0001172661-23-001979.txt : 20230510 0001172661-23-001979.hdr.sgml : 20230510 20230510165341 ACCESSION NUMBER: 0001172661-23-001979 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230510 DATE AS OF CHANGE: 20230510 EFFECTIVENESS DATE: 20230510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Heritage Financial Services, LLC CENTRAL INDEX KEY: 0001752035 IRS NUMBER: 464420482 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22567 FILM NUMBER: 23907394 BUSINESS ADDRESS: STREET 1: 100 LOWDER BROOK DRIVE STREET 2: SUITE 1000 CITY: WESTWOOD STATE: MA ZIP: 02090 BUSINESS PHONE: 7812550214 MAIL ADDRESS: STREET 1: 100 LOWDER BROOK DRIVE STREET 2: SUITE 1000 CITY: WESTWOOD STATE: MA ZIP: 02090 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001752035 XXXXXXXX 03-31-2023 03-31-2023 false Heritage Financial Services, LLC

100 Lowder Brook Drive Suite 1000 Westwood MA 02090

13F HOLDINGS REPORT 028-22567 000127268 801-64494 N Jennifer Watson 781-255-0214 /s/ Jennifer Watson WESTWOOD MA 05-10-2023 0 78 458815816 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 236603 2251 SH SOLE 0 0 2251 ABBOTT LABS COM 002824100 502756 4965 SH SOLE 0 0 4965 ABBVIE INC COM 00287Y109 426793 2678 SH SOLE 0 0 2678 ALPHABET INC CAP STK CL A 02079K305 409423 3947 SH SOLE 0 0 3947 ALPHABET INC CAP STK CL C 02079K107 337542 3247 SH SOLE 0 0 3247 AMAZON COM INC COM 023135106 452204 4378 SH SOLE 0 0 4378 AMERICAN CENTY ETF TR US EQT ETF 025072885 819444 11561 SH SOLE 0 0 11561 ANALOG DEVICES INC COM 032654105 320425 1625 SH SOLE 0 0 1625 APPLE INC COM 037833100 4618564 28018 SH SOLE 0 0 28018 APPLIED MATLS INC COM 038222105 553766 4508 SH SOLE 0 0 4508 BANK AMERICA CORP COM 060505104 239662 8380 SH SOLE 0 0 8380 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 849427 2751 SH SOLE 0 0 2751 BOEING CO COM 097023105 318645 1500 SH SOLE 0 0 1500 CABOT CORP COM 127055101 207465 2707 SH 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