Heritage Family Offices, LLP New Holdings in Q4 2024

Heritage Family Offices, LLP

Stock	Shares change	Price Range	Shares Held
VMC Vulcan Materials CO Basic Materials	3.87K New	$237.95 - $292.31 $920K - $1.13M	3.87K $994M
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
AMZN Amazon Com Inc Consumer Cyclical	1.61K New	$180.88 - $232.93 $292K - $376K	1.61K $354M
SPYV Spdr Portfolio S&P 500 Value E ETFs	5.82K New	$51.09 - $55.27 $297K - $322K	5.82K $298M
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
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
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
GOLF Acushnet Holdings Corp. Consumer Cyclical	2.88K New	$60.17 - $75.64 $173K - $218K	2.88K $205M
NVEE Nv5 Global, Inc. Industrials	10.4K New	$18.82 - $93.28 $195K - $969K	10.4K $196M

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