HERITAGE FAMILY OFFICES, LLP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XPEL | 82K | $4.08M |
 | HLN | 71K | $722.68K |
 | SONY | 36K | $922.05K |
 | WFC | 33K | $3.06M |
 | FSCO | 32K | $201.42K |
 | SHO | 21K | $191.97K |
 | APH | 21K | $2.78M |
 | WEC | 20K | $2.09M |
 | NDAQ | 19K | $1.87M |
 | RELX | 17K | $677.86K |
 | AAPL | 17K | $4.52M |
 | SU | 16K | $723.13K |
 | WMB | 15K | $913.07K |
 | VIAV | 14K | $250.41K |
 | J | 14K | $1.81M |
 | EMR | 13K | $1.78M |
 | ABT | 13K | $1.67M |
 | DB | 13K | $513.08K |
 | CTSH | 13K | $1.07M |
 | RTX | 12K | $2.21M |
XPEL, Inc.
XPEL
Shares Held
82K
Value
$4.08M
Haleon plc
HLN
Shares Held
71K
Value
$722.68K
Sony Group Corporation
SONY
Shares Held
36K
Value
$922.05K
Wells Fargo & Company
WFC
Shares Held
33K
Value
$3.06M
FS Credit Opportunities Corp.
FSCO
Shares Held
32K
Value
$201.42K
Sunstone Hotel Investors, Inc.
SHO
Shares Held
21K
Value
$191.97K
Amphenol Corporation
APH
Shares Held
21K
Value
$2.78M
WEC Energy Group, Inc.
WEC
Shares Held
20K
Value
$2.09M
Nasdaq, Inc.
NDAQ
Shares Held
19K
Value
$1.87M
RELX Plc
RELX
Shares Held
17K
Value
$677.86K
Apple Inc.
AAPL
Shares Held
17K
Value
$4.52M
Suncor Energy Inc.
SU
Shares Held
16K
Value
$723.13K
The Williams Companies, Inc.
WMB
Shares Held
15K
Value
$913.07K
Viavi Solutions Inc.
VIAV
Shares Held
14K
Value
$250.41K
Jacobs Solutions Inc.
J
Shares Held
14K
Value
$1.81M
Emerson Electric Co.
EMR
Shares Held
13K
Value
$1.78M
Abbott Laboratories
ABT
Shares Held
13K
Value
$1.67M
Deutsche Bank AG
DB
Shares Held
13K
Value
$513.08K
Cognizant Technology Solutions Corporation
CTSH
Shares Held
13K
Value
$1.07M
RTX Corporation
RTX
Shares Held
12K
Value
$2.21M