Biltmore Wealth Management, LLC Portfolio Holdings

Biltmore Wealth Management, LLC has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $242 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Industrial Sector Spdr with a value of $31.3M, Technology Sector Spdr with a value of $27.9M, Select Sector Spdr Fund Health with a value of $23.7M, Select Sector Spdr Consumer Di with a value of $21.2M, and Pimco ETF Tr Sht Term Mun Bd A with a value of $20.5M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $230M to 242M.

Below you can find more details about Biltmore Wealth Management, LLC portfolio as well as his latest detailed transactions.