Stock Taper 
HERITAGE FINANCIAL SERVICES, LLC
Latest 13F filing data - Q4 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eli Lilly and Company | LLY | 1.8K | $1.93M |
 QUALCOMM Incorporated | QCOM | 1.83K | $313.56K |
 Aflac Incorporated | AFL | 2.43K | $267.75K |
 JPMorgan Chase & Co. | JPM | 2.65K | $852.6K |
 Berkshire Hathaway Inc. | BRK-B | 2.83K | $1.42M |
 Chevron Corporation | CVX | 3.03K | $461.65K |
 Boston Scientific Corporation | BSX | 3.03K | $289.01K |
 Alphabet Inc. | GOOGL | 3.06K | $958.09K |
 Walmart Inc. | WMT | 3.14K | $350.27K |
 Cisco Systems, Inc. | CSCO | 3.34K | $256.97K |
 AbbVie Inc. | ABBV | 3.38K | $772.52K |
 Abbott Laboratories | ABT | 3.79K | $474.35K |
 McDonald's Corporation | MCD | 3.91K | $1.2M |
 Alphabet Inc. | GOOG | 4.43K | $1.39M |
 Applied Materials, Inc. | AMAT | 4.52K | $1.16M |
 Trimble Inc. | TRMB | 5.34K | $418.7K |
 Verizon Communications Inc. | VZ | 5.45K | $221.86K |
 Merck & Co., Inc. | MRK | 5.45K | $573.67K |
 Bank of America Corporation | BAC | 5.46K | $300.18K |
 Amazon.com, Inc. | AMZN | 5.5K | $1.27M |