Biltmore Family Office, LLC Sells in Q2 2025

Biltmore Family Office, LLC

  • $569 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-6.96K
- 0.91%
$172.42 - $223.89 $1.2M - $1.56M
757K $155M
TJX
Tjx Companies Inc

Consumer Cyclical
-16K
- 88.01%
$119.13 - $135.03 $1.91M - $2.16M
2.18K $269K
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.13K
- 21.0%
$496.48 - $617.85 $2.55M - $3.17M
19.3K $11.9M
ABBV
Abb Vie Inc.

Healthcare
-2.93K
- 8.51%
$170.16 - $206.27 $499K - $604K
31.5K $5.85M
HD
Home Depot, Inc.

Consumer Cyclical
-3.47K
- 43.09%
$335.24 - $380.78 $1.16M - $1.32M
4.58K $1.68M
EFX
Equifax Inc

Industrials
-5.95K
- 25.18%
$205.5 - $280.54 $1.22M - $1.67M
17.7K $4.58M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-540
- 3.58%
$483.48 - $539.8 $261K - $291K
14.6K $7.07M
MRK
Merck & Co., Inc.

Healthcare
-2.79K
- 4.79%
$73.47 - $87.12 $205K - $243K
55.5K $4.39M
AON
Aon PLC

Financial Services
-301
- 1.79%
$335.85 - $398.81 $101K - $120K
16.5K $5.9M
CVX
Chevron Corp

Energy
-4.14K
- 59.09%
$133.73 - $168.51 $554K - $698K
2.87K $410K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.83K
- 39.4%
$285.55 - $321.23 $523K - $589K
2.82K $823K
PEP
Pepsico Inc

Consumer Defensive
-89
- 0.34%
$128.02 - $151.37 $11.4K - $13.5K
25.9K $3.42M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.95K
- 57.98%
$210.83 - $235.28 $410K - $458K
1.41K $313K
TRV
Travelers Companies, Inc.

Financial Services
-1.7K
- 67.09%
$233.83 - $276.34 $398K - $470K
834 $223K
QCOM
Qualcomm Inc

Technology
-3.27K
- 21.97%
$124.66 - $159.48 $408K - $522K
11.6K $1.85M
PG
Procter & Gamble CO

Consumer Defensive
-952
- 3.75%
$157.66 - $172.39 $150K - $164K
24.5K $3.9M
ADP
Automatic Data Processing Inc

Industrials
-1.5K
- 9.79%
$276.76 - $326.81 $414K - $489K
13.8K $4.25M
MUB
Ishares National Muni Bond ETF

ETFs
-3.46K
- 6.42%
$102.31 - $105.8 $354K - $366K
50.4K $5.27M
UNP
Union Pacific Corp

Industrials
-1.2K
- 12.95%
$208.27 - $238.46 $250K - $286K
8.05K $1.85M
CL
Colgate Palmolive CO

Consumer Defensive
-3.21K
- 34.45%
$87.57 - $96.0 $281K - $308K
6.11K $555K
XOM
Exxon Mobil Corp

Energy
-98
- 0.37%
$99.93 - $119.04 $9.79K - $11.7K
26.1K $2.81M
ABT
Abbott Laboratories

Healthcare
-2.77K
- 8.68%
$123.95 - $138.08 $344K - $383K
29.2K $3.97M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.16K
- 4.39%
$82.21 - $83.12 $259K - $262K
68.7K $5.69M
AJG
Arthur J. Gallagher & Co.

Financial Services
-500
- 25.0%
$310.86 - $348.77 $155K - $174K
1.5K $480K
LLY
Eli Lilly & CO

Healthcare
-70
- 2.14%
$713.71 - $898.95 $50K - $62.9K
3.2K $2.49M
AMGN
Amgen Inc

Healthcare
-368
- 13.42%
$262.28 - $309.85 $96.5K - $114K
2.38K $663K
UNH
Unitedhealth Group Inc

Healthcare
-92
- 12.33%
$274.35 - $599.47 $25.2K - $55.2K
654 $204K
IWC
Russell Micro Cap ETF

ETFs
-2.46K
- 28.81%
$97.43 - $127.66 $240K - $314K
6.08K $775K
YUM
Yum Brands Inc

Consumer Cyclical
-366
- 5.26%
$138.36 - $161.45 $50.6K - $59.1K
6.59K $976K
RTX
Raytheon Technologies Corp

Industrials
-1.14K
- 26.71%
$113.75 - $148.48 $129K - $169K
3.12K $455K
VZ
Verizon Communications Inc

Communication Services
-983
- 9.64%
$41.67 - $45.62 $41K - $44.8K
9.22K $398K
ZTS
Zoetis Inc.

Healthcare
-277
- 16.84%
$144.41 - $170.3 $40K - $47.2K
1.37K $213K
GIS
General Mills Inc

Consumer Defensive
-50
- 0.78%
$50.37 - $60.97 $2.52K - $3.05K
6.39K $331K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-950
- 11.88%
$71.28 - $83.74 $67.7K - $79.6K
7.05K $590K
XLE
Energy Sector Spdr

ETFs
-350
- 28.0%
$76.44 - $94.13 $26.8K - $32.9K
900 $76K
AEP
American Electric Power CO Inc

Utilities
-148
- 4.71%
$98.59 - $109.11 $14.6K - $16.1K
2.99K $310K
PFE
Pfizer Inc

Healthcare
-160
- 0.85%
$21.59 - $24.84 $3.45K - $3.97K
18.7K $453K
COST
Costco Wholesale Corp

Consumer Defensive
-86
- 6.27%
$908.13 - $1056.85 $78.1K - $90.9K
1.29K $1.27M
VEA
Vanguard Ftse Developed Market

ETFs
-2.8K
- 12.68%
$45.65 - $57.01 $128K - $160K
19.3K $1.1M
NEE
Nextera Energy Inc

Utilities
-100
- 1.28%
$64.11 - $75.0 $6.41K - $7.5K
7.73K $536K
DVY
Ishares Tr

ETFs
-100
- 3.75%
$118.37 - $134.86 $11.8K - $13.5K
2.57K $340K
INTC
Intel Corp

Technology
-445
- 4.11%
$18.13 - $22.69 $8.07K - $10.1K
10.4K $232K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-526
- 3.02%
$69.8 - $85.28 $36.7K - $44.9K
16.9K $1.4M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-750
- 50.0%
$14.97 - $16.79 $11.2K - $12.6K
750 $12K
SO
Southern CO

Utilities
-75
- 0.24%
$84.91 - $92.56 $6.37K - $6.94K
30.7K $2.82M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-158
- 3.6%
$77.74 - $78.78 $12.3K - $12.4K
4.23K $333K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-140
- 4.47%
$77.94 - $79.5 $10.9K - $11.1K
2.99K $237K
AXP
American Express CO

Financial Services
-150
- 19.31%
$231.39 - $318.98 $34.7K - $47.8K
627 $200K
SOXX
Ishares Semiconductor ETF

ETFs
-50
- 50.0%
$154.86 - $239.07 $7.74K - $12K
50 $11K
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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