HERITAGE FINANCIAL SERVICES, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TT | 669 | $282.29K |
 | META | 627 | $460.46K |
 | SYK | 578 | $213.82K |
 | ETN | 566 | $211.83K |
 | IDXX | 409 | $261.31K |
 | TPL | 396 | $369.72K |
Trane Technologies plc
TT
Shares Held
669
Value
$282.29K
Meta Platforms, Inc.
META
Shares Held
627
Value
$460.46K
Stryker Corporation
SYK
Shares Held
578
Value
$213.82K
Eaton Corporation plc
ETN
Shares Held
566
Value
$211.83K
IDEXX Laboratories, Inc.
IDXX
Shares Held
409
Value
$261.31K
Texas Pacific Land Corporation
TPL
Shares Held
396
Value
$369.72K