Heron Financial Group, LLC 13F Filings Explorer

CIK: 0001803648

Diversified strategyLong-term holder

Total reported value

$185.6M

Reporting period: 2023-06-30 · Number of holdings: 142

HERON FINANCIAL GROUP, LLC disclosed 142 holdings in its latest 13F filing for the period ending 2023-06-30, with total reported value of $185.6M and a quarterly turnover rate of 0.0%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "H"

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 55.46
Diversification: 100
Sizing Uniformity: —

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VUG	Vanguard Growth ETF	ETF-Other	5.53%	—	-3.02%
2	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	5.35%	—	-1.75%
3	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-Other	4.64%	—	-5.40%
4	IWR	Ishares Russell Mid-cap ETF	ETF-Other	4.47%	—	-4.51%
5	IWP	Ishares Russell Mid-cap Grow	ETF-Other	4.42%	—	-5.04%
6	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-Other	4.29%	—	-4.43%
7	VYM	Vanguard High Dvd Yield ETF	ETF-Other	3.81%	—	+0.20%
8	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	3.75%	—	-2.14%
9	VB	Vanguard Small-cap ETF	ETF-Other	3.61%	—	-4.20%
10	IWN	Ishares Russell 2000 Value E	ETF-Small Cap	3.38%	—	-2.89%
11	AAPL	Apple INC	Stock-Tech	2.72%	—	-1.77%
12	IWV	Ishares Russell 3000 ETF	ETF-Other	2.26%	—	-1.33%
13	MSFT	Microsoft CORP	Stock-Tech	1.56%	—	-3.18%
14	JPEM	JPM Diversified Ret Em Equit	ETF-Other	1.41%	—	+2.23%
15	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	1.41%	—	—
16	PGX	Invesco Preferred ETF	ETF-Other	1.20%	—	-0.55%
17	MS	Morgan Stanley	Stock-Financials	1.17%	—	+0.40%
18	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	1.10%	—	-14.30%
19	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.08%	—	-0.30%
20	LYB	LyondellBasell Industries N.V.	Stock-Materials	1.07%	—	+1.65%
21	ITW	Illinois Tool Works	Stock-Industrials	1.07%	—	—
22	TMUS	T-mobile US INC	Stock-Comm Services	1.06%	—	+5.44%
23	AON	Aon plc	Stock-Financials	1.04%	—	+1.64%
24	XOM	Exxon Mobil CORP	Stock-Energy	0.97%	—	-0.14%
25	JPM	Jpmorgan Chase & Co	Stock-Financials	0.91%	—	-1.52%
26	JNJ	Johnson & Johnson	Stock-Healthcare	0.90%	—	+1.37%
27	TFX	Teleflex INC	Stock-Healthcare	0.84%	—	+0.31%
28	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.83%	—	+3.26%
29	NEE	Nextera Energy INC	Stock-Utilities	0.82%	—	+0.54%
30	AMZN	Amazon.com INC	Stock-Consumer Disc	0.78%	—	+0.72%
31	FICO	Fair Isaac CORP	Stock-Tech	0.78%	—	+1.71%
32	MA	Mastercard INC - A	Stock-Financials	0.71%	—	+0.91%
33	UNH	Unitedhealth Group INC	Stock-Healthcare	0.69%	—	-0.04%
34	DTE	Dte Energy Company	Stock-Utilities	0.68%	—	+0.80%
35	PFF	Ishares Preferred & Income S	ETF-Other	0.64%	—	-0.05%
36	VLO	Valero Energy CORP	Stock-Energy	0.61%	—	-3.77%
37	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.61%	—	-2.46%
38	ADBE	Adobe INC	Stock-Tech	0.60%	—	-0.04%
39	CSCO	Cisco Systems INC	Stock-Tech	0.58%	—	-2.26%
40	DUK	Duke Energy CORP	Stock-Utilities	0.57%	—	+0.39%
41	VZ	Verizon Communications INC	Stock-Comm Services	0.55%	—	+4.03%
42	BIV	Vanguard Intermediate-term B	ETF-Other	0.53%	—	-0.15%
43	PIE	Invesco Dorsey Wright Emergi	ETF-Other	0.53%	—	-0.82%
44	ADI	Analog Devices INC	Stock-Tech	0.52%	—	+0.75%
45	EW	Edwards Lifesciences CORP	Stock-Healthcare	0.50%	—	+2.30%
46	MRK	Merck & Co. INC.	Stock-Healthcare	0.49%	—	+4.05%
47	SJM	Jm Smucker Co/the	Stock-Consumer Staples	0.45%	—	+1.24%
48	HD	Home Depot INC	Stock-Consumer Disc	0.45%	—	+1.50%
49	CMC	Commercial Metals Co	Stock-Industrials	0.44%	—	—
50	LLY	Eli Lilly & Co	Stock-Healthcare	0.44%	—	-2.23%

1–50 of 142

Portfolio Performance

Performance for Q3 2026

+4.4%

Performance Last 4 Quarters

+21.1%

Based on 65% of reported portfolio value with available pricing

Stdev: +12.2%
Beta: +0.87
Alpha: -1%
Max Drawdown: -9.3%
Annualized Perf: +15.3%
Batting Avg vs S&P: +44.4%
Sortino: +2.33
Stutzer: +0.36
Treynor: +0.17
Sterling: +0.9
Calmar: +1.66
Information Ratio: -0.72
Tracking Error: +4.7%
Stdev Down: +6.5%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +31.3%
Worst 12 Months: +5.7%
Efficiency Ratio: +0.48
Sharpe: +1.23
Stdev Sectors: +8.7%
Skewness: -0.03
Kurtosis: -0.5
Upside Potential: +4.02

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2023-06-30	142	$185.6M	0	1VUG 2VOO 3EFAV Top holdings2023-06-30 1.VUG 2.VOO 3.EFAV 4.IWR 5.IWP 6.IJJ 7.VYM 8.IWO 9.VB 10.IWN
2023-03-31	144	$181.4M	0	1VUG 2VOO 3EFAV Top holdings2023-03-31 1.VUG 2.VOO 3.EFAV 4.IWR 5.IWP 6.IJJ 7.VYM 8.VB 9.IWO 10.IWN
2022-12-31	128	$149.7M	0	1IWV 2IJJ 3IWR Top holdings2022-12-31 1.IWV 2.IJJ 3.IWR 4.IWP 5.EFAV 6.IWN 7.IWO 8.AAPL 9.TMO 10.MS
2022-09-30	132	$161.8M	0	1VOO 2VUG 3EFAV Top holdings2022-09-30 1.VOO 2.VUG 3.EFAV 4.IWR 5.IJJ 6.VYM 7.IWP 8.VB 9.IWO 10.IWN
2022-06-30	138	$164.8M	0	1VOO 2VUG 3VYM Top holdings2022-06-30 1.VOO 2.VUG 3.VYM 4.EFAV 5.IWR 6.IJJ 7.IWP 8.IWN 9.VB 10.IWO
2022-03-31	152	$192.3M	0	1VOO 2VUG 3VYM Top holdings2022-03-31 1.VOO 2.VUG 3.VYM 4.EFAV 5.IWR 6.IJJ 7.IWP 8.VB 9.IWN 10.IWO
2021-12-31	149	$185.8M	0	1VUG 2VOO 3VYM Top holdings2021-12-31 1.VUG 2.VOO 3.VYM 4.EFAV 5.IWR 6.IJJ 7.IWP 8.IWN 9.VB 10.PGX
2021-09-30	145	$179.5M	0	1VUG 2VOO 3EFAV Top holdings2021-09-30 1.VUG 2.VOO 3.EFAV 4.VYM 5.IWR 6.IWP 7.IJJ 8.IWO 9.IWN 10.PGX
2021-06-30	143	$175.1M	10	1VUG 2VOO 3EFAV Top holdings2021-06-30 1.VUG 2.VOO 3.EFAV 4.VYM 5.IWR 6.IWP 7.IJJ 8.IWO 9.IWN 10.PGX
2021-03-31	142	$164.8M	16	1VUG 2VOO 3EFAV Top holdings2021-03-31 1.VUG 2.VOO 3.EFAV 4.VYM 5.IWR 6.IJJ 7.IWP 8.IWN 9.IWO 10.VB
2020-12-31	135	$144.7M	17	1VUG 2EFAV 3VOO Top holdings2020-12-31 1.VUG 2.EFAV 3.VOO 4.IWP 5.IWR 6.VYM 7.IWO 8.IJJ 9.IWN 10.VB
2020-09-30	126	$124.9M	18	1VUG 2EFAV 3IWP Top holdings2020-09-30 1.VUG 2.EFAV 3.IWP 4.VOO 5.IWR 6.VYM 7.IJJ 8.PFF 9.PGX 10.IWO
2020-06-30	120	$111.7M	20	1VUG 2IWP 3EFAV Top holdings2020-06-30 1.VUG 2.IWP 3.EFAV 4.VOO 5.VYM 6.IWR 7.PFF 8.IJJ 9.IWO 10.PGX
2020-03-31	109	$97.3M	23	1VUG 2EFAV 3PFF Top holdings2020-03-31 1.VUG 2.EFAV 3.PFF 4.VOO 5.VYM 6.IWP 7.IWR 8.IJJ 9.PGX 10.IWO
2019-12-31	133	$120.8M	0	1VUG 2PFF 3EFAV Top holdings2019-12-31 1.VUG 2.PFF 3.EFAV 4.VOO 5.VYM 6.IWP 7.IWR 8.IJJ 9.IWO 10.VB

Holding changes this quarter

Position changes disclosed by Heron Financial Group, LLC for the quarter ending 2023-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2023-06-30	2023-08-10	13F-HR	View on EDGAR
2023-03-31	2023-04-19	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-10-27	13F-HR	View on EDGAR
2022-06-30	2022-07-29	13F-HR	View on EDGAR
2022-03-31	2022-05-12	13F-HR	View on EDGAR
2021-12-31	2022-02-04	13F-HR	View on EDGAR
2021-09-30	2021-11-04	13F-HR	View on EDGAR
2021-06-30	2021-08-16	13F-HR	View on EDGAR
2021-03-31	2021-04-14	13F-HR	View on EDGAR
2020-12-31	2021-02-16	13F-HR	View on EDGAR
2020-09-30	2020-10-15	13F-HR	View on EDGAR
2020-06-30	2020-07-20	13F-HR	View on EDGAR
2020-03-31	2020-04-23	13F-HR	View on EDGAR
2019-12-31	2020-02-14	13F-HR	View on EDGAR

FAQ

What is Heron Financial Group, LLC and what type of investor is it?

Heron Financial Group, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-06-30), the firm manages a tracked equity portfolio valued at approximately $185.6M, spread across 142 disclosed positions.

What are Heron Financial Group, LLC's largest equity positions?

Based on the latest 13F filing, Heron Financial Group, LLC's top holdings by market value are: 1. Vanguard Growth ETF (VUG) — $10.3M (5.5%) 2. Vanguard S&p 500 ETF (VOO) — $9.9M (5.3%) 3. Ishares Msci Eafe Min Vol Fa (EFAV) — $8.6M (4.6%) 4. Ishares Russell Mid-cap ETF (IWR) — $8.3M (4.5%) 5. Ishares Russell Mid-cap Grow (IWP) — $8.2M (4.4%)

What changes did Heron Financial Group, LLC make in its most recent portfolio filing?

No notable portfolio changes were recorded for Heron Financial Group, LLC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Heron Financial Group, LLC focus on?

Heron Financial Group, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 31.5% • Health Care: 19.0% • Financials: 15.8% • Communication Services: 9.7% • Consumer Discretionary: 7.4% • Energy: 6.5%

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Heron Financial Group, LLC 13F Filings Explorer

CIK: 0001803648

Diversified strategyLong-term holder

Total reported value

$185.6M

Reporting period: 2023-06-30 · Number of holdings: 142

HERON FINANCIAL GROUP, LLC disclosed 142 holdings in its latest 13F filing for the period ending 2023-06-30, with total reported value of $185.6M and a quarterly turnover rate of 0.0%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "H"

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 55.46
Diversification: 100
Sizing Uniformity: —

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VUG	Vanguard Growth ETF	ETF-Other	5.53%	—	-3.02%
2	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	5.35%	—	-1.75%
3	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-Other	4.64%	—	-5.40%
4	IWR	Ishares Russell Mid-cap ETF	ETF-Other	4.47%	—	-4.51%
5	IWP	Ishares Russell Mid-cap Grow	ETF-Other	4.42%	—	-5.04%
6	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-Other	4.29%	—	-4.43%
7	VYM	Vanguard High Dvd Yield ETF	ETF-Other	3.81%	—	+0.20%
8	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	3.75%	—	-2.14%
9	VB	Vanguard Small-cap ETF	ETF-Other	3.61%	—	-4.20%
10	IWN	Ishares Russell 2000 Value E	ETF-Small Cap	3.38%	—	-2.89%
11	AAPL	Apple INC	Stock-Tech	2.72%	—	-1.77%
12	IWV	Ishares Russell 3000 ETF	ETF-Other	2.26%	—	-1.33%
13	MSFT	Microsoft CORP	Stock-Tech	1.56%	—	-3.18%
14	JPEM	JPM Diversified Ret Em Equit	ETF-Other	1.41%	—	+2.23%
15	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	1.41%	—	—
16	PGX	Invesco Preferred ETF	ETF-Other	1.20%	—	-0.55%
17	MS	Morgan Stanley	Stock-Financials	1.17%	—	+0.40%
18	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	1.10%	—	-14.30%
19	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.08%	—	-0.30%
20	LYB	LyondellBasell Industries N.V.	Stock-Materials	1.07%	—	+1.65%
21	ITW	Illinois Tool Works	Stock-Industrials	1.07%	—	—
22	TMUS	T-mobile US INC	Stock-Comm Services	1.06%	—	+5.44%
23	AON	Aon plc	Stock-Financials	1.04%	—	+1.64%
24	XOM	Exxon Mobil CORP	Stock-Energy	0.97%	—	-0.14%
25	JPM	Jpmorgan Chase & Co	Stock-Financials	0.91%	—	-1.52%
26	JNJ	Johnson & Johnson	Stock-Healthcare	0.90%	—	+1.37%
27	TFX	Teleflex INC	Stock-Healthcare	0.84%	—	+0.31%
28	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.83%	—	+3.26%
29	NEE	Nextera Energy INC	Stock-Utilities	0.82%	—	+0.54%
30	AMZN	Amazon.com INC	Stock-Consumer Disc	0.78%	—	+0.72%
31	FICO	Fair Isaac CORP	Stock-Tech	0.78%	—	+1.71%
32	MA	Mastercard INC - A	Stock-Financials	0.71%	—	+0.91%
33	UNH	Unitedhealth Group INC	Stock-Healthcare	0.69%	—	-0.04%
34	DTE	Dte Energy Company	Stock-Utilities	0.68%	—	+0.80%
35	PFF	Ishares Preferred & Income S	ETF-Other	0.64%	—	-0.05%
36	VLO	Valero Energy CORP	Stock-Energy	0.61%	—	-3.77%
37	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.61%	—	-2.46%
38	ADBE	Adobe INC	Stock-Tech	0.60%	—	-0.04%
39	CSCO	Cisco Systems INC	Stock-Tech	0.58%	—	-2.26%
40	DUK	Duke Energy CORP	Stock-Utilities	0.57%	—	+0.39%
41	VZ	Verizon Communications INC	Stock-Comm Services	0.55%	—	+4.03%
42	BIV	Vanguard Intermediate-term B	ETF-Other	0.53%	—	-0.15%
43	PIE	Invesco Dorsey Wright Emergi	ETF-Other	0.53%	—	-0.82%
44	ADI	Analog Devices INC	Stock-Tech	0.52%	—	+0.75%
45	EW	Edwards Lifesciences CORP	Stock-Healthcare	0.50%	—	+2.30%
46	MRK	Merck & Co. INC.	Stock-Healthcare	0.49%	—	+4.05%
47	SJM	Jm Smucker Co/the	Stock-Consumer Staples	0.45%	—	+1.24%
48	HD	Home Depot INC	Stock-Consumer Disc	0.45%	—	+1.50%
49	CMC	Commercial Metals Co	Stock-Industrials	0.44%	—	—
50	LLY	Eli Lilly & Co	Stock-Healthcare	0.44%	—	-2.23%

1–50 of 142

Portfolio Performance

Performance for Q3 2026

+4.4%

Performance Last 4 Quarters

+21.1%

Based on 65% of reported portfolio value with available pricing

Stdev: +12.2%
Beta: +0.87
Alpha: -1%
Max Drawdown: -9.3%
Annualized Perf: +15.3%
Batting Avg vs S&P: +44.4%
Sortino: +2.33
Stutzer: +0.36
Treynor: +0.17
Sterling: +0.9
Calmar: +1.66
Information Ratio: -0.72
Tracking Error: +4.7%
Stdev Down: +6.5%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +31.3%
Worst 12 Months: +5.7%
Efficiency Ratio: +0.48
Sharpe: +1.23
Stdev Sectors: +8.7%
Skewness: -0.03
Kurtosis: -0.5
Upside Potential: +4.02

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2023-06-30	142	$185.6M	0	1VUG 2VOO 3EFAV Top holdings2023-06-30 1.VUG 2.VOO 3.EFAV 4.IWR 5.IWP 6.IJJ 7.VYM 8.IWO 9.VB 10.IWN
2023-03-31	144	$181.4M	0	1VUG 2VOO 3EFAV Top holdings2023-03-31 1.VUG 2.VOO 3.EFAV 4.IWR 5.IWP 6.IJJ 7.VYM 8.VB 9.IWO 10.IWN
2022-12-31	128	$149.7M	0	1IWV 2IJJ 3IWR Top holdings2022-12-31 1.IWV 2.IJJ 3.IWR 4.IWP 5.EFAV 6.IWN 7.IWO 8.AAPL 9.TMO 10.MS
2022-09-30	132	$161.8M	0	1VOO 2VUG 3EFAV Top holdings2022-09-30 1.VOO 2.VUG 3.EFAV 4.IWR 5.IJJ 6.VYM 7.IWP 8.VB 9.IWO 10.IWN
2022-06-30	138	$164.8M	0	1VOO 2VUG 3VYM Top holdings2022-06-30 1.VOO 2.VUG 3.VYM 4.EFAV 5.IWR 6.IJJ 7.IWP 8.IWN 9.VB 10.IWO
2022-03-31	152	$192.3M	0	1VOO 2VUG 3VYM Top holdings2022-03-31 1.VOO 2.VUG 3.VYM 4.EFAV 5.IWR 6.IJJ 7.IWP 8.VB 9.IWN 10.IWO
2021-12-31	149	$185.8M	0	1VUG 2VOO 3VYM Top holdings2021-12-31 1.VUG 2.VOO 3.VYM 4.EFAV 5.IWR 6.IJJ 7.IWP 8.IWN 9.VB 10.PGX
2021-09-30	145	$179.5M	0	1VUG 2VOO 3EFAV Top holdings2021-09-30 1.VUG 2.VOO 3.EFAV 4.VYM 5.IWR 6.IWP 7.IJJ 8.IWO 9.IWN 10.PGX
2021-06-30	143	$175.1M	10	1VUG 2VOO 3EFAV Top holdings2021-06-30 1.VUG 2.VOO 3.EFAV 4.VYM 5.IWR 6.IWP 7.IJJ 8.IWO 9.IWN 10.PGX
2021-03-31	142	$164.8M	16	1VUG 2VOO 3EFAV Top holdings2021-03-31 1.VUG 2.VOO 3.EFAV 4.VYM 5.IWR 6.IJJ 7.IWP 8.IWN 9.IWO 10.VB
2020-12-31	135	$144.7M	17	1VUG 2EFAV 3VOO Top holdings2020-12-31 1.VUG 2.EFAV 3.VOO 4.IWP 5.IWR 6.VYM 7.IWO 8.IJJ 9.IWN 10.VB
2020-09-30	126	$124.9M	18	1VUG 2EFAV 3IWP Top holdings2020-09-30 1.VUG 2.EFAV 3.IWP 4.VOO 5.IWR 6.VYM 7.IJJ 8.PFF 9.PGX 10.IWO
2020-06-30	120	$111.7M	20	1VUG 2IWP 3EFAV Top holdings2020-06-30 1.VUG 2.IWP 3.EFAV 4.VOO 5.VYM 6.IWR 7.PFF 8.IJJ 9.IWO 10.PGX
2020-03-31	109	$97.3M	23	1VUG 2EFAV 3PFF Top holdings2020-03-31 1.VUG 2.EFAV 3.PFF 4.VOO 5.VYM 6.IWP 7.IWR 8.IJJ 9.PGX 10.IWO
2019-12-31	133	$120.8M	0	1VUG 2PFF 3EFAV Top holdings2019-12-31 1.VUG 2.PFF 3.EFAV 4.VOO 5.VYM 6.IWP 7.IWR 8.IJJ 9.IWO 10.VB

Holding changes this quarter

Position changes disclosed by Heron Financial Group, LLC for the quarter ending 2023-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2023-06-30	2023-08-10	13F-HR	View on EDGAR
2023-03-31	2023-04-19	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-10-27	13F-HR	View on EDGAR
2022-06-30	2022-07-29	13F-HR	View on EDGAR
2022-03-31	2022-05-12	13F-HR	View on EDGAR
2021-12-31	2022-02-04	13F-HR	View on EDGAR
2021-09-30	2021-11-04	13F-HR	View on EDGAR
2021-06-30	2021-08-16	13F-HR	View on EDGAR
2021-03-31	2021-04-14	13F-HR	View on EDGAR
2020-12-31	2021-02-16	13F-HR	View on EDGAR
2020-09-30	2020-10-15	13F-HR	View on EDGAR
2020-06-30	2020-07-20	13F-HR	View on EDGAR
2020-03-31	2020-04-23	13F-HR	View on EDGAR
2019-12-31	2020-02-14	13F-HR	View on EDGAR

FAQ

What is Heron Financial Group, LLC and what type of investor is it?

What are Heron Financial Group, LLC's largest equity positions?

What changes did Heron Financial Group, LLC make in its most recent portfolio filing?

No notable portfolio changes were recorded for Heron Financial Group, LLC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Heron Financial Group, LLC focus on?