Heritage Family Offices
Latest statistics and disclosures from Heritage Family Offices's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SMMD, SPEM, EFA, USHY, IVV, and represent 26.83% of Heritage Family Offices's stock portfolio.
- Added to shares of these 10 stocks: VTI, WFC, STT, BA, INTU, VEA, AVDE, SCHM, WMB, IVV.
- Started 23 new stock positions in GLDM, SCHF, TSLA, AVEM, DB, INTU, BYLD, SCHA, CLOI, GOOG. SCHM, VEA, TTAN, IWB, IWP, VXUS, ENS, BA, JPM, AVDE, STT, WMB, META.
- Reduced shares in these 10 stocks: SPEM, VRIG, MA, HON, SYK, V, , EOG, KLAC, ALC.
- Sold out of its positions in ALG, CHE, ENOV, DORM, EOG, FELE, HON, VRIG, IYW, LFUS. NICE, NVO, SM, SPYV, UMBF, ZTS, AMBA, ALC.
- Heritage Family Offices was a net buyer of stock by $3.8M.
- Heritage Family Offices has $220M in assets under management (AUM), dropping by 2.39%.
- Central Index Key (CIK): 0002019316
Tip: Access up to 7 years of quarterly data
Positions held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Heritage Family Offices
Heritage Family Offices holds 202 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rusel 2500 Etf (SMMD) | 7.7 | $17M | +2% | 225k | 74.94 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 7.2 | $16M | -9% | 340k | 46.81 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 4.7 | $10M | 108k | 96.03 |
|
|
| Ishares Tr Broad Usd High (USHY) | 4.0 | $8.9M | 238k | 37.40 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.2 | $7.0M | +14% | 10k | 684.91 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 3.2 | $7.0M | +8% | 70k | 99.88 |
|
| Apple (AAPL) | 2.1 | $4.5M | -2% | 17k | 271.86 |
|
| Microsoft Corporation (MSFT) | 2.0 | $4.4M | +4% | 9.2k | 483.63 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 2.0 | $4.4M | -5% | 46k | 96.28 |
|
| Xpel (XPEL) | 1.9 | $4.1M | 82k | 49.91 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.4 | $3.1M | +18% | 34k | 89.46 |
|
| Broadcom (AVGO) | 1.4 | $3.1M | -2% | 8.9k | 346.10 |
|
| Wells Fargo & Company (WFC) | 1.4 | $3.1M | +153% | 33k | 93.20 |
|
| Amphenol Corp Cl A (APH) | 1.3 | $2.8M | -16% | 21k | 135.14 |
|
| Kla Corp Com New (KLAC) | 1.2 | $2.7M | -21% | 2.2k | 1215.23 |
|
| Spdr Series Trust State Street Spd (SPLG) | 1.1 | $2.5M | +29% | 31k | 80.22 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $2.4M | +752% | 7.1k | 335.27 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.1 | $2.3M | +24% | 9.5k | 246.16 |
|
| Raytheon Technologies Corp (RTX) | 1.0 | $2.2M | -5% | 12k | 183.41 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.0 | $2.1M | +51% | 42k | 49.65 |
|
| Wec Energy Group (WEC) | 0.9 | $2.1M | -9% | 20k | 105.46 |
|
| Abbvie (ABBV) | 0.9 | $2.0M | -5% | 8.9k | 228.49 |
|
| Eaton Corp SHS (ETN) | 0.9 | $2.0M | -15% | 6.3k | 318.51 |
|
| Lowe's Companies (LOW) | 0.9 | $1.9M | -4% | 8.1k | 241.17 |
|
| Ishares Core Msci Emkt (IEMG) | 0.9 | $1.9M | +18% | 29k | 67.22 |
|
| Intercontinental Exchange (ICE) | 0.9 | $1.9M | -6% | 12k | 161.96 |
|
| Nasdaq Omx (NDAQ) | 0.9 | $1.9M | -6% | 19k | 97.13 |
|
| Jacobs Engineering Group (J) | 0.8 | $1.8M | -10% | 14k | 132.46 |
|
| Emerson Electric (EMR) | 0.8 | $1.8M | -7% | 13k | 132.72 |
|
| Te Connectivity Ord Shs (TEL) | 0.8 | $1.8M | -7% | 7.7k | 227.50 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.8 | $1.7M | -7% | 6.5k | 258.79 |
|
| Abbott Laboratories (ABT) | 0.8 | $1.7M | -7% | 13k | 125.29 |
|
| Texas Instruments Incorporated (TXN) | 0.7 | $1.6M | -8% | 9.3k | 173.49 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $1.6M | +48% | 8.6k | 186.50 |
|
| Analog Devices (ADI) | 0.7 | $1.4M | -5% | 5.3k | 271.19 |
|
| McKesson Corporation (MCK) | 0.6 | $1.4M | 1.7k | 820.29 |
|
|
| Visa Com Cl A (V) | 0.6 | $1.4M | -41% | 3.9k | 350.75 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.4M | -4% | 1.3k | 1074.34 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.6 | $1.3M | +19% | 57k | 23.37 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.6 | $1.3M | 30k | 42.87 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $1.3M | -46% | 2.2k | 570.88 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.6 | $1.3M | 24k | 52.77 |
|
|
| State Street Corporation (STT) | 0.6 | $1.2M | NEW | 9.5k | 129.01 |
|
| Moody's Corporation (MCO) | 0.5 | $1.2M | -6% | 2.3k | 510.82 |
|
| Stryker Corporation (SYK) | 0.5 | $1.2M | -46% | 3.3k | 351.46 |
|
| Boeing Company (BA) | 0.5 | $1.1M | NEW | 5.3k | 217.12 |
|
| Intuit (INTU) | 0.5 | $1.1M | NEW | 1.7k | 662.42 |
|
| Allegion Ord Shs (ALLE) | 0.5 | $1.1M | -8% | 6.8k | 159.22 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.5 | $1.1M | -11% | 13k | 83.00 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $1.1M | NEW | 17k | 62.47 |
|
| Vulcan Materials Company (VMC) | 0.5 | $1.0M | -8% | 3.6k | 285.22 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.5 | $1.0M | 22k | 46.54 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.5 | $1.0M | NEW | 12k | 82.32 |
|
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 0.4 | $955k | 19k | 51.74 |
|
|
| Home Depot (HD) | 0.4 | $931k | +4% | 2.7k | 344.11 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.4 | $922k | -7% | 36k | 25.60 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.4 | $921k | 18k | 50.58 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $917k | NEW | 31k | 30.07 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $916k | -9% | 13k | 71.41 |
|
| Williams Companies (WMB) | 0.4 | $913k | NEW | 15k | 60.11 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $885k | +3% | 1.8k | 502.65 |
|
| Wal-Mart Stores (WMT) | 0.4 | $857k | +9% | 7.7k | 111.41 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.4 | $833k | NEW | 11k | 77.02 |
|
| Ishares Tr Bb Rat Corp Bd (HYBB) | 0.4 | $821k | 17k | 47.13 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $811k | -24% | 758.00 | 1069.21 |
|
| Deere & Company (DE) | 0.4 | $786k | -7% | 1.7k | 465.61 |
|
| Philip Morris International (PM) | 0.3 | $738k | +4% | 4.6k | 160.40 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.3 | $737k | -9% | 4.0k | 185.56 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $733k | -10% | 8.0k | 91.93 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $730k | +74% | 5.1k | 143.98 |
|
| Suncor Energy (SU) | 0.3 | $723k | -9% | 16k | 44.36 |
|
| Haleon Spon Ads (HLN) | 0.3 | $723k | -9% | 72k | 10.11 |
|
| Aon Shs Cl A (AON) | 0.3 | $722k | -11% | 2.0k | 352.87 |
|
| Medtronic SHS (MDT) | 0.3 | $714k | -8% | 7.4k | 96.06 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $710k | -10% | 5.2k | 137.87 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $701k | -8% | 11k | 64.31 |
|
| Lpl Financial Holdings (LPLA) | 0.3 | $683k | -9% | 1.9k | 357.24 |
|
| Relx Sponsored Adr (RELX) | 0.3 | $678k | -12% | 17k | 40.42 |
|
| Amazon (AMZN) | 0.3 | $663k | +85% | 2.9k | 230.82 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $661k | 3.0k | 219.78 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.3 | $635k | -10% | 2.9k | 217.06 |
|
| Ishares Tr Yld Optim Bd (BYLD) | 0.3 | $633k | NEW | 28k | 22.77 |
|
| Ishares Tr Mbs Etf (MBB) | 0.3 | $629k | 6.6k | 95.22 |
|
|
| Marriott Intl Cl A (MAR) | 0.3 | $606k | 2.0k | 310.24 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $605k | NEW | 1.6k | 373.44 |
|
| Equinox Gold Corp equities (EQX) | 0.3 | $585k | +257% | 42k | 14.04 |
|
| W.R. Berkley Corporation (WRB) | 0.3 | $580k | -9% | 8.3k | 70.12 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $571k | +3% | 2.9k | 198.55 |
|
| S&p Global (SPGI) | 0.3 | $553k | -6% | 1.1k | 522.71 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $538k | +92% | 1.7k | 313.00 |
|
| Teledyne Technologies Incorporated (TDY) | 0.2 | $534k | -5% | 1.0k | 510.73 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $533k | NEW | 7.1k | 75.44 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $532k | 3.7k | 143.52 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $519k | -7% | 1.9k | 268.31 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $518k | -22% | 3.5k | 148.98 |
|
| Deutsche Bank A G Namen Akt (DB) | 0.2 | $513k | NEW | 13k | 38.56 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.2 | $506k | -5% | 11k | 46.49 |
|
| Cooper Cos (COO) | 0.2 | $502k | -7% | 6.1k | 81.96 |
|
| Rollins (ROL) | 0.2 | $476k | -7% | 7.9k | 60.02 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $476k | NEW | 17k | 28.48 |
|
| Nordson Corporation (NDSN) | 0.2 | $456k | -4% | 1.9k | 240.39 |
|
| Altria (MO) | 0.2 | $447k | +2% | 7.7k | 57.66 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $445k | +31% | 2.1k | 212.11 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $435k | NEW | 1.4k | 313.80 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.2 | $432k | 6.3k | 68.36 |
|
|
| Jack Henry & Associates (JKHY) | 0.2 | $422k | +5% | 2.3k | 182.48 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $421k | 5.9k | 71.42 |
|
|
| Equifax (EFX) | 0.2 | $420k | -8% | 1.9k | 216.98 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.2 | $417k | +36% | 6.9k | 60.81 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.2 | $411k | -9% | 3.8k | 109.61 |
|
| Ul Solutions Class A Com Shs (ULS) | 0.2 | $408k | -11% | 5.2k | 78.86 |
|
| Advanced Energy Industries (AEIS) | 0.2 | $403k | -20% | 1.9k | 209.35 |
|
| Bentley Sys Com Cl B (BSY) | 0.2 | $401k | -20% | 11k | 38.16 |
|
| American Healthcare Reit Com Shs (AHR) | 0.2 | $390k | 8.3k | 47.06 |
|
|
| ESCO Technologies (ESE) | 0.2 | $388k | -9% | 2.0k | 195.39 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $383k | -13% | 624.00 | 614.31 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $382k | 1.8k | 209.12 |
|
|
| EnPro Industries (NPO) | 0.2 | $365k | -23% | 1.7k | 214.07 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $365k | +27% | 3.0k | 123.26 |
|
| Kaiser Aluminum Corp Com Par $0.01 (KALU) | 0.2 | $364k | -10% | 3.2k | 114.85 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $363k | +24% | 3.0k | 120.33 |
|
| Tesla Motors (TSLA) | 0.2 | $359k | NEW | 798.00 | 449.72 |
|
| Universal Display Corporation (OLED) | 0.2 | $354k | -21% | 3.0k | 116.78 |
|
| Lennox International (LII) | 0.2 | $352k | -17% | 726.00 | 485.44 |
|
| Servicetitan Shs Cl A (TTAN) | 0.2 | $345k | NEW | 3.2k | 106.50 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $344k | 3.3k | 104.07 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $342k | NEW | 4.0k | 85.37 |
|
| Moelis & Co Cl A (MC) | 0.1 | $329k | -12% | 4.8k | 68.74 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $328k | NEW | 2.4k | 136.94 |
|
| Meta Platforms Cl A (META) | 0.1 | $323k | NEW | 490.00 | 660.09 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $322k | -26% | 2.8k | 113.92 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $321k | -23% | 14k | 23.02 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $321k | NEW | 13k | 24.04 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.1 | $317k | NEW | 6.0k | 52.81 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $315k | 1.7k | 185.04 |
|
|
| Seacoast Bkg Corp Fla Com New (SBCF) | 0.1 | $314k | -4% | 10k | 31.42 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $310k | 1.0k | 309.04 |
|
|
| Atlantic Union B (AUB) | 0.1 | $306k | -9% | 8.7k | 35.30 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $304k | -15% | 4.6k | 66.00 |
|
| Saia (SAIA) | 0.1 | $303k | -14% | 928.00 | 326.52 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $302k | +3% | 2.8k | 107.11 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $300k | 1.8k | 167.94 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $299k | 2.3k | 131.57 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $297k | 436.00 | 681.92 |
|
|
| Pool Corporation (POOL) | 0.1 | $297k | -23% | 1.3k | 228.76 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.1 | $291k | 1.4k | 211.24 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $290k | 2.8k | 102.54 |
|
|
| Watsco, Incorporated (WSO) | 0.1 | $290k | -15% | 861.00 | 337.13 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $288k | 600.00 | 480.57 |
|
|
| Selective Insurance (SIGI) | 0.1 | $282k | -11% | 3.4k | 83.68 |
|
| Goldman Sachs (GS) | 0.1 | $281k | -5% | 320.00 | 879.00 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $281k | -8% | 3.1k | 90.03 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $276k | 3.1k | 88.48 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $273k | -12% | 2.3k | 120.17 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $270k | +36% | 313.00 | 862.34 |
|
| Hamilton Lane Cl A (HLNE) | 0.1 | $266k | -8% | 2.0k | 134.31 |
|
| Addus Homecare Corp (ADUS) | 0.1 | $266k | -11% | 2.5k | 107.39 |
|
| Ida (IDA) | 0.1 | $261k | -10% | 2.1k | 126.55 |
|
| Korn Ferry Com New (KFY) | 0.1 | $257k | -11% | 3.9k | 66.03 |
|
| Boot Barn Hldgs (BOOT) | 0.1 | $253k | -23% | 1.4k | 176.47 |
|
| Viavi Solutions Inc equities (VIAV) | 0.1 | $250k | -9% | 14k | 17.82 |
|
| Stewart Information Services Corporation (STC) | 0.1 | $250k | -11% | 3.6k | 70.26 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $245k | -50% | 1.3k | 191.56 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $244k | 811.00 | 301.15 |
|
|
| Balchem Corporation (BCPC) | 0.1 | $243k | 1.6k | 153.36 |
|
|
| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $242k | -10% | 2.4k | 101.40 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $240k | -25% | 989.00 | 242.82 |
|
| Monarch Casino & Resort (MCRI) | 0.1 | $238k | -10% | 2.5k | 95.69 |
|
| Csw Industrials (CSW) | 0.1 | $237k | -2% | 808.00 | 293.46 |
|
| Benchmark Electronics (BHE) | 0.1 | $236k | -11% | 5.5k | 42.76 |
|
| Thor Industries (THO) | 0.1 | $236k | -7% | 2.3k | 102.69 |
|
| Exponent (EXPO) | 0.1 | $233k | -7% | 3.4k | 69.46 |
|
| Trimble Navigation (TRMB) | 0.1 | $233k | -33% | 3.0k | 78.35 |
|
| Acushnet Holdings Corp (GOLF) | 0.1 | $232k | -13% | 2.9k | 79.82 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $231k | 306.00 | 753.78 |
|
|
| ICF International (ICFI) | 0.1 | $230k | -13% | 2.7k | 85.30 |
|
| EnerSys (ENS) | 0.1 | $230k | NEW | 1.6k | 146.76 |
|
| Integer Hldgs (ITGR) | 0.1 | $228k | -15% | 2.9k | 78.43 |
|
| Spdr Series Trust State Street Spd (SPMB) | 0.1 | $227k | +8% | 10k | 22.42 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $227k | NEW | 704.00 | 322.22 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $224k | -11% | 1.5k | 146.58 |
|
| Northern Oil And Gas Inc Mn (NOG) | 0.1 | $220k | +9% | 10k | 21.47 |
|
| Diodes Incorporated (DIOD) | 0.1 | $220k | +3% | 4.5k | 49.34 |
|
| Choice Hotels International (CHH) | 0.1 | $219k | -14% | 2.3k | 95.24 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $217k | 445.00 | 488.07 |
|
|
| Chesapeake Utilities Corporation (CPK) | 0.1 | $217k | -11% | 1.7k | 124.78 |
|
| Marcus & Millichap (MMI) | 0.1 | $216k | -16% | 7.9k | 27.29 |
|
| Patrick Industries (PATK) | 0.1 | $216k | -24% | 2.0k | 108.44 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $216k | 1.0k | 210.34 |
|
|
| ExlService Holdings (EXLS) | 0.1 | $212k | -10% | 5.0k | 42.44 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $209k | -6% | 441.00 | 473.30 |
|
| Baidu Spon Adr Rep A (BIDU) | 0.1 | $209k | -15% | 1.6k | 130.66 |
|
| Cohu (COHU) | 0.1 | $208k | -16% | 8.9k | 23.27 |
|
| Liveramp Holdings (RAMP) | 0.1 | $206k | -7% | 7.0k | 29.37 |
|
| Blackbaud (BLKB) | 0.1 | $204k | -6% | 3.2k | 63.32 |
|
| Siteone Landscape Supply (SITE) | 0.1 | $204k | -12% | 1.6k | 124.56 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.1 | $201k | 32k | 6.30 |
|
|
| Sunstone Hotel Investors (SHO) | 0.1 | $192k | +9% | 22k | 8.94 |
|
| Uranium Energy (UEC) | 0.1 | $184k | +5% | 16k | 11.68 |
|
| Netstreit Corp (NTST) | 0.1 | $178k | -9% | 10k | 17.64 |
|
| Utz Brands Com Cl A (UTZ) | 0.1 | $115k | -7% | 11k | 10.38 |
|
| Goldmining (GLDG) | 0.0 | $38k | 30k | 1.25 |
|
Past Filings by Heritage Family Offices
SEC 13F filings are viewable for Heritage Family Offices going back to 2024
- Heritage Family Offices 2025 Q4 filed Jan. 12, 2026
- Heritage Family Offices 2025 Q3 filed Oct. 7, 2025
- Heritage Family Offices 2025 Q2 filed July 9, 2025
- Heritage Family Offices 2025 Q1 filed April 10, 2025
- Heritage Family Offices 2024 Q4 filed Jan. 14, 2025
- Heritage Family Offices 2024 Q3 filed Oct. 16, 2024
- Heritage Family Offices 2024 Q2 filed Aug. 1, 2024