HERITAGE FINANCIAL SERVICES, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AIRJ | 98K | $385.36K |
 | AAPL | 39K | $10.61M |
 | NVDA | 24K | $4.48M |
 | KO | 21K | $1.47M |
 | MFC | 15K | $548.08K |
 | PG | 14K | $2.05M |
 | XOM | 12K | $1.49M |
 | NEE | 12K | $948.19K |
 | T | 10K | $245.40K |
 | ES | 9K | $623.48K |
 | JNJ | 9K | $1.82M |
 | MSFT | 8K | $4.00M |
 | TJX | 7K | $1.02M |
 | AVGO | 6K | $2.09M |
 | IBM | 6K | $1.67M |
 | AMZN | 6K | $1.27M |
 | BAC | 5K | $300.18K |
 | MRK | 5K | $573.67K |
 | VZ | 5K | $221.86K |
 | TRMB | 5K | $418.70K |
AirJoule Technologies Corporation
AIRJ
Shares Held
98K
Value
$385.36K
Apple Inc.
AAPL
Shares Held
39K
Value
$10.61M
NVIDIA Corporation
NVDA
Shares Held
24K
Value
$4.48M
The Coca-Cola Company
KO
Shares Held
21K
Value
$1.47M
Manulife Financial Corporation
MFC
Shares Held
15K
Value
$548.08K
The Procter & Gamble Company
PG
Shares Held
14K
Value
$2.05M
Exxon Mobil Corporation
XOM
Shares Held
12K
Value
$1.49M
NextEra Energy, Inc.
NEE
Shares Held
12K
Value
$948.19K
AT&T Inc.
T
Shares Held
10K
Value
$245.40K
Eversource Energy
ES
Shares Held
9K
Value
$623.48K
Johnson & Johnson
JNJ
Shares Held
9K
Value
$1.82M
Microsoft Corporation
MSFT
Shares Held
8K
Value
$4.00M
The TJX Companies, Inc.
TJX
Shares Held
7K
Value
$1.02M
Broadcom Inc.
AVGO
Shares Held
6K
Value
$2.09M
International Business Machines Corporation
IBM
Shares Held
6K
Value
$1.67M
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.27M
Bank of America Corporation
BAC
Shares Held
5K
Value
$300.18K
Merck & Co., Inc.
MRK
Shares Held
5K
Value
$573.67K
Verizon Communications Inc.
VZ
Shares Held
5K
Value
$221.86K
Trimble Inc.
TRMB
Shares Held
5K
Value
$418.70K