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Home > Institutional Investor > Heritage Trust Co > Profile

Instuitional Investor - Heritage Trust Co

Fund Profile
Filing Period:
Fund Name: Heritage Trust Co
Portfolio Value $710,492,696
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 119,093 $44,783,740 6.3%
2.
Apple Inc.
 AAPL 229,529 $44,191,217 6.21%
3.
Vanguard
 551,088 $26,397,152 3.71%
4.
Alphabet Inc.
 GOOG 110,065 $15,511,461 2.18%
5.
Abbvie Inc.
 ABBV 89,341 $13,845,172 1.94%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)