Heritage Family Offices, LLP New Holdings in Q1 2025

Heritage Family Offices, LLP

Stock	Shares change	Price Range	Shares Held
WEC Wec Energy Group, Inc. Utilities	13K New	$92.12 - $108.98 $1.19M - $1.41M	13K $1.41B
CTSH Cognizant Technology Solutions Corp Technology	14.9K New	$75.32 - $90.7 $1.12M - $1.35M	14.9K $1.14B
NDAQ Nasdaq, Inc. Financial Services	14.8K New	$72.17 - $83.76 $1.07M - $1.24M	14.8K $1.12B
APH Amphenol Corp Technology	16.7K New	$61.62 - $78.55 $1.03M - $1.31M	16.7K $1.1B
Blackrock ETF Trust Ii	20.4K New	N/A	20.4K $1.07B
JAAA Janus Detroit Str Tr Janus Hen ETFs	15.8K New	$50.48 - $51.04 $798K - $807K	15.8K $801M
NICE Nice Ltd. Technology	3.79K New	$139.18 - $178.5 $527K - $676K	3.79K $584M
RSP Invesco S&P 500 Equal Weight E ETFs	2.59K New	$169.43 - $182.84 $439K - $474K	2.59K $449M
BRP Brp Group, Inc. Financial Services	5.45K New	N/A	5.45K $243M
BABA Alibaba Group Holding LTD Consumer Cyclical	1.78K New	$80.53 - $147.57 $143K - $263K	1.78K $235M
DYNF Blackrock ETF Tr U S Equity Fa ETFs	4.57K New	$48.06 - $53.73 $219K - $245K	4.57K $223M
NTST Netstreit Corp. Real Estate	10.6K New	$13.64 - $15.84 $144K - $167K	10.6K $168M
AVNS Avanos Medical, Inc. Healthcare	10.2K New	$13.95 - $17.45 $142K - $178K	10.2K $146M

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