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
BLKB
Blackbaud Inc

Technology
166
+ 5.89%
$73.8 - $87.47 $12.3K - $14.5K
2.99K $221M
XOM
Exxon Mobil Corp

Energy
14
+ 0.58%
$105.51 - $125.37 $1.48K - $1.76K
2.45K $263M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
43
+ 1.97%
$124.55 - $167.32 $5.36K - $7.19K
2.23K $339M
ALLE
Allegion PLC

Industrials
82
+ 3.2%
$130.63 - $153.36 $10.7K - $12.6K
2.65K $346M
HLN
Haleon PLC

Healthcare
6.31K
+ 7.42%
$9.23 - $10.71 $58.3K - $67.6K
91.3K $871M
BSY
Bentley Systems Inc

Technology
148
+ 1.4%
$46.59 - $51.09 $6.9K - $7.56K
10.7K $501M
PATK
Patrick Industries Inc

Consumer Cyclical
994
+ 47.97%
$82.71 - $146.16 $82.2K - $145K
3.07K $255M
POOL
Pool Corp

Industrials
15
+ 1.17%
$339.32 - $390.03 $5.09K - $5.85K
1.29K $441M
COP
Conocophillips

Energy
347
+ 2.59%
$95.12 - $114.72 $33K - $39.8K
13.8K $1.36B
RTX
Raytheon Technologies Corp

Industrials
101
+ 0.84%
$114.45 - $127.21 $11.6K - $12.8K
12.1K $1.4B
ICFI
Icf International, Inc.

Industrials
278
+ 14.9%
$117.59 - $175.87 $32.7K - $48.9K
2.14K $256M
EFX
Equifax Inc

Industrials
12
+ 0.73%
$245.03 - $293.5 $2.94K - $3.52K
1.66K $423M
NXPI
Nxp Semiconductors N.V.

Technology
189
+ 5.75%
$207.27 - $255.58 $39.2K - $48.3K
3.48K $723M
EXPO
Exponent Inc

Industrials
114
+ 3.79%
$88.94 - $114.63 $10.1K - $13.1K
3.12K $278M
NDSN
Nordson Corp

Industrials
85
+ 4.83%
$208.83 - $264.36 $17.8K - $22.5K
1.84K $386M
ALC
Alcon Inc

Healthcare
568
+ 6.65%
$83.87 - $99.15 $47.6K - $56.3K
9.11K $774M
TXN
Texas Instruments Inc

Technology
245
+ 3.64%
N/A
6.97K $1.31B
Cooper Cos Inc
19
+ 0.38%
N/A
4.99K $458M
LOW
Lowes Companies Inc

Consumer Cyclical
409
+ 5.14%
$244.52 - $284.07 $100K - $116K
8.36K $2.06B
NVS
Novartis Ag

Healthcare
112
+ 1.87%
$96.78 - $117.18 $10.8K - $13.1K
6.11K $594M
ICE
Intercontinental Exchange, Inc.

Financial Services
224
+ 1.95%
$148.29 - $166.93 $33.2K - $37.4K
11.7K $1.74B
AZN
Astrazeneca PLC

Healthcare
22
+ 0.24%
$63.2 - $79.58 $1.39K - $1.75K
9.15K $600M
EMB
Ishares Tr

ETFs
1.23K
+ 2.43%
$88.94 - $93.46 $109K - $114K
51.5K $4.59B
UNH
Unitedhealth Group Inc

Healthcare
147
+ 5.55%
$485.52 - $625.25 $71.4K - $91.9K
2.8K $1.41B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.47K
+ 2.19%
$96.64 - $101.23 $142K - $149K
68.7K $6.66B
ZTS
Zoetis Inc.

Healthcare
18
+ 0.33%
$162.24 - $194.42 $2.92K - $3.5K
5.44K $886M
LLY
Eli Lilly & CO

Healthcare
37
+ 1.92%
$727.2 - $932.06 $26.9K - $34.5K
1.96K $1.52B
NVO
Novo Nordisk A S

Healthcare
119
+ 1.75%
$85.0 - $120.04 $10.1K - $14.3K
6.9K $594M
KLAC
Kla Corp

Technology
172
+ 6.18%
$614.46 - $829.55 $106K - $143K
2.95K $1.86B
IEFA
Ishares Tr

ETFs
950
+ 1.94%
$70.06 - $77.43 $66.6K - $73.6K
50K $3.51B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.25K
+ 0.28%
$38.37 - $42.82 $48K - $53.6K
447K $17.1B
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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