Biltmore Family Office, LLC Sells in Q4 2024

Biltmore Family Office, LLC

  • $572 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-8.55K
- 21.09%
$113.92 - $127.38 $974K - $1.09M
32K $3.69M
VV
Vanguard Large Cap ETF

ETFs
-5.12K
- 8.88%
$260.27 - $280.65 $1.33M - $1.44M
52.5K $14.2M
EFX
Equifax Inc

Industrials
-57
- 0.32%
$245.03 - $293.5 $14K - $16.7K
17.9K $4.56M
ABBV
Abb Vie Inc.

Healthcare
-126
- 0.39%
$164.99 - $203.87 $20.8K - $25.7K
32K $5.69M
XLK
Technology Sector Spdr

ETFs
-3K
- 41.63%
$220.26 - $241.44 $660K - $723K
4.2K $976K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-9.46K
- 21.44%
$61.68 - $67.87 $583K - $642K
34.6K $2.16M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.17K
- 15.68%
$521.84 - $558.82 $608K - $651K
6.27K $3.38M
FIP
Ftai Infrastructure LLC
-5.89K
- 2.56%
$7.07 - $9.79 $41.6K - $57.6K
224K $1.61M
MSFT
Microsoft Corp

Technology
-379
- 1.13%
$406.35 - $454.46 $154K - $172K
33K $13.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.9K
- 10.76%
$75.1 - $82.99 $218K - $241K
24.1K $1.82M
ROBO
Robo Global Robotics And Autom

ETFs
-4.39K
- 2.09%
$55.06 - $58.6 $242K - $257K
206K $11.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
-4.61K
- 57.94%
$87.25 - $95.52 $402K - $440K
3.35K $295K
LLY
Eli Lilly & CO

Healthcare
-26
- 0.79%
$727.2 - $932.06 $18.9K - $24.2K
3.27K $2.52M
IDRV
Ishares Tr Self Driving Ev & T

ETFs
-9.46K
- 20.86%
$28.98 - $32.34 $274K - $306K
35.9K $1.05M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.07K
- 5.36%
$567.81 - $607.81 $607K - $650K
18.9K $11.1M
VIG
Vanguard Dividend Appreciation

ETFs
-1.94K
- 22.93%
N/A
6.52K $1.19M
VNQ
Vanguard Specialized Funds Van

ETFs
-85
- 0.23%
$87.85 - $98.6 $7.47K - $8.38K
37.4K $3.34M
PHYS
Sprott Physical Gold Trust

Financial Services
-11.9K
- 3.81%
$19.66 - $21.66 $234K - $258K
300K $6.05M
QCOM
Qualcomm Inc

Technology
-400
- 2.61%
$150.4 - $178.04 $60.2K - $71.2K
14.9K $2.29M
IAU
Ishares Gold Trust

ETFs
-3.21K
- 0.44%
$48.37 - $52.65 $155K - $169K
725K $35.9M
ICLN
Ishares

ETFs
-10.3K
- 20.72%
$11.35 - $14.51 $117K - $149K
39.4K $448K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-2.35K
- 15.56%
$63.27 - $70.31 $148K - $165K
12.7K $807K
AFL
Aflac Inc

Financial Services
-500
- 2.02%
$100.37 - $115.27 $50.2K - $57.6K
24.3K $2.51M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-996
- 5.2%
$89.81 - $104.0 $89.5K - $104K
18.2K $1.64M
AMGN
Amgen Inc

Healthcare
-243
- 8.04%
$258.78 - $328.31 $62.9K - $79.8K
2.78K $724K
IEFA
Ishares Tr

ETFs
-238
- 0.8%
$70.06 - $77.43 $16.7K - $18.4K
29.6K $2.08M
KO
Coca Cola CO

Consumer Defensive
-159
- 0.78%
$61.74 - $71.71 $9.82K - $11.4K
20.3K $1.26M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.39K
- 27.93%
$60.13 - $67.31 $144K - $161K
6.17K $374K
CAT
Caterpillar Inc

Industrials
-75
- 1.23%
$360.37 - $416.88 $27K - $31.3K
6.04K $2.19M
PG
Procter & Gamble CO

Consumer Defensive
-326
- 1.32%
$161.05 - $179.7 $52.5K - $58.6K
24.4K $4.09M
ORCL
Oracle Corp

Technology
-755
- 4.76%
$165.41 - $192.43 $125K - $145K
15.1K $2.52M
UNP
Union Pacific Corp

Industrials
-123
- 1.5%
$223.15 - $249.32 $27.4K - $30.7K
8.05K $1.84M
IBB
Ishares Biotechnology ETF

ETFs
-212
- 2.35%
$131.21 - $148.85 $27.8K - $31.6K
8.83K $1.17M
CCI
Crown Castle International Corp

Real Estate
-318
- 7.7%
$89.78 - $119.11 $28.6K - $37.9K
3.81K $346K
MDT
Medtronic PLC

Healthcare
-515
- 5.96%
$79.61 - $92.24 $41K - $47.5K
8.12K $648K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.22K
- 17.76%
$69.58 - $74.87 $84.5K - $91K
5.63K $393K
DUK
Duke Energy Corp

Utilities
-64
- 0.55%
$105.76 - $120.76 $6.77K - $7.73K
11.5K $1.24M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-435
- 2.88%
$48.87 - $53.53 $21.3K - $23.3K
14.7K $716K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-525
- 13.13%
$59.25 - $72.99 $31.1K - $38.3K
3.47K $207K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-904
- 16.21%
$90.66 - $99.46 $82K - $89.9K
4.67K $425K
XLV
Select Sector Spdr Fund Health

ETFs
-50
- 1.11%
$136.28 - $154.74 $6.81K - $7.74K
4.45K $612K
YUM
Yum Brands Inc

Consumer Cyclical
-297
- 4.09%
$130.36 - $139.54 $38.7K - $41.4K
6.96K $933K
ZTS
Zoetis Inc.

Healthcare
-126
- 7.11%
$162.24 - $194.42 $20.4K - $24.5K
1.65K $268K
EPP
Ishares Inc

ETFs
-1.02K
- 16.42%
$43.59 - $49.13 $44.3K - $50K
5.18K $226K
CMCSA
Comcast Corp

Communication Services
-506
- 4.04%
$37.39 - $45.14 $18.9K - $22.8K
12K $451K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-825
- 54.46%
$71.75 - $75.11 $59.2K - $62K
690 $49K
MCD
Mcdonalds Corp

Consumer Cyclical
-47
- 1.47%
$288.47 - $316.54 $13.6K - $14.9K
3.15K $913K
SCHW
Schwab Charles Corp

Financial Services
-1.37K
- 26.32%
$63.31 - $82.85 $86.9K - $114K
3.84K $284K
INTC
Intel Corp

Technology
-670
- 5.83%
$19.07 - $26.23 $12.8K - $17.6K
10.8K $217K
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