Heritage Family Offices, LLP Portfolio Holdings

Heritage Family Offices, LLP

  • $200 Billion
  • Q4 2024

Heritage Family Offices, LLP has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $200 Billion distributed in 184 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 $17.1B, Ishares Tr Russell 2500 ETF with a value of $13B, Ishares Tr Msci Eafe ETF with a value of $10.4B, Ishares Tr Broad Usd High Yiel with a value of $9.45B, and Ishares Core S&P 500 ETF with a value of $7.52B.

Examining the 13F form we can see an increase of $6.7B in the current position value, from $194B to 200B.

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 $200 Billion
ETFs: $101 Billion
Technology: $27.4 Billion
Healthcare: $16 Billion
Financial Services: $15.8 Billion
Industrials: $11.5 Billion
Consumer Cyclical: $10.9 Billion
Energy: $4.21 Billion
Consumer Defensive: $2.63 Billion
Other: $4.51 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.24B
$615 Million 0.31% of portfolio
5,604
Q4 2024 Added 104.82%
$6.63B
$412 Million 0.21% of portfolio
11,058
Q4 2024 Reduced 3.8%
$4.6B
$402 Million 0.2% of portfolio
3,033
Q4 2024 Added 6.95%
$7.86B
$397 Million 0.2% of portfolio
2,797
Q4 2024 Reduced 9.01%
$4.47B
$339 Million 0.17% of portfolio
2,230
Q4 2024 Added 1.97%
$3.47B
$334 Million 0.17% of portfolio
1,934
Q4 2024 Added 4.71%
$4.44B
$330 Million 0.16% of portfolio
4,464
Q4 2024 Added 5.01%
$5.6B
$304 Million 0.15% of portfolio
3,255
Q4 2024 Added 6.3%
$6.64B
$297 Million 0.15% of portfolio
2,683
Q4 2024 Reduced 4.49%
$9.06B
$284 Million 0.14% of portfolio
1,536
Q4 2024 Reduced 9.59%
$2.07B
$285 Million 0.14% of portfolio
2,274
Q4 2024 Added 7.52%
$2.82B
$280 Million 0.14% of portfolio
7,382
Q4 2024 Added 24.23%
$4.63B
$278 Million 0.14% of portfolio
3,123
Q4 2024 Added 3.79%
$3.96B
$276 Million 0.14% of portfolio
2,128
Q4 2024 Added 4.93%
$3.43B
$261 Million 0.13% of portfolio
1,958
Q4 2024 Added 6.88%
$3.64B
$260 Million 0.13% of portfolio
3,860
Q4 2024 Added 7.19%
$7.96B
$268 Million 0.13% of portfolio
506
Q4 2024 Reduced 3.25%
$5.2B
$247 Million 0.12% of portfolio
2,578
Q4 2024 Reduced 1.26%
$5.09B
$231 Million 0.12% of portfolio
1,420
Q4 2024 Added 8.31%
$4.41B
$233 Million 0.12% of portfolio
2,019
Q4 2024 Added 6.1%
$5.65B
$232 Million 0.12% of portfolio
2,059
Q4 2024 Added 6.46%
$6.89B
$237 Million 0.12% of portfolio
1,618
Q4 2024 Reduced 16.68%
$2.13B
$233 Million 0.12% of portfolio
1,254
Q4 2024 New
$3.77B
$232 Million 0.12% of portfolio
2,506
Q4 2024 New
$5.73B
$250 Million 0.12% of portfolio
709
Q4 2024 Reduced 25.99%
$3.25B
$244 Million 0.12% of portfolio
6,561
Q4 2024 New
$5.4B
$242 Million 0.12% of portfolio
6,237
Q4 2024 Added 13.17%
$6.15B
$250 Million 0.12% of portfolio
1,895
Q4 2024 Reduced 2.92%
$2.42B
$245 Million 0.12% of portfolio
5,585
Q4 2024 Added 16.57%
$3.79B
$213 Million 0.11% of portfolio
3,212
Q4 2024 Reduced 7.67%
$2.84B
$213 Million 0.11% of portfolio
2,925
Q4 2024 New
$5.41B
$221 Million 0.11% of portfolio
2,026
Q4 2024 New
$3.98B
$221 Million 0.11% of portfolio
2,985
Q4 2024 Added 5.89%
$5.16B
$205 Million 0.1% of portfolio
2,878
Q4 2024 New
$3.52B
$204 Million 0.1% of portfolio
3,299
Q4 2024 Added 4.96%
$7.37B
$206 Million 0.1% of portfolio
2,072
Q4 2024 Reduced 22.48%
$2.16B
$171 Million 0.09% of portfolio
14,409
Q4 2024 Added 7.21%
$2.28B
$141 Million 0.07% of portfolio
13,925
Q4 2024 Added 3.95%

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $200 Billion
  • Prior Value $194 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 117 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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