Heritage Family Offices, LLP Portfolio Holdings
Heritage Family Offices, LLP
- $180 Billion
- Q2 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 168
- Current Value $180 Billion
- Filing
- Period Q2 2024
- Filing Date August 01, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 168 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks