Heritage Family Offices, LLP Incresed Positions in Q4 2024

Heritage Family Offices, LLP

  • $200 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
1.04K
+ 7.63%
$159.67 - $250.0 $166K - $260K
14.6K $3.39B
EFA
Ishares Tr Msci Eafe ETF

ETFs
24.8K
+ 22.1%
$75.1 - $82.99 $1.86M - $2.06M
137K $10.4B
AAPL
Apple Inc.

Technology
2.48K
+ 16.46%
$221.69 - $259.02 $550K - $643K
17.6K $4.4B
Jacobs Solutions Inc
5.33K
+ 55.66%
N/A
14.9K $1.99B
IEMG
Ishares Inc

ETFs
17K
+ 42.57%
N/A
56.9K $2.97B
MSFT
Microsoft Corp

Technology
1.63K
+ 22.21%
$406.35 - $454.46 $662K - $741K
8.97K $3.78B
AJG
Arthur J. Gallagher & Co.

Financial Services
1.88K
+ 31.48%
$278.49 - $315.16 $524K - $593K
7.86K $2.23B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
998
+ 132.19%
$442.29 - $483.08 $441K - $482K
1.75K $795M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.87K
+ 104.82%
$87.56 - $119.8 $251K - $344K
5.6K $615M
V
Visa Inc.

Financial Services
291
+ 4.77%
$273.87 - $320.91 $79.7K - $93.4K
6.39K $2.02B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
14K
+ 5.75%
$36.54 - $37.53 $511K - $525K
257K $9.45B
EMR
Emerson Electric CO

Industrials
709
+ 5.22%
$108.13 - $134.33 $76.7K - $95.2K
14.3K $1.77B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.83K
+ 41.42%
$45.07 - $47.1 $263K - $274K
19.9K $899M
EFV
Msci Eafe Value ETF

ETFs
5.41K
+ 56.56%
$51.78 - $57.15 $280K - $309K
15K $785M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.42K
+ 7.19%
$66.77 - $71.52 $161K - $173K
36K $2.48B
SONY
Sony Group Corp

Technology
40.1K
+ 470.14%
$17.53 - $96.8 $703K - $3.88M
48.6K $1.03B
MA
Mastercard Inc

Financial Services
129
+ 3.25%
$491.3 - $536.15 $63.4K - $69.2K
4.1K $2.16B
AON
Aon PLC

Financial Services
423
+ 16.73%
$344.14 - $393.31 $146K - $166K
2.95K $1.06B
WFC
Wells Fargo & Company

Financial Services
18
+ 0.14%
$54.98 - $77.35 $990 - $1.39K
12.9K $904M
LPLA
Lpl Financial Holdings Inc.

Financial Services
22
+ 1.27%
$229.85 - $335.91 $5.06K - $7.39K
1.75K $571M
ABT
Abbott Laboratories

Healthcare
1.44K
+ 23.29%
$111.93 - $119.39 $161K - $172K
7.63K $863M
HON
Honeywell International Inc

Industrials
272
+ 5.59%
$202.84 - $236.0 $55.2K - $64.2K
5.14K $1.16B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
23.6K
+ 153.64%
$22.63 - $47.53 $534K - $1.12M
39K $885M
SYK
Stryker Corp

Healthcare
429
+ 7.66%
$345.14 - $392.15 $148K - $168K
6.03K $2.17B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
1.36K
+ 0.72%
$66.67 - $74.08 $90.9K - $101K
191K $13B
VRIG
Invesco Actively Managed ETF F

ETFs
4.75K
+ 13.02%
$25.06 - $25.2 $119K - $120K
41.2K $1.04B
IWM
Ishares Russell 2000 ETF

ETFs
501
+ 4.98%
$216.13 - $242.4 $108K - $121K
10.6K $2.34B
RELX
Relx PLC

Communication Services
3.37K
+ 15.83%
$44.45 - $48.63 $150K - $164K
24.6K $1.12B
Blackrock ETF Trust Ii
2.11K
+ 11.94%
N/A
19.7K $1.02B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.9K
+ 12.45%
$42.33 - $43.3 $123K - $125K
26.2K $1.11B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
3.9K
+ 11.59%
$25.35 - $25.53 $98.9K - $99.6K
37.6K $956M
WMT
Walmart Inc.

Consumer Defensive
300
+ 4.91%
$79.1 - $95.7 $23.7K - $28.7K
6.41K $579M
MCO
Moodys Corp

Financial Services
165
+ 7.18%
$454.04 - $500.88 $74.9K - $82.6K
2.46K $1.17B
TDY
Teledyne Technologies Inc

Technology
105
+ 14.52%
$436.59 - $489.24 $45.8K - $51.4K
828 $384M
MBB
Ishares Tr

ETFs
922
+ 20.94%
$91.26 - $95.82 $84.1K - $88.3K
5.33K $488M
QQQ
Invesco Qqq Trust, Series 1

ETFs
100
+ 16.92%
$481.22 - $538.17 $48.1K - $53.8K
691 $353M
QUAL
Ishares Msci Usa Quality Facto

ETFs
380
+ 13.49%
$176.42 - $186.91 $67K - $71K
3.2K $569M
EXLS
Exl Service Holdings, Inc.

Technology
421
+ 6.73%
$38.1 - $47.02 $16K - $19.8K
6.68K $296M
AUB
Atlantic Union Bankshares Corp

Financial Services
1.44K
+ 24.23%
$36.13 - $43.55 $52K - $62.7K
7.38K $280M
CHKP
Check Point Software Technologies LTD

Technology
413
+ 8.46%
$170.18 - $209.01 $70.3K - $86.3K
5.3K $989M
DORM
Dorman Products, Inc.

Consumer Cyclical
100
+ 4.93%
$108.64 - $142.83 $10.9K - $14.3K
2.13K $276M
IVE
Ishares S&P 500 Value ETF

ETFs
265
+ 23.35%
$189.5 - $206.17 $50.2K - $54.6K
1.4K $267M
DE
Deere & CO

Industrials
71
+ 4.15%
$389.45 - $466.0 $27.7K - $33.1K
1.78K $755M
ENOV
Enovis Corp

Industrials
794
+ 16.57%
$38.5 - $49.33 $30.6K - $39.2K
5.59K $245M
MC
Moelis & CO

Financial Services
213
+ 5.01%
$65.74 - $80.49 $14K - $17.1K
4.46K $330M
HYBB
Ishares Tr Bb Rated Corporate

ETFs
1.1K
+ 11.43%
$45.73 - $47.09 $50.3K - $51.8K
10.7K $494M
NPO
Enpro Industries, Inc

Industrials
87
+ 4.71%
$145.61 - $195.16 $12.7K - $17K
1.93K $334M
ITGR
Integer Holdings Corp

Healthcare
197
+ 6.95%
$124.32 - $141.16 $24.5K - $27.8K
3.03K $402M
AEIS
Advanced Energy Industries Inc

Industrials
116
+ 6.1%
$101.71 - $122.72 $11.8K - $14.2K
2.02K $233M
Activity Summary
Buys All Purchases 132 New Holdings 15 Increased Positions 117 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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