$1.19 Billion is the total value of HERITAGE INVESTORS MANAGEMENT CORP's 151 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 11.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $29,029,000 | -2.7% | 54,084 | +1.7% | 2.45% | -4.6% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRut | $26,402,000 | +2.7% | 105,366 | +0.1% | 2.23% | +0.6% |
| GE | Buy | GENERAL ELECTRIC CO | $24,967,000 | -6.5% | 964,349 | +1.2% | 2.10% | -8.4% |
| MSFT | Sell | MICROSOFT CORP | $24,391,000 | +8.4% | 595,043 | -1.0% | 2.06% | +6.3% |
| SLB | Buy | SCHLUMBERGER LTD | $23,830,000 | +9.0% | 244,408 | +0.7% | 2.01% | +6.8% |
| XOM | Buy | EXXON MOBIL CORP | $22,830,000 | -3.4% | 233,720 | +0.1% | 1.92% | -5.3% |
| GOOGL | Sell | GOOGLE INCcl a | $22,756,000 | -0.8% | 20,418 | -0.3% | 1.92% | -2.8% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $22,642,000 | +7.2% | 117,628 | +4.4% | 1.91% | +5.0% |
| VB | Sell | VANGUARD INDEX FUNDSsmall cp etf | $21,115,000 | +2.1% | 186,942 | -0.6% | 1.78% | +0.1% |
| MAR | Sell | MARRIOTT INTERNATIONAL INCcl a | $21,062,000 | +11.5% | 375,971 | -1.8% | 1.78% | +9.2% |
| AXP | Sell | AMERICAN EXPRESS CO | $20,648,000 | -3.1% | 229,342 | -2.4% | 1.74% | -5.1% |
| EFA | Buy | ISHARESmsci eafe etf | $19,516,000 | +1.8% | 290,412 | +1.6% | 1.65% | -0.2% |
| DIS | Sell | DISNEY WALT CO | $19,519,000 | +0.7% | 243,772 | -3.9% | 1.65% | -1.3% |
| INTC | Buy | INTEL CORP | $19,491,000 | -0.4% | 755,054 | +0.2% | 1.64% | -2.4% |
| CAT | Buy | CATERPILLAR INC | $19,437,000 | +11.0% | 195,603 | +1.4% | 1.64% | +8.8% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $18,270,000 | +1.0% | 156,369 | -1.6% | 1.54% | -1.0% |
| MA | Buy | MASTERCARD INCcl a | $18,201,000 | -6.4% | 243,649 | +946.6% | 1.54% | -8.3% |
| JPM | Sell | JPMORGAN CHASE & CO | $17,875,000 | +3.7% | 294,433 | -0.1% | 1.51% | +1.6% |
| PCAR | Sell | PACCAR INC | $17,472,000 | +9.5% | 259,080 | -3.9% | 1.47% | +7.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $17,473,000 | +7.0% | 177,874 | -0.2% | 1.47% | +4.8% |
| CSCO | Buy | CISCO SYSTEMS INC | $17,410,000 | +4.1% | 776,724 | +4.2% | 1.47% | +2.0% |
| TROW | Buy | PRICE T ROWE GROUP INC | $17,204,000 | +0.7% | 208,916 | +2.4% | 1.45% | -1.3% |
| WMT | Buy | WAL-MART STORES INC | $17,099,000 | -0.3% | 223,716 | +2.7% | 1.44% | -2.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $17,038,000 | -0.8% | 358,166 | +2.5% | 1.44% | -2.7% |
| EMC | Buy | E M C CORP | $16,510,000 | +9.8% | 602,337 | +0.8% | 1.39% | +7.7% |
| HD | Sell | HOME DEPOT INC | $16,263,000 | -6.3% | 205,521 | -2.5% | 1.37% | -8.2% |
| PEP | Buy | PEPSICO INC | $15,994,000 | +1.7% | 191,550 | +1.0% | 1.35% | -0.3% |
| T | Buy | AT&T INC | $15,871,000 | +2.6% | 452,548 | +2.9% | 1.34% | +0.5% |
| MCD | Buy | MCDONALDS CORP | $15,060,000 | +3.6% | 153,630 | +2.5% | 1.27% | +1.5% |
| CVX | Buy | CHEVRON CORP | $14,923,000 | -3.0% | 125,502 | +1.9% | 1.26% | -5.0% |
| APA | Buy | APACHE CORP | $14,684,000 | +0.9% | 177,024 | +4.6% | 1.24% | -1.1% |
| MRK | Sell | MERCK & CO INC | $14,362,000 | +9.6% | 252,978 | -3.4% | 1.21% | +7.4% |
| YUM | Buy | YUM! BRANDS INC | $14,084,000 | +1.6% | 186,819 | +1.9% | 1.19% | -0.4% |
| AMGN | Sell | AMGEN INC | $13,937,000 | +2.8% | 112,994 | -4.9% | 1.18% | +0.7% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $13,473,000 | -2.2% | 310,509 | -2.2% | 1.14% | -4.1% |
| PG | Buy | PROCTER & GAMBLE CO | $13,251,000 | +1.7% | 164,399 | +2.7% | 1.12% | -0.4% |
| MON | Buy | MONSANTO CO | $12,950,000 | -1.7% | 113,825 | +0.7% | 1.09% | -3.7% |
| KO | Buy | COCA COLA CO | $12,613,000 | -2.3% | 326,256 | +4.4% | 1.06% | -4.3% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $12,541,000 | +10.3% | 147,592 | -8.6% | 1.06% | +8.1% |
| BA | Sell | BOEING CO | $12,403,000 | -8.2% | 98,835 | -0.2% | 1.05% | -10.1% |
| FLR | Sell | FLUOR CORP | $12,339,000 | -5.2% | 158,738 | -2.1% | 1.04% | -7.1% |
| PFE | Buy | PFIZER INC | $12,296,000 | +5.8% | 382,815 | +0.9% | 1.04% | +3.7% |
| DD | Sell | DU PONT E I DE NEMOURS & CO | $12,101,000 | +0.6% | 180,345 | -2.6% | 1.02% | -1.4% |
| PM | Buy | PHILIP MORRIS INTL INC | $12,006,000 | +1.0% | 146,642 | +7.5% | 1.01% | -1.1% |
| MLM | Sell | MARTIN MARIETTA MATERIALS INC | $11,553,000 | +25.1% | 90,009 | -2.6% | 0.97% | +22.5% |
| AA | Sell | ALCOA INC | $11,300,000 | +20.6% | 878,046 | -0.4% | 0.95% | +18.2% |
| MO | Buy | ALTRIA GROUP INC | $11,273,000 | -1.7% | 301,167 | +0.8% | 0.95% | -3.6% |
| NKE | Sell | NIKE INCcl b | $11,248,000 | -6.9% | 152,284 | -0.9% | 0.95% | -8.8% |
| COP | Buy | CONOCOPHILLIPS | $11,010,000 | +2.4% | 156,502 | +2.9% | 0.93% | +0.3% |
| MCK | Sell | MCKESSON CORP | $10,911,000 | +1.8% | 61,795 | -7.0% | 0.92% | -0.2% |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC | $10,883,000 | -4.2% | 140,865 | +0.2% | 0.92% | -6.1% |
| WFC | Buy | WELLS FARGO & CO | $10,686,000 | +10.4% | 214,846 | +0.8% | 0.90% | +8.2% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $10,343,000 | -4.3% | 63,124 | +3.6% | 0.87% | -6.2% |
| CSX | Sell | CSX CORP | $10,188,000 | +0.3% | 351,688 | -0.4% | 0.86% | -1.7% |
| BAC | Sell | BANK OF AMERICA CORP | $10,133,000 | +9.0% | 589,112 | -1.3% | 0.85% | +6.8% |
| ZBH | Sell | ZIMMER HOLDINGS INC | $9,989,000 | -1.3% | 105,617 | -2.7% | 0.84% | -3.3% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $9,923,000 | -6.5% | 101,898 | +0.9% | 0.84% | -8.3% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX FDallwrld ex us | $9,888,000 | +0.5% | 196,536 | +1.4% | 0.83% | -1.4% |
| MMM | Sell | 3M CO | $9,678,000 | -4.5% | 71,337 | -1.3% | 0.82% | -6.4% |
| C | Buy | CITIGROUP INC | $8,799,000 | -5.0% | 184,858 | +4.0% | 0.74% | -6.9% |
| NSC | Sell | NORFOLK SOUTHERN CORP | $8,756,000 | +1.5% | 90,108 | -3.0% | 0.74% | -0.5% |
| APD | Sell | AIR PRODUCTS & CHEMICALS INC | $8,711,000 | +2.4% | 73,179 | -3.8% | 0.73% | +0.3% |
| TEVA | Sell | TEVA PHARMACEUTICAL INDS LTDadr | $8,469,000 | +24.7% | 160,278 | -5.4% | 0.71% | +22.1% |
| COF | Sell | CAPITAL ONE FINANCIAL CORP | $8,175,000 | +0.5% | 105,953 | -0.2% | 0.69% | -1.6% |
| HPQ | Sell | HEWLETT PACKARD CO | $8,057,000 | +13.8% | 248,966 | -1.6% | 0.68% | +11.5% |
| ZTS | Buy | ZOETIS INC | $7,615,000 | +14.6% | 263,121 | +29.4% | 0.64% | +12.2% |
| FDX | Buy | FEDEX CORP | $7,347,000 | -5.4% | 55,428 | +2.6% | 0.62% | -7.3% |
| MS | Sell | MORGAN STANLEY | $7,291,000 | -1.6% | 233,918 | -1.0% | 0.62% | -3.5% |
| HON | Sell | HONEYWELL INTERNATIONAL INC | $7,099,000 | -1.8% | 76,536 | -3.3% | 0.60% | -3.7% |
| HOG | Buy | HARLEY DAVIDSON INC | $6,810,000 | -3.2% | 102,243 | +0.7% | 0.57% | -5.1% |
| SLM | Buy | SLM CORP | $6,789,000 | -4.6% | 277,311 | +2.4% | 0.57% | -6.7% |
| PSX | Sell | PHILLIPS 66 | $6,523,000 | -1.6% | 84,643 | -1.5% | 0.55% | -3.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $6,166,000 | +2.7% | 37,775 | -6.4% | 0.52% | +0.8% |
| QCOM | Buy | QUALCOMM INC | $6,025,000 | +6.3% | 76,403 | +0.1% | 0.51% | +4.1% |
| RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $5,716,000 | +1.1% | 78,243 | -1.4% | 0.48% | -1.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX FDftse emr mkt | $5,513,000 | +24.5% | 135,844 | +26.2% | 0.46% | +22.0% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $5,484,000 | -3.2% | 105,566 | -0.9% | 0.46% | -5.1% |
| LB | Buy | L BRANDS INC | $5,451,000 | -5.1% | 96,021 | +3.4% | 0.46% | -6.9% |
| TM | Buy | TOYOTA MOTOR CORPspon adr | $5,216,000 | +0.1% | 46,198 | +8.1% | 0.44% | -1.8% |
| DOW | Sell | DOW CHEMICAL CO | $4,916,000 | +1.5% | 101,169 | -7.2% | 0.42% | -0.5% |
| PX | Buy | PRAXAIR INC | $4,707,000 | +1.8% | 35,939 | +1.1% | 0.40% | -0.3% |
| BAX | Buy | BAXTER INTERNATIONAL INC | $4,520,000 | +7.3% | 61,425 | +1.4% | 0.38% | +5.0% |
| ESRX | Sell | EXPRESS SCRIPTS HOLDING CO | $4,490,000 | +0.9% | 59,796 | -5.6% | 0.38% | -1.0% |
| F | Buy | FORD MOTOR CO | $4,492,000 | +4.2% | 287,932 | +3.1% | 0.38% | +2.2% |
| MDT | Buy | MEDTRONIC INC | $4,392,000 | +7.8% | 71,364 | +0.5% | 0.37% | +5.4% |
| HMC | Buy | HONDA MOTOR CO LTDspon adr | $4,283,000 | -5.4% | 121,181 | +10.7% | 0.36% | -7.4% |
| GPS | Buy | GAP INC | $4,012,000 | +6.4% | 100,139 | +3.8% | 0.34% | +4.3% |
| IWM | Buy | ISHARESrussell 2000 etf | $3,578,000 | +2.3% | 30,754 | +1.4% | 0.30% | +0.3% |
| CMCSA | Sell | COMCAST CORPcl a | $3,443,000 | -7.3% | 68,796 | -3.8% | 0.29% | -9.4% |
| BFB | Sell | BROWN FORMAN CORPcl b | $3,282,000 | +14.7% | 36,594 | -3.4% | 0.28% | +12.6% |
| VO | Sell | VANGUARD INDEX FUNDSmid cap etf | $3,222,000 | +2.5% | 28,372 | -0.7% | 0.27% | +0.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INCcl b | $3,126,000 | +5.4% | 25,014 | +0.0% | 0.26% | +3.5% |
| TGT | Buy | TARGET CORP | $3,062,000 | -0.4% | 50,602 | +4.1% | 0.26% | -2.6% |
| LLY | Sell | LILLY ELI & CO | $3,027,000 | +14.1% | 51,428 | -1.1% | 0.26% | +11.8% |
| UNP | Sell | UNION PACIFIC CORP | $3,012,000 | +6.7% | 16,049 | -4.5% | 0.25% | +4.5% |
| EPD | Sell | ENTERPRISE PRODUCTS PARTNERS L | $2,982,000 | -15.3% | 43,000 | -19.0% | 0.25% | -17.2% |
| TWX | Sell | TIME WARNER INC | $2,797,000 | -8.6% | 42,810 | -2.4% | 0.24% | -10.3% |
| ABBV | Buy | ABBVIE INC | $2,792,000 | +10.9% | 54,311 | +13.9% | 0.24% | +8.3% |
| MJN | Buy | MEAD JOHNSON NUTRITION CO | $2,499,000 | +3.9% | 30,057 | +4.6% | 0.21% | +1.9% |
| DUK | Buy | DUKE ENERGY CORP | $2,453,000 | +4.6% | 34,446 | +1.3% | 0.21% | +2.5% |
| GHC | Sell | GRAHAM HOLDINGS COcl b | $2,032,000 | +0.8% | 2,887 | -5.0% | 0.17% | -1.2% |
| RTN | Sell | RAYTHEON CO | $1,871,000 | +2.0% | 18,942 | -6.3% | 0.16% | 0.0% |
| GM | Sell | GENERAL MOTORS CO | $1,744,000 | -16.1% | 50,656 | -0.4% | 0.15% | -17.9% |
| BP | Buy | BP PLCspon adr | $1,679,000 | -0.4% | 34,904 | +0.7% | 0.14% | -2.1% |
| HSY | Sell | HERSHEY CO | $1,406,000 | +6.0% | 13,463 | -1.3% | 0.12% | +4.4% |
| KATE | New | KATE SPADE & CO | $1,378,000 | – | 37,156 | +100.0% | 0.12% | – |
| WU | Sell | WESTERN UNION CO | $1,354,000 | -8.2% | 82,787 | -3.2% | 0.11% | -10.2% |
| DHR | Buy | DANAHER CORP | $1,278,000 | -2.0% | 17,039 | +0.9% | 0.11% | -3.6% |
| BLK | New | BLACKROCK INC | $1,231,000 | – | 3,914 | +100.0% | 0.10% | – |
| M | Sell | MACYS INC | $1,182,000 | +7.6% | 19,932 | -3.2% | 0.10% | +5.3% |
| IWR | Sell | ISHARESrus mid-cap etf | $1,093,000 | +2.7% | 7,065 | -0.4% | 0.09% | 0.0% |
| DFS | Sell | DISCOVER FINANCIAL SERVICES | $1,070,000 | +2.3% | 18,393 | -1.6% | 0.09% | 0.0% |
| ABT | Sell | ABBOTT LABORATORIES | $1,063,000 | +0.2% | 27,611 | -0.2% | 0.09% | -1.1% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $1,006,000 | +11.3% | 74,392 | -1.1% | 0.08% | +9.0% |
| WPZ | New | WILLIAMS PARTNERS LP | $998,000 | – | 19,600 | +100.0% | 0.08% | – |
| SO | Sell | SOUTHERN CO | $963,000 | +4.1% | 21,909 | -2.7% | 0.08% | +1.2% |
| LLL | Sell | L-3 COMMUNICATIONS HLDGS INC | $957,000 | +4.9% | 8,100 | -5.1% | 0.08% | +3.8% |
| STT | Sell | STATE STREET CORP | $920,000 | -5.4% | 13,235 | -0.2% | 0.08% | -7.1% |
| EEM | Sell | ISHARESmsci emg mkt etf | $884,000 | -3.2% | 21,545 | -1.4% | 0.08% | -5.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $781,000 | +74.7% | 4,175 | +72.5% | 0.07% | +73.7% |
| KMB | Sell | KIMBERLY CLARK CORP | $757,000 | +3.7% | 6,864 | -1.8% | 0.06% | +1.6% |
| ACN | Buy | ACCENTURE PLC | $754,000 | +32.0% | 9,455 | +36.0% | 0.06% | +30.6% |
| GCI | Buy | GANNETT INC | $743,000 | -5.5% | 26,930 | +1.4% | 0.06% | -7.4% |
| EEP | New | ENBRIDGE ENERGY PARTNERScl a | $717,000 | – | 26,160 | +100.0% | 0.06% | – |
| DIA | Buy | SPDR DOW JONES INDUST AVG ETFut | $690,000 | +81.1% | 4,200 | +82.6% | 0.06% | +75.8% |
| EGBN | Sell | EAGLE BANCORP INC | $690,000 | +17.3% | 19,103 | -0.5% | 0.06% | +13.7% |
| NYT | Sell | NEW YORK TIMES COcl a | $656,000 | -3.7% | 38,338 | -10.7% | 0.06% | -6.8% |
| ETN | Sell | EATON CORP PLC | $569,000 | -2.1% | 7,580 | -0.6% | 0.05% | -4.0% |
| LQD | Buy | ISHARESiboxx inv cp etf | $558,000 | +57.6% | 4,770 | +53.9% | 0.05% | +56.7% |
| BND | Buy | VANGUARD BOND INDEX FUNDtotal bond marke | $526,000 | +52.9% | 6,476 | +50.6% | 0.04% | +46.7% |
| VV | VANGUARD INDEX FUNDSlarge cap etf | $481,000 | +1.5% | 5,586 | 0.0% | 0.04% | 0.0% | |
| CMCSK | Sell | COMCAST CORPcl a spl | $476,000 | -13.3% | 9,750 | -11.4% | 0.04% | -14.9% |
| FRT | Sell | FEDERAL REALTY INV TRUSTsh ben int | $476,000 | +0.8% | 4,150 | -10.8% | 0.04% | -2.4% |
| CAG | Buy | CONAGRA FOODS INC | $476,000 | -7.4% | 15,355 | +0.7% | 0.04% | -9.1% |
| GLD | SPDR GOLD TRUST | $444,000 | +6.5% | 3,595 | 0.0% | 0.04% | +2.8% | |
| AMZN | Buy | AMAZON.COM INC | $435,000 | +59.3% | 1,293 | +88.8% | 0.04% | +60.9% |
| BEAM | Sell | BEAM INC | $412,000 | +11.1% | 4,950 | -9.2% | 0.04% | +9.4% |
| ED | Sell | CONSOLIDATED EDISON INC | $407,000 | -8.9% | 7,587 | -6.2% | 0.03% | -10.5% |
| V | Buy | VISA INCcl a | $368,000 | +13.2% | 1,704 | +16.7% | 0.03% | +10.7% |
| FSP | FRANKLIN STREET PPTYS CORP | $355,000 | +5.7% | 28,139 | 0.0% | 0.03% | +3.4% | |
| D | Sell | DOMINION RES INC VA | $329,000 | +2.5% | 4,638 | -6.6% | 0.03% | 0.0% |
| ANF | ABERCROMBIE & FITCH COcl a | $305,000 | +16.9% | 7,929 | 0.0% | 0.03% | +18.2% | |
| EMR | Buy | EMERSON ELECTRIC CO | $288,000 | -0.7% | 4,307 | +4.2% | 0.02% | -4.0% |
| BBT | Sell | BB&T CORP | $289,000 | +4.7% | 7,200 | -2.7% | 0.02% | 0.0% |
| HST | Sell | HOST HOTELS & RESORTS INC | $273,000 | +1.1% | 13,500 | -2.9% | 0.02% | 0.0% |
| EMN | Buy | EASTMAN CHEMICAL CO | $278,000 | +14.9% | 3,224 | +7.5% | 0.02% | +9.5% |
| L | LOEWS CORP | $228,000 | -8.8% | 5,187 | 0.0% | 0.02% | -13.6% | |
| A309PS | DIRECTV | $228,000 | +10.7% | 2,983 | 0.0% | 0.02% | +5.6% | |
| POM | Sell | PEPCO HOLDINGS INC | $218,000 | +4.8% | 10,627 | -2.3% | 0.02% | 0.0% |
| IQI | New | INVESCO QUALITY MUNI INC TR | $139,000 | – | 11,756 | +100.0% | 0.01% | – |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $100,000 | +376.2% | 1,280 | +357.1% | 0.01% | +300.0% |
| DISCK | Exit | DISCOVERY COMMUNICATIONS | $0 | – | -1,172 | -100.0% | -0.01% | – |
| DISCA | Exit | DISCOVERY COMMUNICATIONS | $0 | – | -1,172 | -100.0% | -0.01% | – |
| LBTYK | Exit | LIBERTY GLOBAL PLC | $0 | – | -1,189 | -100.0% | -0.01% | – |
| LBTYA | Exit | LIBERTY GLOBAL PLC | $0 | – | -1,280 | -100.0% | -0.01% | – |
| VAC | Exit | MARRIOTT VACATIONS WRLDWDE | $0 | – | -2,507 | -100.0% | -0.01% | – |
| WRE | Exit | WASHINGTON REAL ESTATE INVsh ben int | $0 | – | -6,300 | -100.0% | -0.01% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -1,607 | -100.0% | -0.01% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -3,835 | -100.0% | -0.01% | – |
| MFC | Exit | MANULIFE FINL CORP | $0 | – | -8,800 | -100.0% | -0.02% | – |
| BIV | Exit | VANGUARD BOND INDEX FUNDintermed term | $0 | – | -2,400 | -100.0% | -0.02% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -4,400 | -100.0% | -0.02% | – |
| MTB | Exit | M & T BANK CORP | $0 | – | -1,967 | -100.0% | -0.02% | – |
| FNP | Exit | FIFTH & PAC COS INC | $0 | – | -37,796 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-04-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 6.2% |
| MICROSOFT CORP | 42 | Q3 2023 | 4.4% |
| MASTERCARD INCORPORATED | 42 | Q3 2023 | 2.8% |
| MARRIOTT INTL INC NEW | 42 | Q3 2023 | 2.3% |
| SPDR S&P MIDCAP 400 ETF TR | 42 | Q3 2023 | 2.2% |
| DISNEY WALT CO | 42 | Q3 2023 | 2.2% |
| CISCO SYSTEMS INC | 42 | Q3 2023 | 2.2% |
| HOME DEPOT INC | 42 | Q3 2023 | 2.0% |
| INTEL CORP | 42 | Q3 2023 | 2.2% |
| VANGUARD SMALL CAP ETF | 42 | Q3 2023 | 1.8% |
View HERITAGE INVESTORS MANAGEMENT CORP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-28 |
View HERITAGE INVESTORS MANAGEMENT CORP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.