Heritage Investors Management Corp.
Latest statistics and disclosures from Heritage Investors Management Corp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AVGO, MSFT, GOOGL, GOOG, and represent 21.88% of Heritage Investors Management Corp's stock portfolio.
- Added to shares of these 10 stocks: NOW (+$23M), Q (+$5.9M), NFLX, COST, META, T, CRM, CMG, V, MDLZ.
- Started 7 new stock positions in DE, VRTX, NYT, SOLS, FCHL, Q, DGII.
- Reduced shares in these 10 stocks: AVGO (-$10M), GOOGL, STZ, CMCSA, ADBE, GOOG, AAPL, CAT, MAR, NKE.
- Sold out of its positions in BAX, CME, GD, GGB, GBTC, IWN, RPD, RBLX, TMUS, TTD. VTRS, GLDM, TROX.
- Heritage Investors Management Corp was a net seller of stock by $-23M.
- Heritage Investors Management Corp has $3.4B in assets under management (AUM), dropping by 2.60%.
- Central Index Key (CIK): 0000937589
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Portfolio Holdings for Heritage Investors Management Corp
Heritage Investors Management Corp holds 245 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.6 | $192M | 707k | 271.86 |
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| Broadcom (AVGO) | 5.2 | $177M | -5% | 511k | 346.10 |
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| Microsoft Corporation (MSFT) | 4.1 | $141M | 292k | 483.62 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $124M | -3% | 396k | 313.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.4 | $117M | -2% | 373k | 313.80 |
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| Palo Alto Networks (PANW) | 3.0 | $103M | 561k | 184.20 |
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| NVIDIA Corporation (NVDA) | 2.7 | $93M | 501k | 186.50 |
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| Amazon (AMZN) | 2.2 | $76M | 329k | 230.82 |
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| Mastercard Incorporated Cl A (MA) | 2.1 | $73M | 128k | 570.88 |
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| Marriott Intl Cl A (MAR) | 2.0 | $70M | -2% | 226k | 310.24 |
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| Caterpillar (CAT) | 2.0 | $69M | -3% | 121k | 572.87 |
|
| JPMorgan Chase & Co. (JPM) | 1.8 | $62M | -2% | 191k | 322.22 |
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| American Express Company (AXP) | 1.7 | $57M | -2% | 155k | 369.95 |
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| Wal-Mart Stores (WMT) | 1.6 | $55M | 492k | 111.41 |
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| salesforce (CRM) | 1.5 | $51M | +2% | 191k | 264.91 |
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| Goldman Sachs (GS) | 1.4 | $50M | 57k | 879.00 |
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| Cisco Systems (CSCO) | 1.4 | $49M | 641k | 77.03 |
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| Home Depot (HD) | 1.4 | $48M | 140k | 344.10 |
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| Walt Disney Company (DIS) | 1.4 | $47M | +2% | 414k | 113.77 |
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| Raytheon Technologies Corp (RTX) | 1.3 | $45M | 244k | 183.40 |
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| Blackrock (BLK) | 1.2 | $42M | 39k | 1070.33 |
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| Morgan Stanley Com New (MS) | 1.2 | $40M | -2% | 226k | 177.53 |
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| Martin Marietta Materials (MLM) | 1.2 | $40M | 64k | 622.67 |
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| Bank of America Corporation (BAC) | 1.2 | $40M | 722k | 55.00 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.1 | $37M | 144k | 257.95 |
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| Johnson & Johnson (JNJ) | 1.0 | $36M | 173k | 206.95 |
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| Capital One Financial (COF) | 1.0 | $35M | 144k | 242.36 |
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| Merck & Co (MRK) | 1.0 | $35M | 332k | 105.26 |
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| Synchrony Financial (SYF) | 1.0 | $35M | 418k | 83.43 |
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| Citigroup Com New (C) | 1.0 | $35M | -2% | 296k | 116.69 |
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| Thermo Fisher Scientific (TMO) | 1.0 | $33M | 56k | 579.45 |
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| McDonald's Corporation (MCD) | 0.9 | $32M | 104k | 305.63 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.9 | $30M | 50k | 603.27 |
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| FedEx Corporation (FDX) | 0.9 | $30M | 103k | 288.86 |
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| Servicenow (NOW) | 0.8 | $27M | +498% | 179k | 153.19 |
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| UnitedHealth (UNH) | 0.8 | $26M | 79k | 330.12 |
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| Zoetis Cl A (ZTS) | 0.8 | $26M | +2% | 205k | 125.82 |
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| Boeing Company (BA) | 0.7 | $24M | 112k | 217.12 |
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| Chevron Corporation (CVX) | 0.7 | $24M | 159k | 152.41 |
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| Equinix (EQIX) | 0.7 | $23M | 30k | 766.17 |
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| Costco Wholesale Corporation (COST) | 0.7 | $23M | +12% | 27k | 862.33 |
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| Iqvia Holdings (IQV) | 0.7 | $23M | -2% | 102k | 225.41 |
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| Pepsi (PEP) | 0.7 | $23M | 158k | 143.52 |
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| Meta Platforms Cl A (META) | 0.6 | $22M | +9% | 34k | 660.08 |
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| Nike CL B (NKE) | 0.6 | $21M | -8% | 334k | 63.71 |
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| American Tower Reit (AMT) | 0.6 | $20M | +2% | 116k | 175.57 |
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| Yum China Holdings (YUMC) | 0.6 | $20M | 412k | 47.74 |
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| Adobe Systems Incorporated (ADBE) | 0.6 | $20M | -14% | 56k | 350.00 |
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| Chipotle Mexican Grill (CMG) | 0.6 | $20M | +6% | 529k | 37.00 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $20M | -5% | 73k | 268.30 |
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| CSX Corporation (CSX) | 0.6 | $19M | 531k | 36.25 |
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| ConocoPhillips (COP) | 0.6 | $19M | 205k | 93.61 |
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| Coca-Cola Company (KO) | 0.5 | $19M | 268k | 69.91 |
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| Leidos Holdings (LDOS) | 0.5 | $18M | -3% | 102k | 180.40 |
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| Paccar (PCAR) | 0.5 | $18M | 168k | 109.51 |
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| Amgen (AMGN) | 0.5 | $18M | -3% | 56k | 327.31 |
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| Automatic Data Processing (ADP) | 0.5 | $18M | 70k | 257.23 |
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| Intel Corporation (INTC) | 0.5 | $18M | 481k | 36.90 |
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| Yum! Brands (YUM) | 0.5 | $18M | 117k | 151.28 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $17M | -2% | 60k | 290.23 |
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| At&t (T) | 0.5 | $17M | +7% | 700k | 24.84 |
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| Boston Scientific Corporation (BSX) | 0.5 | $17M | +2% | 178k | 95.35 |
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| Constellation Brands Cl A (STZ) | 0.5 | $17M | -18% | 122k | 137.96 |
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| Verizon Communications (VZ) | 0.5 | $17M | 407k | 40.73 |
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| McKesson Corporation (MCK) | 0.5 | $17M | 20k | 820.28 |
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| Air Products & Chemicals (APD) | 0.5 | $16M | 66k | 247.01 |
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| Visa Com Cl A (V) | 0.5 | $16M | +7% | 44k | 350.72 |
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| Abbvie (ABBV) | 0.4 | $15M | 66k | 228.49 |
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| T. Rowe Price (TROW) | 0.4 | $15M | -9% | 144k | 102.38 |
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| International Business Machines (IBM) | 0.4 | $14M | 49k | 296.20 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $14M | 30k | 483.67 |
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| Nextera Energy (NEE) | 0.4 | $14M | 172k | 80.28 |
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| Burlington Stores (BURL) | 0.4 | $13M | 46k | 288.85 |
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| Honeywell International (HON) | 0.4 | $13M | +7% | 67k | 195.09 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $12M | 135k | 89.46 |
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| Zimmer Holdings (ZBH) | 0.4 | $12M | -8% | 134k | 89.92 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $12M | 161k | 73.56 |
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| Aercap Holdings Nv SHS (AER) | 0.3 | $12M | -2% | 82k | 143.77 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $11M | -3% | 95k | 120.34 |
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| Procter & Gamble Company (PG) | 0.3 | $11M | 79k | 143.31 |
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| Schlumberger Com Stk (SLB) | 0.3 | $11M | 284k | 38.38 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $11M | 113k | 96.03 |
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| Linde SHS (LIN) | 0.3 | $10M | 25k | 426.41 |
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| Datadog Cl A Com (DDOG) | 0.3 | $10M | +4% | 74k | 135.99 |
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| Phillips 66 (PSX) | 0.3 | $10M | -2% | 78k | 129.05 |
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| Toyota Motor Corp Ads (TM) | 0.3 | $9.7M | 46k | 214.06 |
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| Eli Lilly & Co. (LLY) | 0.3 | $9.6M | 8.9k | 1074.69 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $9.4M | 19k | 502.67 |
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| Pfizer (PFE) | 0.3 | $9.3M | -6% | 376k | 24.90 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $9.3M | -26% | 312k | 29.89 |
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| Norfolk Southern (NSC) | 0.3 | $8.8M | -2% | 30k | 288.70 |
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $8.7M | +12% | 162k | 53.83 |
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| L3harris Technologies (LHX) | 0.2 | $8.5M | 29k | 293.59 |
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| Archer Daniels Midland Company (ADM) | 0.2 | $8.2M | -5% | 142k | 57.49 |
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| Union Pacific Corporation (UNP) | 0.2 | $7.7M | +2% | 33k | 231.31 |
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| Bristol Myers Squibb (BMY) | 0.2 | $7.5M | -5% | 139k | 53.94 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $7.2M | -4% | 22k | 335.24 |
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| United Parcel Service CL B (UPS) | 0.2 | $7.1M | -7% | 71k | 99.19 |
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| Paypal Holdings (PYPL) | 0.2 | $7.1M | -13% | 121k | 58.38 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $6.9M | 103k | 67.22 |
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| Shell Spon Ads (SHEL) | 0.2 | $6.7M | 91k | 73.47 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $6.6M | 123k | 53.76 |
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| Philip Morris International (PM) | 0.2 | $6.3M | 40k | 160.40 |
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| Ge Aerospace Com New (GE) | 0.2 | $6.3M | 21k | 308.01 |
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| Medtronic SHS (MDT) | 0.2 | $6.2M | -2% | 64k | 96.06 |
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| Dupont De Nemours (DD) | 0.2 | $6.1M | 152k | 40.20 |
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| Qnity Electronics Common Stock (Q) | 0.2 | $5.9M | NEW | 73k | 81.65 |
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| Howmet Aerospace (HWM) | 0.2 | $5.8M | -2% | 29k | 205.03 |
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| Abbott Laboratories (ABT) | 0.2 | $5.3M | 42k | 125.28 |
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| Corteva (CTVA) | 0.2 | $5.2M | 78k | 67.03 |
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| Halliburton Company (HAL) | 0.1 | $5.1M | 180k | 28.26 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $4.8M | +2% | 7.6k | 627.17 |
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| Cigna Corp (CI) | 0.1 | $4.7M | +24% | 17k | 275.24 |
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| EOG Resources (EOG) | 0.1 | $4.6M | -2% | 43k | 105.02 |
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| EXACT Sciences Corporation (EXAS) | 0.1 | $4.6M | -17% | 45k | 101.56 |
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| Hershey Company (HSY) | 0.1 | $4.6M | 25k | 181.98 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $4.3M | 18k | 246.18 |
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| Axon Enterprise (AXON) | 0.1 | $4.1M | 7.2k | 567.90 |
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| Qualcomm (QCOM) | 0.1 | $4.0M | 24k | 171.06 |
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| Emcor (EME) | 0.1 | $3.9M | -5% | 6.4k | 611.87 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $3.8M | 32k | 120.19 |
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| 3M Company (MMM) | 0.1 | $3.8M | 24k | 160.11 |
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| U.S. Lime & Minerals (USLM) | 0.1 | $3.7M | 31k | 119.74 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $3.7M | 56k | 65.99 |
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| Netflix (NFLX) | 0.1 | $3.5M | +2433% | 38k | 93.76 |
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| Ge Vernova (GEV) | 0.1 | $3.4M | 5.2k | 653.65 |
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| Strategy Cl A New (MSTR) | 0.1 | $3.3M | 22k | 151.95 |
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| Resideo Technologies (REZI) | 0.1 | $3.3M | 93k | 35.12 |
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| SLM Corporation (SLM) | 0.1 | $3.2M | -15% | 119k | 27.06 |
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| Ringcentral Cl A (RNG) | 0.1 | $3.1M | -16% | 108k | 28.88 |
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| Elanco Animal Health (ELAN) | 0.1 | $2.9M | 130k | 22.63 |
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| Target Corporation (TGT) | 0.1 | $2.6M | -33% | 27k | 97.75 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.5M | -6% | 4.0k | 614.22 |
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| Carrier Global Corporation (CARR) | 0.1 | $2.4M | -5% | 46k | 52.83 |
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| Graham Corporation (GHM) | 0.1 | $2.3M | 36k | 64.24 |
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| General Motors Company (GM) | 0.1 | $2.2M | -9% | 27k | 81.31 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $2.0M | 23k | 87.37 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.0M | 37k | 54.70 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $1.9M | -2% | 65k | 28.84 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $1.7M | 53k | 31.20 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.6M | 17k | 96.24 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.6M | +21% | 10k | 154.16 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $1.5M | 99k | 15.59 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $1.4M | +49% | 30k | 45.90 |
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| Smith-Midland Corporation (SMID) | 0.0 | $1.4M | 38k | 36.35 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $1.4M | +2% | 17k | 77.85 |
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| Seneca Foods Corp Cl A (SENEA) | 0.0 | $1.3M | 12k | 110.59 |
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| Coherent Corp (COHR) | 0.0 | $1.2M | 6.8k | 184.61 |
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| Altria (MO) | 0.0 | $1.2M | -2% | 21k | 57.66 |
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| Analog Devices (ADI) | 0.0 | $1.2M | -5% | 4.5k | 271.21 |
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| Napco Security Systems (NSSC) | 0.0 | $1.2M | 29k | 41.69 |
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| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $1.2M | 58k | 20.67 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $1.1M | 4.2k | 275.45 |
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| Chemours (CC) | 0.0 | $1.1M | -8% | 96k | 11.79 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.1M | -5% | 2.8k | 396.39 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $1.1M | -5% | 1.0k | 1069.99 |
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| Corning Incorporated (GLW) | 0.0 | $1.1M | 12k | 87.54 |
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| Danaher Corporation (DHR) | 0.0 | $1.1M | 4.6k | 228.84 |
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| Neurocrine Biosciences (NBIX) | 0.0 | $998k | 7.0k | 141.76 |
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| Oracle Corporation (ORCL) | 0.0 | $993k | +46% | 5.1k | 194.86 |
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| Aehr Test Systems (AEHR) | 0.0 | $977k | 48k | 20.18 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $957k | +4% | 2.0k | 473.06 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $955k | -5% | 1.4k | 682.14 |
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| Iac Com New (IAC) | 0.0 | $926k | -56% | 24k | 39.10 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $909k | 2.8k | 323.14 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $907k | 7.7k | 117.23 |
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| Intuit (INTU) | 0.0 | $886k | 1.3k | 662.18 |
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| Permian Resources Corp Class A Com (PR) | 0.0 | $836k | 60k | 14.03 |
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| Centrus Energy Corp Cl A (LEU) | 0.0 | $830k | 3.4k | 242.55 |
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| Dxc Technology (DXC) | 0.0 | $788k | -15% | 54k | 14.65 |
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| PrimeEnergy Corporation (PNRG) | 0.0 | $780k | -8% | 4.6k | 171.05 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $755k | 1.00 | 755000.00 |
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| Chart Industries (GTLS) | 0.0 | $754k | 3.7k | 206.18 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $748k | 4.6k | 160.89 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $739k | -7% | 12k | 62.49 |
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| Dow (DOW) | 0.0 | $725k | -35% | 31k | 23.38 |
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| Solstice Advanced Materials Com Shs (SOLS) | 0.0 | $710k | NEW | 15k | 48.58 |
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| Dominion Resources (D) | 0.0 | $706k | +9% | 12k | 58.60 |
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| Enterprise Products Partners (EPD) | 0.0 | $701k | 22k | 32.08 |
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| CVS Caremark Corporation (CVS) | 0.0 | $699k | -10% | 8.8k | 79.38 |
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| Materion Corporation (MTRN) | 0.0 | $685k | 5.5k | 124.41 |
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| Truist Financial Corp equities (TFC) | 0.0 | $653k | +12% | 13k | 49.20 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $651k | +17% | 864.00 | 753.47 |
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| Eagle Ban (EGBN) | 0.0 | $642k | 30k | 21.42 |
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| Arcosa (ACA) | 0.0 | $640k | 6.0k | 106.33 |
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| Service Corporation International (SCI) | 0.0 | $618k | 7.9k | 77.93 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $601k | -2% | 7.3k | 81.99 |
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| Evi Industries (EVI) | 0.0 | $596k | 24k | 24.65 |
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| Align Technology (ALGN) | 0.0 | $591k | -62% | 3.8k | 156.27 |
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| Digital Realty Trust (DLR) | 0.0 | $587k | 3.8k | 154.84 |
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| Brown Forman Corp CL B (BF.B) | 0.0 | $570k | -5% | 22k | 26.06 |
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| Deere & Company (DE) | 0.0 | $561k | NEW | 1.2k | 465.17 |
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| D.R. Horton (DHI) | 0.0 | $555k | 3.9k | 144.16 |
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| Valero Energy Corporation (VLO) | 0.0 | $545k | 3.3k | 162.83 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $520k | -5% | 6.6k | 79.30 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $520k | 10k | 50.81 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $519k | 3.2k | 162.70 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $471k | +2% | 9.5k | 49.63 |
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| Advanced Micro Devices (AMD) | 0.0 | $457k | +18% | 2.1k | 214.05 |
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| Science App Int'l (SAIC) | 0.0 | $455k | -8% | 4.5k | 100.64 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $441k | -3% | 15k | 29.49 |
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| PNC Financial Services (PNC) | 0.0 | $421k | 2.0k | 208.73 |
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| Ford Motor Company (F) | 0.0 | $399k | 30k | 13.12 |
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| Aviat Networks Com New (AVNW) | 0.0 | $399k | 19k | 21.40 |
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| Match Group (MTCH) | 0.0 | $371k | -41% | 12k | 32.32 |
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| Hartford Financial Services (HIG) | 0.0 | $365k | 2.7k | 137.63 |
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| Tenet Healthcare Corp Com New (THC) | 0.0 | $358k | 1.8k | 198.89 |
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| Global X Fds Artificial Etf (AIQ) | 0.0 | $353k | 6.9k | 50.88 |
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| Starbucks Corporation (SBUX) | 0.0 | $349k | -14% | 4.1k | 84.22 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $348k | -15% | 15k | 24.07 |
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| Bwx Technologies (BWXT) | 0.0 | $344k | 2.0k | 172.69 |
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| Exelixis (EXEL) | 0.0 | $335k | 7.6k | 43.83 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $327k | 1.0k | 314.42 |
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| Park-Ohio Holdings (PKOH) | 0.0 | $326k | 16k | 20.92 |
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| Organon & Co Common Stock (OGN) | 0.0 | $324k | -15% | 45k | 7.16 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $320k | 3.0k | 106.67 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $313k | 2.4k | 131.51 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $304k | 649.00 | 468.41 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $304k | +24% | 5.7k | 53.81 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $294k | -4% | 18k | 16.41 |
|
| Cleveland-cliffs (CLF) | 0.0 | $294k | 22k | 13.29 |
|
|
| Tesla Motors (TSLA) | 0.0 | $285k | -9% | 633.00 | 450.24 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $281k | 2.9k | 96.90 |
|
|
| Sky Harbour Group Corporatio Com Cl A (SKYH) | 0.0 | $276k | 31k | 8.97 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $261k | 2.6k | 100.93 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $259k | 4.9k | 52.34 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $256k | 2.3k | 113.78 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $250k | -9% | 365.00 | 684.93 |
|
| Loews Corporation (L) | 0.0 | $246k | 2.3k | 105.13 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $241k | +100% | 5.4k | 44.63 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $234k | +7% | 4.4k | 52.80 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $228k | 8.3k | 27.41 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $226k | 1.6k | 141.25 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $220k | NEW | 486.00 | 452.67 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $218k | 2.0k | 106.65 |
|
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $218k | 3.4k | 64.12 |
|
|
| New York Times Cl A (NYT) | 0.0 | $213k | NEW | 3.1k | 69.49 |
|
| Jbg Smith Properties (JBGS) | 0.0 | $207k | 12k | 17.05 |
|
|
| Digi International (DGII) | 0.0 | $206k | NEW | 4.7k | 43.39 |
|
| Itron (ITRI) | 0.0 | $205k | 2.2k | 92.84 |
|
|
| Asure Software (ASUR) | 0.0 | $187k | 20k | 9.43 |
|
|
| Cryoport Com Par $0.001 (CYRX) | 0.0 | $124k | 13k | 9.64 |
|
|
| Harmonic (HLIT) | 0.0 | $117k | 12k | 9.93 |
|
|
| Data Storage Corp Com New (DTST) | 0.0 | $77k | -10% | 15k | 5.13 |
|
| Fitness Champs Hldgs Ord Shs (FCHL) | 0.0 | $7.0k | NEW | 32k | 0.22 |
|
Past Filings by Heritage Investors Management Corp
SEC 13F filings are viewable for Heritage Investors Management Corp going back to 2011
- Heritage Investors Management Corp 2025 Q4 filed Feb. 6, 2026
- Heritage Investors Management Corp 2025 Q3 filed Nov. 4, 2025
- Heritage Investors Management Corp 2025 Q2 filed Aug. 4, 2025
- Heritage Investors Management Corp 2025 Q1 filed May 5, 2025
- Heritage Investors Management Corp 2024 Q4 filed Feb. 5, 2025
- Heritage Investors Management Corp 2024 Q3 filed Oct. 30, 2024
- Heritage Investors Management Corp 2024 Q2 filed July 30, 2024
- Heritage Investors Management Corp 2024 Q1 filed April 29, 2024
- Heritage Investors Management Corp 2023 Q4 filed Feb. 7, 2024
- Heritage Investors Management Corp 2023 Q3 filed Nov. 9, 2023
- Heritage Investors Management Corp 2023 Q2 filed Aug. 1, 2023
- Heritage Investors Management Corp 2023 Q1 filed May 1, 2023
- Heritage Investors Management Corp 2022 Q4 filed Feb. 6, 2023
- Heritage Investors Management Corp 2022 Q3 filed Oct. 27, 2022
- Heritage Investors Management Corp 2022 Q2 filed Aug. 1, 2022
- Heritage Investors Management Corp 2022 Q1 filed May 2, 2022