Biltmore Family Office, LLC Reduced Holdings in Q1 2025

Biltmore Family Office, LLC

  • $565 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ROBO
Robo Global Robotics And Autom

ETFs
-2.07K
- 1.01%
$51.5 - $60.89 $107K - $126K
204K $10.5M
MUB
Ishares National Muni Bond ETF

ETFs
-7.71K
- 12.51%
$104.71 - $107.69 $807K - $830K
53.9K $5.68M
NVDA
Nvidia Corp

Technology
-39
- 0.12%
$106.98 - $149.43 $4.17K - $5.83K
32.3K $3.5M
VV
Vanguard Large Cap ETF

ETFs
-436
- 0.83%
$253.32 - $282.66 $110K - $123K
52.1K $13.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-315
- 1.5%
$190.26 - $242.06 $59.9K - $76.2K
20.8K $3.95M
AVGO
Broadcom Inc.

Technology
-190
- 2.23%
$167.43 - $244.7 $31.8K - $46.5K
8.34K $1.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.31K
- 54.75%
$76.94 - $78.28 $409K - $416K
4.39K $343K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-511
- 1.6%
$102.49 - $119.96 $52.4K - $61.3K
31.5K $3.29M
TSLA
Tesla, Inc.

Consumer Cyclical
-16
- 0.7%
$222.15 - $428.22 $3.55K - $6.85K
2.28K $590K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-735
- 4.05%
$81.1 - $94.7 $59.6K - $69.6K
17.4K $1.41M
ICLN
Ishares

ETFs
-17.1K
- 43.47%
$10.94 - $11.86 $188K - $203K
22.3K $254K
IVV
Ishares Core S&P 500 ETF

ETFs
-90
- 1.71%
$554.06 - $615.85 $49.9K - $55.4K
5.18K $2.91M
IEFA
Ishares Tr

ETFs
-4.56K
- 15.41%
$69.57 - $78.65 $317K - $359K
25K $1.89M
VGT
Vanguard Information Technolog

ETFs
-165
- 17.1%
$542.38 - $646.34 $89.5K - $107K
800 $433K
DIS
Walt Disney CO

Communication Services
-100
- 1.07%
$96.87 - $114.0 $9.69K - $11.4K
9.26K $914K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-250
- 1.81%
$89.18 - $104.04 $22.3K - $26K
13.6K $1.24M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-50
- 1.64%
$211.47 - $267.17 $10.6K - $13.4K
3K $634K
INTU
Intuit Inc

Technology
-22
- 0.48%
$555.63 - $630.23 $12.2K - $13.9K
4.59K $2.82M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.5K
- 24.36%
$59.28 - $66.1 $89K - $99.3K
4.67K $296K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.55K
- 10.59%
$74.85 - $84.89 $191K - $216K
21.5K $1.76M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-417
- 11.75%
$77.7 - $78.94 $32.4K - $32.9K
3.13K $247K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-963
- 1.32%
$81.83 - $82.73 $78.8K - $79.7K
71.8K $5.94M
IEMG
Ishares Inc

ETFs
-400
- 6.96%
N/A
5.34K $286K
SOXX
Ishares Semiconductor ETF

ETFs
-80
- 44.44%
$188.17 - $235.81 $15.1K - $18.9K
100 $18K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-500
- 25.0%
$16.57 - $18.85 $8.29K - $9.43K
1.5K $24K
CRWD
Crowd Strike Holdings, Inc.

Technology
-75
- 5.52%
$308.86 - $455.36 $23.2K - $34.2K
1.28K $452K
SPGI
S&P Global Inc.

Financial Services
-35
- 4.36%
$478.26 - $543.77 $16.7K - $19K
768 $390K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
-100
- 3.36%
$36.46 - $39.46 $3.65K - $3.95K
2.88K $110K
Alliance Entertainment Holdi
-12K
- 38.71%
N/A
19K $0
Solventum Corp
-11
- 0.36%
N/A
3.08K $0
Amplify ETF Tr
-591
- 1.21%
N/A
48.2K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-1.52K
- 2.14%
N/A
69.5K $0
Ftai Aviation LTD
-48
- 0.11%
N/A
44.6K $0
WFC
Wells Fargo & Company

Financial Services
-145
- 1.49%
$66.78 - $81.42 $9.68K - $11.8K
9.62K $690K
MA
Mastercard Inc

Financial Services
-97
- 3.35%
$504.67 - $576.31 $49K - $55.9K
2.8K $1.53M
GLD
Spdr Gold Trust

ETFs
-15
- 0.95%
$243.19 - $288.14 $3.65K - $4.32K
1.56K $450K
MDT
Medtronic PLC

Healthcare
-60
- 0.74%
$79.84 - $94.5 $4.79K - $5.67K
8.06K $724K
AMGN
Amgen Inc

Healthcare
-38
- 1.37%
$258.59 - $327.36 $9.83K - $12.4K
2.74K $854K
DUK
Duke Energy Corp

Utilities
-48
- 0.42%
$105.87 - $121.97 $5.08K - $5.85K
11.5K $1.4M
MMM
3 M CO

Industrials
-120
- 0.78%
$129.7 - $155.12 $15.6K - $18.6K
15.2K $2.24M
AON
Aon PLC

Financial Services
-500
- 2.88%
$348.44 - $409.32 $174K - $205K
16.9K $6.72M
PHYS
Sprott Physical Gold Trust

Financial Services
-832
- 0.28%
$20.25 - $24.06 $16.8K - $20K
299K $7.21M
IAU
Ishares Gold Trust

ETFs
-5.05K
- 0.7%
$49.74 - $58.96 $251K - $298K
720K $42.4M
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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