Heritage Family Offices, LLP Purchases in Q1 2025

Heritage Family Offices, LLP

  • $196 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WEC
Wec Energy Group, Inc.

Utilities
13K
New
$92.12 - $108.98 $1.19M - $1.41M
13K $1.41B
CTSH
Cognizant Technology Solutions Corp

Technology
14.9K
New
$75.32 - $90.7 $1.12M - $1.35M
14.9K $1.14B
NDAQ
Nasdaq, Inc.

Financial Services
14.8K
New
$72.17 - $83.76 $1.07M - $1.24M
14.8K $1.12B
ABT
Abbott Laboratories

Healthcare
7.18K
+ 94.13%
$111.1 - $140.22 $798K - $1.01M
14.8K $1.96B
APH
Amphenol Corp

Technology
16.7K
New
$61.62 - $78.55 $1.03M - $1.31M
16.7K $1.1B
Blackrock ETF Trust Ii
20.4K
New
N/A
20.4K $1.07B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
15.8K
New
$50.48 - $51.04 $798K - $807K
15.8K $801M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
29.4K
+ 15.45%
$61.55 - $71.27 $1.81M - $2.1M
220K $13.8B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.64K
+ 8.2%
$95.85 - $99.25 $540K - $559K
74.3K $7.35B
NICE
Nice Ltd.

Technology
3.79K
New
$139.18 - $178.5 $527K - $676K
3.79K $584M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.23K
+ 10.55%
$142.8 - $176.36 $176K - $217K
12.9K $2.23B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.59K
New
$169.43 - $182.84 $439K - $474K
2.59K $449M
V
Visa Inc.

Financial Services
520
+ 8.14%
$306.92 - $362.71 $160K - $189K
6.91K $2.42B
ABBV
Abb Vie Inc.

Healthcare
547
+ 6.16%
$169.2 - $216.66 $92.6K - $119K
9.43K $1.98B
KLAC
Kla Corp

Technology
215
+ 7.28%
$636.62 - $777.63 $137K - $167K
3.17K $2.15B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
10K
+ 25.71%
$22.46 - $23.26 $225K - $233K
49K $1.14B
LLY
Eli Lilly & CO

Healthcare
174
+ 8.86%
$725.72 - $929.72 $126K - $162K
2.14K $1.77B
MA
Mastercard Inc

Financial Services
285
+ 6.95%
$504.67 - $576.31 $144K - $164K
4.39K $2.4B
BRP
Brp Group, Inc.

Financial Services
5.45K
New
N/A
5.45K $243M
WRB
Berkley W R Corp

Financial Services
1.87K
+ 22.43%
$56.7 - $71.27 $106K - $133K
10.2K $727M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.78K
New
$80.53 - $147.57 $143K - $263K
1.78K $235M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.57K
New
$48.06 - $53.73 $219K - $245K
4.57K $223M
OLED
Universal Display Corp Pa

Technology
1.66K
+ 102.72%
$142.04 - $161.59 $236K - $269K
3.28K $457M
HYBB
Ishares Tr Bb Rated Corporate

ETFs
4.5K
+ 41.94%
$45.88 - $46.8 $207K - $211K
15.2K $704M
EMB
Ishares Tr

ETFs
1.24K
+ 2.4%
$88.64 - $92.03 $110K - $114K
52.8K $4.78B
LPLA
Lpl Financial Holdings Inc.

Financial Services
520
+ 29.73%
$308.87 - $383.33 $161K - $199K
2.27K $742M
NTST
Netstreit Corp.

Real Estate
10.6K
New
$13.64 - $15.84 $144K - $167K
10.6K $168M
AVNS
Avanos Medical, Inc.

Healthcare
10.2K
New
$13.95 - $17.45 $142K - $178K
10.2K $146M
TTE
Total Energies Se

Energy
758
+ 8.25%
N/A
9.95K $644M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.68K
+ 13.48%
$44.72 - $46.25 $120K - $124K
22.6K $1.04B
WSO
Watsco Inc

Industrials
188
+ 20.94%
$463.86 - $530.75 $87.2K - $99.8K
1.09K $552M
UNH
Unitedhealth Group Inc

Healthcare
124
+ 4.43%
$461.52 - $548.18 $57.2K - $68K
2.92K $1.53B
MBB
Ishares Tr

ETFs
1.11K
+ 20.79%
$90.37 - $94.08 $100K - $104K
6.43K $603M
IBKR
Interactive Brokers Group, Inc.

Financial Services
881
+ 28.73%
$161.03 - $235.53 $142K - $208K
3.95K $654M
MDT
Medtronic PLC

Healthcare
339
+ 4.31%
$79.84 - $94.5 $27.1K - $32K
8.21K $738M
Cooper Cos Inc
1.67K
+ 33.58%
N/A
6.66K $562M
ZTS
Zoetis Inc.

Healthcare
564
+ 10.38%
$156.48 - $175.67 $88.3K - $99.1K
6K $988M
LII
Lennox International Inc

Industrials
274
+ 25.66%
$553.05 - $666.93 $152K - $183K
1.34K $752M
SYK
Stryker Corp

Healthcare
74
+ 1.23%
$355.18 - $399.9 $26.3K - $29.6K
6.1K $2.27B
DE
Deere & CO

Industrials
29
+ 1.63%
$408.57 - $509.27 $11.8K - $14.8K
1.81K $850M
EOG
Eog Resources Inc

Energy
412
+ 5.76%
$120.54 - $138.05 $49.7K - $56.9K
7.56K $970M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
36
+ 1.06%
$88.0 - $115.5 $3.17K - $4.16K
3.44K $393M
POOL
Pool Corp

Industrials
362
+ 28.0%
$314.92 - $364.31 $114K - $132K
1.66K $527M
EFX
Equifax Inc

Industrials
407
+ 24.49%
$235.63 - $278.34 $95.9K - $113K
2.07K $504M
ROL
Rollins Inc

Consumer Cyclical
286
+ 3.53%
$45.65 - $54.03 $13.1K - $15.5K
8.39K $453M
VRIG
Invesco Actively Managed ETF F

ETFs
3.05K
+ 7.4%
$25.06 - $25.19 $76.5K - $76.9K
44.3K $1.11B
ESE
Esco Technologies Inc

Technology
138
+ 7.05%
$128.92 - $169.65 $17.8K - $23.4K
2.1K $334M
Te Connectivity PLC
674
+ 4.55%
N/A
15.5K $2.19B
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
179
+ 3.19%
$96.27 - $113.85 $17.2K - $20.4K
5.78K $673M
Activity Summary
Buys All Purchases 114 New Holdings 13 Increased Positions 101 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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