Colony Family Offices, LLC Portfolio Holdings
Colony Family Offices, LLC
- $294 Million
- Q4 2024
Colony Family Offices, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $294 Million distributed in 78 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $62.7M, Ishares Tr with a value of $40.3M, Ishares Core S&P Sm Cap ETF with a value of $36.7M, Vanguard Ftse Emerging Mkts Et with a value of $19.6M, and Flexshares Tr Morningstar Glob with a value of $15.2M.
Examining the 13F form we can see an decrease of $2.43M in the current position value, from $296M to 294M.
Below you can find more details about Colony Family Offices, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$294 Million
ETFs: $286 Million
Technology: $3.71 Million
Consumer Cyclical: $2.21 Million
Financial Services: $1.41 Million
Consumer Defensive: $324,000
Healthcare: $21,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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