Heritage Family Offices, LLP Purchases and Sells in Q3 2025

Heritage Family Offices, LLP

$215 Billion
Q3 2025

Top Buys

Incresed Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
APH	7.91K + 47.25%	$97.39 - $125.4 $770K - $991K	24.6K $3.05B
WEC	8.91K + 68.71%	$103.66 - $114.59 $923K - $1.02M	21.9K $2.51B
ISHARES BITCOIN TRUST ETF	9.56K + 51.91%	N/A	28K $1.82B
NDAQ	5.78K + 39.08%	$86.73 - $96.94 $501K - $560K	20.6K $1.82B
TXN	2.85K + 39.21%	N/A	10.1K $1.86B
ALLE	947 + 14.75%	$145.55 - $179.33 $138K - $170K	7.37K $1.31B

New Holdings

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ETN	7.42K New	$342.99 - $392.76 $2.55M - $2.92M	7.42K $2.78B
UL SOLUTIONS INC	5.81K New	N/A	5.81K $412M
TRMB	4.47K New	$76.46 - $85.24 $342K - $381K	4.47K $365M
SBCF	10.4K New	$27.42 - $31.65 $286K - $330K	10.4K $317M
HLNE	2.16K New	$134.79 - $160.88 $291K - $348K	2.16K $291M
KALU	3.55K New	$72.44 - $92.64 $257K - $329K	3.55K $274M

Top Sells

Reduced Positions

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACN	-4.08K - 66.16%	$232.56 - $304.78 $948K - $1.24M	2.09K $514M
IVV	-4.21K - 32.01%	$620.67 - $670.08 $2.61M - $2.82M	8.94K $5.99B
IEFA	-17.6K - 37.71%	$81.7 - $87.53 $1.44M - $1.54M	29K $2.54B
AGG	-10K - 13.47%	$97.75 - $100.75 $979K - $1.01M	64.3K $6.45B
LLY	-821 - 38.4%	$625.65 - $812.69 $514K - $667K	1.32K $1B
AJG	-992 - 12.4%	$284.17 - $319.49 $282K - $317K	7.01K $2.17B

Activity Summary All Purchases 95 New Holdings 28 Increased Positions 67 All Sells 84 Reductions 84 Sold out 0 Calls 0 Puts 0

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