Heritage Investors Management Corp Top Holdings and 13F Report (2025) About Heritage Investors Management CorpInvestment ActivityHeritage Investors Management Corp has $3.10 million in total holdings as of December 31, 2024.Heritage Investors Management Corp owns shares of 255 different stocks, but just 63 companies or ETFs make up 80% of its holdings.Approximately 3.97% of the portfolio was purchased this quarter.About 2.10% of the portfolio was sold this quarter.This quarter, Heritage Investors Management Corp has purchased 254 new stocks and bought additional shares in 76 stocks.Heritage Investors Management Corp sold shares of 125 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $184,332Broadcom $138,870Microsoft $127,771Palo Alto Networks $106,019Alphabet $79,539 Largest New Holdings this Quarter BLACKROCK INC $38,505 HoldingiShares Russell 1000 Value ETF $372 HoldingSandy Spring Bancorp $281 HoldingPPG Industries $251 HoldingiShares Ultra Short-Term Bond Active ETF $237 Holding Largest Purchases this Quarter Palo Alto Networks 287,935 shares (about $52.39K)BLACKROCK INC 37,562 shares (about $38.51K)Thermo Fisher Scientific 5,651 shares (about $2.94K)Adobe 5,562 shares (about $2.47K)Merck & Co., Inc. 23,904 shares (about $2.38K) Largest Sales this Quarter Broadcom 9,014 shares (about $2.09K)Pfizer 47,100 shares (about $1.25K)NVIDIA 8,884 shares (about $1.19K)American Express 3,595 shares (about $1.07K)Exact Sciences 17,891 shares (about $1.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHeritage Investors Management Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$184,332$1,078 ▲0.6%736,0905.9%Computer and TechnologyAVGOBroadcom$138,870$2,090 ▼-1.5%598,9904.5%Computer and TechnologyMSFTMicrosoft$127,771$326 ▲0.3%303,1354.1%Computer and TechnologyPANWPalo Alto Networks$106,019$52,393 ▲97.7%582,6503.4%Computer and TechnologyGOOGLAlphabet$79,539$12 ▼0.0%420,1732.6%Computer and TechnologyGOOGAlphabet$75,905$396 ▼-0.5%398,5742.5%Computer and TechnologyAMZNAmazon.com$71,962$127 ▲0.2%328,0092.3%Retail/WholesaleMAMastercard$71,374$573 ▼-0.8%135,5452.3%Business ServicesNVDANVIDIA$68,981$1,193 ▼-1.7%513,6722.2%Computer and TechnologyMARMarriott International$65,026$688 ▼-1.0%233,1192.1%Consumer DiscretionaryCRMSalesforce$58,845$155 ▼-0.3%176,0081.9%Computer and TechnologyJPMJPMorgan Chase & Co.$51,075$319 ▼-0.6%213,0691.6%FinanceHDHome Depot$50,412$170 ▼-0.3%129,5961.6%Retail/WholesaleAXPAmerican Express$49,086$1,067 ▼-2.1%165,3911.6%FinanceWMTWalmart$47,978$658 ▼-1.4%531,0261.5%Retail/WholesaleCATCaterpillar$47,050$282 ▼-0.6%129,7001.5%Industrial ProductsDISWalt Disney$44,285$5 ▲0.0%397,7111.4%Consumer DiscretionaryCSCOCisco Systems$40,192$186 ▼-0.5%678,9131.3%Computer and TechnologyBLACKROCK INC$38,505$38,505 ▲New Holding37,5621.2%COMGSThe Goldman Sachs Group$35,921$425 ▼-1.2%62,7311.2%FinanceVBVanguard Small-Cap ETF$35,805$341 ▼-0.9%149,0131.2%ETFUNHUnitedHealth Group$34,557$638 ▲1.9%68,3131.1%MedicalMLMMartin Marietta Materials$32,975$210 ▲0.6%63,8431.1%ConstructionBACBank of America$32,455$260 ▼-0.8%738,4511.0%FinanceMSMorgan Stanley$32,400$431 ▼-1.3%257,7171.0%FinanceRTXRTX$31,198$56 ▼-0.2%269,6031.0%AerospaceMCDMcDonald's$31,152$12 ▼0.0%107,4601.0%Retail/WholesaleMRKMerck & Co., Inc.$30,402$2,378 ▲8.5%305,6111.0%MedicalSYFSynchrony Financial$30,372$815 ▼-2.6%467,2651.0%FinanceZTSZoetis$30,159$1,032 ▲3.5%185,1041.0%MedicalMDYSPDR S&P MidCap 400 ETF Trust$29,599$197 ▼-0.7%51,9671.0%ETFSTZConstellation Brands$28,358$2,037 ▲7.7%128,3160.9%Consumer StaplesNKENIKE$26,945$294 ▲1.1%356,0870.9%Consumer DiscretionaryEQIXEquinix$26,599$114 ▲0.4%28,2100.9%FinanceFDXFedEx$25,973$246 ▲1.0%92,3220.8%TransportationJNJJohnson & Johnson$25,602$550 ▲2.2%177,0290.8%MedicalTMOThermo Fisher Scientific$25,441$2,940 ▲13.1%48,9040.8%MedicalCMGChipotle Mexican Grill$25,034$230 ▲0.9%415,1630.8%Retail/WholesaleCOFCapital One Financial$24,934$399 ▼-1.6%139,8260.8%FinanceNOWServiceNow$24,665$57 ▲0.2%23,2660.8%Computer and TechnologyADBEAdobe$23,807$2,473 ▲11.6%53,5380.8%Computer and TechnologyCVXChevron$23,415$224 ▲1.0%161,6610.8%Oils/EnergyCCitigroup$23,154$462 ▼-2.0%328,9360.7%FinanceADPAutomatic Data Processing$21,918$451 ▼-2.0%74,8750.7%Business ServicesCOSTCostco Wholesale$21,105$136 ▼-0.6%23,0340.7%Retail/WholesaleBABoeing$20,916$713 ▲3.5%118,1670.7%AerospaceYUMCYum China$20,712$295 ▼-1.4%429,9710.7%Retail/WholesaleTROWT. Rowe Price Group$20,562$676 ▼-3.2%181,8230.7%FinanceCOPConocoPhillips$20,480$787 ▲4.0%206,5150.7%Oils/EnergyPEPPepsiCo$20,035$2,248 ▲12.6%131,7600.6%Consumer StaplesAMTAmerican Tower$19,601$733 ▲3.9%106,8700.6%FinanceACNAccenture$18,691$434 ▲2.4%53,1310.6%Computer and TechnologyAPDAir Products and Chemicals$18,588$109 ▼-0.6%64,0880.6%Basic MaterialsVOVanguard Mid-Cap ETF$17,871$494 ▼-2.7%67,6600.6%ETFPCARPACCAR$17,749$100 ▼-0.6%170,6260.6%Auto/Tires/TrucksMETAMeta Platforms$17,445$129 ▼-0.7%29,7950.6%Computer and TechnologyBSXBoston Scientific$17,431$152 ▼-0.9%195,1570.6%MedicalKOCoca-Cola$17,323$995 ▲6.1%278,2320.6%Consumer StaplesIQVIQVIA$17,243$1,512 ▲9.6%87,7440.6%MedicalCSXCSX$17,182$294 ▲1.7%532,4450.6%TransportationYUMYum! Brands$16,568$40 ▲0.2%123,4960.5%Retail/WholesaleVZVerizon Communications$16,480$738 ▲4.7%412,0990.5%Computer and TechnologyZBHZimmer Biomet$16,015$351 ▼-2.1%151,6140.5%MedicalAMGNAmgen$15,412$25 ▲0.2%59,1300.5%MedicalTAT&T$15,261$223 ▼-1.4%670,2380.5%Computer and TechnologyCMCSAComcast$14,652$27 ▼-0.2%390,4080.5%Consumer DiscretionaryLDOSLeidos$14,097$395 ▲2.9%97,8560.5%AerospaceHONHoneywell International$13,923$51 ▲0.4%61,6350.4%Multi-Sector ConglomeratesVVisa$13,588$198 ▲1.5%42,9960.4%Business ServicesPGProcter & Gamble$13,116$119 ▼-0.9%78,2350.4%Consumer StaplesBURLBurlington Stores$12,872$136 ▼-1.0%45,1560.4%Retail/WholesalePFEPfizer$12,687$1,250 ▼-9.0%478,2180.4%MedicalNEENextEra Energy$12,487$190 ▲1.5%174,1860.4%UtilitiesABBVAbbVie$12,372$0 ▲0.0%69,6260.4%MedicalPYPLPayPal$12,303$277 ▼-2.2%144,1520.4%Computer and TechnologyMCKMcKesson$12,096$19 ▲0.2%21,2240.4%MedicalDDDuPont de Nemours$11,776$61 ▼-0.5%154,4410.4%Basic MaterialsLMTLockheed Martin$11,431$163 ▲1.4%23,5240.4%AerospaceIBMInternational Business Machines$11,378$153 ▲1.4%51,7560.4%Computer and TechnologyXOMExxon Mobil$11,095$592 ▲5.6%103,1390.4%Oils/EnergyLINDE PLC$10,825$15 ▼-0.1%25,8560.3%SHSIEFAiShares Core MSCI EAFE ETF$10,727$131 ▲1.2%152,6290.3%ETFUPSUnited Parcel Service$10,397$64 ▲0.6%82,4480.3%TransportationINTCIntel$9,867$452 ▼-4.4%492,1240.3%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$9,605$102 ▼-1.0%167,3010.3%ETFNSCNorfolk Southern$9,446$122 ▼-1.3%40,2450.3%TransportationPSXPhillips 66$9,386$78 ▲0.8%82,3810.3%Oils/EnergyEFAiShares MSCI EAFE ETF$9,193$205 ▼-2.2%121,5910.3%FinanceAERAerCap$9,066$109 ▼-1.2%94,7340.3%FinanceBMYBristol-Myers Squibb$9,025$202 ▼-2.2%159,5710.3%MedicalTMToyota Motor$8,988$4 ▼0.0%46,1830.3%Auto/Tires/TrucksSLBSchlumberger$8,765$1,616 ▲22.6%228,6120.3%Oils/EnergyMDLZMondelez International$8,527$385 ▲4.7%142,7570.3%Consumer StaplesBRK.BBerkshire Hathaway$8,442$84 ▼-1.0%18,6250.3%FinanceADMArcher-Daniels-Midland$8,108$158 ▼-1.9%160,4900.3%Consumer StaplesVOOVanguard S&P 500 ETF$7,352$742 ▼-9.2%13,6450.2%ETFVTIVanguard Total Stock Market ETF$7,199$178 ▼-2.4%24,8390.2%ETFPMPhilip Morris International$7,110$738 ▼-9.4%59,0810.2%Consumer StaplesUNPUnion Pacific$6,825$114 ▲1.7%29,9280.2%TransportationMSTRMicroStrategy$6,435$29 ▼-0.4%22,2200.2%Computer and TechnologyShowing largest 100 holdings. 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