Biltmore Family Office, LLC Purchases in Q4 2024

Biltmore Family Office, LLC

  • $572 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
48.2K
+ 662.28%
$174.22 - $187.62 $8.39M - $9.04M
55.5K $9.72M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
11.8K
+ 574.87%
$98.47 - $109.35 $1.16M - $1.29M
13.8K $1.36M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
8.12K
New
$119.34 - $127.78 $969K - $1.04M
8.12K $969K
MYFW
First Western Financial Inc

Financial Services
45.3K
New
$18.65 - $22.21 $845K - $1.01M
45.3K $885K
AMZN
Amazon Com Inc

Consumer Cyclical
16
+ 0.08%
$180.88 - $232.93 $2.89K - $3.73K
21.1K $4.62M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$664750.0 - $724132.5 $665K - $724K
1 $680K
XJR
Ishares Tresg Screened S&P Sma

ETFs
16.1K
+ 100.87%
$40.62 - $45.4 $653K - $730K
32K $1.32M
GOOG
Alphabet Inc.

Communication Services
661
+ 2.95%
$163.08 - $198.16 $108K - $131K
23.1K $4.4M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
9.15K
+ 7.52%
$42.89 - $48.05 $392K - $440K
131K $5.89M
FICO
Fair Isaac Corp

Technology
185
New
$1911.01 - $2382.4 $354K - $441K
185 $368K
COST
Costco Wholesale Corp

Consumer Defensive
283
+ 28.1%
$873.59 - $994.69 $247K - $281K
1.29K $1.18M
NOW
Service Now, Inc.

Technology
209
New
$867.18 - $1148.42 $181K - $240K
209 $221K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
9.79K
New
$18.92 - $22.13 $185K - $217K
9.79K $202K
TRV
Travelers Companies, Inc.

Financial Services
834
New
$225.97 - $266.66 $188K - $222K
834 $200K
HRTX
Heron Therapeutics, Inc.

Healthcare
101K
New
$1.06 - $2.12 $108K - $215K
101K $155K
CRWD
Crowd Strike Holdings, Inc.

Technology
50
+ 3.82%
$275.15 - $388.2 $13.8K - $19.4K
1.36K $464K
PGR
Progressive Corp

Financial Services
433
+ 41.16%
$239.6 - $268.88 $104K - $116K
1.49K $355K
IBM
International Business Machines Corp

Technology
333
+ 5.37%
$204.9 - $238.04 $68.2K - $79.3K
6.54K $1.44M
TJX
Tjx Companies Inc

Consumer Cyclical
266
+ 13.9%
$112.15 - $127.2 $29.8K - $33.8K
2.18K $263K
LQD
Ishares Iboxx $ Investment Gra

ETFs
300
New
$106.56 - $113.11 $32K - $33.9K
300 $32K
TIP
Ishares Tr Tips Bd ETF

ETFs
300
New
$106.33 - $110.69 $31.9K - $33.2K
300 $31K
ACN
Accenture PLC

Technology
87
+ 14.31%
$343.9 - $376.86 $29.9K - $32.8K
695 $244K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.5K
+ 300.0%
$17.93 - $18.8 $26.9K - $28.2K
2K $36K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
300
+ 38.31%
$96.64 - $101.23 $29K - $30.4K
1.08K $104K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
801
+ 593.33%
$28.6 - $29.27 $22.9K - $23.4K
936 $26K
SPGI
S&P Global Inc.

Financial Services
66
+ 8.96%
$480.36 - $529.17 $31.7K - $34.9K
803 $399K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
236
+ 1.69%
$442.29 - $483.08 $104K - $114K
14.2K $6.45M
XYLD
Global X Fds S&P 500 Covered C

ETFs
125
New
$40.86 - $43.42 $5.11K - $5.43K
125 $5K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.5K
+ 200.0%
$22.01 - $66.82 $99K - $301K
6.75K $153K
DD
Du Pont De Nemours, Inc.

Basic Materials
839
+ 17.55%
$75.95 - $88.05 $63.7K - $73.9K
5.62K $428K
GE
General Electric CO

Industrials
165
+ 13.61%
$159.95 - $194.23 $26.4K - $32K
1.38K $229K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.07K
+ 100.0%
$25.33 - $51.16 $103K - $208K
8.15K $210K
Celularity Inc
35K
New
N/A
35K $0
Blackrock Inc
773
New
N/A
773 $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14.7K
+ 200.0%
$27.54 - $83.04 $404K - $1.22M
22K $609K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
300
+ 200.0%
$26.93 - $84.95 $8.08K - $25.5K
450 $12K
Lam Research Corp
4.89K
New
N/A
4.89K $0
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
5
New
$20.95 - $25.25 $105 - $126
5 $0
KCCA
Kraneshares California Carbon
14.4K
New
N/A
14.4K $0
Acres Commercial Realty Corp
6.5K
+ 41.69%
N/A
22.1K $0
Valued Advisers Tr
106K
+ 58.96%
N/A
287K $0
Arqit Quantum Inc
2.62K
+ 57.18%
N/A
7.2K $0
CVX
Chevron Corp

Energy
11
+ 0.53%
$141.15 - $162.53 $1.55K - $1.79K
2.07K $300K
SCHV
Schwab Strategic Tr Us Large C

ETFs
18.4K
+ 200.0%
$25.79 - $80.4 $474K - $1.48M
27.5K $718K
COP
Conocophillips

Energy
26
+ 0.67%
$95.12 - $114.72 $2.47K - $2.98K
3.9K $386K
NEE
Nextera Energy Inc

Utilities
605
+ 8.87%
$69.77 - $85.43 $42.2K - $51.7K
7.43K $532K
DHR
Danaher Corp

Healthcare
174
+ 10.08%
$226.16 - $274.52 $39.4K - $47.8K
1.9K $436K
UNH
Unitedhealth Group Inc

Healthcare
11
+ 1.5%
$485.52 - $625.25 $5.34K - $6.88K
746 $377K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
307
+ 0.42%
$81.68 - $82.93 $25.1K - $25.5K
72.8K $5.97M
Activity Summary
Buys All Purchases 59 New Holdings 16 Increased Positions 43 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Biltmore Family Office, LLC Portfolio

Follow Biltmore Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Biltmore Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Biltmore Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email