Heritage Family Offices, LLP Reduced Holdings in Q3 2024

Heritage Family Offices, LLP

  • $194 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SMG
Scotts Miracle Gro CO

Basic Materials
-8
- 0.23%
$61.06 - $86.7 $488 - $694
3.48K $302M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-14
- 0.64%
$115.7 - $167.81 $1.62K - $2.35K
2.19K $366M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-3
- 0.11%
$107.74 - $140.72 $323 - $422
2.81K $394M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.85K
- 2.68%
$96.25 - $101.98 $178K - $189K
67.2K $6.81B
AJG
Arthur J. Gallagher & Co.

Financial Services
-113
- 1.86%
$259.22 - $299.75 $29.3K - $33.9K
5.98K $1.68B
SYK
Stryker Corp

Healthcare
-22
- 0.39%
$315.94 - $371.96 $6.95K - $8.18K
5.6K $2.02B
MCO
Moodys Corp

Financial Services
-1
- 0.04%
$421.49 - $494.67 $421 - $495
2.3K $1.09B
UNH
Unitedhealth Group Inc

Healthcare
-42
- 1.56%
$488.01 - $604.18 $20.5K - $25.4K
2.65K $1.55B
AAPL
Apple Inc.

Technology
-730
- 4.62%
$207.23 - $234.82 $151K - $171K
15.1K $3.51B
RTX
Raytheon Technologies Corp

Industrials
-161
- 1.32%
$99.55 - $123.34 $16K - $19.9K
12K $1.46B
ACN
Accenture PLC

Technology
-20
- 0.34%
$295.44 - $355.81 $5.91K - $7.12K
5.92K $2.09B
HD
Home Depot, Inc.

Consumer Cyclical
-8
- 0.16%
$333.64 - $405.2 $2.67K - $3.24K
5.09K $2.06B
LOW
Lowes Companies Inc

Consumer Cyclical
-106
- 1.32%
$213.3 - $270.78 $22.6K - $28.7K
7.95K $2.15B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-344
- 0.31%
$75.32 - $84.37 $25.9K - $29K
112K $9.39B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-4.52K
- 2.33%
$61.71 - $68.15 $279K - $308K
189K $12.8B
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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