Heritage Family Offices, LLP New Holdings in Q3 2024

Heritage Family Offices, LLP

  • $194 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Te Connectivity PLC
13.9K
New
N/A
13.9K $2.09B
American Healthcare Reit Inc
23.6K
New
N/A
23.6K $617M
WMT
Walmart Inc.

Consumer Defensive
6.11K
New
$66.91 - $81.4 $408K - $497K
6.11K $493M
OLED
Universal Display Corp Pa

Technology
1.94K
New
$157.72 - $236.42 $306K - $459K
1.94K $408M
Amentum Holdings Inc
9.54K
New
N/A
9.54K $308M
BRP
Brp Group, Inc.

Financial Services
4.85K
New
$35.8 - $40.92 $174K - $198K
4.85K $242M
EXLS
Exl Service Holdings, Inc.

Technology
6.26K
New
$31.2 - $38.15 $195K - $239K
6.26K $239M
ESE
Esco Technologies Inc

Technology
1.83K
New
$102.11 - $128.98 $187K - $236K
1.83K $236M
ADC
Agree Realty Corp

Real Estate
3.08K
New
$61.47 - $76.71 $189K - $236K
3.08K $232M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.35K
New
$89.91 - $101.33 $211K - $238K
2.35K $231M
FSCO
Fs Cr Opportunities Corp Com
35.9K
New
N/A
35.9K $228M
IVE
Ishares S&P 500 Value ETF

ETFs
1.14K
New
$181.06 - $197.17 $206K - $224K
1.14K $224M
AUB
Atlantic Union Bankshares Corp

Financial Services
5.94K
New
$32.43 - $41.89 $193K - $249K
5.94K $224M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
2.8K
New
$66.28 - $79.27 $185K - $222K
2.8K $222M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
1.84K
New
$84.66 - $123.5 $156K - $227K
1.84K $218M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
9.36K
New
$21.35 - $22.73 $200K - $213K
9.36K $211M
ENOV
Enovis Corp

Industrials
4.79K
New
$40.57 - $48.1 $194K - $230K
4.79K $206M
IYW
Ishares Dj Us Tech ETF

ETFs
1.34K
New
$133.16 - $158.73 $179K - $213K
1.34K $203M
UMBF
Umb Financial Corp

Financial Services
1.93K
New
$81.41 - $108.94 $157K - $211K
1.93K $203M
POWI
Power Integrations Inc

Technology
3.14K
New
$57.86 - $78.46 $182K - $247K
3.14K $202M
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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