Heritage Family Offices, LLP Sells in Q4 2025

Heritage Family Offices, LLP

  • $220 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-34.7K
- 9.25%
$45.45 - $48.31 $1.57M - $1.67M
340K $15.9B
MA
Mastercard Inc

Financial Services
-1.94K
- 46.62%
$536.85 - $580.45 $1.04M - $1.13M
2.23K $1.27B
SYK
Stryker Corp

Healthcare
-2.8K
- 46.05%
$353.81 - $388.35 $989K - $1.09M
3.28K $1.15B
V
Visa Inc.

Financial Services
-2.77K
- 41.49%
$325.75 - $352.42 $902K - $975K
3.9K $1.37B
ETN
Eaton Corp PLC

Industrials
-1.12K
- 15.06%
$352.39 - $387.75 $394K - $434K
6.31K $2.01B
AJG
Arthur J. Gallagher & Co.

Financial Services
-532
- 7.59%
$242.98 - $310.48 $129K - $165K
6.48K $1.68B
Jacobs Solutions Inc
-1.62K
- 10.6%
N/A
13.7K $1.81B
WEC
Wec Energy Group, Inc.

Utilities
-2.05K
- 9.37%
$110.61 - $117.5 $227K - $241K
19.8K $2.09B
KLAC
Kla Corp

Technology
-602
- 21.17%
$982.75 - $1235.28 $592K - $744K
2.24K $2.72B
BSY
Bentley Systems Inc

Technology
-2.64K
- 20.07%
$43.17 - $56.79 $114K - $150K
10.5K $401M
APH
Amphenol Corp

Technology
-4.03K
- 16.37%
$121.7 - $143.85 $491K - $580K
20.6K $2.78B
TXN
Texas Instruments Inc

Technology
-844
- 8.34%
N/A
9.28K $1.61B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.31K
- 50.62%
$185.12 - $192.11 $243K - $252K
1.28K $245M
RELX
Relx PLC

Communication Services
-2.48K
- 12.88%
$41.33 - $47.07 $102K - $117K
16.8K $678M
POOL
Pool Corp

Industrials
-408
- 23.92%
$242.32 - $312.05 $98.9K - $127K
1.3K $297M
ALLE
Allegion PLC

Industrials
-611
- 8.29%
$161.25 - $179.47 $98.5K - $110K
6.76K $1.08B
ICE
Intercontinental Exchange, Inc.

Financial Services
-754
- 6.06%
$145.59 - $162.64 $110K - $123K
11.7K $1.89B
OLED
Universal Display Corp Pa

Technology
-828
- 21.45%
$116.83 - $151.38 $96.7K - $125K
3.03K $354M
SONY
Sony Group Corp

Technology
-2.93K
- 7.52%
$27.71 - $30.26 $81.1K - $88.6K
36K $922M
EMB
Ishares Tr

ETFs
-2.51K
- 5.15%
$94.63 - $97.03 $237K - $243K
46.2K $4.44B
VMC
Vulcan Materials CO

Basic Materials
-317
- 8.09%
$280.58 - $309.07 $88.9K - $98K
3.6K $1.03B
LOW
Lowes Companies Inc

Consumer Cyclical
-376
- 4.46%
$225.0 - $247.99 $84.6K - $93.2K
8.05K $1.94B
CHKP
Check Point Software Technologies LTD

Technology
-402
- 9.19%
$188.36 - $204.97 $75.7K - $82.4K
3.97K $737M
ASML
Asml Holding Nv

Technology
-246
- 24.5%
$936.19 - $1075.45 $230K - $265K
758 $810M
ZBRA
Zebra Technologies Corp

Technology
-346
- 25.92%
$240.56 - $313.89 $83.2K - $109K
989 $240M
ABBV
Abb Vie Inc.

Healthcare
-542
- 5.71%
$211.96 - $244.38 $115K - $132K
8.94K $2.04B
NPO
Enpro Industries, Inc

Industrials
-531
- 23.73%
$209.86 - $234.03 $111K - $124K
1.71K $365M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.03K
- 22.93%
$142.82 - $150.36 $148K - $155K
3.48K $518M
TRMB
Trimble Inc.

Technology
-1.5K
- 33.56%
$75.63 - $82.19 $114K - $123K
2.97K $233M
EMR
Emerson Electric CO

Industrials
-1.16K
- 7.99%
$126.01 - $140.03 $146K - $163K
13.4K $1.78B
ITGR
Integer Holdings Corp

Healthcare
-532
- 15.45%
$63.32 - $109.11 $33.7K - $58K
2.91K $228M
EFX
Equifax Inc

Industrials
-189
- 8.89%
$204.19 - $253.84 $38.6K - $48K
1.94K $420M
WRB
Berkley W R Corp

Financial Services
-913
- 9.94%
$71.34 - $78.46 $65.1K - $71.6K
8.28K $580M
WSO
Watsco Inc

Industrials
-160
- 15.67%
$343.12 - $414.9 $54.9K - $66.4K
861 $290M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-1.05K
- 8.81%
$64.77 - $73.08 $68.2K - $77K
10.9K $701M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-387
- 9.35%
$117.13 - $132.85 $45.3K - $51.4K
3.75K $411M
EFG
Msci Eafe Growth ETF

ETFs
-1.04K
- 26.81%
$112.91 - $117.61 $117K - $122K
2.83K $322M
TDY
Teledyne Technologies Inc

Technology
-62
- 5.6%
$501.23 - $593.62 $31.1K - $36.8K
1.05K $534M
LII
Lennox International Inc

Industrials
-155
- 17.59%
$471.5 - $554.58 $73.1K - $86K
726 $352M
NXPI
Nxp Semiconductors N.V.

Technology
-356
- 10.85%
$197.1 - $231.42 $70.2K - $82.4K
2.93K $635M
AON
Aon PLC

Financial Services
-263
- 11.4%
$326.07 - $366.93 $85.8K - $96.5K
2.05K $722M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-4.17K
- 23.01%
$23.04 - $23.36 $96.1K - $97.5K
14K $321M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-200
- 11.57%
$153.8 - $189.34 $30.8K - $37.9K
1.53K $224M
ESE
Esco Technologies Inc

Technology
-220
- 9.96%
$207.01 - $222.4 $45.5K - $48.9K
1.99K $388M
CHH
Choice Hotels International Inc

Consumer Cyclical
-400
- 14.85%
$91.5 - $106.5 $36.6K - $42.6K
2.29K $218M
Te Connectivity PLC
-587
- 7.06%
N/A
7.73K $1.76B
ADUS
Addus Home Care Corp

Healthcare
-330
- 11.75%
$109.07 - $122.75 $36K - $40.5K
2.48K $266M
MMI
Marcus & Millichap, Inc.

Real Estate
-1.58K
- 16.63%
$27.45 - $31.38 $43.4K - $49.6K
7.93K $216M
ICFI
Icf International, Inc.

Industrials
-431
- 13.76%
$78.05 - $94.59 $33.6K - $40.8K
2.7K $230M
Activity Summary
Buys All Purchases 69 New Holdings 23 Increased Positions 46 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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