HERITAGE INVESTMENT GROUP, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TEVA | 24K | $722.13K |
 | AAPL | 17K | $4.42M |
 | SNN | 13K | $417.78K |
 | NVDA | 11K | $1.86M |
 | T | 8K | $235.05K |
 | WFC | 8K | $608.14K |
 | ORCL | 7K | $1.02M |
 | AVGO | 6K | $1.86M |
 | MSFT | 6K | $2.21M |
 | INTC | 6K | $261.61K |
 | XOM | 5K | $861.43K |
 | AMZN | 5K | $1.04M |
 | JPM | 5K | $1.43M |
 | PG | 5K | $678.36K |
 | BAC | 5K | $226.69K |
 | CSCO | 5K | $359.47K |
 | NEE | 4K | $413.41K |
 | JNJ | 4K | $1.08M |
 | BRK-B | 4K | $2.10M |
 | COHR | 4K | $1.02M |
Teva Pharmaceutical Industries Limited
TEVA
Shares Held
24K
Value
$722.13K
Apple Inc.
AAPL
Shares Held
17K
Value
$4.42M
Smith & Nephew plc
SNN
Shares Held
13K
Value
$417.78K
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$1.86M
AT&T Inc.
T
Shares Held
8K
Value
$235.05K
Wells Fargo & Company
WFC
Shares Held
8K
Value
$608.14K
Oracle Corporation
ORCL
Shares Held
7K
Value
$1.02M
Broadcom Inc.
AVGO
Shares Held
6K
Value
$1.86M
Microsoft Corporation
MSFT
Shares Held
6K
Value
$2.21M
Intel Corp.
INTC
Shares Held
6K
Value
$261.61K
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$861.43K
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.04M
JPMorgan Chase & Co.
JPM
Shares Held
5K
Value
$1.43M
The Procter & Gamble Company
PG
Shares Held
5K
Value
$678.36K
Bank of America Corporation
BAC
Shares Held
5K
Value
$226.69K
Cisco Systems, Inc.
CSCO
Shares Held
5K
Value
$359.47K
NextEra Energy, Inc.
NEE
Shares Held
4K
Value
$413.41K
Johnson & Johnson
JNJ
Shares Held
4K
Value
$1.08M
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$2.10M
Coherent, Inc.
COHR
Shares Held
4K
Value
$1.02M