Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
HERITAGE TRUST CO 02-09-2024 12-31-2023 425 710,492,696
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
TESLA INC COMMON STOCK 251 $355,575 1,431 0.00 0.00 5 0.35 12-31-2023
TEXAS INSTRUMENTS INC COMMON STOCK 252 $351,829 2,064 0.00 0.00 79 3.98 12-31-2023
ISHARES ETF-EQUITY 253 $342,937 3,168 0.00 0.00 60 1.93 12-31-2023
APPLIED MATERIALS INC COMMON STOCK 254 $341,967 2,110 0.00 0.00 85 4.20 12-31-2023
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