Heritage Family Offices, LLP Incresed Positions in Q3 2024

Heritage Family Offices, LLP

  • $194 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.1K
+ 0.7%
$36.02 - $41.68 $112K - $129K
446K $18.4B
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
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.93K
+ 0.8%
$36.06 - $37.66 $69.5K - $72.6K
243K $9.15B
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.03%
$163.84 - $199.33 $492 - $598
8.9K $1.76B
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
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
IBKR
Interactive Brokers Group, Inc.

Financial Services
47
+ 1.4%
$108.65 - $139.41 $5.11K - $6.55K
3.41K $476M
SITE
Site One Landscape Supply, Inc.

Industrials
31
+ 1.61%
$115.64 - $153.52 $3.58K - $4.76K
1.95K $295M
NVS
Novartis Ag

Healthcare
65
+ 1.1%
$106.13 - $120.89 $6.9K - $7.86K
6K $690M
EFG
Msci Eafe Growth ETF

ETFs
381
+ 12.59%
$96.84 - $108.77 $36.9K - $41.4K
3.41K $367M
NDSN
Nordson Corp

Industrials
11
+ 0.63%
$225.0 - $262.63 $2.48K - $2.89K
1.76K $462M
QUAL
Ishares Msci Usa Quality Facto

ETFs
181
+ 6.87%
$162.64 - $179.3 $29.4K - $32.5K
2.82K $505M
RELX
Relx PLC

Communication Services
427
+ 2.05%
$44.1 - $48.86 $18.8K - $20.9K
21.3K $1.01B
VNQ
Vanguard Specialized Funds Van

ETFs
36
+ 1.09%
$82.97 - $98.97 $2.99K - $3.56K
3.35K $326M
AVGO
Broadcom Inc.

Technology
12.2K
+ 850.17%
$136.27 - $1745.86 $1.66M - $21.2M
13.6K $2.35B
THO
Thor Industries Inc

Consumer Cyclical
6
+ 0.23%
$91.4 - $109.97 $548 - $660
2.61K $287M
ITGR
Integer Holdings Corp

Healthcare
2
+ 0.07%
$110.25 - $131.62 $221 - $263
2.84K $369M
BSY
Bentley Systems Inc

Technology
480
+ 4.75%
$44.79 - $51.95 $21.5K - $24.9K
10.6K $538M
ADUS
Addus Home Care Corp

Healthcare
24
+ 1.15%
$116.16 - $133.58 $2.79K - $3.21K
2.12K $281M
WRB
Berkley W R Corp

Financial Services
2.78K
+ 50.84%
$51.54 - $79.62 $143K - $221K
8.23K $467M
TDY
Teledyne Technologies Inc

Technology
1
+ 0.14%
$381.47 - $437.71 $381 - $438
723 $316M
CHE
Chemed Corp

Healthcare
3
+ 0.58%
$527.82 - $600.97 $1.58K - $1.8K
523 $314M
NPO
Enpro Industries, Inc

Industrials
2
+ 0.11%
$141.73 - $171.51 $283 - $343
1.85K $300M
WSO
Watsco Inc

Industrials
5
+ 0.52%
$448.73 - $519.89 $2.24K - $2.6K
958 $471M
VIAV
Viavi Solutions Inc.

Technology
66
+ 0.5%
$6.97 - $9.02 $460 - $595
13.4K $121M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
14
+ 0.06%
$41.95 - $43.42 $587 - $608
23.3K $1.01B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
175
+ 0.63%
$22.38 - $23.66 $3.92K - $4.14K
28K $656M
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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