HERITAGE FINANCIAL SERVICES, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MRK | 5K | $441.22K |
 | IBM | 5K | $1.36M |
 | GOOG | 5K | $1.16M |
 | AMAT | 5K | $930.01K |
 | PSTG | 5K | $378.99K |
 | CSCO | 4K | $280.59K |
 | PAYX | 4K | $498.67K |
 | ABBV | 4K | $884.25K |
 | ABT | 4K | $492.63K |
 | BRK-B | 4K | $1.77M |
 | GOOGL | 3K | $810.50K |
 | CVX | 3K | $489.48K |
 | ADI | 3K | $772.65K |
 | WMT | 3K | $310.31K |
 | BSX | 3K | $293.77K |
 | JPM | 3K | $892.91K |
 | CBT | 3K | $205.87K |
 | GLW | 3K | $217.54K |
 | AFL | 2K | $269.65K |
 | RTX | 2K | $365.45K |
Merck & Co., Inc.
MRK
Shares Held
5K
Value
$441.22K
International Business Machines Corporation
IBM
Shares Held
5K
Value
$1.36M
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.16M
Applied Materials, Inc.
AMAT
Shares Held
5K
Value
$930.01K
Pure Storage, Inc.
PSTG
Shares Held
5K
Value
$378.99K
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$280.59K
Paychex, Inc.
PAYX
Shares Held
4K
Value
$498.67K
AbbVie Inc.
ABBV
Shares Held
4K
Value
$884.25K
Abbott Laboratories
ABT
Shares Held
4K
Value
$492.63K
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$1.77M
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$810.50K
Chevron Corporation
CVX
Shares Held
3K
Value
$489.48K
Analog Devices, Inc.
ADI
Shares Held
3K
Value
$772.65K
Walmart Inc.
WMT
Shares Held
3K
Value
$310.31K
Boston Scientific Corporation
BSX
Shares Held
3K
Value
$293.77K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$892.91K
Cabot Corporation
CBT
Shares Held
3K
Value
$205.87K
Corning Incorporated
GLW
Shares Held
3K
Value
$217.54K
Aflac Incorporated
AFL
Shares Held
2K
Value
$269.65K
RTX Corporation
RTX
Shares Held
2K
Value
$365.45K