Heritage Family Offices, LLP Purchases in Q4 2024

Heritage Family Offices, LLP

  • $200 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
922
+ 20.94%
$91.26 - $95.82 $84.1K - $88.3K
5.33K $488M
QQQ
Invesco Qqq Trust, Series 1

ETFs
100
+ 16.92%
$481.22 - $538.17 $48.1K - $53.8K
691 $353M
QUAL
Ishares Msci Usa Quality Facto

ETFs
380
+ 13.49%
$176.42 - $186.91 $67K - $71K
3.2K $569M
EXLS
Exl Service Holdings, Inc.

Technology
421
+ 6.73%
$38.1 - $47.02 $16K - $19.8K
6.68K $296M
AUB
Atlantic Union Bankshares Corp

Financial Services
1.44K
+ 24.23%
$36.13 - $43.55 $52K - $62.7K
7.38K $280M
CHKP
Check Point Software Technologies LTD

Technology
413
+ 8.46%
$170.18 - $209.01 $70.3K - $86.3K
5.3K $989M
DORM
Dorman Products, Inc.

Consumer Cyclical
100
+ 4.93%
$108.64 - $142.83 $10.9K - $14.3K
2.13K $276M
IVE
Ishares S&P 500 Value ETF

ETFs
265
+ 23.35%
$189.5 - $206.17 $50.2K - $54.6K
1.4K $267M
DE
Deere & CO

Industrials
71
+ 4.15%
$389.45 - $466.0 $27.7K - $33.1K
1.78K $755M
ENOV
Enovis Corp

Industrials
794
+ 16.57%
$38.5 - $49.33 $30.6K - $39.2K
5.59K $245M
HYBB
Ishares Tr Bb Rated Corporate

ETFs
1.1K
+ 11.43%
$45.73 - $47.09 $50.3K - $51.8K
10.7K $494M
NPO
Enpro Industries, Inc

Industrials
87
+ 4.71%
$145.61 - $195.16 $12.7K - $17K
1.93K $334M
ITGR
Integer Holdings Corp

Healthcare
197
+ 6.95%
$124.32 - $141.16 $24.5K - $27.8K
3.03K $402M
AEIS
Advanced Energy Industries Inc

Industrials
116
+ 6.1%
$101.71 - $122.72 $11.8K - $14.2K
2.02K $233M
TFLO
Ishares Treasury Floating Rate

ETFs
678
+ 5.6%
$50.37 - $50.63 $34.2K - $34.3K
12.8K $645M
SHO
Sunstone Hotel Investors, Inc.

Real Estate
969
+ 7.21%
N/A
14.4K $171M
MO
Altria Group, Inc.

Consumer Defensive
420
+ 5.91%
$49.06 - $57.74 $20.6K - $24.3K
7.53K $394M
AZPN
Aspen Technology, Inc.

Technology
47
+ 2.8%
$231.19 - $253.16 $10.9K - $11.9K
1.73K $431M
UMBF
Umb Financial Corp

Financial Services
125
+ 6.46%
$101.15 - $127.6 $12.6K - $16K
2.06K $232M
Te Connectivity PLC
969
+ 6.99%
N/A
14.8K $2.12B
SU
Suncor Energy Inc

Energy
1.38K
+ 7.35%
$34.5 - $41.53 $47.6K - $57.3K
20.1K $718M
IYW
Ishares Dj Us Tech ETF

ETFs
93
+ 6.94%
$148.14 - $166.23 $13.8K - $15.5K
1.43K $229M
ESE
Esco Technologies Inc

Technology
126
+ 6.88%
$120.68 - $151.38 $15.2K - $19.1K
1.96K $261M
HD
Home Depot, Inc.

Consumer Cyclical
269
+ 5.29%
$385.02 - $431.37 $104K - $116K
5.36K $2.08B
SM
Sm Energy CO

Energy
726
+ 13.17%
$36.59 - $46.03 $26.6K - $33.4K
6.24K $242M
BHE
Benchmark Electronics Inc

Technology
334
+ 5.73%
$42.69 - $51.83 $14.3K - $17.3K
6.16K $280M
WRB
Berkley W R Corp

Financial Services
113
+ 1.37%
$56.48 - $64.94 $6.38K - $7.34K
8.35K $488M
XLK
Technology Sector Spdr

ETFs
3
+ 0.1%
$220.26 - $241.44 $661 - $724
2.9K $675M
VIAV
Viavi Solutions Inc.

Technology
529
+ 3.95%
$8.94 - $11.16 $4.73K - $5.9K
13.9K $141M
SIGI
Selective Insurance Group Inc

Financial Services
193
+ 6.3%
$90.05 - $102.09 $17.4K - $19.7K
3.26K $304M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
196
+ 7.01%
$73.63 - $87.56 $14.4K - $17.2K
2.99K $236M
ACN
Accenture PLC

Technology
67
+ 1.13%
$343.9 - $376.86 $23K - $25.2K
5.99K $2.11B
SPGI
S&P Global Inc.

Financial Services
63
+ 6.01%
$480.36 - $529.17 $30.3K - $33.3K
1.11K $554M
EFG
Msci Eafe Growth ETF

ETFs
503
+ 14.76%
$96.83 - $106.88 $48.7K - $53.8K
3.91K $379M
LII
Lennox International Inc

Industrials
6
+ 0.56%
$589.36 - $678.43 $3.54K - $4.07K
1.07K $651M
MMI
Marcus & Millichap, Inc.

Real Estate
464
+ 7.07%
$35.52 - $42.22 $16.5K - $19.6K
7.03K $269M
ADI
Analog Devices Inc

Technology
770
+ 8.64%
$206.35 - $236.48 $159K - $182K
9.69K $2.06B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
11
+ 0.5%
$121.89 - $135.52 $1.34K - $1.49K
2.23K $279M
ADUS
Addus Home Care Corp

Healthcare
159
+ 7.52%
$118.27 - $133.01 $18.8K - $21.1K
2.27K $285M
POWI
Power Integrations Inc

Technology
156
+ 4.96%
$60.04 - $68.05 $9.37K - $10.6K
3.3K $204M
EOG
Eog Resources Inc

Energy
31
+ 0.44%
$118.22 - $136.54 $3.66K - $4.23K
7.15K $877M
BCPC
Balchem Corp

Basic Materials
109
+ 8.31%
$163.0 - $183.41 $17.8K - $20K
1.42K $231M
KALU
Kaiser Aluminum Corp

Basic Materials
95
+ 3.44%
$67.31 - $86.2 $6.39K - $8.19K
2.86K $201M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5
+ 0.09%
$61.68 - $67.87 $308 - $339
5.52K $344M
STC
Stewart Information Services Corp

Financial Services
296
+ 9.15%
$67.24 - $77.18 $19.9K - $22.8K
3.53K $238M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3
+ 0.1%
$113.92 - $127.38 $342 - $382
2.93K $338M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.02%
$69.58 - $74.87 $69.6 - $74.9
6.04K $422M
KFY
Korn Ferry

Industrials
259
+ 7.19%
$66.56 - $79.4 $17.2K - $20.6K
3.86K $260M
TLT
Ishares Barclays 20+ Year Trea

ETFs
160
+ 6.81%
$87.1 - $98.49 $13.9K - $15.8K
2.51K $219M
Activity Summary
Buys All Purchases 132 New Holdings 15 Increased Positions 117 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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