Biltmore Family Office, LLC Portfolio Holdings
Biltmore Family Office, LLC
- $566 Million
- Q3 2024
Biltmore Family Office, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $566 Million distributed in 270 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $184M, Ishares Gold Trust with a value of $36.2M, Avid Xchange Holdings, Inc. with a value of $25.4M, Vanguard Large Cap ETF with a value of $15.2M, and Microsoft Corp with a value of $14.4M.
Examining the 13F form we can see an increase of $37.8M in the current position value, from $528M to 566M.
Below you can find more details about Biltmore Family Office, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$566 Million
Technology: $245 Million
ETFs: $180 Million
Financial Services: $38.9 Million
Healthcare: $28.6 Million
Industrials: $22.1 Million
Consumer Defensive: $15.6 Million
Communication Services: $11.6 Million
Consumer Cyclical: $9.48 Million
Other: $11.5 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 270
- Current Value $566 Million
- Prior Value $528 Million
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 29 stocks
- Additional Purchases 112 stocks
- Sold out of 0 stocks
- Reduced holdings in 39 stocks