Heritage Family Offices, LLP Q1 2025 Filing
Filed April 10, 2025
Portfolio Value
$195.5M
Holdings
177
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (177 positions)
| Stock | Value |
|---|---|
SPEMSPDR INDEX SHS FDS | $15.9M |
SMMDISHARES TR | $13.8M |
USHYISHARES TR | $9.3M |
EFAISHARES TR | $9.1M |
IVVISHARES TR | $7.4M |
AGGISHARES TR | $7.4M |
EMBISHARES TR | $4.8M |
AAPLAPPLE INC | $4.1M |
AQLTISHARES TR | $3.5M |
MSFTMICROSOFT CORP | $3.5M |
AJGGALLAGHER ARTHUR J & CO | $2.5M |
VVISA INC | $2.4M |
MAMASTERCARD INCORPORATED | $2.4M |
XPELXPEL INC | $2.4M |
SYKSTRYKER CORPORATION | $2.3M |
ICEINTERCONTINENTAL EXCHANGE IN | $2.2M |
TELTE CONNECTIVITY PLC | $2.2M |
KLACKLA CORP | $2.2M |
IWMISHARES TR | $2.1M |
AVGOBROADCOM INC | $2.1M |
IEMGISHARES INC | $2.0M |
ABBVABBVIE INC | $2.0M |
LOWLOWES COS INC | $2.0M |
ABTABBOTT LABS | $2.0M |
ACNACCENTURE PLC IRELAND | $1.9M |
JJACOBS SOLUTIONS INC | $1.8M |
SPYMSPDR SER TR | $1.8M |
LLYELI LILLY & CO | $1.8M |
EMREMERSON ELEC CO | $1.6M |
UNHUNITEDHEALTH GROUP INC | $1.5M |
WECWEC ENERGY GROUP INC | $1.4M |
TXNTEXAS INSTRS INC | $1.3M |
ADIANALOG DEVICES INC | $1.2M |
MCKMCKESSON CORP | $1.2M |
MCOMOODYS CORP | $1.2M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $1.1M |
SCHZSCHWAB STRATEGIC TR | $1.1M |
NDAQNASDAQ INC | $1.1M |
VRIGINVESCO ACTIVELY MANAGED EXC | $1.1M |
SHYGISHARES TR | $1.1M |
APHAMPHENOL CORP NEW | $1.1M |
HONHONEYWELL INTL INC | $1.1M |
BINCBLACKROCK ETF TRUST II | $1.1M |
IUSBISHARES TR | $1.0M |
ZTSZOETIS INC | $988K |
CHKPCHECK POINT SOFTWARE TECH LT | $977K |
EOGEOG RES INC | $970K |
SONYSONY GROUP CORP | $959K |
HDHOME DEPOT INC | $950K |
RELXRELX PLC | $941K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $930K |
WFCWELLS FARGO CO NEW | $926K |
VMCVULCAN MATLS CO | $918K |
AONAON PLC | $907K |
IBITISHARES BITCOIN TRUST ETF | $862K |
EFVISHARES TR | $861K |
DEDEERE & CO | $850K |
HLNHALEON PLC | $843K |
ALLEALLEGION PLC | $838K |
CLOABLACKROCK ETF TRUST II | $836K |
ALCALCON AG | $809K |
JAAAJANUS DETROIT STR TR | $801K |
LIILENNOX INTL INC | $752K |
LPLALPL FINL HLDGS INC | $742K |
MDTMEDTRONIC PLC | $738K |
WRBBERKLEY W R CORP | $727K |
HYBBISHARES TR | $704K |
4I1PHILIP MORRIS INTL INC | $699K |
SUSUNCOR ENERGY INC NEW | $694K |
OLLIOLLIES BARGAIN OUTLET HLDGS | $673K |
ASMLASML HOLDING N V | $668K |
AZNASTRAZENECA PLC | $663K |
NVSNNOVARTIS AG | $654K |
IBKRINTERACTIVE BROKERS GROUP IN | $654K |
TTENTOTALENERGIES SE | $644K |
MUBISHARES TR | $636K |
ESGUISHARES TR | $631K |
NXPINXP SEMICONDUCTORS N V | $630K |
MBBISHARES TR | $603K |
XLKSELECT SECTOR SPDR TR | $600K |
NVDANVIDIA CORPORATION | $589K |
SPGIS&P GLOBAL INC | $585K |
NSYNICE LTD | $584K |
VIGVANGUARD SPECIALIZED FUNDS | $584K |
WMTWALMART INC | $562K |
COOCOOPER COS INC | $562K |
WSOWATSCO INC | $552K |
BSYBENTLEY SYS INC | $541K |
POOLPOOL CORP | $527K |
EFXEQUIFAX INC | $504K |
QUALISHARES TR | $496K |
NVONOVO-NORDISK A S | $484K |
VYMVANGUARD WHITEHALL FDS | $478K |
MARMARRIOTT INTL INC NEW | $462K |
OLEDUNIVERSAL DISPLAY CORP | $457K |
ROLROLLINS INC | $453K |
MOALTRIA GROUP INC | $452K |
SPLVINVESCO EXCH TRADED FD TR II | $450K |
RSPINVESCO EXCHANGE TRADED FD T | $449K |
TDYTELEDYNE TECHNOLOGIES INC | $435K |
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