HERITAGE INVESTMENT GROUP, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TEVA | 24K | $484.30K |
 | AAPL | 17K | $4.28M |
 | FVR | 15K | $202.65K |
 | SNN | 13K | $469.85K |
 | NVDA | 10K | $1.88M |
 | WFC | 7K | $596.80K |
 | ORCL | 7K | $1.95M |
 | XOM | 6K | $661.77K |
 | MSFT | 6K | $2.92M |
 | JPM | 5K | $1.61M |
 | BRK-B | 5K | $2.32M |
 | PG | 5K | $704.10K |
 | NEE | 5K | $343.63K |
 | COHR | 4K | $467.50K |
 | JNJ | 4K | $798.42K |
 | AMGN | 4K | $1.19M |
 | CSCO | 4K | $281.96K |
 | AMZN | 4K | $847.32K |
 | ALL | 4K | $805.58K |
 | RTX | 4K | $595.86K |
Teva Pharmaceutical Industries Limited
TEVA
Shares Held
24K
Value
$484.30K
Apple Inc.
AAPL
Shares Held
17K
Value
$4.28M
FrontView REIT, Inc.
FVR
Shares Held
15K
Value
$202.65K
Smith & Nephew plc
SNN
Shares Held
13K
Value
$469.85K
NVIDIA Corporation
NVDA
Shares Held
10K
Value
$1.88M
Wells Fargo & Company
WFC
Shares Held
7K
Value
$596.80K
Oracle Corporation
ORCL
Shares Held
7K
Value
$1.95M
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$661.77K
Microsoft Corporation
MSFT
Shares Held
6K
Value
$2.92M
JPMorgan Chase & Co.
JPM
Shares Held
5K
Value
$1.61M
Berkshire Hathaway Inc.
BRK-B
Shares Held
5K
Value
$2.32M
The Procter & Gamble Company
PG
Shares Held
5K
Value
$704.10K
NextEra Energy, Inc.
NEE
Shares Held
5K
Value
$343.63K
Coherent, Inc.
COHR
Shares Held
4K
Value
$467.50K
Johnson & Johnson
JNJ
Shares Held
4K
Value
$798.42K
Amgen Inc.
AMGN
Shares Held
4K
Value
$1.19M
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$281.96K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$847.32K
The Allstate Corporation
ALL
Shares Held
4K
Value
$805.58K
RTX Corporation
RTX
Shares Held
4K
Value
$595.86K