HERITAGE INVESTORS MANAGEMENT CORP Diversified Active

Location: Bethesda, MD

CIK: 0000937589 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 21, 2016

Total Value: $1.354B (100.0% shares, 0.0% debt)

Holdings (179)

AAPL APPLE INC 3.0%
Value $40.37M Shares 357,073 Est. Cost $18.24 Unrealized +32.8%
MSFT MICROSOFT CORP 2.1%
Value $29.08M Shares 504,815 Est. Cost $27.16 Unrealized +85.2%
MDY SPDR S&P MIDCAP 400 ETF TR 2.1%
Value $28.58M Shares 101,250 Est. Cost $211.25 Unrealized
INTC INTEL CORP 2.0%
Value $26.8M Shares 710,014 Est. Cost $17.64 Unrealized +62.2%
MA MASTERCARD INC 2.0%
Value $26.65M Shares 261,881 Est. Cost $71.38 Unrealized +27.3%
MAR MARRIOTT INTL INC NEW 1.7%
Value $23.23M Shares 345,076 Est. Cost $38.53 Unrealized +67.8%
CSCO CISCO SYSTEMS INC 1.7%
Value $23.12M Shares 728,758 Est. Cost $15.32 Unrealized +50.5%
XOM EXXON MOBIL CORP 1.7%
Value $23.1M Shares 264,658 Est. Cost $53.69 Unrealized +9.0%
VB VANGUARD INDEX FUNDS 1.7%
Value $22.91M Shares 187,523 Est. Cost $95.04 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.6%
Value $22.24M Shares 140,003 Est. Cost $114.93 Unrealized -11.5%
DIS DISNEY WALT CO 1.6%
Value $22.2M Shares 239,111 Est. Cost $61.08 Unrealized +45.5%
SLB SCHLUMBERGER LTD 1.6%
Value $21.22M Shares 269,810 Est. Cost $53.68 Unrealized +13.0%
JPM JPMORGAN CHASE & CO 1.6%
Value $21.11M Shares 317,027 Est. Cost $36.97 Unrealized +37.5%
JNJ JOHNSON & JOHNSON 1.5%
Value $20.26M Shares 171,537 Est. Cost $61.17 Unrealized +53.0%
CAT CATERPILLAR INC 1.5%
Value $20.25M Shares 228,080 Est. Cost $61.46 Unrealized +7.4%
HD HOME DEPOT INC 1.4%
Value $19.23M Shares 149,472 Est. Cost $56.12 Unrealized +89.5%
AMGN AMGEN INC 1.4%
Value $19.2M Shares 115,086 Est. Cost $76.11 Unrealized +67.8%
AXP AMERICAN EXPRESS CO 1.4%
Value $19.16M Shares 299,266 Est. Cost $60.34 Unrealized -6.7%
GENERAL ELECTRIC CO 1.4%
Value $19.14M Shares 646,266 Est. Cost $23.25 Unrealized
UNITED TECHNOLOGIES CORP 1.4%
Value $18.69M Shares 183,926 Est. Cost $94.55 Unrealized
EFA ISHARES 1.4%
Value $18.61M Shares 314,773 Est. Cost $57.91 Unrealized
GOOG ALPHABET INC 1.4%
Value $18.59M Shares 23,917 Est. Cost $35.61 Unrealized +5.8%
PEP PEPSICO INC 1.4%
Value $18.3M Shares 168,248 Est. Cost $56.01 Unrealized +44.8%
GOOGL ALPHABET INC 1.3%
Value $18.24M Shares 22,688 Est. Cost $36.73 Unrealized +5.7%
T AT&T INC 1.3%
Value $18.16M Shares 447,287 Est. Cost $11.41 Unrealized +42.8%
YUM YUM! BRANDS INC 1.3%
Value $18.11M Shares 199,432 Est. Cost $39.62 Unrealized +36.0%
VZ VERIZON COMMUNICATIONS INC 1.3%
Value $17.86M Shares 343,644 Est. Cost $27.02 Unrealized +21.8%
TROW PRICE T ROWE GROUP INC 1.3%
Value $17.55M Shares 263,969 Est. Cost $48.60 Unrealized +1.7%
WMT WAL-MART STORES INC 1.3%
Value $17.17M Shares 238,030 Est. Cost $19.92 Unrealized +3.4%
PCAR PACCAR INC 1.3%
Value $17.06M Shares 290,248 Est. Cost $22.01 Unrealized +21.2%
MCD MCDONALDS CORP 1.3%
Value $17M Shares 147,352 Est. Cost $71.63 Unrealized +32.0%
APACHE CORP 1.3%
Value $16.99M Shares 266,030 Est. Cost $68.62 Unrealized
BA BOEING CO 1.2%
Value $16.09M Shares 122,172 Est. Cost $88.36 Unrealized +36.7%
STZ CONSTELLATION BRANDS INC 1.1%
Value $15.57M Shares 93,494 Est. Cost $43.15 Unrealized +231.6%
PG PROCTER & GAMBLE CO 1.1%
Value $15.53M Shares 173,005 Est. Cost $55.46 Unrealized +21.7%
NKE NIKE INC 1.1%
Value $15.31M Shares 290,790 Est. Cost $42.07 Unrealized +18.9%
ZTS ZOETIS INC 1.1%
Value $15.15M Shares 291,339 Est. Cost $29.52 Unrealized +59.5%
CVX CHEVRON CORP 1.1%
Value $15.04M Shares 146,116 Est. Cost $69.93 Unrealized -2.1%
KO COCA COLA CO 1.1%
Value $14.38M Shares 339,766 Est. Cost $27.85 Unrealized +16.9%
MRK MERCK & CO INC 1.1%
Value $14.36M Shares 230,119 Est. Cost $30.10 Unrealized +45.3%
MLM MARTIN MARIETTA MATLS INC 1.1%
Value $14.27M Shares 79,651 Est. Cost $95.67 Unrealized +86.0%
PFE PFIZER INC 1.0%
Value $14.09M Shares 416,105 Est. Cost $16.63 Unrealized +33.8%
MONSANTO CO 1.0%
Value $14M Shares 136,994 Est. Cost $98.67 Unrealized
PM PHILIP MORRIS INTL INC 1.0%
Value $13.93M Shares 143,312 Est. Cost $49.24 Unrealized +26.5%
MO ALTRIA GROUP INC 1.0%
Value $13.75M Shares 217,467 Est. Cost $16.28 Unrealized +113.6%
SYF SYNCHRONY FINANCIAL 1.0%
Value $13.37M Shares 477,549 Est. Cost $24.05 Unrealized -8.6%
ZBH ZIMMER BIOMET HLDGS INC 1.0%
Value $13.11M Shares 100,792 Est. Cost $70.03 Unrealized +63.4%
FLR FLUOR CORP 1.0%
Value $13.08M Shares 254,952 Est. Cost $52.77 Unrealized -9.9%
ADM ARCHER DANIELS MIDLAND CO 0.9%
Value $12.12M Shares 287,335 Est. Cost $23.54 Unrealized +39.1%
DU PONT E I DE NEMOURS & CO 0.9%
Value $11.69M Shares 174,619 Est. Cost $52.40 Unrealized
WFC WELLS FARGO & CO 0.9%
Value $11.61M Shares 262,221 Est. Cost $29.53 Unrealized +24.7%
MCK MCKESSON CORP 0.9%
Value $11.53M Shares 69,126 Est. Cost $117.47 Unrealized +47.4%
UPS UNITED PARCEL SERVICE INC 0.8%
Value $11.41M Shares 104,361 Est. Cost $56.64 Unrealized +36.4%
ADP AUTOMATIC DATA PROCESSING INC 0.8%
Value $11.29M Shares 128,026 Est. Cost $45.41 Unrealized +63.2%
FDX FEDEX CORP 0.8%
Value $11.03M Shares 63,161 Est. Cost $90.62 Unrealized +55.5%
CSX CSX CORP 0.8%
Value $11.03M Shares 361,520 Est. Cost $6.75 Unrealized +22.8%
GS GOLDMAN SACHS GROUP INC 0.8%
Value $11M Shares 68,190 Est. Cost $121.58 Unrealized +10.1%
BAC BANK OF AMERICA CORP 0.8%
Value $10.83M Shares 691,770 Est. Cost $10.35 Unrealized +16.6%
C CITIGROUP INC 0.8%
Value $10.58M Shares 223,967 Est. Cost $35.98 Unrealized -5.1%
MMM 3M CO 0.7%
Value $9.741M Shares 55,277 Est. Cost $61.26 Unrealized +78.2%
APD AIR PRODS & CHEMS INC 0.7%
Value $9.596M Shares 63,831 Est. Cost $61.55 Unrealized +78.6%
VEU VANGUARD INTL EQUITY INDEX FD 0.7%
Value $9.375M Shares 206,358 Est. Cost $45.00 Unrealized
BLACKROCK INC 0.7%
Value $9.328M Shares 25,734 Est. Cost $321.16 Unrealized
L BRANDS INC 0.7%
Value $9.135M Shares 129,075 Est. Cost $58.12 Unrealized
COP CONOCOPHILLIPS 0.6%
Value $8.718M Shares 200,549 Est. Cost $38.87 Unrealized -19.9%
NSC NORFOLK SOUTHERN CORP 0.6%
Value $8.475M Shares 87,312 Est. Cost $58.23 Unrealized +29.1%
ALCOA INC 0.6%
Value $8.405M Shares 828,898 Est. Cost $7.94 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.6%
Value $7.866M Shares 67,464 Est. Cost $53.13 Unrealized +61.9%
PSX PHILLIPS 66 0.6%
Value $7.839M Shares 97,318 Est. Cost $42.15 Unrealized +29.1%
COF CAPITAL ONE FINANCIAL CORP 0.6%
Value $7.684M Shares 106,979 Est. Cost $48.11 Unrealized +21.1%
MS MORGAN STANLEY 0.6%
Value $7.456M Shares 232,575 Est. Cost $17.80 Unrealized +28.3%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.5%
Value $7.43M Shares 161,484 Est. Cost $40.06 Unrealized
TM TOYOTA MOTOR CORP 0.5%
Value $7.395M Shares 63,719 Est. Cost $118.22 Unrealized
EXPRESS SCRIPTS HLDG CO 0.5%
Value $7.151M Shares 101,383 Est. Cost $66.48 Unrealized
ABBV ABBVIE INC 0.5%
Value $6.746M Shares 106,953 Est. Cost $32.88 Unrealized +33.6%
LMT LOCKHEED MARTIN CORP 0.5%
Value $6.386M Shares 26,641 Est. Cost $74.47 Unrealized +161.6%
HOG HARLEY DAVIDSON INC 0.5%
Value $6.167M Shares 117,259 Est. Cost $54.96 Unrealized -5.9%
HSY HERSHEY CO 0.4%
Value $6.014M Shares 62,913 Est. Cost $70.89 Unrealized +19.4%
MDT MEDTRONIC PLC 0.4%
Value $5.956M Shares 68,937 Est. Cost $58.03 Unrealized +18.5%
HPE HEWLETT PACKARD ENTERPRISE CO 0.4%
Value $5.555M Shares 244,168 Est. Cost $6.50 Unrealized +45.2%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value $5.444M Shares 100,971 Est. Cost $29.15 Unrealized +58.3%
PRAXAIR INC 0.4%
Value $5.377M Shares 44,504 Est. Cost $115.26 Unrealized
QCOM QUALCOMM INC 0.4%
Value $4.966M Shares 72,496 Est. Cost $45.92 Unrealized +2.2%
CMG CHIPOTLE MEXICAN GRILL INC 0.4%
Value $4.844M Shares 11,438 Est. Cost $9.41 Unrealized -12.7%
CMCSA COMCAST CORP 0.4%
Value $4.759M Shares 71,732 Est. Cost $16.96 Unrealized +56.9%
VWO VANGUARD INTL EQUITY INDEX FD 0.3%
Value $4.479M Shares 119,035 Est. Cost $39.58 Unrealized
SLM SLM CORP 0.3%
Value $4.432M Shares 593,300 Est. Cost $8.38 Unrealized -14.3%
UNP UNION PACIFIC CORP 0.3%
Value $4.361M Shares 44,710 Est. Cost $68.84 Unrealized +10.3%
F FORD MOTOR CO 0.3%
Value $4.193M Shares 347,376 Est. Cost $7.75 Unrealized -0.9%
IWM ISHARES 0.3%
Value $3.911M Shares 31,484 Est. Cost $97.94 Unrealized
DOW CHEMICAL CO 0.3%
Value $3.847M Shares 74,228 Est. Cost $33.55 Unrealized
HMC HONDA MOTOR CO LTD 0.3%
Value $3.824M Shares 132,243 Est. Cost $35.73 Unrealized
TIME WARNER INC 0.3%
Value $3.632M Shares 45,621 Est. Cost $61.61 Unrealized
HPQ HP INC 0.3%
Value $3.598M Shares 231,692 Est. Cost $9.12 Unrealized +14.8%
VO VANGUARD INDEX FUNDS 0.3%
Value $3.554M Shares 27,460 Est. Cost $97.13 Unrealized
LLY LILLY ELI & CO 0.3%
Value $3.544M Shares 44,156 Est. Cost $43.02 Unrealized +59.4%
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value $3.372M Shares 23,340 Est. Cost $110.39 Unrealized +32.5%
TGT TARGET CORP 0.2%
Value $3.365M Shares 48,999 Est. Cost $47.53 Unrealized +14.3%
ROYAL DUTCH SHELL PLC 0.2%
Value $3.346M Shares 66,826 Est. Cost $63.63 Unrealized
BF/B BROWN FORMAN CORP 0.2%
Value $3.205M Shares 67,562 Est. Cost $28.13 Unrealized +16.4%
BAX BAXTER INTERNATIONAL INC 0.2%
Value $2.904M Shares 61,005 Est. Cost $30.62 Unrealized +32.0%
NAVI NAVIENT CORP 0.2%
Value $2.862M Shares 197,782 Est. Cost $16.58 Unrealized -16.0%
SHIRE PLC 0.2%
Value $2.853M Shares 14,717 Est. Cost $187.77 Unrealized
MEAD JOHNSON NUTRITION CO 0.2%
Value $2.849M Shares 36,055 Est. Cost $80.79 Unrealized
CC CHEMOURS CO 0.2%
Value $2.686M Shares 167,866 Est. Cost $7.20 Unrealized +15.7%
EEM ISHARES 0.2%
Value $2.663M Shares 71,120 Est. Cost $34.64 Unrealized
DUK DUKE ENERGY CORP 0.2%
Value $2.626M Shares 32,804 Est. Cost $42.15 Unrealized +33.8%
GAP GAP INC 0.2%
Value $2.5M Shares 112,430 Est. Cost $26.20 Unrealized -33.9%
DELL TECHNOLOGIES INC 0.2%
Value $2.378M Shares 49,757 Est. Cost $47.79 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value $2.209M Shares 15,778 Est. Cost $106.38 Unrealized +13.3%
RAYTHEON CO 0.2%
Value $2.155M Shares 15,828 Est. Cost $66.12 Unrealized
EGBN EAGLE BANCORP INC 0.1%
Value $1.932M Shares 39,158 Est. Cost $24.77 Unrealized +58.2%
GM GENERAL MOTORS CO 0.1%
Value $1.592M Shares 50,113 Est. Cost $23.67 Unrealized +9.2%
V VISA INC 0.1%
Value $1.555M Shares 18,797 Est. Cost $59.29 Unrealized +26.5%
PANW PALO ALTO NETWORKS INC 0.1%
Value $1.554M Shares 9,755 Est. Cost $23.01 Unrealized -1.0%
AER AERCAP HOLDINGS NV 0.1%
Value $1.487M Shares 38,625 Est. Cost $37.64 Unrealized -1.3%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value $1.435M Shares 60,288 Est. Cost $8.66 Unrealized +175.5%
ABT ABBOTT LABORATORIES 0.1%
Value $1.329M Shares 31,435 Est. Cost $30.26 Unrealized +19.4%
DHR DANAHER CORP 0.1%
Value $1.313M Shares 16,746 Est. Cost $27.39 Unrealized +145.6%
ACN ACCENTURE PLC 0.1%
Value $1.274M Shares 10,425 Est. Cost $65.88 Unrealized +49.0%
AMZN AMAZON.COM INC 0.1%
Value $1.25M Shares 1,493 Est. Cost $16.19 Unrealized +136.5%
DISCOVER FINL SVCS 0.1%
Value $1.213M Shares 21,453 Est. Cost $48.77 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value $1.161M Shares 5,369 Est. Cost $190.22 Unrealized
CABO CABLE ONE INC 0.1%
Value $1.141M Shares 1,953 Est. Cost $366.69 Unrealized +32.0%
COST COSTCO WHOLESALE CORP 0.1%
Value $1.112M Shares 7,290 Est. Cost $126.43 Unrealized +8.3%
CDK GLOBAL INC 0.1%
Value $1.094M Shares 19,077 Est. Cost $40.76 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value $1.072M Shares 5,865 Est. Cost $167.45 Unrealized
IWR ISHARES 0.1%
Value $1.044M Shares 5,990 Est. Cost $129.92 Unrealized
GHC GRAHAM HOLDINGS CO 0.1%
Value $1.014M Shares 2,106 Est. Cost $340.34 Unrealized +34.2%
L-3 COMMUNICATIONS HLDGS INC 0.1%
Value $987K Shares 6,545 Est. Cost $85.79 Unrealized
IEMG ISHARES INC 0.1%
Value $980K Shares 21,480 Est. Cost $40.33 Unrealized
BP BP PLC 0.1%
Value $967K Shares 27,515 Est. Cost $41.39 Unrealized
STT STATE STREET CORP 0.1%
Value $943K Shares 13,550 Est. Cost $44.83 Unrealized +10.8%
SO SOUTHERN CO 0.1%
Value $818K Shares 15,954 Est. Cost $27.24 Unrealized +30.7%
LDOS LEIDOS HLDGS INC 0.1%
Value $814K Shares 18,801 Est. Cost $33.42 Unrealized 0.0%
WU WESTERN UNION CO 0.1%
Value $803K Shares 38,568 Est. Cost $17.19 Unrealized
OLN OLIN CORP 0.1%
Value $801K Shares 39,055 Est. Cost $14.30 Unrealized +15.7%
KMB KIMBERLY CLARK CORP 0.1%
Value $792K Shares 6,282 Est. Cost $64.57 Unrealized +44.8%
M MACYS INC 0.1%
Value $769K Shares 20,753 Est. Cost $50.25 Unrealized -27.9%
POWERSHARES QQQ TRUST 0.1%
Value $768K Shares 6,469 Est. Cost $104.44 Unrealized
IEFA ISHARES INC 0.1%
Value $755K Shares 13,700 Est. Cost $53.92 Unrealized
LQD ISHARES 0.1%
Value $690K Shares 5,600 Est. Cost $117.21 Unrealized
ORCL ORACLE CORP 0.0%
Value $635K Shares 16,178 Est. Cost $36.84 Unrealized -3.8%
CAG CONAGRA FOODS INC 0.0%
Value $530K Shares 11,250 Est. Cost $17.79 Unrealized +44.2%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value $516K Shares 5,728 Est. Cost $64.19 Unrealized -1.4%
TGNA TEGNA INC 0.0%
Value $492K Shares 22,510 Est. Cost $18.36 Unrealized -23.4%
KATE SPADE & CO 0.0%
Value $474K Shares 27,694 Est. Cost $36.19 Unrealized
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value $471K Shares 9,970 Est. Cost $50.36 Unrealized
FTV FORTIVE CORP 0.0%
Value $408K Shares 8,013 Est. Cost $30.87 Unrealized 0.0%
VV VANGUARD INDEX FUNDS 0.0%
Value $380K Shares 3,836 Est. Cost $73.77 Unrealized
FEDERAL REALTY INV TRUST 0.0%
Value $377K Shares 2,450 Est. Cost $103.66 Unrealized
SUNTRUST BANKS INC 0.0%
Value $375K Shares 8,568 Est. Cost $40.86 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value $364K Shares 2,895 Est. Cost $119.68 Unrealized
HCA HCA HOLDINGS INC 0.0%
Value $363K Shares 4,805 Est. Cost $75.78 Unrealized -6.1%
ETN EATON CORP PLC 0.0%
Value $362K Shares 5,511 Est. Cost $47.23 Unrealized +12.0%
META FACEBOOK INC 0.0%
Value $348K Shares 2,710 Est. Cost $82.27 Unrealized +49.9%
IVV ISHARES 0.0%
Value $347K Shares 1,595 Est. Cost $205.58 Unrealized
CVS CVS HEALTH CORP 0.0%
Value $343K Shares 3,849 Est. Cost $70.89 Unrealized 0.0%
EMR EMERSON ELECTRIC CO 0.0%
Value $322K Shares 5,899 Est. Cost $37.39 Unrealized +13.1%
D DOMINION RES INC VA 0.0%
Value $317K Shares 4,264 Est. Cost $40.72 Unrealized +24.3%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value $301K Shares 4,128 Est. Cost $55.77 Unrealized +2.9%
NYT NEW YORK TIMES CO 0.0%
Value $301K Shares 25,151 Est. Cost $8.72 Unrealized +33.6%
FSP FRANKLIN STREET PPTYS CORP 0.0%
Value $290K Shares 23,000 Est. Cost $13.18 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $260K Shares 3,456 Est. Cost $37.50 Unrealized +47.9%
EMN EASTMAN CHEMICAL CO 0.0%
Value $252K Shares 3,719 Est. Cost $50.29 Unrealized -2.1%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value $233K Shares 5,850 Est. Cost $29.82 Unrealized +4.9%
GUGGENHEIM S&P 500 EQUAL 0.0%
Value $217K Shares 2,600 Est. Cost $83.46 Unrealized
L LOEWS CORP 0.0%
Value $216K Shares 5,246 Est. Cost $41.83 Unrealized -6.0%
BND VANGUARD BOND INDEX FUND 0.0%
Value $215K Shares 2,550 Est. Cost $80.77 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value $212K Shares 2,514 Est. Cost $84.33 Unrealized
BB&T CORP 0.0%
Value $206K Shares 5,459 Est. Cost $35.60 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value $206K Shares 2,306 Est. Cost $47.82 Unrealized +21.4%
IJR ISHARES 0.0%
Value $200K Shares 1,612 Est. Cost $124.07 Unrealized
GANNETT INC 0.0%
Value $198K Shares 17,004 Est. Cost $14.29 Unrealized
HST HOST HOTELS & RESORTS INC 0.0%
Value $185K Shares 11,900 Est. Cost $10.74 Unrealized +10.1%
LIBERTY GLOBAL PLC 0.0%
Value $117K Shares 3,531 Est. Cost $33.14 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value $53,000 Shares 1,000 Est. Cost $70.10 Unrealized
CINCINNATI BELL INC 0.0%
Value $41,000 Shares 10,000 Est. Cost $3.52 Unrealized
OPGEN INC 0.0%
Value $16,000 Shares 10,000 Est. Cost $1.50 Unrealized