Heritage Family Offices, LLP Incresed Positions in Q3 2024

Heritage Family Offices, LLP

  • $194 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SIGI
Selective Insurance Group Inc

Financial Services
288
+ 10.38%
$82.08 - $101.2 $23.6K - $29.1K
3.06K $286M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
14
+ 0.64%
$111.9 - $124.28 $1.57K - $1.74K
2.22K $274M
JKHY
Henry Jack & Associates Inc

Technology
2
+ 0.09%
$160.87 - $177.06 $322 - $354
2.18K $385M
ROL
Rollins Inc

Consumer Cyclical
69
+ 0.83%
$45.93 - $51.4 $3.17K - $3.55K
8.41K $425M
GPC
Genuine Parts CO

Consumer Cyclical
32
+ 0.74%
$131.04 - $147.11 $4.19K - $4.71K
4.36K $609M
XOM
Exxon Mobil Corp

Energy
14
+ 0.58%
$109.72 - $119.0 $1.54K - $1.67K
2.43K $285M
AZN
Astrazeneca PLC

Healthcare
31
+ 0.34%
$76.67 - $87.62 $2.38K - $2.72K
9.13K $711M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
29
+ 1.07%
$86.23 - $103.97 $2.5K - $3.02K
2.74K $266M
XLK
Technology Sector Spdr

ETFs
3
+ 0.1%
$197.34 - $237.68 $592 - $713
2.9K $654M
SHO
Sunstone Hotel Investors, Inc.

Real Estate
49
+ 0.37%
$10.15 - $10.15 $497 - $497
13.4K $139M
CRL
Charles River Laboratories International, Inc.

Healthcare
9
+ 0.53%
$187.96 - $245.29 $1.69K - $2.21K
1.7K $335M
HON
Honeywell International Inc

Industrials
70
+ 1.46%
$196.73 - $220.21 $13.8K - $15.4K
4.86K $1.01B
SU
Suncor Energy Inc

Energy
97
+ 0.52%
$36.06 - $41.7 $3.5K - $4.04K
18.8K $692M
TTE
Total Energies Se

Energy
5
+ 0.05%
$68.61 - $68.61 $343 - $343
9.85K $637M
SAIA
Saia Inc

Industrials
5
+ 0.69%
$367.6 - $509.42 $1.84K - $2.55K
730 $319M
WFC
Wells Fargo & Company

Financial Services
24
+ 0.19%
$51.58 - $60.97 $1.24K - $1.46K
12.9K $726M
KALU
Kaiser Aluminum Corp

Basic Materials
5
+ 0.18%
$66.36 - $99.35 $332 - $497
2.76K $200M
TER
Teradyne, Inc

Technology
34
+ 0.97%
$114.25 - $163.0 $3.88K - $5.54K
3.54K $474M
LPLA
Lpl Financial Holdings Inc.

Financial Services
15
+ 0.88%
$193.0 - $282.1 $2.9K - $4.23K
1.73K $402M
NXPI
Nxp Semiconductors N.V.

Technology
17
+ 0.52%
$225.14 - $290.78 $3.83K - $4.94K
3.29K $789M
NVO
Novo Nordisk A S

Healthcare
39
+ 0.58%
$119.07 - $145.42 $4.64K - $5.67K
6.78K $807M
ASML
Asml Holding Nv

Technology
14
+ 1.35%
$749.82 - $1098.95 $10.5K - $15.4K
1.05K $878M
Activity Summary
Buys All Purchases 94 New Holdings 21 Increased Positions 73 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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