Heritage Family Offices, LLP

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 1, 2024
Value $
$180M
Signature - Title
David Maxey - Chief Compliance Officer
Location
9841 E Bell Rd,, Ste 110, Scottsdale, AZ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 168 $180M $0 $0 SPEM, SMMD, EFA, USHY, IVV 13F-HR 8/1/2024, 04:02 PM