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.
