Allie Family Office LLC Incresed Positions in Q1 2025

Allie Family Office LLC

  • $183 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
1.82K
+ 10.98%
$243.19 - $288.14 $443K - $525K
18.4K $5.31M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
20.4K
+ 81.91%
$44.28 - $45.4 $902K - $925K
45.2K $2.04M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
2.25K
+ 1.76%
$47.66 - $57.45 $107K - $129K
130K $7.09M
TSLA
Tesla, Inc.

Consumer Cyclical
2.63K
+ 253.62%
$222.15 - $428.22 $583K - $1.12M
3.66K $948K
IYR
Ishares Tr

ETFs
4.13K
+ 12.97%
$89.49 - $98.98 $370K - $409K
36K $3.45M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
13.7K
+ 150.52%
$26.64 - $27.14 $366K - $373K
22.9K $612K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.31K
+ 27.78%
$27.01 - $28.54 $252K - $266K
42.8K $1.2M
IVV
Ishares Core S&P 500 ETF

ETFs
596
+ 18.8%
$554.06 - $615.85 $330K - $367K
3.77K $2.12M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.68K
+ 104.76%
$89.18 - $104.04 $239K - $279K
5.24K $479K
HEFA
Ishares Currency Hedged Msci E

ETFs
4.09K
+ 53.7%
$34.83 - $37.52 $142K - $153K
11.7K $424K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.35K
+ 2.8%
$42.5 - $46.71 $57.4K - $63.1K
49.6K $2.24M
XLU
Utilities Sector Spdr

ETFs
904
+ 7.44%
$74.7 - $80.27 $67.5K - $72.6K
13K $1.03M
IEMG
Ishares Inc

ETFs
1.31K
+ 2.36%
N/A
56.7K $3.04M
XLE
Energy Sector Spdr

ETFs
130
+ 1.97%
$85.7 - $93.96 $11.1K - $12.2K
6.74K $629K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.51K
+ 7.87%
$53.6 - $58.97 $81K - $89.1K
20.7K $1.13M
VTV
Vanguard Value ETF

ETFs
106
+ 2.29%
$167.73 - $179.21 $17.8K - $19K
4.74K $818K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.08K
+ 26.77%
$36.64 - $45.76 $76.2K - $95.1K
9.84K $369K
PEAK
Healthpeak Properties, Inc.

Real Estate
650
+ 6.96%
N/A
9.99K $189K
XLP
Consumer Staples Sector Spdr

ETFs
120
+ 1.92%
N/A
6.37K $484K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.24K
+ 7.41%
$57.21 - $65.8 $71.1K - $81.7K
18K $1.05M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
245
+ 6.05%
$102.49 - $119.96 $25.1K - $29.4K
4.29K $448K
VT
Vanguard Total World Stk Index

ETFs
83
+ 0.3%
$115.08 - $123.97 $9.55K - $10.3K
27.3K $3.17M
ITOT
Ishares Core S&P Total U.S. St

ETFs
485
+ 1.38%
$120.29 - $134.6 $58.3K - $65.3K
35.6K $4.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.26K
+ 1.56%
$551.42 - $612.93 $694K - $772K
82.2K $46M
Activity Summary
Buys All Purchases 32 New Holdings 7 Increased Positions 25 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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