HERITAGE INVESTORS MANAGEMENT CORP Diversified Active

CIK: 0000937589 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 2, 2013

Total Value ($000): $1,013,829 (100.0% shares, 0.0% debt)

Holdings (163)

GENERAL ELECTRIC CO 2.2%
Value ($000) $22,420 Shares 966,783 Est. Cost $23.19 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 2.2%
Value ($000) $22,036 Shares 104,883 Est. Cost $210.10 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $20,981 Shares 52,912 Est. Cost $13.16 Unrealized 0.0%
MSFT MICROSOFT CORP 2.1%
Value ($000) $20,970 Shares 607,026 Est. Cost $26.70 Unrealized 0.0%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $20,846 Shares 230,724 Est. Cost $53.69 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHINE 2.0%
Value ($000) $20,212 Shares 105,761 Est. Cost $118.94 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 1.8%
Value ($000) $18,431 Shares 246,542 Est. Cost $59.62 Unrealized 0.0%
INTC INTEL CORP 1.8%
Value ($000) $18,158 Shares 749,405 Est. Cost $17.18 Unrealized 0.0%
GOOGLE INC 1.8%
Value ($000) $17,965 Shares 20,406 Est. Cost $880.38 Unrealized
CSCO CISCO SYSTEMS INC 1.8%
Value ($000) $17,867 Shares 734,201 Est. Cost $15.24 Unrealized 0.0%
SLB SCHLUMBERGER LTD 1.7%
Value ($000) $17,698 Shares 246,973 Est. Cost $52.90 Unrealized 0.0%
VB VANGUARD SMALL CAP ETF 1.7%
Value ($000) $17,436 Shares 186,066 Est. Cost $93.71 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.7%
Value ($000) $17,420 Shares 346,042 Est. Cost $27.04 Unrealized 0.0%
HD HOME DEPOT INC 1.7%
Value ($000) $17,365 Shares 224,155 Est. Cost $56.05 Unrealized 0.0%
DIS DISNEY WALT CO 1.7%
Value ($000) $16,786 Shares 265,806 Est. Cost $56.11 Unrealized 0.0%
WMT WAL-MART STORES INC 1.6%
Value ($000) $16,325 Shares 219,158 Est. Cost $19.98 Unrealized 0.0%
EFA ISHARES TR MSCI EAFE IDX 1.6%
Value ($000) $15,861 Shares 276,813 Est. Cost $57.30 Unrealized
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $15,673 Shares 182,545 Est. Cost $59.66 Unrealized 0.0%
PEP PEPSICO INC 1.5%
Value ($000) $15,438 Shares 188,754 Est. Cost $56.00 Unrealized 0.0%
MAR MARRIOTT INTERNATIONAL INC CL 1.5%
Value ($000) $15,393 Shares 381,297 Est. Cost $36.65 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 1.5%
Value ($000) $15,306 Shares 164,682 Est. Cost $92.94 Unrealized
PCAR PACCAR INC 1.5%
Value ($000) $15,115 Shares 281,676 Est. Cost $21.67 Unrealized 0.0%
T AT&T INC 1.5%
Value ($000) $15,064 Shares 425,532 Est. Cost $11.40 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $15,060 Shares 285,278 Est. Cost $36.24 Unrealized 0.0%
MA MASTERCARD INC 1.5%
Value ($000) $14,841 Shares 25,833 Est. Cost $51.54 Unrealized 0.0%
CAT CATERPILLAR INC 1.5%
Value ($000) $14,821 Shares 179,671 Est. Cost $61.55 Unrealized 0.0%
CVX CHEVRON CORP 1.5%
Value ($000) $14,712 Shares 124,319 Est. Cost $71.30 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 1.4%
Value ($000) $14,307 Shares 195,444 Est. Cost $47.69 Unrealized 0.0%
MCD MCDONALDS CORP 1.4%
Value ($000) $14,069 Shares 142,112 Est. Cost $71.80 Unrealized 0.0%
APACHE CORP 1.4%
Value ($000) $13,767 Shares 164,231 Est. Cost $83.83 Unrealized
E M C CORP 1.3%
Value ($000) $13,613 Shares 576,340 Est. Cost $23.62 Unrealized
AMGN AMGEN INC 1.3%
Value ($000) $12,685 Shares 128,570 Est. Cost $73.34 Unrealized 0.0%
YUM YUM! BRANDS INC 1.2%
Value ($000) $12,457 Shares 179,647 Est. Cost $38.97 Unrealized 0.0%
MRK MERCK & CO INC 1.2%
Value ($000) $12,387 Shares 266,684 Est. Cost $30.02 Unrealized 0.0%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $12,121 Shares 157,437 Est. Cost $55.00 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 1.2%
Value ($000) $11,947 Shares 352,313 Est. Cost $23.37 Unrealized 0.0%
KO COCA COLA CO 1.2%
Value ($000) $11,698 Shares 291,655 Est. Cost $27.85 Unrealized 0.0%
BA BOEING CO 1.2%
Value ($000) $11,664 Shares 113,860 Est. Cost $80.37 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 1.1%
Value ($000) $11,347 Shares 130,994 Est. Cost $49.85 Unrealized 0.0%
MONSANTO CO 1.1%
Value ($000) $11,193 Shares 113,294 Est. Cost $98.80 Unrealized
NKE NIKE INC CL B 1.1%
Value ($000) $10,703 Shares 168,074 Est. Cost $26.53 Unrealized 0.0%
PFE PFIZER INC 1.0%
Value ($000) $10,491 Shares 374,535 Est. Cost $16.46 Unrealized 0.0%
DU PONT E I DE NEMOURS & CO 1.0%
Value ($000) $10,405 Shares 198,197 Est. Cost $52.50 Unrealized
MO ALTRIA GROUP INC 1.0%
Value ($000) $10,300 Shares 294,364 Est. Cost $16.28 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC 1.0%
Value ($000) $10,253 Shares 148,892 Est. Cost $45.09 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC CL A 1.0%
Value ($000) $10,012 Shares 192,086 Est. Cost $43.15 Unrealized 0.0%
FLR FLUOR CORP 0.9%
Value ($000) $9,546 Shares 160,948 Est. Cost $53.56 Unrealized 0.0%
MLM MARTIN MARIETTA MATERIALS INC 0.9%
Value ($000) $9,210 Shares 93,577 Est. Cost $93.00 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.9%
Value ($000) $9,089 Shares 105,096 Est. Cost $55.38 Unrealized 0.0%
COP CONOCOPHILLIPS 0.9%
Value ($000) $9,082 Shares 150,113 Est. Cost $39.96 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.9%
Value ($000) $9,010 Shares 59,570 Est. Cost $120.06 Unrealized 0.0%
ZBH ZIMMER HOLDINGS INC 0.9%
Value ($000) $8,725 Shares 116,427 Est. Cost $67.30 Unrealized 0.0%
MMM 3M CO 0.9%
Value ($000) $8,693 Shares 79,497 Est. Cost $61.26 Unrealized 0.0%
WFC WELLS FARGO & CO 0.8%
Value ($000) $8,510 Shares 206,206 Est. Cost $27.36 Unrealized 0.0%
MCK MCKESSON CORP 0.8%
Value ($000) $8,421 Shares 73,550 Est. Cost $101.46 Unrealized 0.0%
CSX CSX CORP 0.8%
Value ($000) $8,366 Shares 360,740 Est. Cost $6.66 Unrealized 0.0%
C CITIGROUP INC 0.8%
Value ($000) $8,073 Shares 168,300 Est. Cost $35.76 Unrealized 0.0%
BAC BANK OF AMERICA CORP 0.8%
Value ($000) $7,743 Shares 602,104 Est. Cost $10.03 Unrealized 0.0%
VEU VANGUARD INTL EQUITY INDEX FUN 0.8%
Value ($000) $7,733 Shares 174,879 Est. Cost $44.22 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.7%
Value ($000) $7,323 Shares 79,974 Est. Cost $61.55 Unrealized 0.0%
ALCOA INC 0.7%
Value ($000) $6,795 Shares 868,940 Est. Cost $7.82 Unrealized
NSC NORFOLK SOUTHERN CORP 0.7%
Value ($000) $6,628 Shares 91,226 Est. Cost $57.67 Unrealized 0.0%
SLM SLM CORP 0.7%
Value ($000) $6,612 Shares 289,227 Est. Cost $7.81 Unrealized 0.0%
COF CAPITAL ONE FINANCIAL CORP 0.7%
Value ($000) $6,603 Shares 105,123 Est. Cost $47.00 Unrealized 0.0%
HON HONEYWELL INTERNATIONAL INC 0.6%
Value ($000) $6,570 Shares 82,809 Est. Cost $53.13 Unrealized 0.0%
HEWLETT PACKARD CO 0.6%
Value ($000) $6,551 Shares 264,139 Est. Cost $24.80 Unrealized
TEVA TEVA PHARMACEUTICAL SP ADR 0.6%
Value ($000) $6,278 Shares 160,163 Est. Cost $39.20 Unrealized
HOG HARLEY DAVIDSON INC 0.6%
Value ($000) $6,259 Shares 114,168 Est. Cost $54.04 Unrealized 0.0%
MS MORGAN STANLEY 0.6%
Value ($000) $5,957 Shares 243,841 Est. Cost $17.33 Unrealized 0.0%
FDX FEDEX CORP 0.5%
Value ($000) $5,548 Shares 56,279 Est. Cost $81.95 Unrealized 0.0%
TM TOYOTA MOTOR CORP ADR 0.5%
Value ($000) $5,487 Shares 45,475 Est. Cost $120.66 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $4,937 Shares 110,472 Est. Cost $28.67 Unrealized 0.0%
L BRANDS INC 0.5%
Value ($000) $4,926 Shares 100,022 Est. Cost $49.25 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $4,880 Shares 44,990 Est. Cost $71.65 Unrealized 0.0%
ROYAL DUTCH SHELL PLC ADR 0.5%
Value ($000) $4,766 Shares 74,703 Est. Cost $63.80 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $4,520 Shares 76,719 Est. Cost $40.44 Unrealized 0.0%
F FORD MOTOR CO 0.4%
Value ($000) $4,437 Shares 286,841 Est. Cost $7.61 Unrealized 0.0%
QCOM QUALCOMM INC 0.4%
Value ($000) $4,414 Shares 72,253 Est. Cost $45.06 Unrealized 0.0%
PRAXAIR INC 0.4%
Value ($000) $4,237 Shares 36,794 Est. Cost $115.15 Unrealized
HMC HONDA MOTOR CO LTD ADR 0.4%
Value ($000) $4,025 Shares 108,051 Est. Cost $37.25 Unrealized
MEDTRONIC INC 0.4%
Value ($000) $3,863 Shares 75,044 Est. Cost $51.48 Unrealized
DOW CHEMICAL CO 0.4%
Value ($000) $3,817 Shares 118,641 Est. Cost $32.17 Unrealized
BAX BAXTER INTERNATIONAL INC 0.4%
Value ($000) $3,742 Shares 54,014 Est. Cost $30.42 Unrealized 0.0%
ZTS ZOETIS INC 0.4%
Value ($000) $3,642 Shares 117,894 Est. Cost $29.32 Unrealized 0.0%
EXPRESS SCRIPTS HOLDING CO 0.3%
Value ($000) $3,291 Shares 53,298 Est. Cost $61.75 Unrealized
GAP GAP INC 0.3%
Value ($000) $3,231 Shares 77,434 Est. Cost $26.00 Unrealized 0.0%
CMCSA COMCAST CORP CL A 0.3%
Value ($000) $3,170 Shares 75,936 Est. Cost $15.62 Unrealized 0.0%
TGT TARGET CORP 0.3%
Value ($000) $3,041 Shares 44,155 Est. Cost $47.95 Unrealized 0.0%
IWM ISHARES TR RUSSELL 2000 0.3%
Value ($000) $2,926 Shares 30,162 Est. Cost $97.01 Unrealized
VO VANGUARD MID CAP ETF 0.3%
Value ($000) $2,777 Shares 29,187 Est. Cost $95.15 Unrealized
TIME WARNER INC 0.3%
Value ($000) $2,759 Shares 47,722 Est. Cost $57.81 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.3%
Value ($000) $2,636 Shares 26,231 Est. Cost $110.02 Unrealized 0.0%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $2,479 Shares 16,066 Est. Cost $57.06 Unrealized 0.0%
BF/B BROWN FORMAN CORP CL B 0.2%
Value ($000) $2,470 Shares 36,561 Est. Cost $22.68 Unrealized 0.0%
LLY LILLY ELI & CO 0.2%
Value ($000) $2,447 Shares 49,817 Est. Cost $42.21 Unrealized 0.0%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $2,376 Shares 35,203 Est. Cost $41.83 Unrealized 0.0%
VWO VANGUARD FTSE EMERGING MKTS ET 0.2%
Value ($000) $2,169 Shares 55,902 Est. Cost $38.80 Unrealized
MEAD JOHNSON NUTRITION CO 0.2%
Value ($000) $1,885 Shares 23,789 Est. Cost $79.24 Unrealized
GM GENERAL MOTORS CORP 0.2%
Value ($000) $1,776 Shares 53,325 Est. Cost $23.62 Unrealized 0.0%
ABBV ABBVIE INC 0.2%
Value ($000) $1,769 Shares 42,786 Est. Cost $26.55 Unrealized 0.0%
DELL INC 0.2%
Value ($000) $1,752 Shares 131,487 Est. Cost $13.32 Unrealized
WASHINGTON POST CO CL B 0.2%
Value ($000) $1,535 Shares 3,174 Est. Cost $483.62 Unrealized
BP BP PLC ADR 0.2%
Value ($000) $1,529 Shares 36,637 Est. Cost $41.73 Unrealized
RAYTHEON CO 0.1%
Value ($000) $1,513 Shares 22,881 Est. Cost $66.12 Unrealized
WU WESTERN UNION CO 0.1%
Value ($000) $1,425 Shares 83,273 Est. Cost $17.11 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $1,364 Shares 15,275 Est. Cost $65.69 Unrealized 0.0%
DHR DANAHER CORP 0.1%
Value ($000) $1,089 Shares 17,206 Est. Cost $25.01 Unrealized 0.0%
M MACYS INC 0.1%
Value ($000) $1,035 Shares 21,569 Est. Cost $46.44 Unrealized 0.0%
FIFTH & PAC COS INC 0.1%
Value ($000) $1,033 Shares 46,261 Est. Cost $22.33 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $994 Shares 22,534 Est. Cost $26.74 Unrealized 0.0%
IWR ISHARES RUSSELL MIDCAP INDEX F 0.1%
Value ($000) $968 Shares 7,451 Est. Cost $129.92 Unrealized
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $953 Shares 19,995 Est. Cost $47.66 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $923 Shares 26,476 Est. Cost $28.85 Unrealized 0.0%
STT STATE STREET CORP 0.1%
Value ($000) $899 Shares 13,780 Est. Cost $44.60 Unrealized 0.0%
L-3 COMMUNICATIONS HOLDINGS IN 0.1%
Value ($000) $806 Shares 9,395 Est. Cost $85.79 Unrealized
GANNETT INC 0.1%
Value ($000) $783 Shares 32,026 Est. Cost $24.45 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $771 Shares 83,153 Est. Cost $8.48 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $690 Shares 7,104 Est. Cost $63.06 Unrealized 0.0%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $561 Shares 4,710 Est. Cost $119.11 Unrealized
CAG CONAGRA FOODS INC 0.1%
Value ($000) $540 Shares 15,450 Est. Cost $17.69 Unrealized 0.0%
ETN EATON CORP 0.1%
Value ($000) $535 Shares 8,129 Est. Cost $46.59 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $503 Shares 8,627 Est. Cost $37.50 Unrealized 0.0%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $503 Shares 45,510 Est. Cost $8.72 Unrealized 0.0%
COMCAST CORP CL A SPECIAL 0.0%
Value ($000) $484 Shares 12,200 Est. Cost $39.67 Unrealized
FEDERAL REALTY INVESTMENT TRUS 0.0%
Value ($000) $482 Shares 4,650 Est. Cost $103.66 Unrealized
BB&T CORP 0.0%
Value ($000) $457 Shares 13,500 Est. Cost $33.85 Unrealized
EGBN EAGLE BANCORP INC MD 0.0%
Value ($000) $448 Shares 20,010 Est. Cost $16.56 Unrealized 0.0%
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $439 Shares 5,986 Est. Cost $73.34 Unrealized
EEM ISHARES TR MSCI EMERG MKT 0.0%
Value ($000) $390 Shares 10,130 Est. Cost $38.50 Unrealized
D DOMINION RES INC VA 0.0%
Value ($000) $382 Shares 6,724 Est. Cost $34.53 Unrealized 0.0%
ANF ABERCROMBIE & FITCH CO 0.0%
Value ($000) $372 Shares 8,229 Est. Cost $37.66 Unrealized 0.0%
FSP FRANKLIN STREET PPTYS CORP 0.0%
Value ($000) $371 Shares 28,139 Est. Cost $13.18 Unrealized
BEAM INC 0.0%
Value ($000) $344 Shares 5,450 Est. Cost $63.12 Unrealized
V VISA INC 0.0%
Value ($000) $281 Shares 1,540 Est. Cost $40.02 Unrealized 0.0%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $257 Shares 4,710 Est. Cost $40.02 Unrealized 0.0%
NUVEEN PREM INCOME MUN FD 0.0%
Value ($000) $249 Shares 18,420 Est. Cost $13.52 Unrealized
MTB M & T BANK CORP 0.0%
Value ($000) $240 Shares 2,150 Est. Cost $72.91 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $235 Shares 13,951 Est. Cost $10.74 Unrealized 0.0%
L LOEWS CORP 0.0%
Value ($000) $230 Shares 5,187 Est. Cost $42.08 Unrealized 0.0%
AES AES CORP 0.0%
Value ($000) $222 Shares 18,500 Est. Cost $8.29 Unrealized 0.0%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $210 Shares 3,000 Est. Cost $47.81 Unrealized 0.0%
AMZN AMAZON.COM INC 0.0%
Value ($000) $208 Shares 750 Est. Cost $13.32 Unrealized 0.0%
ANADARKO PETROLEUM CORP 0.0%
Value ($000) $208 Shares 2,424 Est. Cost $85.81 Unrealized
BIV VANGUARD INTERMEDIATE TERM BON 0.0%
Value ($000) $200 Shares 2,400 Est. Cost $83.33 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $198 Shares 2,219 Est. Cost $57.83 Unrealized 0.0%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $189 Shares 11,800 Est. Cost $15.16 Unrealized 0.0%
PEPCO HOLDINGS INC 0.0%
Value ($000) $189 Shares 9,377 Est. Cost $20.16 Unrealized
ENB ENBRIDGE 0.0%
Value ($000) $185 Shares 4,400 Est. Cost $23.28 Unrealized 0.0%
DIRECTV 0.0%
Value ($000) $179 Shares 2,911 Est. Cost $61.49 Unrealized
ELME WASHINGTON REAL ESTATE INVESTM 0.0%
Value ($000) $170 Shares 6,300 Est. Cost $26.98 Unrealized
ISHARES GOLD TRUST 0.0%
Value ($000) $165 Shares 13,800 Est. Cost $11.96 Unrealized
ACN ACCENTURE PLC-CL A 0.0%
Value ($000) $159 Shares 2,205 Est. Cost $63.81 Unrealized 0.0%
VAC MARRIOTT VACATIONS WRLDWD 0.0%
Value ($000) $141 Shares 3,263 Est. Cost $44.02 Unrealized 0.0%
PDM PIEDMONT OFFICE REALTY CL A 0.0%
Value ($000) $138 Shares 7,708 Est. Cost $17.90 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $131 Shares 4,274 Est. Cost $27.58 Unrealized 0.0%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.0%
Value ($000) $129 Shares 2,075 Est. Cost $62.17 Unrealized
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $124 Shares 575 Est. Cost $213.68 Unrealized 0.0%
KRAFT FOODS GROUP INC 0.0%
Value ($000) $121 Shares 2,167 Est. Cost $55.84 Unrealized
SUNTRUST BANKS INC 0.0%
Value ($000) $114 Shares 3,600 Est. Cost $31.67 Unrealized
LORILLARD INC 0.0%
Value ($000) $102 Shares 2,340 Est. Cost $43.59 Unrealized
PNC PNC FINANCIAL SERVICES GROUP I 0.0%
Value ($000) $101 Shares 1,385 Est. Cost $47.34 Unrealized 0.0%
SEACOAST BKG CORP FLA 0.0%
Value ($000) $23 Shares 10,500 Est. Cost $2.19 Unrealized
ROYAL DUTCH SHELL PLC B ADR 0.0%
Value ($000) $19 Shares 280 Est. Cost $67.86 Unrealized