Heritage Family Offices, LLP Purchases in Q4 2024

Heritage Family Offices, LLP

  • $200 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
1.04K
+ 7.63%
$159.67 - $250.0 $166K - $260K
14.6K $3.39B
VMC
Vulcan Materials CO

Basic Materials
3.87K
New
$237.95 - $292.31 $920K - $1.13M
3.87K $994M
EFA
Ishares Tr Msci Eafe ETF

ETFs
24.8K
+ 22.1%
$75.1 - $82.99 $1.86M - $2.06M
137K $10.4B
AAPL
Apple Inc.

Technology
2.48K
+ 16.46%
$221.69 - $259.02 $550K - $643K
17.6K $4.4B
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.68K
New
$311.11 - $335.64 $832K - $898K
2.68K $862M
Ishares Bitcoin Trust ETF
15.3K
New
N/A
15.3K $814M
Jacobs Solutions Inc
5.33K
+ 55.66%
N/A
14.9K $1.99B
IEMG
Ishares Inc

ETFs
17K
+ 42.57%
N/A
56.9K $2.97B
MSFT
Microsoft Corp

Technology
1.63K
+ 22.21%
$406.35 - $454.46 $662K - $741K
8.97K $3.78B
AJG
Arthur J. Gallagher & Co.

Financial Services
1.88K
+ 31.48%
$278.49 - $315.16 $524K - $593K
7.86K $2.23B
AMZN
Amazon Com Inc

Consumer Cyclical
1.61K
New
$180.88 - $232.93 $292K - $376K
1.61K $354M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.87K
+ 104.82%
$87.56 - $119.8 $251K - $344K
5.6K $615M
V
Visa Inc.

Financial Services
291
+ 4.77%
$273.87 - $320.91 $79.7K - $93.4K
6.39K $2.02B
NVDA
Nvidia Corp

Technology
2.27K
+ 111.92%
$117.0 - $148.88 $266K - $338K
4.3K $578M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
14K
+ 5.75%
$36.54 - $37.53 $511K - $525K
257K $9.45B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.82K
New
$51.09 - $55.27 $297K - $322K
5.82K $298M
EMR
Emerson Electric CO

Industrials
709
+ 5.22%
$108.13 - $134.33 $76.7K - $95.2K
14.3K $1.77B
KFRC
Kforce Inc

Industrials
4.56K
New
$53.57 - $62.47 $244K - $285K
4.56K $258M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.44K
New
$94.43 - $105.47 $230K - $257K
2.44K $248M
NOG
Northern Oil & Gas, Inc.

Energy
6.56K
New
$35.57 - $43.49 $233K - $285K
6.56K $244M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.83K
+ 41.42%
$45.07 - $47.1 $263K - $274K
19.9K $899M
EFV
Msci Eafe Value ETF

ETFs
5.41K
+ 56.56%
$51.78 - $57.15 $280K - $309K
15K $785M
ALG
Alamo Group Inc

Industrials
1.25K
New
$168.76 - $202.61 $212K - $254K
1.25K $233M
ENS
Ener Sys

Industrials
2.51K
New
$91.53 - $104.0 $229K - $261K
2.51K $232M
IDA
Idacorp Inc

Utilities
2.03K
New
$100.11 - $118.96 $203K - $241K
2.03K $221M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.42K
+ 7.19%
$66.77 - $71.52 $161K - $173K
36K $2.48B
AMBA
Ambarella Inc

Technology
2.93K
New
$54.22 - $76.22 $159K - $223K
2.93K $213M
COST
Costco Wholesale Corp

Consumer Defensive
229
New
$873.59 - $994.69 $200K - $228K
229 $210M
SONY
Sony Group Corp

Technology
40.1K
+ 470.14%
$17.53 - $96.8 $703K - $3.88M
48.6K $1.03B
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
2.88K
New
$60.17 - $75.64 $173K - $218K
2.88K $205M
MA
Mastercard Inc

Financial Services
129
+ 3.25%
$491.3 - $536.15 $63.4K - $69.2K
4.1K $2.16B
NVEE
Nv5 Global, Inc.

Industrials
10.4K
New
$18.82 - $93.28 $195K - $969K
10.4K $196M
AON
Aon PLC

Financial Services
423
+ 16.73%
$344.14 - $393.31 $146K - $166K
2.95K $1.06B
WFC
Wells Fargo & Company

Financial Services
18
+ 0.14%
$54.98 - $77.35 $990 - $1.39K
12.9K $904M
LPLA
Lpl Financial Holdings Inc.

Financial Services
22
+ 1.27%
$229.85 - $335.91 $5.06K - $7.39K
1.75K $571M
ABT
Abbott Laboratories

Healthcare
1.44K
+ 23.29%
$111.93 - $119.39 $161K - $172K
7.63K $863M
HON
Honeywell International Inc

Industrials
272
+ 5.59%
$202.84 - $236.0 $55.2K - $64.2K
5.14K $1.16B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
23.6K
+ 153.64%
$22.63 - $47.53 $534K - $1.12M
39K $885M
SYK
Stryker Corp

Healthcare
429
+ 7.66%
$345.14 - $392.15 $148K - $168K
6.03K $2.17B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
1.36K
+ 0.72%
$66.67 - $74.08 $90.9K - $101K
191K $13B
VRIG
Invesco Actively Managed ETF F

ETFs
4.75K
+ 13.02%
$25.06 - $25.2 $119K - $120K
41.2K $1.04B
IWM
Ishares Russell 2000 ETF

ETFs
501
+ 4.98%
$216.13 - $242.4 $108K - $121K
10.6K $2.34B
RELX
Relx PLC

Communication Services
3.37K
+ 15.83%
$44.45 - $48.63 $150K - $164K
24.6K $1.12B
Blackrock ETF Trust Ii
2.11K
+ 11.94%
N/A
19.7K $1.02B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.9K
+ 12.45%
$42.33 - $43.3 $123K - $125K
26.2K $1.11B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
3.9K
+ 11.59%
$25.35 - $25.53 $98.9K - $99.6K
37.6K $956M
WMT
Walmart Inc.

Consumer Defensive
300
+ 4.91%
$79.1 - $95.7 $23.7K - $28.7K
6.41K $579M
MCO
Moodys Corp

Financial Services
165
+ 7.18%
$454.04 - $500.88 $74.9K - $82.6K
2.46K $1.17B
TDY
Teledyne Technologies Inc

Technology
105
+ 14.52%
$436.59 - $489.24 $45.8K - $51.4K
828 $384M
Activity Summary
Buys All Purchases 132 New Holdings 15 Increased Positions 117 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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