List of top 200 securities held by Heritage Investment Group Inc.:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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- Peter Lynch
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Quarter: 2025Q1
Report Date Time: 2025-04-25 17:10:30
Total Holdings: 108
Assets Under Management (AUM) :
$494,108,992 ($494.11M)
Reporting Manager: S. Hardy Taylor
Address:
2480 N.E. 23RD STREET
POMPANO BEACH, FL 33062
Since : total money flow = , gains and losses =
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