Heritage Way Advisors, LLC Buys Philip Morris International Inc, iShares MSCI EM ESG Select ETF, Intuitive Surgical Inc

Investment company Heritage Way Advisors, LLC (Current Portfolio) buys Philip Morris International Inc, iShares MSCI EM ESG Select ETF, Intuitive Surgical Inc, S&P 500 ETF TRUST ETF during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Heritage Way Advisors, LLC. As of 2021Q2, Heritage Way Advisors, LLC owns 68 stocks with a total value of $241 million. These are the details of the buys and sells.

For the details of Heritage Way Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/heritage+way+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Heritage Way Advisors, LLC
  1. iShares Core S&P 500 ETF (IVV) - 111,965 shares, 19.98% of the total portfolio. Shares added by 0.49%
  2. Vanguard FTSE Developed Markets ETF (VEA) - 254,801 shares, 5.45% of the total portfolio. Shares added by 5.80%
  3. Schwab U.S. Large-Cap ETF (SCHX) - 72,601 shares, 3.13% of the total portfolio. Shares reduced by 1.12%
  4. Microsoft Corp (MSFT) - 24,209 shares, 2.72% of the total portfolio. Shares reduced by 8.93%
  5. iShares Core S&P Mid-Cap ETF (IJH) - 22,242 shares, 2.48% of the total portfolio. Shares added by 10.50%
New Purchase: Philip Morris International Inc (PM)

Heritage Way Advisors, LLC initiated holding in Philip Morris International Inc. The purchase prices were between $88.06 and $100.5, with an estimated average price of $95.73. The stock is now traded at around $99.560000. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,080 shares as of 2021-06-30.

New Purchase: iShares MSCI EM ESG Select ETF (ESGE)

Heritage Way Advisors, LLC initiated holding in iShares MSCI EM ESG Select ETF. The purchase prices were between $42.11 and $45.55, with an estimated average price of $44.1. The stock is now traded at around $44.190000. The impact to a portfolio due to this purchase was 0.11%. The holding were 5,714 shares as of 2021-06-30.

New Purchase: Intuitive Surgical Inc (ISRG)

Heritage Way Advisors, LLC initiated holding in Intuitive Surgical Inc. The purchase prices were between $738.94 and $920.72, with an estimated average price of $838.66. The stock is now traded at around $955.080000. The impact to a portfolio due to this purchase was 0.09%. The holding were 225 shares as of 2021-06-30.

Added: S&P 500 ETF TRUST ETF (SPY)

Heritage Way Advisors, LLC added to a holding in S&P 500 ETF TRUST ETF by 26.17%. The purchase prices were between $395.04 and $428.06, with an estimated average price of $415.91. The stock is now traded at around $436.240000. The impact to a portfolio due to this purchase was 0.03%. The holding were 757 shares as of 2021-06-30.



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