Heritage Family Offices, LLP Incresed Positions in Q3 2025

Heritage Family Offices, LLP

  • $215 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
APH
Amphenol Corp

Technology
7.91K
+ 47.25%
$97.39 - $125.4 $770K - $991K
24.6K $3.05B
WEC
Wec Energy Group, Inc.

Utilities
8.91K
+ 68.71%
$103.66 - $114.59 $923K - $1.02M
21.9K $2.51B
Ishares Bitcoin Trust ETF
9.56K
+ 51.91%
N/A
28K $1.82B
NDAQ
Nasdaq, Inc.

Financial Services
5.78K
+ 39.08%
$86.73 - $96.94 $501K - $560K
20.6K $1.82B
TXN
Texas Instruments Inc

Technology
2.85K
+ 39.21%
N/A
10.1K $1.86B
ALLE
Allegion PLC

Industrials
947
+ 14.75%
$145.55 - $179.33 $138K - $170K
7.37K $1.31B
NVDA
Nvidia Corp

Technology
324
+ 5.96%
$153.3 - $186.58 $49.7K - $60.5K
5.76K $1.08B
Jacobs Solutions Inc
148
+ 0.98%
N/A
15.3K $2.29B
EMR
Emerson Electric CO

Industrials
57
+ 0.39%
$128.6 - $149.63 $7.33K - $8.53K
14.5K $1.91B
ABBV
Abb Vie Inc.

Healthcare
58
+ 0.62%
$184.85 - $231.54 $10.7K - $13.4K
9.49K $2.2B
TDY
Teledyne Technologies Inc

Technology
235
+ 26.92%
$509.51 - $586.04 $120K - $138K
1.11K $649M
AEIS
Advanced Energy Industries Inc

Industrials
241
+ 11.01%
$133.59 - $176.59 $32.2K - $42.6K
2.43K $413M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.06K
+ 15.54%
$42.75 - $43.37 $174K - $176K
30.2K $1.31B
MCK
Mckesson Corp

Healthcare
4
+ 0.23%
$659.01 - $772.54 $2.64K - $3.09K
1.73K $1.34B
VRIG
Invesco Actively Managed ETF F

ETFs
7.26K
+ 16.32%
$25.04 - $25.16 $182K - $183K
51.8K $1.3B
WMT
Walmart Inc.

Consumer Defensive
614
+ 9.59%
$94.4 - $104.27 $58K - $64K
7.02K $723M
SONY
Sony Group Corp

Technology
1.17K
+ 3.11%
$23.92 - $30.07 $28.1K - $35.3K
38.9K $1.12B
IBKR
Interactive Brokers Group, Inc.

Financial Services
8.01K
+ 202.91%
$56.32 - $68.81 $451K - $551K
12K $823M
WFC
Wells Fargo & Company

Financial Services
38
+ 0.29%
$77.05 - $85.16 $2.93K - $3.24K
12.9K $1.08B
Blackrock ETF Trust Ii
2.87K
+ 14.01%
N/A
23.3K $1.24B
NPO
Enpro Industries, Inc

Industrials
149
+ 7.13%
$195.22 - $231.56 $29.1K - $34.5K
2.24K $506M
ESE
Esco Technologies Inc

Technology
112
+ 5.34%
$185.22 - $217.75 $20.7K - $24.4K
2.21K $466M
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
SU
Suncor Energy Inc

Energy
158
+ 0.88%
$37.83 - $43.02 $5.98K - $6.8K
18.1K $756M
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
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
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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