Heritage Investment Group, Inc. Portfolio Holdings
Heritage Investment Group, Inc.
- $529 Million
- Q1 2025
Heritage Investment Group, Inc. has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $529 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 $77.5M, Ishares Core S&P 500 ETF with a value of $64M, Ishares Short Term National Mu with a value of $49.2M, Dimensional ETF Tr Us Marketwi with a value of $39M, and Ishares Global Reit ETF with a value of $37.8M.
Examining the 13F form we can see an decrease of $1.65M in the current position value, from $531M to 529M.
Below you can find more details about Heritage Investment Group, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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