Heron Financial Group, LLC has filed its 13F form on August 10, 2023 for Q2 2023 where it was disclosed a total value porftolio of $185 Million distributed in 142 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $10.3M, Vanguard Index Fds S&P 500 ETF with a value of $9.92M, Ishares Msci Eafe Min Vol Fact with a value of $8.6M, Ishares Russell Mid Cap ETF with a value of $8.29M, and Ishares Russell Mid Cap Growth with a value of $8.2M.
Examining the 13F form we can see an increase of $4.19M in the current position value, from $181M to 185M.
Below you can find more details about Heron Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$185 Million
ETFs: $99.8 Million
Technology: $19.4 Million
Healthcare: $14.2 Million
Financial Services: $11.6 Million
Industrials: $7.02 Million
Consumer Cyclical: $6.87 Million
Energy: $6.09 Million
Consumer Defensive: $5.96 Million
Other: $14.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
