Heritage Family Offices, LLP Purchases in Q3 2025

Heritage Family Offices, LLP

  • $215 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
7.42K
New
$342.99 - $392.76 $2.55M - $2.92M
7.42K $2.78B
APH
Amphenol Corp

Technology
7.91K
+ 47.25%
$97.39 - $125.4 $770K - $991K
24.6K $3.05B
WEC
Wec Energy Group, Inc.

Utilities
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
Nasdaq, Inc.

Financial Services
5.78K
+ 39.08%
$86.73 - $96.94 $501K - $560K
20.6K $1.82B
TXN
Texas Instruments Inc

Technology
2.85K
+ 39.21%
N/A
10.1K $1.86B
ALLE
Allegion PLC

Industrials
947
+ 14.75%
$145.55 - $179.33 $138K - $170K
7.37K $1.31B
NVDA
Nvidia Corp

Technology
324
+ 5.96%
$153.3 - $186.58 $49.7K - $60.5K
5.76K $1.08B
Jacobs Solutions Inc
148
+ 0.98%
N/A
15.3K $2.29B
Ul Solutions Inc
5.81K
New
N/A
5.81K $412M
EMR
Emerson Electric CO

Industrials
57
+ 0.39%
$128.6 - $149.63 $7.33K - $8.53K
14.5K $1.91B
SBCF
Seacoast Banking Corp Of Florida

Financial Services
10.4K
New
$27.42 - $31.65 $286K - $330K
10.4K $317M
HLNE
Hamilton Lane Inc

Financial Services
2.16K
New
$134.79 - $160.88 $291K - $348K
2.16K $291M
KALU
Kaiser Aluminum Corp

Basic Materials
3.55K
New
$72.44 - $92.64 $257K - $329K
3.55K $274M
GS
Goldman Sachs Group Inc

Financial Services
340
New
$696.56 - $806.32 $237K - $274K
340 $271M
CPK
Chesapeake Utilities Corp

Utilities
1.96K
New
$119.5 - $135.26 $234K - $265K
1.96K $263M
ABBV
Abb Vie Inc.

Healthcare
58
+ 0.62%
$184.85 - $231.54 $10.7K - $13.4K
9.49K $2.2B
THO
Thor Industries Inc

Consumer Cyclical
2.5K
New
$88.76 - $112.33 $222K - $281K
2.5K $259M
BIDU
Baidu, Inc.

Communication Services
1.9K
New
$85.86 - $137.83 $163K - $261K
1.9K $250M
IYW
Ishares Dj Us Tech ETF

ETFs
1.26K
New
$171.38 - $197.01 $215K - $247K
1.26K $246M
AMBA
Ambarella Inc

Technology
2.87K
New
$62.49 - $88.81 $179K - $255K
2.87K $237M
VGT
Vanguard Information Technolog

ETFs
309
New
$656.44 - $753.15 $203K - $233K
309 $231M
DIOD
Diodes Inc

Technology
4.29K
New
$47.17 - $57.76 $202K - $248K
4.29K $228M
BLKB
Blackbaud Inc

Technology
3.45K
New
$61.35 - $71.61 $212K - $247K
3.45K $222M
XLK
Technology Sector Spdr

ETFs
5
+ 0.17%
$250.97 - $282.66 $1.25K - $1.41K
2.91K $820M
SOXX
Ishares Semiconductor ETF

ETFs
811
New
$236.93 - $271.12 $192K - $220K
811 $220M
GOOGL
Alphabet Inc.

Communication Services
895
New
$174.36 - $254.72 $156K - $228K
895 $218M
COHU
Cohu Inc

Technology
10.7K
New
$17.86 - $23.27 $191K - $249K
10.7K $217M
TDY
Teledyne Technologies Inc

Technology
235
+ 26.92%
$509.51 - $586.04 $120K - $138K
1.11K $649M
VUG
Vanguard Growth ETF

ETFs
444
New
$433.97 - $484.08 $193K - $215K
444 $213M
SM
Sm Energy CO

Energy
8.42K
New
$24.97 - $28.98 $210K - $244K
8.42K $210M
FELE
Franklin Electric CO Inc

Industrials
2.2K
New
$89.51 - $99.6 $197K - $219K
2.2K $209M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.03K
New
$192.76 - $203.86 $198K - $209K
1.03K $209M
RAMP
Live Ramp Holdings, Inc.

Technology
7.6K
New
$25.76 - $34.2 $196K - $260K
7.6K $206M
AEIS
Advanced Energy Industries Inc

Industrials
241
+ 11.01%
$133.59 - $176.59 $32.2K - $42.6K
2.43K $413M
LFUS
Littelfuse Inc

Technology
777
New
$228.23 - $271.17 $177K - $211K
777 $201M
UEC
Uranium Energy Corp

Energy
15K
New
$5.92 - $13.89 $88.8K - $208K
15K $200M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.06K
+ 15.54%
$42.75 - $43.37 $174K - $176K
30.2K $1.31B
MCK
Mckesson Corp

Healthcare
4
+ 0.23%
$659.01 - $772.54 $2.64K - $3.09K
1.73K $1.34B
VRIG
Invesco Actively Managed ETF F

ETFs
7.26K
+ 16.32%
$25.04 - $25.16 $182K - $183K
51.8K $1.3B
WMT
Walmart Inc.

Consumer Defensive
614
+ 9.59%
$94.4 - $104.27 $58K - $64K
7.02K $723M
SONY
Sony Group Corp

Technology
1.17K
+ 3.11%
$23.92 - $30.07 $28.1K - $35.3K
38.9K $1.12B
IBKR
Interactive Brokers Group, Inc.

Financial Services
8.01K
+ 202.91%
$56.32 - $68.81 $451K - $551K
12K $823M
WFC
Wells Fargo & Company

Financial Services
38
+ 0.29%
$77.05 - $85.16 $2.93K - $3.24K
12.9K $1.08B
Blackrock ETF Trust Ii
2.87K
+ 14.01%
N/A
23.3K $1.24B
NPO
Enpro Industries, Inc

Industrials
149
+ 7.13%
$195.22 - $231.56 $29.1K - $34.5K
2.24K $506M
UTZ
Utz Brands, Inc.

Consumer Defensive
11.9K
New
$11.85 - $14.49 $141K - $173K
11.9K $145M
ESE
Esco Technologies Inc

Technology
112
+ 5.34%
$185.22 - $217.75 $20.7K - $24.4K
2.21K $466M
EQX
Equinox Gold Corp.

Basic Materials
11.6K
New
$5.78 - $11.34 $67.3K - $132K
11.6K $131M
Activity Summary
Buys All Purchases 95 New Holdings 28 Increased Positions 67 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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