Biltmore Family Office, LLC Incresed Positions in Q1 2025

Biltmore Family Office, LLC

  • $565 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
5.56K
+ 29.48%
$551.42 - $612.93 $3.07M - $3.41M
24.4K $13.7M
TJX
Tjx Companies Inc

Consumer Cyclical
16K
+ 734.28%
$112.81 - $126.16 $1.8M - $2.02M
18.2K $2.21M
RSP
Invesco S&P 500 Equal Weight E

ETFs
11.5K
+ 20.7%
$169.43 - $182.84 $1.94M - $2.1M
66.9K $11.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
877
+ 6.17%
$442.66 - $534.52 $388K - $469K
15.1K $8.04M
ABBV
Abb Vie Inc.

Healthcare
2.4K
+ 7.5%
$169.2 - $216.66 $406K - $520K
34.4K $7.22M
EFX
Equifax Inc

Industrials
5.75K
+ 32.17%
$235.63 - $278.34 $1.35M - $1.6M
23.6K $5.75M
HD
Home Depot, Inc.

Consumer Cyclical
3.48K
+ 76.22%
$347.25 - $424.87 $1.21M - $1.48M
8.05K $2.95M
ABT
Abbott Laboratories

Healthcare
2.52K
+ 8.55%
$111.1 - $140.22 $279K - $353K
31.9K $4.24M
CVX
Chevron Corp

Energy
4.94K
+ 238.21%
$146.71 - $167.97 $724K - $829K
7.01K $1.17M
JNJ
Johnson & Johnson

Healthcare
2.68K
+ 15.61%
$142.06 - $167.7 $381K - $450K
19.9K $3.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.39K
+ 3147.78%
$85.29 - $92.57 $545K - $592K
6.59K $600K
MCD
Mcdonalds Corp

Consumer Cyclical
1.5K
+ 47.59%
$279.74 - $321.29 $420K - $482K
4.65K $1.45M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.25K
+ 20.0%
$507.05 - $563.67 $635K - $706K
7.52K $3.86M
TRV
Travelers Companies, Inc.

Financial Services
1.7K
+ 203.84%
$232.43 - $265.13 $395K - $451K
2.53K $670K
JPM
Jpmorgan Chase & CO

Financial Services
1.55K
+ 11.08%
$225.19 - $279.95 $349K - $434K
15.5K $3.81M
LOW
Lowes Companies Inc

Consumer Cyclical
1.7K
+ 102.53%
$222.66 - $268.42 $379K - $456K
3.36K $783K
CL
Colgate Palmolive CO

Consumer Defensive
3.6K
+ 62.96%
$85.68 - $97.5 $308K - $351K
9.32K $873K
XOM
Exxon Mobil Corp

Energy
498
+ 1.94%
$105.44 - $118.93 $52.5K - $59.2K
26.2K $3.11M
UNP
Union Pacific Corp

Industrials
1.2K
+ 14.9%
$225.21 - $254.42 $270K - $305K
9.25K $2.19M
V
Visa Inc.

Financial Services
240
+ 3.95%
$306.92 - $362.71 $73.7K - $87.1K
6.31K $2.21M
VNQ
Vanguard Specialized Funds Van

ETFs
2.09K
+ 5.57%
$85.55 - $94.34 $179K - $197K
39.5K $3.58M
PG
Procter & Gamble CO

Consumer Defensive
1K
+ 4.1%
$158.56 - $176.26 $159K - $176K
25.4K $4.33M
RTX
Raytheon Technologies Corp

Industrials
1.23K
+ 40.69%
$114.1 - $135.66 $141K - $167K
4.26K $564K
VEA
Vanguard Ftse Developed Market

ETFs
1.65K
+ 8.06%
$47.4 - $52.99 $78.1K - $87.3K
22.1K $1.12M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
605
+ 1.33%
$126.11 - $135.06 $76.3K - $81.7K
46.1K $5.95M
COST
Costco Wholesale Corp

Consumer Defensive
82
+ 6.36%
$890.62 - $1076.86 $73K - $88.3K
1.37K $1.3M
VZ
Verizon Communications Inc

Communication Services
1K
+ 10.87%
$37.81 - $46.49 $37.8K - $46.5K
10.2K $462K
EMR
Emerson Electric CO

Industrials
2.8K
+ 18.5%
$108.64 - $131.17 $304K - $367K
17.9K $1.97M
META
Meta Platforms, Inc.

Communication Services
225
+ 7.44%
$576.36 - $736.67 $130K - $166K
3.25K $1.87M
XLV
Select Sector Spdr Fund Health

ETFs
160
+ 3.6%
$137.61 - $149.68 $22K - $23.9K
4.61K $673K
VO
Vanguard Mid Cap ETF

ETFs
298
+ 5.75%
$251.87 - $277.95 $75.1K - $82.8K
5.48K $1.42M
BUG
Global X Fds Cybersecurity ETF

ETFs
66
+ 0.04%
$31.56 - $36.78 $2.08K - $2.43K
158K $5.12M
NEE
Nextera Energy Inc

Utilities
400
+ 5.39%
$66.96 - $76.16 $26.8K - $30.5K
7.83K $554K
SCHW
Schwab Charles Corp

Financial Services
14
+ 0.36%
$71.24 - $83.64 $997 - $1.17K
3.86K $302K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
458
+ 48.93%
$28.55 - $29.09 $13.1K - $13.3K
1.39K $40K
BX
Blackstone Inc.

Financial Services
400
+ 26.37%
$136.53 - $186.74 $54.6K - $74.7K
1.92K $267K
IWN
Ishares Russell2000 Val ETF

ETFs
35
+ 13.31%
$149.27 - $169.4 $5.22K - $5.93K
298 $44K
Acres Commercial Realty Corp
1.45K
+ 6.55%
N/A
23.6K $0
KCCA
Kraneshares California Carbon
4.11K
+ 28.6%
N/A
18.5K $0
Valued Advisers Tr
10.6K
+ 3.69%
N/A
297K $0
LMT
Lockheed Martin Corp

Industrials
64
+ 6.71%
$423.19 - $506.29 $27.1K - $32.4K
1.02K $454K
XLK
Technology Sector Spdr

ETFs
474
+ 11.29%
$206.38 - $242.18 $97.8K - $115K
4.67K $964K
PFE
Pfizer Inc

Healthcare
353
+ 1.9%
$25.01 - $27.13 $8.83K - $9.58K
18.9K $478K
ACN
Accenture PLC

Technology
40
+ 5.76%
$300.91 - $398.25 $12K - $15.9K
735 $229K
ADI
Analog Devices Inc

Technology
1
+ 0.06%
$201.56 - $243.82 $202 - $244
1.68K $337K
WMT
Walmart Inc.

Consumer Defensive
140
+ 0.72%
$84.5 - $105.05 $11.8K - $14.7K
19.5K $1.71M
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.2%
$524.81 - $672.19 $1.57K - $2.02K
1.54K $839K
PEP
Pepsico Inc

Consumer Defensive
100
+ 0.39%
$142.64 - $156.42 $14.3K - $15.6K
26K $3.89M
BAC
Bank Of America Corp

Financial Services
904
+ 2.34%
$39.61 - $47.74 $35.8K - $43.2K
39.5K $1.65M
Activity Summary
Buys All Purchases 75 New Holdings 16 Increased Positions 59 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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