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| Name: |
Heritage Investment Group Inc. |
| City: |
POMPANO BEACH |
| State: |
FL |
| Zip: |
33062 |
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data |
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| Holdings
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BRK.A |
Berkshire Hathaway Inc |
21 |
New |
$622,000.00 |
$2,538,000 |
400 |
0.52% |
2,538,000 |
400 |
0.006 |
Property & Casualty I... |
|
|
IWF |
iShares Russell 1000 Growth |
58 |
New |
$336.67 |
$424,000 |
1,259 |
0.09% |
424,000 |
1,259 |
0 |
Closed - End Fund - E... |
|
|
FB |
Meta Platforms Inc |
87 |
New |
$476.20 |
$268,000 |
552 |
0.06% |
268,000 |
552 |
0 |
Internet Service Prov... |
|
|
COHR |
Coherent Corp |
88 |
New |
$53.69 |
$267,000 |
4,408 |
0.05% |
267,000 |
4,408 |
0.003 |
Scientific & Technica... |
|
|
BWXT |
BWX Technologies Inc |
90 |
New |
$44.15 |
$246,000 |
2,400 |
0.05% |
246,000 |
2,400 |
0.003 |
Closed - End Fund - E... |
|
|
CI |
Cigna Corporation |
91 |
New |
$348.39 |
$240,000 |
661 |
0.05% |
240,000 |
661 |
0 |
Health Care Plans |
|
|
AVGO |
Broadcom Limited |
96 |
New |
$1,332.80 |
$229,000 |
173 |
0.05% |
229,000 |
173 |
0 |
Semiconductor- Broad... |
|
|
DIS |
Walt Disney Co |
97 |
New |
$105.79 |
$225,000 |
1,838 |
0.05% |
225,000 |
1,838 |
0 |
Entertainment - Diver... |
|
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IJH |
iShares S&P MidCap 400 Index |
102 |
New |
$59.81 |
$203,000 |
3,340 |
0.04% |
203,000 |
3,340 |
0.001 |
Closed - End Fund - E... |
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COMM |
Commscope Holding Company, ... |
103 |
New |
$1.05 |
$33,000 |
25,000 |
0.01% |
33,000 |
25,000 |
0.013 |
Communication Equipment |
|
