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  Name: HERITAGE INVESTORS MANAGEMENT CORP
  City: BETHESDA
  State: MD
  Zip: 20814
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $2,833,909,000
  Total Value Change : $187,185,000
  Securities Held Change : 7
   
All Securities Held : 255
  New Positions : 12
  Closed Positions : 6
  Increased Positions : 69
  Unchanged Positions : 49
  Decreased Positions : 125

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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 185 New $0.00 $574,000 9,092 0.02% 574,000 9,092 0.002    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 204 New $49.56 $335,000 6,681 0.01% 335,000 6,681 0    Closed - End Fund - F...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 229 New $345.65 $223,000 647 0.01% 223,000 647 0    Closed - End Fund - E...
   (MU)1 Year Chart         MU Micron Technology Inc 230 New $124.81 $220,000 1,865 0.01% 220,000 1,865 0    Semiconductor - Memor...
   (TRN)1 Year Chart         TRN Trinity Industries Inc 231 New $30.90 $212,000 7,603 0.01% 212,000 7,603 0.007    Railroads
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 232 New $329.55 $211,000 659 0.01% 211,000 659 0    N/A
   (THC)1 Year Chart         THC Tenet Healthcare Corp 233 New $128.56 $210,000 2,000 0.01% 210,000 2,000 0.002    Hospitals
   (WFC)1 Year Chart         WFC Wells Fargo & Co 236 New $61.89 $208,000 3,585 0.01% 208,000 3,585 0    Domestic Money Center...
   (BAM)1 Year Chart         BAM Brookfield Asset Management... 235 New $39.96 $208,000 4,948 0.01% 208,000 4,948 0.001    Asset Management
   (MRO)1 Year Chart         MRO Marathon Oil Corp 237 New $26.57 $206,000 7,265 0.01% 206,000 7,265 0.001    Oil & Gas Refining, P...
   (LOW)1 Year Chart         LOW Lowes Companies Inc 238 New $231.58 $204,000 799 0.01% 204,000 799 0.005    Home Improvement Stores
   (ITRI)1 Year Chart         ITRI Itron Inc 239 New $107.27 $204,000 2,208 0.01% 204,000 2,208 0    Scientific & Technica...

      12 Records Found
  1    
Page 1 of 1
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