.7 Million
Healthcare: $6.28 Million
Industrials: $3.53 Million
Consumer Defensive: $2.2 Million
Communication Services: $1.94 Million
Consumer Cyclical: $1.93 Million
Other: $1.84 Million
Stock Holdings Table Market Cap. of $200 Billions or more
