HoldingsChannel.com
All Stocks Held By Heritage Trust Co
As of  09/30/2022, we find all stocks held by Heritage Trust Co to be as follows, presented in the table below with each row detailing each Heritage Trust Co position, ordered by largest to smallest position size. The all-stocks-held-by-Heritage Trust Co table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Heritage Trust Co as of the latest filing.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
APPLE INC 233,328 -716 $32,246
     AAPL233,328-716$32,246
MICROSOFT CORP 118,965 -75 $27,706
     MSFT118,965-75$27,706
VANGUARD (VEA) 602,524 -13,763 $21,907
     VEA602,524-13,763$21,907
UNITEDHEALTH GROUP INC 24,824 -729 $12,538
     UNH24,824-729$12,538
HOME DEPOT INC 43,276 +2,561 $11,942
     HD43,276+2,561$11,942
ABBVIE INC 87,899 +552 $11,797
     ABBV87,899+552$11,797
JOHNSON & JOHNSON 68,481 +1,668 $11,187
     JNJ68,481+1,668$11,187
QUALCOMM INC 90,515 +4,949 $10,227
     QCOM90,515+4,949$10,227
ALPHABET INC 105,922 +100,713 $10,184
     GOOG105,922+100,713$10,184
PAYCOM SOFTWARE INC 25,751 -78 $8,498
     PAYC25,751-78$8,498
BARCLAYS 459,094 +459,094 $8,397
     CAPD459,094+459,094$8,397
VANGUARD (VWO) 222,122 -20,630 $8,105
     VWO222,122-20,630$8,105
DANAHER CORP 30,058 +107 $7,764
     DHR30,058+107$7,764
AUTOMATIC DATA PROCESSING INC 32,183 -1,431 $7,279
     ADP32,183-1,431$7,279
VISA INC 40,356 -50 $7,169
     V40,356-50$7,169
JPMORGAN CHASE & CO 67,559 +114 $7,060
     JPM67,559+114$7,060
VANGUARD (VOO) 21,309 UNCH $6,996
     VOO21,309UNCH$6,996
AMAZON COM INC 61,069 -611 $6,901
     AMZN61,069-611$6,901
STARBUCKS CORP 81,240 +586 $6,845
     SBUX81,240+586$6,845
LOWES COS INC 36,025 +2,745 $6,766
     LOW36,025+2,745$6,766
AMERICAN TOWER CORP 30,645 -92 $6,579
     AMT30,645-92$6,579
WALMART INC 50,685 +316 $6,573
     WMT50,685+316$6,573
ALPHABET INC 65,369 +62,291 $6,253
     GOOGL65,369+62,291$6,253
ILLINOIS TOOL WORKS INC 34,001 +116 $6,141
     ITW34,001+116$6,141
ABBOTT LABS 62,618 -668 $6,059
     ABT62,618-668$6,059
SPDR S&P 500 MKT (SPY) 16,787 +67 $5,996
     SPY16,787+67$5,996
BERKSHIRE HATHAWAY INC      $5,990
     BRK.B16,343-386$4,364
     BRK.A6UNCH$1,626
ACCENTURE PLC A 22,702 -281 $5,841
     ACN22,702-281$5,841
MERCK & CO INC 66,224 +266 $5,704
     MRK66,224+266$5,704
ISHARES (IVV) 15,838 -348 $5,680
     IVV15,838-348$5,680
ISHARES (TIP) 53,580 -384 $5,621
     TIP53,580-384$5,621
PROCTER & GAMBLE CO 41,330 +531 $5,218
     PG41,330+531$5,218
ORACLE CORP 84,986 +3,412 $5,190
     ORCL84,986+3,412$5,190
VANGUARD (VTIP) 104,496 -3,334 $5,027
     VTIP104,496-3,334$5,027
ISHARES (SCZ) 99,912 -3,547 $4,873
     SCZ99,912-3,547$4,873
EXXON MOBIL CORP 54,270 +6,101 $4,738
     XOM54,270+6,101$4,738
AMERICAN EXPRESS CO 33,457 -256 $4,513
     AXP33,457-256$4,513
CHEVRON CORP 31,352 +10,002 $4,505
     CVX31,352+10,002$4,505
MORGAN STANLEY 56,202 +1,511 $4,441
     MS56,202+1,511$4,441
SPDR (SPDW) 169,210 UNCH $4,366
     SPDW169,210UNCH$4,366
CISCO SYSTEMS INC 105,108 +345 $4,204
     CSCO105,108+345$4,204
DEERE & CO 11,668 +6,487 $3,896
     DE11,668+6,487$3,896
INTEL CORP 148,540 +1,566 $3,827
     INTC148,540+1,566$3,827
VANGUARD (VIG) 27,999 -444 $3,784
     VIG27,999-444$3,784
FISERV INC 39,355 +6,146 $3,682
     FISV39,355+6,146$3,682
US BANCORP 86,330 -244 $3,480
     USB86,330-244$3,480
LAM RESEARCH CORP 9,364 +18 $3,427
     LRCX9,364+18$3,427
GENUINE PARTS CO 22,698 -530 $3,389
     GPC22,698-530$3,389
WALT DISNEY CO 35,778 -35 $3,375
     DIS35,778-35$3,375
INVESCO 25,904 -98 $3,297
     RSP25,904-98$3,297
PEPSICO INC 20,071 +420 $3,276
     PEP20,071+420$3,276
UNITED PARCEL SERVICE 19,379 +26 $3,131
     UPS19,379+26$3,131
VANGUARD (VB) 18,308 UNCH $3,129
     VB18,308UNCH$3,129
MONDELEZ INTL INC 55,212 -99 $3,027
     MDLZ55,212-99$3,027
ALTRIA GROUP INC 74,835 +582 $3,022
     MO74,835+582$3,022
ARCHER DANIELS MIDLAND CO 37,244 +19,806 $2,996
     ADM37,244+19,806$2,996
TARGET CORP 20,194 +405 $2,996
     TGT20,194+405$2,996
MCDONALD S CORP 12,834 -134 $2,961
     MCD12,834-134$2,961
INTERCONTINENTAL EXCHANGE INC (ICE) 31,654 +624 $2,860
     ICE31,654+624$2,860
UNION PACIFIC CORP 14,676 -339 $2,859
     UNP14,676-339$2,859
ONEOK INC 54,219 +3,384 $2,778
     OKE54,219+3,384$2,778
DEVON ENERGY CORP 44,593 +3,367 $2,681
     DVN44,593+3,367$2,681
PHILLIPS 66 32,949 -1,072 $2,660
     PSX32,949-1,072$2,660
PFIZER INC 60,639 -42 $2,654
     PFE60,639-42$2,654
PERKINELMER INC 21,979 -268 $2,645
     PKI21,979-268$2,645
HONEYWELL INTERNATIONAL INC 15,730 +84 $2,627
     HON15,730+84$2,627
PNC FINANCIAL SERVICES GROUP INC 17,264 +4,947 $2,580
     PNC17,264+4,947$2,580
GILEAD SCIENCES INC 41,684 +1,276 $2,572
     GILD41,684+1,276$2,572
VANGUARD (VCIT) 33,538 -371 $2,538
     VCIT33,538-371$2,538
BLACKROCK INC 4,583 +604 $2,521
     BLK4,583+604$2,521
AMGEN INC 10,440 +1,539 $2,353
     AMGN10,440+1,539$2,353
SHERWIN WILLIAMS CO 11,068 +1,327 $2,266
     SHW11,068+1,327$2,266
APPLIED MATERIALS INC 27,440 -536 $2,249
     AMAT27,440-536$2,249
CORNING INC 76,838 -38 $2,230
     GLW76,838-38$2,230
COCA COLA CO 39,435 +19 $2,209
     KO39,435+19$2,209
ISHARES (IEFA) 40,339 -281 $2,125
     IEFA40,339-281$2,125
DR HORTON INC 31,489 +79 $2,121
     DHI31,489+79$2,121
BRISTOL MYERS SQUIBB CO 29,255 -16 $2,080
     BMY29,255-16$2,080
METLIFE INC 34,169 +617 $2,077
     MET34,169+617$2,077
META PLATFORMS INC CL A 15,304 +583 $2,076
     FB15,304+583$2,076
GENERAL MTRS CO 63,678 +78 $2,044
     GM63,678+78$2,044
ISHARES (GVI) 19,837 -865 $2,017
     GVI19,837-865$2,017
GLOBAL PAYMENTS INC 18,578 +778 $2,008
     GPN18,578+778$2,008
VANGUARD (VPU) 14,039 -28 $1,997
     VPU14,039-28$1,997
CVS HEALTH CORP 20,160 +237 $1,923
     CVS20,160+237$1,923
BANK OF AMERICA CORPORATION 63,117 -1,488 $1,906
     BAC63,117-1,488$1,906
PAYPAL HOLDINGS INC 21,568 +771 $1,856
     PYPL21,568+771$1,856
TRUIST FINANCIAL CORPORATION 42,253 +396 $1,839
     TFC42,253+396$1,839
PIMCO 32,650 UNCH $1,832
     LTPZ32,650UNCH$1,832
ISHARES (IEMG) 39,672 -2,662 $1,705
     IEMG39,672-2,662$1,705
JANUS HENDERSON 37,621 -2,353 $1,694
     JMBS37,621-2,353$1,694
GOLDMAN SACHS GROUP INC 5,691 +265 $1,667
     GS5,691+265$1,667
MARSH & MCLENNAN COS INC 10,922 -11,175 $1,631
     MMC10,922-11,175$1,631
ZIMMER BIOMET HOLDINGS INC 15,228 +1,140 $1,592
     ZBH15,228+1,140$1,592
PACCAR INC 19,005 -5 $1,591
     PCAR19,005-5$1,591
LOCKHEED MARTIN CORP 4,065 +204 $1,571
     LMT4,065+204$1,571
CATERPILLAR INC 9,318 -8 $1,529
     CAT9,318-8$1,529
CAPITAL ONE FINANCIAL 16,557 -1,436 $1,526
     COF16,557-1,436$1,526
PROSPERITY BANCSHARES INC (PB) 21,693 UNCH $1,446
     PB21,693UNCH$1,446
NEXTERA ENERGY INC 18,319 +1,475 $1,437
     NEE18,319+1,475$1,437
BROADCOM INC 3,186 -3 $1,414
     AVGO3,186-3$1,414
NUTRIEN LTD 16,403 +16,403 $1,368
     NTR16,403+16,403$1,368
CONOCOPHILLIPS 13,312 -642 $1,362
     COP13,312-642$1,362
L3 HARRIS TECHNOLOGIES INC 6,513 +1,463 $1,354
     LHX6,513+1,463$1,354
REGENERON PHARMACEUTICALS INC 1,927 -739 $1,327
     REGN1,927-739$1,327
JOHNSON CTLS INTL PLC SHS 26,060 -25,842 $1,283
     JCI26,060-25,842$1,283
HCA HEALTHCARE INC 6,925 -73 $1,273
     HCA6,925-73$1,273
VANGUARD (VIGI) 20,173 -1,562 $1,251
     VIGI20,173-1,562$1,251
RYMAN HOSPITALITY PPTYS INC COM 16,803 -134 $1,237
     RHP16,803-134$1,237
DUKE ENERGY CORP 13,242 -121 $1,232
     DUK13,242-121$1,232
PALO ALTO NETWORKS INC 7,519 +5,058 $1,231
     PANW7,519+5,058$1,231
VANGUARD (VCSH) 16,405 -2,885 $1,218
     VCSH16,405-2,885$1,218
ISHARES (IDEV) 25,160 -556 $1,215
     IDEV25,160-556$1,215
VANGUARD (VOX) 14,322 -130 $1,180
     VOX14,322-130$1,180
ISHARES (EEM) 32,774 -330 $1,143
     EEM32,774-330$1,143
EVERSOURCE ENERGY 14,197 -5 $1,107
     ES14,197-5$1,107
HEICO CORP      $1,090
     HEI.A9,510UNCH$1,090
RAYTHEON TECHNOLOGIES 13,244 +91 $1,084
     RTX13,244+91$1,084
PAYCHEX INC 9,421 UNCH $1,058
     PAYX9,421UNCH$1,058
VULCAN MATERIALS CO 6,601 -260 $1,040
     VMC6,601-260$1,040
ISHARES (IVW) 17,764 -5,200 $1,028
     IVW17,764-5,200$1,028
AFLAC INC 18,032 -25 $1,013
     AFL18,032-25$1,013
ISHARES (IAGG) 20,940 UNCH $1,012
     IAGG20,940UNCH$1,012
ISHARES (ICSH) 19,837 UNCH $992
     ICSH19,837UNCH$992
COMMERCE BANCSHARES INC (CBSH) 14,824 -38 $981
     CBSH14,824-38$981
S&P GLOBAL INC COM 3,167 +9 $967
     SPGI3,167+9$967
SALESFORCE COM INC 6,711 +105 $965
     CRM6,711+105$965
HERSHEY CO 4,226 -114 $932
     HSY4,226-114$932
CHUBB LIMITED COM 4,919 -214 $895
     CB4,919-214$895
MARRIOTT INTL INC 6,379 +130 $894
     MAR6,379+130$894
CUMMINS INC 4,289 +1,398 $873
     CMI4,289+1,398$873
VALERO ENERGY CORP 8,022 -84 $858
     VLO8,022-84$858
VANGUARD (VNQI) 22,240 UNCH $848
     VNQI22,240UNCH$848
ZOETIS INC CL A 5,656 +138 $838
     ZTS5,656+138$838
MASTERCARD INC 2,885 +64 $821
     MA2,885+64$821
ISHARES (IWR) 12,774 -141 $794
     IWR12,774-141$794
INVESCO 38,505 UNCH $785
     BSCO38,505UNCH$785
MCKESSON CORP 2,253 -6,806 $766
     MCK2,253-6,806$766
COSTCO WHOLESALE CORP 1,613 UNCH $762
     COST1,613UNCH$762
DTE ENERGY CO 6,452 -8 $742
     DTE6,452-8$742
BEST BUY CO INC 11,532 -70 $730
     BBY11,532-70$730
SERVICENOW INC 1,897 -171 $716
     NOW1,897-171$716
PIONEER NATURAL RESOURCES CO 3,177 +82 $688
     PXD3,177+82$688
BP PLC SPONSORED ADR 24,068 -64 $687
     BP24,068-64$687
SPDR (JNK) 7,809 -221 $686
     JNK7,809-221$686
CROWN CASTLE INTL CORP 4,702 +4,702 $680
     CCI4,702+4,702$680
THERMO FISHER SCIENTIFIC INC 1,319 -66 $669
     TMO1,319-66$669
VAIL RESORTS INC 3,092 +19 $667
     MTN3,092+19$667
BECTON DICKINSON & CO 2,964 -35 $660
     BDX2,964-35$660
WISDOMTREE 17,198 -557 $647
     DON17,198-557$647
EMERSON ELECTRIC CO 8,827 -97 $647
     EMR8,827-97$647
GENERAC HOLDINGS INC 3,633 +1,688 $647
     GNRC3,633+1,688$647
DATADOG INC 7,259 +120 $645
     DDOG7,259+120$645
VALMONT INDUSTRIES INC 2,393 UNCH $643
     VMI2,393UNCH$643
PPG INDUSTRIES INC 5,756 UNCH $638
     PPG5,756UNCH$638
FEDEX CORP 4,206 +640 $625
     FDX4,206+640$625
NORFOLK SOUTHERN CORP 2,909 +263 $610
     NSC2,909+263$610
DELTA AIR LINES INC 21,277 -4,800 $597
     DAL21,277-4,800$597
VERIZON COMMUNICATIONS INC 15,563 +1,087 $591
     VZ15,563+1,087$591
INTERNATIONAL BUSINESS MACHINES 4,912 +31 $583
     IBM4,912+31$583
ENTERPRISE PRODUCTS PARTNERS LP 24,144 +389 $574
     EPD24,144+389$574
TEXAS INSTRUMENTS INC 3,696 -60 $572
     TXN3,696-60$572
AVERY DENNISON CORP 3,502 -236 $570
     AVY3,502-236$570
ISHARES (LQD) 5,541 -298 $568
     LQD5,541-298$568
AMETEK INC 4,980 UNCH $565
     AME4,980UNCH$565
EQUINIX INC 988 -82 $562
     EQIX988-82$562
OGE ENERGY CORP 15,345 UNCH $559
     OGE15,345UNCH$559
THE DUCKHORN PORTFOLIO INC 38,634 +38,634 $557
     NAPA38,634+38,634$557
ISHARES (IWM) 3,269 -9 $539
     IWM3,269-9$539
ISHARES (EFA) 9,292 -108 $520
     EFA9,292-108$520
ELI LILLY & CO 1,601 -19 $518
     LLY1,601-19$518
MAGELLAN MIDSTREAM PARTNERS LP 10,824 -1,049 $514
     MMP10,824-1,049$514
VANGUARD (VNQ) 6,374 UNCH $511
     VNQ6,374UNCH$511
VANGUARD (VAW) 3,365 UNCH $500
     VAW3,365UNCH$500
MODERNA INC 4,144 -508 $490
     MRNA4,144-508$490
INVESCO 4,520 UNCH $480
     PTF4,520UNCH$480
T ROWE PRICE GROUP INC 4,572 UNCH $480
     TROW4,572UNCH$480
PRUDENTIAL FINANCIAL INC 5,565 +32 $478
     PRU5,565+32$478
MPLX LP 15,795 UNCH $474
     MPLX15,795UNCH$474
ALLIANT ENERGY CORP 8,858 -227 $469
     LNT8,858-227$469
ENPHASE ENERGY INC 1,588 UNCH $440
     ENPH1,588UNCH$440
MICRON TECHNOLOGY INC 8,602 +1,830 $431
     MU8,602+1,830$431
INTUITIVE SURGICAL INC 2,281 +100 $428
     ISRG2,281+100$428
KRAFT HEINZ CO COM 12,352 +3 $412
     KHC12,352+3$412
HEWLETT PACKARD ENTERPRISE CO 34,287 +34,287 $411
     HPE34,287+34,287$411
TEKLA WORLD HEALTHCARE FUND (THW) 30,045 UNCH $386
     THW30,045UNCH$386
XCEL ENERGY INC 6,001 -160 $384
     XEL6,001-160$384
BANCFIRST CORP 4,186 -102 $375
     BANF4,186-102$375
PIMCO 3,958 UNCH $375
     LDUR3,958UNCH$375
EATON VANCE 45,100 UNCH $373
     ETJ45,100UNCH$373
OFS CAPITAL CORP 45,305 UNCH $372
     OFS45,305UNCH$372
INVESCO 19,620 UNCH $366
     BSCQ19,620UNCH$366
WEC ENERGY GROUP INC 4,069 UNCH $364
     WEC4,069UNCH$364
PROSPECT CAPITAL CORP 58,375 UNCH $362
     PSEC58,375UNCH$362
WILLIAMS COS INC 12,564 -2,159 $360
     WMB12,564-2,159$360
AT&T INC 23,049 -8,147 $353
     T23,049-8,147$353
ISHARES (IJH) 1,595 -289 $349
     IJH1,595-289$349
OWL ROCK CAPITAL CORPORATION 33,315 UNCH $345
     ORCC33,315UNCH$345
ADOBE SYSTEMS INC 1,226 -203 $337
     ADBE1,226-203$337
HERCULES TECHNOLOGY GROWTH 28,000 UNCH $324
     HTGC28,000UNCH$324
KIMBERLY CLARK CORP 2,820 UNCH $317
     KMB2,820UNCH$317
TRANE TECHNOLOGIES 2,171 +10 $314
     TT2,171+10$314
ALLSTATE CORP 2,476 +2,476 $309
     ALL2,476+2,476$309
CIGNA CORP NEW 1,112 UNCH $309
     CI1,112UNCH$309
NORTHERN TRUST CORP 3,600 UNCH $308
     NTRS3,600UNCH$308
ANALOG DEVICES INC 2,191 -243 $305
     ADI2,191-243$305
FORTIVE CORP COM 5,042 UNCH $294
     FTV5,042UNCH$294
ARES CAPITAL CORP 17,235 +527 $291
     ARCC17,235+527$291
WASTE MANAGEMENT INC 1,807 UNCH $290
     WM1,807UNCH$290
NVIDIA CORP 2,374 UNCH $287
     NVDA2,374UNCH$287
SAN JUAN BASIN ROYALTY TRUST 30,201 UNCH $284
     SJT30,201UNCH$284
BOK FINANCIAL CORPORATION 3,167 UNCH $281
     BOKF3,167UNCH$281
ISHARES (IJR) 3,229 -280 $281
     IJR3,229-280$281
ONE GAS INC COM 3,962 -749 $279
     OGS3,962-749$279
COMCAST CORP 9,328 -123,710 $273
     CMCSA9,328-123,710$273
YUM BRANDS INC 2,550 UNCH $271
     YUM2,550UNCH$271
CARRIER GLOBAL CORPORATION 7,570 -546 $269
     CARR7,570-546$269
PHILIP MORRIS INTERNATIONAL INC 3,212 -500 $267
     PM3,212-500$267
ANNALY CAPITAL MANAGEMENT INC 15,079 -45,236 $259
     NLY15,079-45,236$259
BOEING CO 2,135 UNCH $258
     BA2,135UNCH$258
PARAMOUNT GLOBAL 13,366 +13,366 $254
     PARA13,366+13,366$254
VANGUARD (VTV) 2,015 UNCH $249
     VTV2,015UNCH$249
ENERGY TRANSFER EQUITY LP 22,268 -488 $246
     ET22,268-488$246
VANGUARD (VYM) 2,577 -118 $245
     VYM2,577-118$245
KLA TENCOR CORP 769 UNCH $233
     KLAC769UNCH$233
3M CO 2,106 -166 $233
     MMM2,106-166$233
EOG RESOURCES INC 2,000 -201 $223
     EOG2,000-201$223
CINTAS CORP 569 -146 $221
     CTAS569-146$221
INVESCO 11,003 UNCH $219
     BSCP11,003UNCH$219
SPDR GOLD SHARES (GLD) 1,342 UNCH $208
     GLD1,342UNCH$208
ISHARES (IDU) 2,558 +0 $208
     IDU2,558UNCH$208
AEGON NV $0 (exited)
     AEG0-193,267$0
BAXTER INTERNATIONAL INC $0 (exited)
     BAX0-3,192$0
BARCLAYS $0 (exited)
     CAPE0-581,818$0
CSX CORP $0 (exited)
     CSX0-7,483$0
EXELON CORP $0 (exited)
     EXC0-4,544$0
HP INC COM $0 (exited)
     HPQ0-11,623$0
INTERPUBLIC GROUP OF COS INC $0 (exited)
     IPG0-27,761$0
KEYCORP $0 (exited)
     KEY0-10,001$0
SPDR S&P MIDCAP 400 MKT $0 (exited)
     MDY0-496$0
O REILLY AUTOMOTIVE INC $0 (exited)
     ORLY0-1,554$0
INVESCO $0 (exited)
     RZG0-1,765$0
INVESCO $0 (exited)
     SPHD0-5,511$0
SYSCO CORP $0 (exited)
     SYY0-2,710$0
PARAMOUNT GLOBAL $0 (exited)
     VIAC0-13,548$0
WELLTOWER INC $0 (exited)
     WELL0-3,182$0
WESTROCK CO COM $0 (exited)
     WRK0-24,926$0
WEYERHAEUSER CO 0 -6,062 $0 (exited)
     WY0-6,062$0

See Summary: Heritage Trust Co Top Holdings
See Details: Top 10 Stocks Held By Heritage Trust Co

EntityShares/Amount
Change
Position Value
Change
CAPD +459,094+$8,397
NTR +16,403+$1,368
CCI +4,702+$680
NAPA +38,634+$557
HPE +34,287+$411
ALL +2,476+$309
PARA +13,366+$254
EntityShares/Amount
Change
Position Value
Change
CAPE -581,818-$10,869
WRK -24,926-$993
ORLY -1,554-$982
AEG -193,267-$847
IPG -27,761-$764
HPQ -11,623-$381
VIAC -13,548-$334
WELL -3,182-$262
SPHD -5,511-$243
SYY -2,710-$230
EntityShares/Amount
Change
Position Value
Change
GOOG +100,713-$1,211
GOOGL +62,291-$455
ADM +19,806+$1,643
CVX +10,002+$1,414
DE +6,487+$2,344
FISV +6,146+$727
XOM +6,101+$613
PANW +5,058+$15
QCOM +4,949-$703
PNC +4,947+$637
EntityShares/Amount
Change
Position Value
Change
CMCSA -123,710-$4,947
NLY -45,236-$97
JCI -25,842-$1,202
VWO -20,630-$2,005
VEA -13,763-$3,238
MMC -11,175-$1,800
T -8,147-$301
MCK -6,806-$2,189
IVW -5,200-$358
Size ($ in 1000's)
At 09/30/2022: $571,914
At 06/30/2022: $610,757

Heritage Trust Co holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Heritage Trust Co 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Heritage Trust Co | www.HoldingsChannel.com

Copyright © 2013 - 2023, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.