Heritage Family Offices, LLP Purchases in Q3 2025

Heritage Family Offices, LLP

  • $215 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
2.33K
+ 14.39%
N/A
18.5K $962M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.33K
+ 14.71%
$50.53 - $50.82 $118K - $118K
18.2K $922M
HYBB
Ishares Tr Bb Rated Corporate

ETFs
2.14K
+ 14.06%
$46.45 - $47.42 $99.6K - $102K
17.4K $823M
QQQ
Invesco Qqq Trust, Series 1

ETFs
33
+ 4.78%
$546.99 - $602.2 $18.1K - $19.9K
724 $435M
MC
Moelis & CO

Financial Services
506
+ 10.24%
$64.0 - $77.75 $32.4K - $39.3K
5.45K $388M
ADUS
Addus Home Care Corp

Healthcare
392
+ 16.22%
$104.96 - $118.41 $41.1K - $46.4K
2.81K $331M
ICFI
Icf International, Inc.

Industrials
785
+ 33.45%
$82.78 - $100.58 $65K - $79K
3.13K $291M
AUB
Atlantic Union Bankshares Corp

Financial Services
1.42K
+ 17.27%
$31.23 - $36.56 $44.2K - $51.7K
9.61K $339M
OLED
Universal Display Corp Pa

Technology
580
+ 17.68%
$134.16 - $161.44 $77.8K - $93.6K
3.86K $554M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
455
+ 9.96%
$54.35 - $59.32 $24.7K - $27K
5.02K $297M
VXF
Vanguard Extended Market ETF

ETFs
9
+ 0.5%
$193.58 - $213.07 $1.74K - $1.92K
1.83K $382M
SAIA
Saia Inc

Industrials
347
+ 46.83%
$281.49 - $333.61 $97.7K - $116K
1.09K $326M
SPY
Spdr S&P 500 ETF Trust

ETFs
20
+ 4.81%
$617.65 - $666.84 $12.4K - $13.3K
436 $290M
ROL
Rollins Inc

Consumer Cyclical
146
+ 1.74%
$55.05 - $58.74 $8.04K - $8.58K
8.54K $502M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
264
+ 8.54%
$73.9 - $84.4 $19.5K - $22.3K
3.35K $263M
IDA
Idacorp Inc

Utilities
134
+ 6.18%
$115.16 - $132.15 $15.4K - $17.7K
2.3K $304M
IVE
Ishares S&P 500 Value ETF

ETFs
125
+ 8.5%
$194.44 - $206.51 $24.3K - $25.8K
1.6K $329M
VTI
Vanguard Total Stock Market Et

ETFs
11
+ 1.35%
$303.93 - $329.86 $3.34K - $3.63K
828 $272M
EFX
Equifax Inc

Industrials
57
+ 2.75%
$234.03 - $265.73 $13.3K - $15.1K
2.13K $545M
SHO
Sunstone Hotel Investors, Inc.

Real Estate
4.39K
+ 28.98%
N/A
19.5K $183M
MCO
Moodys Corp

Financial Services
4
+ 0.16%
$472.69 - $521.32 $1.89K - $2.09K
2.49K $1.18B
GLDG
Gold Mining Inc.

Basic Materials
30K
New
$0.72 - $1.29 $21.6K - $38.7K
30K $36.9M
ALG
Alamo Group Inc

Industrials
116
+ 8.54%
$190.43 - $232.42 $22.1K - $27K
1.47K $281M
NTST
Netstreit Corp.

Real Estate
545
+ 5.15%
$16.82 - $18.96 $9.17K - $10.3K
11.1K $201M
VIAV
Viavi Solutions Inc.

Technology
556
+ 3.71%
$9.76 - $12.69 $5.43K - $7.06K
15.5K $197M
NOG
Northern Oil & Gas, Inc.

Energy
2.61K
+ 38.42%
$23.13 - $31.07 $60.3K - $81K
9.39K $233M
KFY
Korn Ferry

Industrials
275
+ 6.69%
$69.05 - $76.46 $19K - $21K
4.39K $307M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
20
+ 0.89%
$122.57 - $132.57 $2.45K - $2.65K
2.26K $293M
MBB
Ishares Tr

ETFs
136
+ 2.11%
$92.46 - $95.73 $12.6K - $13K
6.57K $625M
STC
Stewart Information Services Corp

Financial Services
173
+ 4.51%
$56.87 - $76.58 $9.84K - $13.2K
4.01K $294M
MMI
Marcus & Millichap, Inc.

Real Estate
1.93K
+ 25.39%
$28.74 - $33.19 $55.4K - $63.9K
9.51K $279M
BHE
Benchmark Electronics Inc

Technology
334
+ 5.65%
$37.71 - $41.46 $12.6K - $13.8K
6.24K $241M
VNQ
Vanguard Specialized Funds Van

ETFs
58
+ 1.91%
$88.47 - $93.24 $5.13K - $5.41K
3.09K $282M
POOL
Pool Corp

Industrials
51
+ 3.08%
$292.13 - $333.62 $14.9K - $17K
1.71K $529M
BCPC
Balchem Corp

Basic Materials
82
+ 5.45%
$148.82 - $165.12 $12.2K - $13.5K
1.59K $238M
DE
Deere & CO

Industrials
5
+ 0.28%
$457.26 - $524.37 $2.29K - $2.62K
1.82K $831M
RELX
Relx PLC

Communication Services
589
+ 3.16%
$45.13 - $54.19 $26.6K - $31.9K
19.2K $919M
SIGI
Selective Insurance Group Inc

Financial Services
181
+ 5.02%
$75.0 - $90.91 $13.6K - $16.5K
3.79K $307M
CSWI
Csw Industrials, Inc.

Industrials
49
+ 6.29%
$289.31 - $293.0 $14.2K - $14.4K
828 $201M
ITGR
Integer Holdings Corp

Healthcare
160
+ 4.87%
$100.19 - $121.77 $16K - $19.5K
3.44K $356M
ENOV
Enovis Corp

Industrials
620
+ 8.89%
$25.74 - $35.94 $16K - $22.3K
7.6K $231M
EXPO
Exponent Inc

Industrials
155
+ 4.46%
$68.33 - $77.6 $10.6K - $12K
3.63K $252M
CHKP
Check Point Software Technologies LTD

Technology
90
+ 2.1%
$180.73 - $231.23 $16.3K - $20.8K
4.38K $905M
AON
Aon PLC

Financial Services
35
+ 1.54%
$350.91 - $375.27 $12.3K - $13.1K
2.31K $823M
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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