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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

HEI holding history

Heico Corp in every 13F filed by Raffa Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HEI overviewAll 13F holders of HEIFull Q2 2026 holdings

Shares (Q2 2026)
22
Value
$7.84K
% of portfolio
<0.1%
Quarters held
34
Since Q1 2014
Holdings of HEI by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622$7.84K<0.1%+2+10.0%AddedHolders
Q1 202620$5.48K<0.1%+1+5.3%AddedHolders
Q4 202519$6.15K<0.1%00.0%UnchangedHolders
Q3 202519$6.13K<0.1%00.0%UnchangedHolders
Q2 202519$6.23K<0.1%−6−24.0%ReducedHolders
Q1 202525$6.68K<0.1%00.0%UnchangedHolders
Q4 202425$5.94K<0.1%−3−10.7%ReducedHolders
Q3 202428$7.32K<0.1%00.0%UnchangedHolders
Q2 202428$6.26K<0.1%00.0%UnchangedHolders
Q1 202428$5.35K<0.1%00.0%UnchangedHolders
Q4 202328$5.01K<0.1%00.0%UnchangedHolders
Q3 202328$4.53K<0.1%00.0%UnchangedHolders
Q2 202328$4.95K<0.1%00.0%UnchangedHolders
Q1 202328$4.79K<0.1%00.0%UnchangedHolders
Q4 202228$4.30K<0.1%00.0%UnchangedHolders
Q3 202228$4.03K<0.1%00.0%UnchangedHolders
Q2 202228$3.67K<0.1%00.0%UnchangedHolders
Q1 202228$4.30K<0.1%00.0%UnchangedHolders
Q4 202128$4.04K<0.1%00.0%UnchangedHolders
Q3 202128$3.69K<0.1%00.0%UnchangedHolders
Q2 202128$3.90K<0.1%00.0%UnchangedHolders
Q1 202128$3.52K<0.1%00.0%UnchangedHolders
Q4 202028$3.71K<0.1%00.0%Unchanged–
Q3 202028$2.93K<0.1%00.0%Unchanged–
Q2 202028$2.79K<0.1%00.0%Unchanged–
Q1 202028$2.09K<0.1%−12−30.0%Reduced–
Q4 201940$4.57K<0.1%00.0%Unchanged–
Q3 201940$5.00K<0.1%+40New–
Q2 20190$00.0%−57−100.0%Sold out–
Q1 201957$5.41K<0.1%+14+32.6%Added–
Q4 201843$3.33K<0.1%00.0%Unchanged–
Q3 201843$3.98K<0.1%00.0%Unchanged–
Q2 201843$3.14K<0.1%+43New–
Q3 20140$00.0%−31−100.0%Sold out–
Q2 201431$1.61K<0.1%00.0%Unchanged–
Q1 201431$1.86K<0.1%+31New–