Biltmore Family Office, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $496 Million distributed in 236 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $143M, Avid Xchange Holdings, Inc. with a value of $43.1M, Ishares Gold Trust with a value of $29.7M, Vanguard Large Cap ETF with a value of $13.3M, and Microsoft Corp with a value of $12.4M.
Examining the 13F form we can see an increase of $14M in the current position value, from $482M to 496M.
Below you can find more details about Biltmore Family Office, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$496 Million
Technology: $217 Million
ETFs: $158 Million
Financial Services: $33.1 Million
Healthcare: $25.8 Million
Industrials: $18.9 Million
Consumer Defensive: $13.4 Million
Communication Services: $10.3 Million
Consumer Cyclical: $7.85 Million
Other: $9.59 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions