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
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-100
- 50.0%
$55.57 - $62.73 $5.56K - $6.27K
100 $6K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-50
- 4.62%
$96.84 - $99.46 $4.84K - $4.97K
1.03K $102K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-50
- 16.67%
$105.23 - $109.61 $5.26K - $5.48K
250 $27K
RYT
Invesco S&P 500 Equal Weight T

ETFs
-5.19K
- 7.46%
N/A
64.3K $0
Valued Advisers Tr
-14.3K
- 4.81%
N/A
283K $0
KCCA
Kraneshares California Carbon
-2.24K
- 12.12%
N/A
16.2K $0
DGS
Wisdomtree Emerging Markets Sm

ETFs
-1.67K
- 11.36%
$43.34 - $55.24 $72.2K - $92K
13K $717K
V
Visa Inc.

Financial Services
-51
- 0.81%
$308.27 - $373.31 $15.7K - $19K
6.26K $2.22M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.42K
- 3.07%
$114.78 - $133.31 $163K - $189K
44.7K $5.96M
IDRV
Ishares Tr Self Driving Ev & T

ETFs
-369
- 1.03%
$24.69 - $31.78 $9.11K - $11.7K
35.5K $1.09M
VO
Vanguard Mid Cap ETF

ETFs
-200
- 3.65%
$228.54 - $279.83 $45.7K - $56K
5.28K $1.48M
WFC
Wells Fargo & Company

Financial Services
-200
- 2.08%
$60.98 - $80.12 $12.2K - $16K
9.42K $754K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-920
- 2.64%
$51.16 - $62.02 $47.1K - $57.1K
33.9K $2.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
-250
- 19.47%
$321.63 - $509.31 $80.4K - $127K
1.03K $526K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-214
- 0.68%
$90.56 - $109.49 $19.4K - $23.4K
31.3K $3.42M
XLK
Technology Sector Spdr

ETFs
-288
- 6.16%
$179.73 - $253.23 $51.8K - $72.9K
4.39K $1.11M
JPM
Jpmorgan Chase & CO

Financial Services
-1.88K
- 12.08%
$210.28 - $289.91 $395K - $544K
13.7K $3.96M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-125
- 0.58%
$72.96 - $90.39 $9.12K - $11.3K
21.4K $1.91M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-150
- 5.0%
$179.95 - $278.88 $27K - $41.8K
2.85K $794K
WMT
Walmart Inc.

Consumer Defensive
-250
- 1.28%
$81.79 - $99.98 $20.4K - $25K
19.2K $1.88M
GS
Goldman Sachs Group Inc

Financial Services
-100
- 6.51%
$462.22 - $707.75 $46.2K - $70.8K
1.44K $1.02M
DIS
Walt Disney CO

Communication Services
-50
- 0.54%
$81.72 - $124.01 $4.09K - $6.2K
9.21K $1.14M
IVV
Ishares Core S&P 500 ETF

ETFs
-75
- 1.45%
$498.8 - $620.9 $37.4K - $46.6K
5.11K $3.17M
PHYS
Sprott Physical Gold Trust

Financial Services
-4.49K
- 1.5%
$22.82 - $26.29 $102K - $118K
295K $7.48M
NFLX
Netflix Inc

Communication Services
-21
- 2.71%
$855.86 - $1339.13 $18K - $28.1K
754 $1.01M
AVGO
Broadcom Inc.

Technology
-499
- 5.99%
$146.29 - $275.65 $73K - $138K
7.84K $2.16M
VV
Vanguard Large Cap ETF

ETFs
-1.94K
- 3.72%
$228.25 - $285.3 $443K - $553K
50.1K $14.3M
IAU
Ishares Gold Trust

ETFs
-17.4K
- 2.42%
$56.1 - $64.74 $978K - $1.13M
702K $43.8M
ROBO
Robo Global Robotics And Autom

ETFs
-2.18K
- 1.07%
$43.89 - $59.78 $95.8K - $130K
201K $12M
MSFT
Microsoft Corp

Technology
-3.06K
- 8.68%
$354.56 - $497.45 $1.09M - $1.52M
32.2K $16M
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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