Chief Compliance Officer

0001876811-24-000003.txt : 20240502 0001876811-24-000003.hdr.sgml : 20240502 20240502130622 ACCESSION NUMBER: 0001876811-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240502 DATE AS OF CHANGE: 20240502 EFFECTIVENESS DATE: 20240502 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Heritage Investment Group, Inc. CENTRAL INDEX KEY: 0001876811 ORGANIZATION NAME: IRS NUMBER: 650414452 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21705 FILM NUMBER: 24906839 BUSINESS ADDRESS: STREET 1: 2480 N.E. 23RD STREET CITY: POMPANO BEACH STATE: FL ZIP: 33062 BUSINESS PHONE: 954-785-5400 MAIL ADDRESS: STREET 1: 2480 N.E. 23RD STREET CITY: POMPANO BEACH STATE: FL ZIP: 33062 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001876811 XXXXXXXX 03-31-2024 03-31-2024 Heritage Investment Group, Inc.

2480 N.E. 23RD STREET POMPANO BEACH FL 33062

13F HOLDINGS REPORT 028-21705 000113204 801-60396 N S.Hardy Taylor Chief Compliance Officer 9547855400 S.Hardy Taylor Pompano Beach FL 05-02-2024 0 103 485864000 false INFORMATION TABLE 2 hig1q24_13f.xml ABBOTT LABS COM 002824100 332000 2919 SH SOLE 0 0 2919 ABBVIE INC COM 00287Y109 516000 2832 SH SOLE 0 0 2832 ACUITY BRANDS INC COM 00508Y102 537000 2000 SH SOLE 0 0 2000 ALLSTATE CORP COM 020002101 649000 3753 SH SOLE 0 0 3753 ALPHABET INC CAP STK CL C 02079K107 275000 1809 SH SOLE 0 0 1809 ALPHABET INC CAP STK CL A 02079K305 345000 2284 SH SOLE 0 0 2284 AMAZON COM INC COM 023135106 427000 2367 SH SOLE 0 0 2367 AMERICAN EXPRESS CO COM 025816109 383000 1681 SH SOLE 0 0 1681 AMERICAN TOWER CORP NEW COM 03027X100 310000 1571 SH SOLE 0 0 1571 AMERIPRISE FINL INC COM 03076C106 238000 543 SH SOLE 0 0 543 AMGEN INC COM 031162100 1236000 4346 SH SOLE 0 0 4346 APPLE INC COM 037833100 3109000 18133 SH SOLE 0 0 18133 AUTOMATIC DATA PROCESSING IN COM 053015103 539000 2160 SH SOLE 0 0 2160 BWX 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