Stock Taper 
HERITAGE FINANCIAL SERVICES, LLC
Latest 13F filing data - Q4 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AirJoule Technologies Corporation | AIRJ | 97.81K | $385.36K |
 Apple Inc. | AAPL | 39.02K | $10.61M |
 NVIDIA Corporation | NVDA | 24.01K | $4.48M |
 The Coca-Cola Company | KO | 21K | $1.47M |
 Manulife Financial Corporation | MFC | 15.11K | $548.08K |
 The Procter & Gamble Company | PG | 14.27K | $2.05M |
 Exxon Mobil Corporation | XOM | 12.38K | $1.49M |
 NextEra Energy, Inc. | NEE | 11.81K | $948.19K |
 AT&T Inc. | T | 9.88K | $245.4K |
 Eversource Energy | ES | 9.26K | $623.48K |
 Johnson & Johnson | JNJ | 8.78K | $1.82M |
 Microsoft Corporation | MSFT | 8.27K | $4M |
 The TJX Companies, Inc. | TJX | 6.66K | $1.02M |
 Broadcom Inc. | AVGO | 6.04K | $2.09M |
 International Business Machines Corporation | IBM | 5.63K | $1.67M |
 Amazon.com, Inc. | AMZN | 5.5K | $1.27M |
 Bank of America Corporation | BAC | 5.46K | $300.18K |
 Merck & Co., Inc. | MRK | 5.45K | $573.67K |
 Verizon Communications Inc. | VZ | 5.45K | $221.86K |
 Trimble Inc. | TRMB | 5.34K | $418.7K |