Biltmore Family Office, LLC Purchases in Q2 2025

Biltmore Family Office, LLC

  • $569 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
26.2K
+ 39.07%
$152.93 - $181.74 $4M - $4.75M
93.1K $16.9M
NVDA
Nvidia Corp

Technology
406
+ 1.26%
$94.31 - $157.99 $38.3K - $64.1K
32.7K $5.16M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
11K
+ 8.15%
$35.38 - $48.3 $388K - $530K
146K $7.03M
ORCL
Oracle Corp

Technology
538
+ 3.56%
$122.82 - $218.63 $66.1K - $118K
15.7K $3.42M
BUG
Global X Fds Cybersecurity ETF

ETFs
3.97K
+ 2.51%
$29.9 - $37.1 $119K - $147K
162K $6.03M
INTU
Intuit Inc

Technology
1
+ 0.02%
$544.07 - $787.63 $544 - $788
4.59K $3.61M
AMZN
Amazon Com Inc

Consumer Cyclical
113
+ 0.54%
$167.32 - $223.3 $18.9K - $25.2K
20.9K $4.58M
VNQ
Vanguard Specialized Funds Van

ETFs
7.6K
+ 19.24%
$79.79 - $91.42 $607K - $695K
47.1K $4.2M
META
Meta Platforms, Inc.

Communication Services
71
+ 2.18%
$484.66 - $738.09 $34.4K - $52.4K
3.32K $2.45M
IWF
Ishares Russell 1000 Gr ETF

ETFs
222
+ 3.02%
$320.42 - $424.58 $71.1K - $94.3K
7.58K $3.22M
GOOGL
Alphabet Inc.

Communication Services
73
+ 0.33%
$144.7 - $178.6 $10.6K - $13K
22.3K $3.93M
GOOG
Alphabet Inc.

Communication Services
14
+ 0.06%
$146.58 - $180.01 $2.05K - $2.52K
23.1K $4.1M
IEFA
Ishares Tr

ETFs
3.38K
+ 13.5%
$67.83 - $84.09 $229K - $284K
28.4K $2.37M
KO
Coca Cola CO

Consumer Defensive
6.13K
+ 30.18%
$68.37 - $73.9 $419K - $453K
26.4K $1.87M
VTI
Vanguard Total Stock Market Et

ETFs
19
+ 0.14%
$243.75 - $303.93 $4.63K - $5.77K
13.4K $4.06M
FIP
Ftai Infrastructure LLC
1.25K
+ 0.56%
$3.23 - $6.73 $4.04K - $8.41K
226K $1.39M
IBM
International Business Machines Corp

Technology
1
+ 0.02%
$221.03 - $294.78 $221 - $295
6.54K $1.93M
PWR
Quanta Services, Inc.

Industrials
699
New
$239.47 - $381.26 $167K - $267K
699 $264K
BAC
Bank Of America Corp

Financial Services
263
+ 0.67%
$34.39 - $47.46 $9.04K - $12.5K
39.7K $1.88M
CEG
Constellation Energy Corp

Utilities
712
New
$170.96 - $322.76 $122K - $230K
712 $229K
MS
Morgan Stanley

Financial Services
1.61K
New
$99.83 - $140.86 $161K - $227K
1.61K $226K
ED
Consolidated Edison Inc

Utilities
2.2K
New
$98.05 - $113.3 $216K - $249K
2.2K $220K
CDW
Cdw Corp

Technology
1.17K
New
$144.49 - $190.68 $169K - $223K
1.17K $209K
APH
Amphenol Corp

Technology
2.08K
New
$59.09 - $98.75 $123K - $205K
2.08K $205K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
9.79K
New
$16.12 - $20.75 $158K - $203K
9.79K $203K
AMAT
Applied Materials Inc

Technology
1.09K
New
$126.95 - $183.52 $139K - $201K
1.09K $200K
PH
Parker Hannifin Corp

Industrials
2
+ 0.09%
$517.23 - $700.54 $1.03K - $1.4K
2.16K $1.51M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
916
+ 6.76%
$82.17 - $99.96 $75.3K - $91.6K
14.5K $1.42M
PNC
Pnc Financial Services Group, Inc.

Financial Services
4
+ 0.02%
$149.76 - $186.42 $599 - $746
16.2K $3.03M
AFRM
Affirm Holdings, Inc.

Technology
65
+ 1.05%
$35.75 - $69.14 $2.32K - $4.49K
6.27K $433K
TSLA
Tesla, Inc.

Consumer Cyclical
2
+ 0.09%
$221.86 - $362.89 $444 - $726
2.28K $724K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.29K
New
$57.46 - $75.58 $74.1K - $97.4K
1.29K $97K
GE
General Electric CO

Industrials
11
+ 0.8%
$166.81 - $257.39 $1.83K - $2.83K
1.39K $357K
FXL
First Tr Exchange Traded Fd Fi

ETFs
438
New
$115.28 - $157.36 $50.5K - $68.9K
438 $68K
ADI
Analog Devices Inc

Technology
30
+ 1.79%
$164.6 - $238.02 $4.94K - $7.14K
1.71K $405K
SCHW
Schwab Charles Corp

Financial Services
47
+ 1.22%
$69.06 - $91.24 $3.25K - $4.29K
3.91K $356K
XAR
Spdr S&P Aerospace & Defense E

ETFs
200
+ 80.0%
$144.94 - $210.94 $29K - $42.2K
450 $94K
MA
Mastercard Inc

Financial Services
20
+ 0.72%
$479.92 - $590.74 $9.6K - $11.8K
2.82K $1.58M
ICLN
Ishares

ETFs
841
+ 3.77%
$10.56 - $13.31 $8.88K - $11.2K
23.1K $303K
FXN
First Tr Exchange Traded Fd Fi

ETFs
3.23K
New
$12.88 - $16.75 $41.6K - $54K
3.23K $48K
GLD
Spdr Gold Trust

ETFs
71
+ 4.55%
$273.71 - $316.29 $19.4K - $22.5K
1.63K $497K
CTVA
Corteva, Inc.

Basic Materials
17
+ 0.5%
$55.52 - $74.53 $944 - $1.27K
3.4K $253K
IWP
Ishares Russell Mid Cap Growth

ETFs
104
+ 9.49%
$104.34 - $138.68 $10.9K - $14.4K
1.2K $166K
SYK
Stryker Corp

Healthcare
1
+ 0.06%
$337.37 - $395.63 $337 - $396
1.6K $633K
BX
Blackstone Inc.

Financial Services
107
+ 5.58%
$120.07 - $151.11 $12.8K - $16.2K
2.02K $302K
VXF
Vanguard Extended Market ETF

ETFs
13
+ 0.87%
$150.43 - $192.71 $1.96K - $2.51K
1.51K $290K
VUG
Vanguard Growth ETF

ETFs
71
New
$329.49 - $438.4 $23.4K - $31.1K
71 $31K
TFC
Truist Financial Corp

Financial Services
324
+ 4.66%
$34.79 - $42.99 $11.3K - $13.9K
7.27K $312K
IWD
Ishares Russell 1000 Val ETF

ETFs
61
+ 2.43%
$166.82 - $194.23 $10.2K - $11.8K
2.57K $499K
Activity Summary
Buys All Purchases 77 New Holdings 19 Increased Positions 58 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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