Heritage Family Offices, LLP Reduced Holdings in Q1 2025

Heritage Family Offices, LLP

  • $196 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-2.28K
- 15.57%
$167.43 - $244.7 $382K - $558K
12.4K $2.07B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-25.5K
- 18.61%
$74.85 - $84.89 $1.91M - $2.16M
112K $9.12B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-42.4K
- 9.5%
$37.07 - $40.63 $1.57M - $1.72M
404K $15.9B
HD
Home Depot, Inc.

Consumer Cyclical
-2.77K
- 51.64%
$347.25 - $424.87 $961K - $1.18M
2.59K $950M
IEMG
Ishares Inc

ETFs
-19.9K
- 34.86%
N/A
37.1K $2B
ADI
Analog Devices Inc

Technology
-3.88K
- 40.04%
$201.56 - $243.82 $782K - $946K
5.81K $1.17B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-8.62K
- 23.95%
$64.88 - $72.1 $559K - $621K
27.4K $1.8B
IWM
Ishares Russell 2000 ETF

ETFs
-92
- 0.87%
$198.1 - $229.79 $18.2K - $21.1K
10.5K $2.09B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-5.53K
- 2.15%
$36.63 - $37.45 $203K - $207K
251K $9.25B
Blackrock ETF Trust Ii
-3.59K
- 18.21%
N/A
16.1K $836M
RELX
Relx PLC

Communication Services
-5.97K
- 24.24%
$45.34 - $51.91 $271K - $310K
18.7K $941M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-917
- 15.04%
$120.24 - $134.3 $110K - $123K
5.18K $631M
AON
Aon PLC

Financial Services
-678
- 22.98%
$348.44 - $409.32 $236K - $278K
2.27K $907M
American Healthcare Reit Inc
-4.8K
- 34.59%
N/A
9.08K $275M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-183
- 8.21%
$100.91 - $174.52 $18.5K - $31.9K
2.05K $220M
NXPI
Nxp Semiconductors N.V.

Technology
-162
- 4.66%
$189.99 - $245.86 $30.8K - $39.8K
3.32K $630M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-296
- 9.26%
$168.16 - $186.21 $49.8K - $55.1K
2.9K $496M
SONY
Sony Group Corp

Technology
-10.8K
- 22.3%
$19.88 - $25.64 $215K - $278K
37.8K $959M
DORM
Dorman Products, Inc.

Consumer Cyclical
-328
- 15.41%
$120.71 - $134.79 $39.6K - $44.2K
1.8K $217M
BHE
Benchmark Electronics Inc

Technology
-255
- 4.14%
$37.74 - $48.97 $9.62K - $12.5K
5.91K $225M
VTI
Vanguard Total Stock Market Et

ETFs
-104
- 11.29%
$271.18 - $303.12 $28.2K - $31.5K
817 $225M
MUB
Ishares National Muni Bond ETF

ETFs
-330
- 5.19%
$104.71 - $107.69 $34.6K - $35.5K
6.03K $636M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-26
- 3.58%
$360.07 - $417.26 $9.36K - $10.8K
700 $253M
ASML
Asml Holding Nv

Technology
-7
- 0.69%
$662.63 - $776.99 $4.64K - $5.44K
1.01K $668M
IVW
Ishares S&P 500 Growth ETF

ETFs
-101
- 4.14%
$92.45 - $106.69 $9.34K - $10.8K
2.34K $217M
EXLS
Exl Service Holdings, Inc.

Technology
-1.01K
- 15.14%
$44.13 - $51.8 $44.6K - $52.4K
5.67K $267M
HLN
Haleon PLC

Healthcare
-9.4K
- 10.3%
$9.02 - $10.67 $84.8K - $100K
81.9K $843M
SU
Suncor Energy Inc

Energy
-2.21K
- 10.99%
$34.27 - $40.63 $75.8K - $89.9K
17.9K $694M
CHKP
Check Point Software Technologies LTD

Technology
-1.01K
- 19.11%
$179.88 - $231.31 $182K - $234K
4.29K $977M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-75
- 0.29%
$42.38 - $43.28 $3.18K - $3.25K
26.1K $1.11B
EFG
Msci Eafe Growth ETF

ETFs
-29
- 0.74%
$96.1 - $106.37 $2.79K - $3.08K
3.88K $388M
IEFA
Ishares Tr

ETFs
-3.34K
- 6.68%
$69.57 - $78.65 $232K - $262K
46.6K $3.53B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-12
- 0.2%
$68.32 - $75.06 $820 - $901
6.02K $450M
ALC
Alcon Inc

Healthcare
-589
- 6.46%
$82.73 - $96.8 $48.7K - $57K
8.52K $809M
NVS
Novartis Ag

Healthcare
-241
- 3.95%
$97.14 - $115.57 $23.4K - $27.9K
5.87K $654M
AZN
Astrazeneca PLC

Healthcare
-137
- 1.5%
$65.37 - $77.96 $8.96K - $10.7K
9.02K $663M
EFV
Msci Eafe Value ETF

ETFs
-351
- 2.35%
$51.88 - $60.73 $18.2K - $21.3K
14.6K $861M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6
- 0.34%
$442.66 - $534.52 $2.66K - $3.21K
1.75K $930M
AJG
Arthur J. Gallagher & Co.

Financial Services
-614
- 7.81%
$275.89 - $345.24 $169K - $212K
7.25K $2.5B
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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