Heritage Investment Group, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| PUTNAM ETF TRUST | $111.9K | 0.0% |
| CATERPILLAR INC | $203.9K | 0.0% |
| TJX Cos Inc/The | $206.1K | 0.0% |
| ISHARES TR | $208.3K | 0.0% |
| INVESCO EXCHANGE TRADED FD T | $209.5K | 0.0% |
| SOUTHERN CO | $213.1K | 0.0% |
| SCHWAB CHARLES CORP | $215.9K | 0.0% |
| INTEL CORP | $218.7K | 0.0% |
| CHEVRON CORP | $218.9K | 0.0% |
| HONEYWELL INTERNATIONAL INC | $220.6K | 0.0% |
| DIMENSIONAL ETF TRUST | $221.5K | 0.0% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $222.4K | 0.0% |
| Northrop Grumman Corp | $224.7K | 0.0% |
| VANGUARD SPECIALIZED FUNDS | $227.0K | 0.0% |
| INTERNATIONAL BUSINESS MACHINES CORP | $231.0K | 0.0% |
| ISHARES TR | $245.1K | 0.0% |
| SELECT SECTOR SPDR TR | $247.3K | 0.0% |
| VANGUARD INDEX FDS | $247.7K | 0.0% |
| iShares MSCI UAE ETF | $252.8K | 0.0% |
| BANK OF AMERICA CORP /DE | $256.5K | 0.0% |
| INTUIT INC. | $256.9K | 0.0% |
| Tompkins Financial Corp | $263.2K | 0.0% |
| American Tower Corp | $267.0K | 0.0% |
| Marathon Petroleum Corp | $268.1K | 0.0% |
| COCA COLA CO | $269.1K | 0.0% |
| AMERIPRISE FINANCIAL INC | $275.1K | 0.0% |
| VANGUARD WORLD FD | $280.2K | 0.0% |
| 3M CO | $281.9K | 0.0% |
| VANGUARD INTL EQUITY INDEX F | $290.7K | 0.0% |
| Netflix Inc | $302.0K | 0.0% |
| HERSHEY CO | $311.4K | 0.0% |
| AMPHENOL CORP /DE | $326.4K | 0.0% |
| Tesla Inc | $344.9K | 0.1% |
| SPDR S&P MIDCAP 400 ETF TR | $346.9K | 0.1% |
| VANGUARD WORLD FD | $352.8K | 0.1% |
| PEPSICO INC | $354.4K | 0.1% |
| CISCO SYSTEMS, INC. | $356.9K | 0.1% |
| NEXTERA ENERGY INC | $357.2K | 0.1% |
| MCDONALD'S CORP | $368.9K | 0.1% |
| Waters Corp | $380.2K | 0.1% |
| Walmart Inc. | $391.8K | 0.1% |
| VANGUARD INDEX FDS | $401.5K | 0.1% |
| ISHARES TR | $403.8K | 0.1% |
| ABBOTT LABORATORIES | $413.7K | 0.1% |
| SMITH & NEPHEW PLC | $431.3K | 0.1% |
| BWX Technologies, Inc. | $440.6K | 0.1% |
| ISHARES TR | $451.5K | 0.1% |
| Visa Inc | $482.6K | 0.1% |
| ISHARES ETHEREUM TR | $499.2K | 0.1% |
| CASEYS GENERAL STORES INC | $517.3K | 0.1% |