Heritage Family Offices, LLP New Holdings 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
Ul Solutions Inc
5.81K
New
N/A
5.81K $412M
TRMB
Trimble Inc.

Technology
4.47K
New
$76.46 - $85.24 $342K - $381K
4.47K $365M
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
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
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
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
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
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
UTZ
Utz Brands, Inc.

Consumer Defensive
11.9K
New
$11.85 - $14.49 $141K - $173K
11.9K $145M
EQX
Equinox Gold Corp.

Basic Materials
11.6K
New
$5.78 - $11.34 $67.3K - $132K
11.6K $131M
GLDG
Gold Mining Inc.

Basic Materials
30K
New
$0.72 - $1.29 $21.6K - $38.7K
30K $36.9M
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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