Heritage Financial Services, LLC - Portfolio Stock Holdings
Report Period:
Sept. 30, 2025No. of Stocks:
141Est. Stock Holding Value:
$1,112,604,310Top Stock Holdings By Sector
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Portfolio Stock Holdings - Heritage Financial Services, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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