0001172661-23-000314.txt : 20230127 0001172661-23-000314.hdr.sgml : 20230127 20230127092259 ACCESSION NUMBER: 0001172661-23-000314 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230127 DATE AS OF CHANGE: 20230127 EFFECTIVENESS DATE: 20230127 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: 23559895 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 12-31-2022 12-31-2022 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 01-27-2023 0 74 395033887 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 272818 2275 SH SOLE 2275 0 0 ABBOTT LABS COM 002824100 557184 5075 SH SOLE 5075 0 0 ABBVIE INC COM 00287Y109 454286 2811 SH SOLE 2811 0 0 ALPHABET INC CAP STK CL A 02079K305 352038 3990 SH SOLE 3990 0 0 ALPHABET INC CAP STK CL C 02079K107 300529 3387 SH SOLE 3387 0 0 AMAZON COM INC COM 023135106 381360 4540 SH SOLE 4540 0 0 AMERICAN CENTY ETF TR US EQT ETF 025072885 918203 13501 SH SOLE 13501 0 0 ANALOG DEVICES INC COM 032654105 311445 1899 SH SOLE 1899 0 0 APPLE INC COM 037833100 3511678 27027 SH SOLE 27027 0 0 APPLIED MATLS INC COM 038222105 420428 4317 SH SOLE 4317 0 0 BANK AMERICA CORP COM 060505104 251368 7590 SH SOLE 7590 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 833103 2697 SH SOLE 2697 0 0 BOEING CO COM 097023105 299260 1571 SH SOLE 1571 0 0 CHEVRON CORP NEW COM 166764100 383570 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