Heritage Family Offices, LLP Incresed Positions in Q1 2025

Heritage Family Offices, LLP

  • $196 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ENOV
Enovis Corp

Industrials
1.39K
+ 24.94%
$35.51 - $47.99 $49.5K - $66.9K
6.98K $267M
WFC
Wells Fargo & Company

Financial Services
18
+ 0.14%
$66.78 - $81.42 $1.2K - $1.47K
12.9K $926M
TLT
Ishares Barclays 20+ Year Trea

ETFs
118
+ 4.7%
$85.29 - $92.57 $10.1K - $10.9K
2.63K $239M
KFY
Korn Ferry

Industrials
253
+ 6.55%
$62.52 - $71.6 $15.8K - $18.1K
4.11K $279M
BCPC
Balchem Corp

Basic Materials
84
+ 5.92%
$154.22 - $176.16 $13K - $14.8K
1.5K $250M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
278
+ 9.29%
$77.74 - $94.47 $21.6K - $26.3K
3.27K $254M
NVEE
Nv5 Global, Inc.

Industrials
706
+ 6.8%
$17.03 - $19.42 $12K - $13.7K
11.1K $214M
ENS
Ener Sys

Industrials
177
+ 7.06%
$89.62 - $103.2 $15.9K - $18.3K
2.68K $246M
IVE
Ishares S&P 500 Value ETF

ETFs
70
+ 5.0%
$185.78 - $198.58 $13K - $13.9K
1.47K $280M
KFRC
Kforce Inc

Industrials
987
+ 21.65%
$48.42 - $56.93 $47.8K - $56.2K
5.55K $271M
FICO
Fair Isaac Corp

Technology
14
+ 13.73%
$1695.35 - $2030.47 $23.7K - $28.4K
116 $214M
ALG
Alamo Group Inc

Industrials
104
+ 8.29%
$172.9 - $190.49 $18K - $19.8K
1.36K $242M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
212
+ 7.37%
$63.83 - $75.78 $13.5K - $16.1K
3.09K $212M
VNQ
Vanguard Specialized Funds Van

ETFs
31
+ 1.03%
$85.55 - $94.34 $2.65K - $2.92K
3.03K $274M
NPO
Enpro Industries, Inc

Industrials
155
+ 8.01%
$161.21 - $207.46 $25K - $32.2K
2.09K $338M
EXPO
Exponent Inc

Industrials
349
+ 11.18%
$78.9 - $93.95 $27.5K - $32.8K
3.47K $281M
TXN
Texas Instruments Inc

Technology
297
+ 4.26%
N/A
7.27K $1.31B
MMI
Marcus & Millichap, Inc.

Real Estate
556
+ 7.91%
$33.94 - $39.48 $18.9K - $22K
7.59K $261M
UMBF
Umb Financial Corp

Financial Services
156
+ 7.58%
$98.0 - $122.56 $15.3K - $19.1K
2.22K $224M
MCO
Moodys Corp

Financial Services
18
+ 0.73%
$437.8 - $527.48 $7.88K - $9.49K
2.48K $1.16B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
8
+ 0.36%
$117.4 - $131.02 $939 - $1.05K
2.24K $268M
ITGR
Integer Holdings Corp

Healthcare
250
+ 8.24%
$115.16 - $144.36 $28.8K - $36.1K
3.28K $387M
SITE
Site One Landscape Supply, Inc.

Industrials
11
+ 0.58%
$120.25 - $147.7 $1.32K - $1.62K
1.91K $231M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4
+ 0.07%
$57.21 - $65.8 $229 - $263
5.52K $322M
CSWI
Csw Industrials, Inc.

Industrials
70
+ 9.87%
$283.77 - $396.86 $19.9K - $27.8K
779 $227M
CHH
Choice Hotels International Inc

Consumer Cyclical
15
+ 0.54%
$127.89 - $155.97 $1.92K - $2.34K
2.81K $373M
AUB
Atlantic Union Bankshares Corp

Financial Services
812
+ 11.0%
$30.68 - $39.07 $24.9K - $31.7K
8.19K $255M
AEIS
Advanced Energy Industries Inc

Industrials
170
+ 8.42%
$94.8 - $131.54 $16.1K - $22.4K
2.19K $209M
SHO
Sunstone Hotel Investors, Inc.

Real Estate
737
+ 5.11%
N/A
15.1K $143M
CRL
Charles River Laboratories International, Inc.

Healthcare
153
+ 9.96%
$150.52 - $190.14 $23K - $29.1K
1.69K $254M
ZWS
Zurn Water Solutions Corp

Industrials
517
+ 4.68%
$32.38 - $39.44 $16.7K - $20.4K
11.6K $382M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3
+ 0.1%
$102.49 - $119.96 $307 - $360
2.94K $307M
NOG
Northern Oil & Gas, Inc.

Energy
222
+ 3.38%
$26.89 - $42.07 $5.97K - $9.34K
6.78K $205M
AMZN
Amazon Com Inc

Consumer Cyclical
30
+ 1.86%
$190.26 - $242.06 $5.71K - $7.26K
1.64K $313M
MC
Moelis & CO

Financial Services
476
+ 10.66%
$57.91 - $81.2 $27.6K - $38.7K
4.94K $288M
ADUS
Addus Home Care Corp

Healthcare
143
+ 6.29%
$89.83 - $135.92 $12.8K - $19.4K
2.42K $239M
ZBRA
Zebra Technologies Corp

Technology
246
+ 21.17%
$271.72 - $421.11 $66.8K - $104K
1.41K $398M
HON
Honeywell International Inc

Industrials
46
+ 0.9%
$202.75 - $226.52 $9.33K - $10.4K
5.18K $1.1B
SAIA
Saia Inc

Industrials
29
+ 4.07%
$349.29 - $508.47 $10.1K - $14.7K
741 $259M
XLK
Technology Sector Spdr

ETFs
4
+ 0.14%
$206.38 - $242.18 $826 - $969
2.91K $600M
VMC
Vulcan Materials CO

Basic Materials
68
+ 1.76%
$220.9 - $277.54 $15K - $18.9K
3.93K $918M
LOW
Lowes Companies Inc

Consumer Cyclical
110
+ 1.32%
$222.66 - $268.42 $24.5K - $29.5K
8.47K $1.98B
TER
Teradyne, Inc

Technology
161
+ 6.69%
$82.6 - $140.0 $13.3K - $22.5K
2.57K $212M
NVO
Novo Nordisk A S

Healthcare
68
+ 0.99%
$69.3 - $90.95 $4.71K - $6.18K
6.97K $484M
IVV
Ishares Core S&P 500 ETF

ETFs
384
+ 3.01%
$554.06 - $615.85 $213K - $236K
13.2K $7.39B
Jacobs Solutions Inc
229
+ 1.54%
N/A
15.1K $1.83B
EMR
Emerson Electric CO

Industrials
193
+ 1.35%
$108.64 - $131.17 $21K - $25.3K
14.5K $1.59B
ACN
Accenture PLC

Technology
171
+ 2.85%
$300.91 - $398.25 $51.5K - $68.1K
6.16K $1.92B
AAPL
Apple Inc.

Technology
908
+ 5.17%
$209.68 - $247.1 $190K - $224K
18.5K $4.1B
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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