Heritage Family Offices, LLP has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $180 Billion distributed in 168 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Fds Spdr Portfolio with a value of $16.7B, Ishares Tr Russell 2500 ETF with a value of $12.1B, Ishares Tr Msci Eafe ETF with a value of $8.82B, Ishares Tr Broad Usd High Yiel with a value of $8.75B, and Ishares Core S&P 500 ETF with a value of $7.7B.
Examining the 13F form we can see an increase of $180B in the current position value.
Heritage Family Offices, LLP is based out at Scottsdale, AZ
Below you can find more details about Heritage Family Offices, LLP portfolio as well as his latest detailed transactions.
Portfolio value
$180 Billion
ETFs: $92.7 Billion
Technology: $26.8 Billion
Healthcare: $17.1 Billion
Financial Services: $11.3 Billion
Industrials: $9.88 Billion
Consumer Cyclical: $9.44 Billion
Energy: $4.79 Billion
Communication Services: $2.34 Billion
Other: $3.13 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions