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
PFE
Pfizer Inc

Healthcare
-114
- 0.61%
$24.8 - $30.19 $2.83K - $3.44K
18.5K $491K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-433
- 4.27%
$77.02 - $78.58 $33.3K - $34K
9.7K $749K
EWJ
Ishares Msci Japan ETF

ETFs
-458
- 16.08%
$66.18 - $71.84 $30.3K - $32.9K
2.39K $160K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-427
- 7.53%
$44.04 - $49.49 $18.8K - $21.1K
5.25K $230K
IWM
Ishares Russell 2000 ETF

ETFs
-182
- 5.45%
$216.13 - $242.4 $39.3K - $44.1K
3.16K $697K
IVE
Ishares S&P 500 Value ETF

ETFs
-165
- 17.92%
$189.5 - $206.17 $31.3K - $34K
756 $144K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-350
- 8.97%
$77.86 - $79.27 $27.3K - $27.7K
3.55K $276K
APD
Air Products & Chemicals, Inc.

Basic Materials
-78
- 9.04%
$285.5 - $335.62 $22.3K - $26.2K
785 $227K
K
Kellogg CO

Consumer Defensive
-304
- 4.16%
$80.34 - $81.29 $24.4K - $24.7K
7K $566K
NSC
Norfolk Southern Corp

Industrials
-34
- 3.16%
$230.6 - $277.0 $7.84K - $9.42K
1.04K $244K
IEMG
Ishares Inc

ETFs
-267
- 4.44%
N/A
5.74K $308K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
-51
- 1.68%
$37.27 - $41.46 $1.9K - $2.11K
2.98K $110K
FITB
Fifth Third Bancorp

Financial Services
-40
- 0.53%
$41.76 - $48.44 $1.67K - $1.94K
7.46K $315K
ARKW
Ark Next Generation Internet E

ETFs
-20
- 90.91%
$82.66 - $120.04 $1.65K - $2.4K
2 $0
Ftai Aviation LTD
-1.35K
- 2.93%
N/A
44.7K $0
Amplify ETF Tr
-432
- 0.88%
N/A
48.8K $0
Solventum Corp
-299
- 8.83%
N/A
3.09K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-1.28K
- 1.76%
N/A
71K $0
ARQQW
Arqit Quantum Inc Wt Exp 11/02
-121K
- 95.71%
$0.07 - $4.13 $8.5K - $502K
5.44K $14K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-451
- 1.65%
$61.52 - $66.5 $27.7K - $30K
26.8K $1.71M
CRM
Salesforce, Inc.

Technology
-69
- 9.29%
$270.87 - $367.87 $18.7K - $25.4K
674 $225K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-8
- 0.58%
$481.22 - $538.17 $3.85K - $4.31K
1.38K $707K
META
Meta Platforms, Inc.

Communication Services
-24
- 0.79%
$554.08 - $632.68 $13.3K - $15.2K
3.03K $1.78M
BMY
Bristol Myers Squibb CO

Healthcare
-100
- 0.97%
$51.92 - $59.94 $5.19K - $5.99K
10.2K $576K
IVV
Ishares Core S&P 500 ETF

ETFs
-9
- 0.17%
$570.51 - $610.59 $5.13K - $5.5K
5.27K $3.1M
IWC
Russell Micro Cap ETF

ETFs
-40
- 0.45%
$120.3 - $138.84 $4.81K - $5.55K
8.79K $1.15M
NFLX
Netflix Inc

Communication Services
-45
- 5.49%
$687.65 - $936.56 $30.9K - $42.1K
775 $690K
DIS
Walt Disney CO

Communication Services
-295
- 3.05%
$92.39 - $117.6 $27.3K - $34.7K
9.36K $1.04M
WFC
Wells Fargo & Company

Financial Services
-84
- 0.85%
$54.98 - $77.35 $4.62K - $6.5K
9.76K $685K
BAC
Bank Of America Corp

Financial Services
-242
- 0.62%
$39.22 - $47.77 $9.49K - $11.6K
38.6K $1.7M
AON
Aon PLC

Financial Services
-207
- 1.18%
$344.14 - $393.31 $71.2K - $81.4K
17.4K $6.23M
BUG
Global X Fds Cybersecurity ETF

ETFs
-737
- 0.46%
$30.13 - $34.51 $22.2K - $25.4K
158K $5.08M
WMT
Walmart Inc.

Consumer Defensive
-224
- 1.14%
$79.1 - $95.7 $17.7K - $21.4K
19.3K $1.75M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-65
- 0.88%
$370.24 - $418.94 $24.1K - $27.2K
7.36K $2.96M
CSCO
Cisco Systems, Inc.

Technology
-234
- 0.7%
$52.45 - $60.02 $12.3K - $14K
33.4K $1.98M
TSLA
Tesla, Inc.

Consumer Cyclical
-85
- 3.57%
$213.65 - $479.86 $18.2K - $40.8K
2.29K $926K
JPM
Jpmorgan Chase & CO

Financial Services
-231
- 1.62%
$205.18 - $250.29 $47.4K - $57.8K
14K $3.35M
NVDA
Nvidia Corp

Technology
-184
- 0.57%
$117.0 - $148.88 $21.5K - $27.4K
32.3K $4.34M
AVGO
Broadcom Inc.

Technology
-550
- 6.06%
$159.67 - $250.0 $87.8K - $138K
8.53K $1.98M
GOOGL
Alphabet Inc.

Communication Services
-153
- 0.7%
$161.86 - $196.66 $24.8K - $30.1K
21.8K $4.12M
AVDX
Avid Xchange Holdings, Inc.

Technology
-140K
- 4.48%
$7.66 - $11.59 $1.07M - $1.62M
2.98M $30.9M
AAPL
Apple Inc.

Technology
-29.1K
- 3.69%
$221.69 - $259.02 $6.46M - $7.55M
760K $190M
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