Heritage Financial Services, LLC Q2 2024 Filing

Filed July 23, 2024

Portfolio Value

$697.1B

Holdings

105

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (105 positions)

#StockSharesValue% PortfolioType
101
AMATAPPLIED MATLS INC
4,966$1K0.00%
102
KOCOCA COLA CO
21,026$1K0.00%
103
IVVISHARES TR
2,842$1K0.00%
104
VTEBVANGUARD MUN BD FDS
20,117$1K0.00%
105
COSTCOSTCO WHSL CORP NEW
1,445$1K0.00%
PreviousPage 2 of 2