CIK 1752035
Heritage Financial Services, LLC
Institutional 13F holdings & portfolio
Holdings
126
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 101–126 of 126
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BSX | BOSTON SCIENTIFIC CORP | 3K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 409 | $100K–$500K | SH |
| AFL | AFLAC INC | 2K | $100K–$500K | SH |
| IWR | ISHARES TR | 3K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 3K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 657 | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| T | AT&T INC | 10K | $100K–$500K | SH |
| OEF | ISHARES TR | 711 | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 914 | $100K–$500K | SH |
| LOW | LOWES COS INC | 967 | $100K–$500K | SH |
| RWL | INVESCO EXCH TRADED FD TR II | 2K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 5K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| MMM | 3M CO | 1K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 509 | $100K–$500K | SH |
| UNP | UNION PAC CORP | 907 | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 362 | $100K–$500K | SH |
| IJH | ISHARES TR | 3K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 1K | $100K–$500K | SH |
| RMT | ROYCE MICRO-CAP TR INC | 10K | $100K–$500K | SH |