This chart displays the top 10 holdings in Heritage Family Offices, Llp's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 184 positions.

The assets under management (AUM) of Heritage Family Offices, Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 200.4M in assets, with a quarterly growth rate of 3.47% and a 2-quarter average growth rate of 5.49%. The portfolio is managed by David Maxey, and others.