Allie Family Office LLC Portfolio Holdings
Allie Family Office LLC
- $183 Million
- Q1 2025
Allie Family Office LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $183 Million distributed in 99 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $46M, Ishares Tr Msci Eafe ETF with a value of $20M, Ishares Tr with a value of $9.22M, Ishares Msci Emerging Markets with a value of $7.25M, and Spdr Euro Stoxx 50 ETF with a value of $7.09M.
Examining the 13F form we can see an increase of $2.46M in the current position value, from $180M to 183M.
Below you can find more details about Allie Family Office LLC portfolio as well as his latest detailed transactions.
Portfolio value
$183 Million
ETFs: $167 Million
Financial Services: $6.76 Million
Technology: $2.73 Million
Real Estate: $2.59 Million
Consumer Cyclical: $1.15 Million
Communication Services: $812,000
Consumer Defensive: $518,000
Energy: $504,000
Other: $322,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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