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David Maxey

@Heritage Family Offices, Llp

Latest period2024 - Q4ReportedManaged Assets$200.4MTotal holdings184
Assets growth rate3.47%Assets growth rate (2-Q avg)5.49%Continuous growth in asset value2 quarters

Portfolio positions

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.

Assets under management

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.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ZTSZoetis Inc
Recent Activity
Increased 0.34%
0.45%
$885,649
5,436 shares@ $162.93 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 153.64%
0.45%
$885,052
38,989 shares@ $22.71 avg price
EOGEog Res Inc
Recent Activity
Increased 0.44%
0.44%
$876,501
7,150 shares@ $122.59 avg price
HLNHaleon Plc
Recent Activity
Increased 7.43%
0.44%
$871,136
91,314 shares@ $9.55 avg price
ABTAbbott Labs
Recent Activity
Increased 23.3%
0.44%
$862,771
7,628 shares@ $113.11 avg price
IWBIshares Tr
Recent Activity
New Position
0.44%
$861,779
2,675 shares@ $322.17 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
New Position
0.41%
$813,523
15,335 shares@ $53.06 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 132.19%
0.4%
$794,601
1,753 shares@ $453.29 avg price
ESGUIshares Tr
Recent Activity
Decreased -3.68%
0.4%
$785,286
6,096 shares@ $128.82 avg price
EFVIshares Tr
Recent Activity
Increased 56.56%
0.4%
$785,156
14,964 shares@ $52.47 avg price