Heritage Family Offices, LLP

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Scottsdale, AZ
CIK
0002019316
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 177 195,527 SPEM, SMMD, USHY, EFA 13F-HR 4/10/2025 000201931625000002
Q4 2024 184 200,399 SPEM, SMMD, EFA, USHY 13F-HR 1/14/2025 000201931625000001
Q3 2024 180 193,696 SPEM, SMMD, EFA, USHY 13F-HR 10/16/2024 000201931624000002
Q2 2024 168 180,178 SPEM, SMMD, EFA, USHY 13F-HR 8/1/2024 000201931624000001