Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Heritage Family Offices, Llp > Profile

Instuitional Investor - Heritage Family Offices, Llp

Fund Profile
Filing Period:
Fund Name: Heritage Family Offices, Llp
Portfolio Value $195,527,485
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Index Shs Fds
 404,452 $15,923,279 8.14%
2.
Ishares Tr - RUSEL 2500 ETF
 219,999 $13,758,750 7.04%
3.
Ishares Tr
 251,424 $9,254,918 4.73%
4.
Ishares Trust
 VLUE 111,529 $9,115,259 4.66%
5.
Ishares Trust
 IEF 13,156 $7,392,125 3.78%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)