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Heritage Investment Group, Inc.
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Q1 2025 Filing
Heritage Investment Group, Inc.
Q1 2025 Filing
Filed April 25, 2025
Portfolio Value
$531.9B
Holdings
110
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (110 positions)
#
Stock
Shares
Value
% Portfolio
Type
101
TMP
TOMPKINS FINL CORP
3,629
$229K
0.00%
102
INTU
INTUIT
363
$223K
0.00%
103
DFIV
DIMENSIONAL ETF TRUST
5,567
$219K
0.00%
104
CARR
CARRIER GLOBAL CORPORATION
3,427
$217K
0.00%
105
ITOT
ISHARES TR
1,773
$216K
0.00%
106
CVX
CHEVRON CORP NEW
1,234
$206K
0.00%
107
VV
VANGUARD INDEX FDS
787
$202K
0.00%
108
HON
HONEYWELL INTL INC
954
$202K
0.00%
109
VIG
VANGUARD SPECIALIZED FUNDS
1,033
$200K
0.00%
110
VISN
COMMSCOPE HLDG CO INC
25,000
$133K
0.00%
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