Biltmore Family Office, LLC Purchases and Sells in Q1 2025

Biltmore Family Office, LLC

$565 Million
Q1 2025

Top Buys

Incresed Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	5.56K + 29.48%	$551.42 - $612.93 $3.07M - $3.41M	24.4K $13.7M
TJX	16K + 734.28%	$112.81 - $126.16 $1.8M - $2.02M	18.2K $2.21M
RSP	11.5K + 20.7%	$169.43 - $182.84 $1.94M - $2.1M	66.9K $11.6M
BRK-B	877 + 6.17%	$442.66 - $534.52 $388K - $469K	15.1K $8.04M
ABBV	2.4K + 7.5%	$169.2 - $216.66 $406K - $520K	34.4K $7.22M
EFX	5.75K + 32.17%	$235.63 - $278.34 $1.35M - $1.6M	23.6K $5.75M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLDM	25.1K New	$52.19 - $61.89 $1.31M - $1.56M	25.1K $1.56M
AEP	3.14K New	$90.32 - $109.27 $284K - $343K	3.14K $343K
ORLY	156 New	$1187.71 - $1432.58 $185K - $223K	156 $223K
CTVA	3.38K New	$55.94 - $66.15 $189K - $224K	3.38K $212K
AXP	777 New	$255.39 - $325.87 $198K - $253K	777 $209K
PSX	1.66K New	$113.93 - $131.55 $189K - $218K	1.66K $204K

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ROBO	-2.07K - 1.01%	$51.5 - $60.89 $107K - $126K	204K $10.5M
MUB	-7.71K - 12.51%	$104.71 - $107.69 $807K - $830K	53.9K $5.68M
NVDA	-39 - 0.12%	$106.98 - $149.43 $4.17K - $5.83K	32.3K $3.5M
VV	-436 - 0.83%	$253.32 - $282.66 $110K - $123K	52.1K $13.4M
AMZN	-315 - 1.5%	$190.26 - $242.06 $59.9K - $76.2K	20.8K $3.95M
AVGO	-190 - 2.23%	$167.43 - $244.7 $31.8K - $46.5K	8.34K $1.4M

Activity Summary All Purchases 75 New Holdings 16 Increased Positions 59 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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