0001803648-20-000005.txt : 20200423 0001803648-20-000005.hdr.sgml : 20200423 20200422190609 ACCESSION NUMBER: 0001803648-20-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200423 DATE AS OF CHANGE: 20200422 EFFECTIVENESS DATE: 20200423 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HERON FINANCIAL GROUP, LLC CENTRAL INDEX KEY: 0001803648 IRS NUMBER: 640963720 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20134 FILM NUMBER: 20808870 BUSINESS ADDRESS: STREET 1: 205 EAST 42ND STREET STREET 2: 20TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 800-994-3766 MAIL ADDRESS: STREET 1: 205 EAST 42ND STREET STREET 2: 20TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001803648 XXXXXXXX 03-31-2020 03-31-2020 HERON FINANCIAL GROUP, LLC

205 EAST 42ND STREET 20TH FLOOR NEW YORK NY 10017

13F HOLDINGS REPORT 028-20134 N David Edwards 800-994-3766 David Edwards New York NY 04-22-2020 0 109 97337 false INFORMATION TABLE 2 1q202013FHW.xml ISHARES TR S&P MC 400VL ETF 464287705 3201 26748 SH SOLE 0 0 26748 ISHARES TR CORE S&P500 ETF 464287200 407 1430 SH SOLE 0 0 1430 ISHARES TR RUS 2000 VAL ETF 464287630 2422 27642 SH SOLE 0 0 27642 ISHARES TR CORE S&P US GWT 464287671 407 6442 SH SOLE 0 0 6442 ADOBE INC COM 00724F101 843 2475 SH SOLE 0 0 2475 AUTODESK INC COM 052769106 291 1690 SH SOLE 0 0 1690 AMAZON COM INC COM 023135106 854 374 SH SOLE 0 0 374 BRISTOL-MYERS SQUIBB CO COM 110122108 602 10022 SH SOLE 0 0 10022 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1134 5879 SH SOLE 0 0 5879 EMERSON ELEC CO COM 291011104 402 7958 SH SOLE 0 0 7958 AMGEN INC COM 031162100 718 3164 SH SOLE 0 0 3164 ABBOTT LABS COM 002824100 201 2251 SH SOLE 0 0 2251 FEDEX CORP COM 31428X106 376 3004 SH SOLE 0 0 3004 INTEL CORP COM 458140100 991 16338 SH SOLE 0 0 16338 ILLINOIS TOOL WKS INC COM 452308109 1218 7802 SH SOLE 0 0 7802 ISHARES TR RUS 2000 GRW ETF 464287648 2896 16899 SH SOLE 0 0 16899 ORACLE CORP COM 68389X105 267 4950 SH SOLE 0 0 4950 QUALCOMM INC COM 747525103 412 5313 SH SOLE 0 0 5313 JOHNSON & JOHNSON COM 478160104 958 6562 SH SOLE 0 0 6562 PFIZER INC COM 717081103 728 19965 SH SOLE 0 0 19965 CHEVRON CORP NEW COM 166764100 230 2714 SH SOLE 0 0 2714 MICROSOFT CORP COM 594918104 1332 7669 SH SOLE 0 0 7669 AT&T INC COM 00206R102 619 19899 SH SOLE 0 0 19899 TRUIST FINL CORP COM 89832Q109 426 12761 SH SOLE 0 0 12761 CISCO SYS INC COM 17275R102 998 23329 SH SOLE 0 0 23329 COCA COLA CO COM 191216100 219 4474 SH SOLE 0 0 4474 VERIZON COMMUNICATIONS INC COM 92343V104 1110 19091 SH SOLE 0 0 19091 ISHARES TR RUS MID CAP ETF 464287499 3715 77986 SH SOLE 0 0 77986 ISHARES TR RUS MD CP GR ETF 464287481 4083 30463 SH SOLE 0 0 30463 ANALOG DEVICES INC COM 032654105 276 2675 SH SOLE 0 0 2675 EXXON MOBIL CORP COM 30231G102 638 15048 SH SOLE 0 0 15048 APPLIED MATLS INC COM 038222105 241 4598 SH SOLE 0 0 4598 TEXAS INSTRS INC COM 882508104 260 2347 SH SOLE 0 0 2347 BAXTER INTL INC COM 071813109 584 6616 SH SOLE 0 0 6616 CARDINAL HEALTH INC COM 14149Y108 359 7073 SH SOLE 0 0 7073 COSTCO WHSL CORP NEW COM 22160K105 264 841 SH SOLE 0 0 841 LILLY ELI & CO COM 532457108 359 2374 SH SOLE 0 0 2374 CVS HEALTH CORP COM 126650100 276 4482 SH SOLE 0 0 4482 QUEST DIAGNOSTICS INC COM 74834L100 387 4298 SH SOLE 0 0 4298 MERCK & CO. 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