Family Office Research LLC Reduced Holdings in Q1 2025

Family Office Research LLC

  • $205 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MAR
Marriott International Inc

Consumer Cyclical
-8.7K
- 4.02%
$237.01 - $304.45 $2.06M - $2.65M
208K $49.4B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-50.8K
- 11.79%
N/A
380K $19B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-9.06K
- 4.46%
$60.91 - $71.4 $552K - $647K
194K $12.1B
CDNA
Care Dx, Inc.

Healthcare
-70K
- 77.84%
$17.64 - $25.07 $1.23M - $1.75M
19.9K $354M
IWV
Ishares Russell 3000 ETF

ETFs
-1.16K
- 11.12%
$313.1 - $349.83 $363K - $405K
9.26K $2.94B
AAPL
Apple Inc.

Technology
-826
- 7.46%
$209.68 - $247.1 $173K - $204K
10.2K $2.28B
AVSC
American Centy ETF Tr Avantis
-2.54K
- 4.48%
$48.08 - $56.12 $122K - $143K
54.3K $2.63B
DFAU
Dimensional ETF Tr

ETFs
-10.9K
- 66.6%
$37.84 - $42.29 $412K - $461K
5.46K $210M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.11K
- 17.76%
$190.26 - $242.06 $212K - $269K
5.15K $980M
SMOT
Vaneck ETF Tr Morningstar Smid
-4.76K
- 5.61%
N/A
80.2K $2.63B
XT
Ishares Tr Exponential Technol

ETFs
-4.07K
- 22.86%
$57.56 - $64.0 $234K - $261K
13.7K $791M
IVV
Ishares Core S&P 500 ETF

ETFs
-300
- 11.24%
$554.06 - $615.85 $166K - $185K
2.37K $1.33B
Nuveen Churchill Direct Lend
-12.5K
- 43.92%
N/A
16K $271M
SNSR
Global X Fds Internet Of Thing

ETFs
-3.4K
- 8.05%
$32.89 - $38.12 $112K - $130K
38.9K $1.28B
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.18K
- 19.81%
$92.45 - $106.69 $109K - $126K
4.78K $444M
IT
Gartner Inc

Technology
-142
- 9.68%
$418.25 - $548.38 $59.4K - $77.9K
1.33K $556M
BOTZ
Global X Fds

ETFs
-2.27K
- 11.69%
$28.46 - $34.53 $64.5K - $78.3K
17.1K $487M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.19K
- 25.59%
$74.85 - $84.89 $164K - $186K
6.37K $520M
NVDA
Nvidia Corp

Technology
-97
- 3.28%
$106.98 - $149.43 $10.4K - $14.5K
2.86K $310M
MGC
Vanguard Mega Cap ETF

ETFs
-211
- 6.96%
$199.2 - $222.69 $42K - $47K
2.82K $568M
IGM
Ishares Expanded Tech Sector E

ETFs
-83
- 1.37%
$90.67 - $108.46 $7.53K - $9K
5.95K $540M
VNLA
Janus Henderson Short Duration

ETFs
-1.56K
- 13.47%
$48.89 - $49.21 $76.2K - $76.7K
10K $492M
IRBO
Ishares Robotics & Artificial

ETFs
-133
- 1.27%
N/A
10.4K $326M
IVE
Ishares S&P 500 Value ETF

ETFs
-284
- 15.11%
$185.78 - $198.58 $52.8K - $56.4K
1.6K $304M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-288
- 3.42%
$70.83 - $76.62 $20.4K - $22.1K
8.13K $577M
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
-174
- 5.07%
$81.61 - $96.36 $14.2K - $16.8K
3.26K $281M
RWO
Spdr Dow Jones Global Real Est

ETFs
-381
- 1.88%
$41.41 - $45.24 $15.8K - $17.2K
19.9K $870M
UNH
Unitedhealth Group Inc

Healthcare
-15
- 3.43%
$461.52 - $548.18 $6.92K - $8.22K
422 $221M
ICF
Ishares Tr

ETFs
-92
- 0.65%
$57.98 - $63.8 $5.33K - $5.87K
14K $861M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-10.2K
- 5.98%
$25.54 - $28.79 $260K - $294K
160K $4.46B
CI
Cigna Corp

Healthcare
-27
- 2.48%
$274.49 - $329.0 $7.41K - $8.88K
1.06K $349M
AVEM
American Centy ETF Tr Avantis

ETFs
-18
- 0.05%
$57.11 - $62.4 $1.03K - $1.12K
38K $2.29B
Activity Summary
Buys All Purchases 31 New Holdings 4 Increased Positions 27 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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