Heritage Family Offices, LLP Purchases in Q3 2024

Heritage Family Offices, LLP

  • $194 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Te Connectivity PLC
13.9K
New
N/A
13.9K $2.09B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.1K
+ 0.7%
$36.02 - $41.68 $112K - $129K
446K $18.4B
American Healthcare Reit Inc
23.6K
New
N/A
23.6K $617M
MA
Mastercard Inc

Financial Services
863
+ 27.77%
$429.6 - $500.99 $371K - $432K
3.97K $1.96B
ICE
Intercontinental Exchange, Inc.

Financial Services
2.01K
+ 21.31%
$136.93 - $162.81 $276K - $328K
11.5K $1.84B
WMT
Walmart Inc.

Consumer Defensive
6.11K
New
$66.91 - $81.4 $408K - $497K
6.11K $493M
OLED
Universal Display Corp Pa

Technology
1.94K
New
$157.72 - $236.42 $306K - $459K
1.94K $408M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.93K
+ 0.8%
$36.06 - $37.66 $69.5K - $72.6K
243K $9.15B
Amentum Holdings Inc
9.54K
New
N/A
9.54K $308M
BRP
Brp Group, Inc.

Financial Services
4.85K
New
$35.8 - $40.92 $174K - $198K
4.85K $242M
ESE
Esco Technologies Inc

Technology
1.83K
New
$102.11 - $128.98 $187K - $236K
1.83K $236M
ADC
Agree Realty Corp

Real Estate
3.08K
New
$61.47 - $76.71 $189K - $236K
3.08K $232M
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.03%
$163.84 - $199.33 $492 - $598
8.9K $1.76B
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.35K
New
$89.91 - $101.33 $211K - $238K
2.35K $231M
DORM
Dorman Products, Inc.

Consumer Cyclical
2.03K
New
$87.27 - $117.5 $177K - $238K
2.03K $229M
FSCO
Fs Cr Opportunities Corp Com
35.9K
New
N/A
35.9K $228M
IVE
Ishares S&P 500 Value ETF

ETFs
1.14K
New
$181.06 - $197.17 $206K - $224K
1.14K $224M
AUB
Atlantic Union Bankshares Corp

Financial Services
5.94K
New
$32.43 - $41.89 $193K - $249K
5.94K $224M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
2.8K
New
$66.28 - $79.27 $185K - $222K
2.8K $222M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
1.84K
New
$84.66 - $123.5 $156K - $227K
1.84K $218M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
9.36K
New
$21.35 - $22.73 $200K - $213K
9.36K $211M
ENOV
Enovis Corp

Industrials
4.79K
New
$40.57 - $48.1 $194K - $230K
4.79K $206M
IYW
Ishares Dj Us Tech ETF

ETFs
1.34K
New
$133.16 - $158.73 $179K - $213K
1.34K $203M
UMBF
Umb Financial Corp

Financial Services
1.93K
New
$81.41 - $108.94 $157K - $211K
1.93K $203M
POWI
Power Integrations Inc

Technology
3.14K
New
$57.86 - $78.46 $182K - $247K
3.14K $202M
HLN
Haleon PLC

Healthcare
200
+ 0.24%
$8.32 - $10.7 $1.66K - $2.14K
85K $899M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.58K
+ 34.09%
$44.83 - $47.42 $160K - $170K
14.1K $663M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.96K
+ 23.87%
$45.2 - $47.87 $134K - $142K
15.4K $730M
CHKP
Check Point Software Technologies LTD

Technology
77
+ 1.6%
$165.0 - $195.47 $12.7K - $15.1K
4.88K $942M
CHH
Choice Hotels International Inc

Consumer Cyclical
954
+ 45.0%
$117.06 - $133.72 $112K - $128K
3.07K $401M
AON
Aon PLC

Financial Services
47
+ 1.89%
$293.16 - $351.06 $13.8K - $16.5K
2.53K $875M
ZTS
Zoetis Inc.

Healthcare
30
+ 0.56%
$172.58 - $196.48 $5.18K - $5.89K
5.42K $1.06B
FICO
Fair Isaac Corp

Technology
5
+ 1.99%
$1496.51 - $1947.38 $7.48K - $9.74K
256 $498M
Cooper Cos Inc
35
+ 0.71%
N/A
4.97K $548M
VTI
Vanguard Total Stock Market Et

ETFs
352
+ 39.51%
$255.18 - $283.2 $89.8K - $99.7K
1.24K $352M
EFV
Msci Eafe Value ETF

ETFs
1.23K
+ 14.78%
$51.72 - $57.96 $63.7K - $71.3K
9.56K $550M
SONY
Sony Group Corp

Technology
70
+ 0.83%
$81.61 - $98.65 $5.71K - $6.91K
8.53K $823M
ALC
Alcon Inc

Healthcare
79
+ 0.93%
$88.07 - $100.79 $6.96K - $7.96K
8.54K $855M
CSWI
Csw Industrials, Inc.

Industrials
4
+ 0.42%
$263.55 - $370.84 $1.05K - $1.48K
958 $351M
POOL
Pool Corp

Industrials
28
+ 2.24%
$296.17 - $376.8 $8.29K - $10.6K
1.28K $482M
MDT
Medtronic PLC

Healthcare
63
+ 0.79%
$76.84 - $91.03 $4.84K - $5.73K
8.05K $725M
MBB
Ishares Tr

ETFs
835
+ 23.4%
$90.85 - $96.66 $75.9K - $80.7K
4.4K $422M
LII
Lennox International Inc

Industrials
35
+ 3.41%
$523.72 - $620.83 $18.3K - $21.7K
1.06K $641M
EFX
Equifax Inc

Industrials
2
+ 0.12%
$236.42 - $307.13 $473 - $614
1.65K $485M
DE
Deere & CO

Industrials
9
+ 0.53%
$344.84 - $418.0 $3.1K - $3.76K
1.71K $714M
V
Visa Inc.

Financial Services
7
+ 0.11%
$253.74 - $291.56 $1.78K - $2.04K
6.1K $1.68B
ZBRA
Zebra Technologies Corp

Technology
3
+ 0.25%
$306.21 - $371.02 $919 - $1.11K
1.21K $449M
ALLE
Allegion PLC

Industrials
7
+ 0.27%
$114.67 - $145.7 $803 - $1.02K
2.56K $374M
AZPN
Aspen Technology, Inc.

Technology
2
+ 0.12%
$172.9 - $239.26 $346 - $479
1.68K $401M
Activity Summary
Buys All Purchases 94 New Holdings 21 Increased Positions 73 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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