HERITAGE INVESTMENT GROUP, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TEVA | 24K | $748.26K |
 | AAPL | 17K | $4.62M |
 | SNN | 13K | $431.32K |
 | NVDA | 11K | $1.97M |
 | WFC | 8K | $737.12K |
 | ORCL | 7K | $1.35M |
 | MSFT | 6K | $2.99M |
 | AVGO | 6K | $2.14M |
 | XOM | 6K | $729.55K |
 | INTC | 6K | $218.75K |
 | JPM | 5K | $1.59M |
 | PG | 5K | $679.79K |
 | BAC | 5K | $256.52K |
 | CSCO | 5K | $356.88K |
 | AMZN | 5K | $1.06M |
 | BRK-B | 5K | $2.27M |
 | JNJ | 4K | $922.38K |
 | NEE | 4K | $357.25K |
 | COHR | 4K | $801.22K |
 | AMGN | 4K | $1.40M |
Teva Pharmaceutical Industries Limited
TEVA
Shares Held
24K
Value
$748.26K
Apple Inc.
AAPL
Shares Held
17K
Value
$4.62M
Smith & Nephew plc
SNN
Shares Held
13K
Value
$431.32K
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$1.97M
Wells Fargo & Company
WFC
Shares Held
8K
Value
$737.12K
Oracle Corporation
ORCL
Shares Held
7K
Value
$1.35M
Microsoft Corporation
MSFT
Shares Held
6K
Value
$2.99M
Broadcom Inc.
AVGO
Shares Held
6K
Value
$2.14M
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$729.55K
Intel Corporation
INTC
Shares Held
6K
Value
$218.75K
JPMorgan Chase & Co.
JPM
Shares Held
5K
Value
$1.59M
The Procter & Gamble Company
PG
Shares Held
5K
Value
$679.79K
Bank of America Corporation
BAC
Shares Held
5K
Value
$256.52K
Cisco Systems, Inc.
CSCO
Shares Held
5K
Value
$356.88K
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.06M
Berkshire Hathaway Inc.
BRK-B
Shares Held
5K
Value
$2.27M
Johnson & Johnson
JNJ
Shares Held
4K
Value
$922.38K
NextEra Energy, Inc.
NEE
Shares Held
4K
Value
$357.25K
Coherent, Inc.
COHR
Shares Held
4K
Value
$801.22K
Amgen Inc.
AMGN
Shares Held
4K
Value
$1.40M