Custos Family Office, LLC Purchases in Q4 2024

Custos Family Office, LLC

  • $285 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.61K
+ 2.02%
$570.51 - $610.59 $916K - $980K
81K $47.7M
FVAL
Fidelity Covington Tr Value Fa

ETFs
13.9K
+ 4.52%
$60.19 - $64.39 $834K - $892K
321K $19.7M
XOM
Exxon Mobil Corp

Energy
8.29K
New
$105.51 - $125.37 $874K - $1.04M
8.29K $891K
VO
Vanguard Mid Cap ETF

ETFs
3.1K
+ 7.08%
$261.5 - $284.63 $810K - $881K
46.9K $12.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
13.3K
+ 6.54%
$88.59 - $94.57 $1.17M - $1.25M
216K $19.2M
IEMG
Ishares Inc

ETFs
12.3K
+ 3.98%
N/A
321K $17.2M
RTX
Raytheon Technologies Corp

Industrials
5.33K
New
$114.45 - $127.21 $609K - $677K
5.33K $616K
BA
Boeing CO

Industrials
3.38K
New
$138.14 - $180.72 $466K - $610K
3.38K $597K
DGRO
Ishares Core Dividend Growth E

ETFs
15.2K
+ 5.68%
$60.73 - $64.94 $923K - $987K
283K $17.4M
AAPL
Apple Inc.

Technology
943
+ 6.51%
$221.69 - $259.02 $209K - $244K
15.4K $3.86M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.93K
+ 4.72%
$176.42 - $186.91 $516K - $547K
64.9K $11.6M
AMZN
Amazon Com Inc

Consumer Cyclical
1.66K
New
$180.88 - $232.93 $300K - $386K
1.66K $363K
CARR
Carrier Global Corp

Industrials
5.03K
New
$66.69 - $82.65 $336K - $416K
5.03K $343K
META
Meta Platforms, Inc.

Communication Services
524
New
$554.08 - $632.68 $290K - $332K
524 $309K
GOOGL
Alphabet Inc.

Communication Services
1.51K
New
$161.86 - $196.66 $244K - $296K
1.51K $284K
V
Visa Inc.

Financial Services
891
New
$273.87 - $320.91 $244K - $286K
891 $281K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
605
New
$442.29 - $483.08 $268K - $292K
605 $274K
JPM
Jpmorgan Chase & CO

Financial Services
1.14K
New
$205.18 - $250.29 $233K - $285K
1.14K $272K
CVX
Chevron Corp

Energy
1.69K
New
$141.15 - $162.53 $238K - $274K
1.69K $244K
OTIS
Otis Worldwide Corp

Industrials
2.52K
New
$92.57 - $106.01 $233K - $267K
2.52K $232K
NVDA
Nvidia Corp

Technology
1.41K
+ 52.44%
$117.0 - $148.88 $165K - $209K
4.09K $549K
CSCO
Cisco Systems, Inc.

Technology
3.66K
New
$52.45 - $60.02 $192K - $220K
3.66K $216K
MA
Mastercard Inc

Financial Services
410
New
$491.3 - $536.15 $201K - $220K
410 $215K
AVGO
Broadcom Inc.

Technology
901
New
$159.67 - $250.0 $144K - $225K
901 $208K
WMT
Walmart Inc.

Consumer Defensive
2.27K
New
$79.1 - $95.7 $180K - $218K
2.27K $205K
MSFT
Microsoft Corp

Technology
490
+ 51.15%
$406.35 - $454.46 $199K - $223K
1.45K $610K
INDA
Ishares Msci India Index Fund

ETFs
13.8K
+ 15.0%
$52.64 - $58.16 $725K - $801K
106K $5.56M
EMB
Ishares Tr

ETFs
5.43K
+ 8.19%
$88.94 - $93.46 $483K - $507K
71.7K $6.38M
VTI
Vanguard Total Stock Market Et

ETFs
13
+ 0.06%
$280.04 - $302.45 $3.64K - $3.93K
21.4K $6.21M
IVE
Ishares S&P 500 Value ETF

ETFs
943
+ 10.57%
$189.5 - $206.17 $179K - $194K
9.87K $1.88M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 0.06%
$521.84 - $558.82 $3.13K - $3.35K
10.1K $5.46M
SCHG
Schwab Strategic Tr Us Large C

ETFs
46.1K
+ 300.44%
$25.93 - $105.3 $1.2M - $4.86M
61.5K $1.71M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.74K
+ 2.25%
N/A
79K $4.93M
VOT
Vanguard Mid Cap Growth Index

ETFs
11
+ 0.18%
$241.48 - $274.89 $2.66K - $3.02K
6.03K $1.53M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4
+ 0.35%
$481.22 - $538.17 $1.92K - $2.15K
1.13K $579K
VXF
Vanguard Extended Market ETF

ETFs
7
+ 0.55%
$179.17 - $207.15 $1.25K - $1.45K
1.28K $242K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15.3K
+ 200.0%
$22.01 - $66.82 $337K - $1.02M
23K $521K
SCHA
Schwab Strategic Tr Us Small C

ETFs
24K
+ 100.0%
$25.33 - $51.16 $608K - $1.23M
48K $1.24M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10
+ 0.2%
$61.68 - $67.87 $617 - $679
4.89K $304K
IEFA
Ishares Tr

ETFs
19.2K
+ 11.03%
$70.06 - $77.43 $1.35M - $1.49M
193K $13.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
48
+ 0.09%
$126.68 - $134.74 $6.08K - $6.47K
55.2K $7.05M
IEF
Ishares Barclays

ETFs
4.04K
+ 5.58%
$92.08 - $98.18 $372K - $396K
76.4K $7.06M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
27.1K
+ 8.31%
$44.04 - $49.49 $1.2M - $1.34M
354K $15.6M
PEP
Pepsico Inc

Consumer Defensive
40
+ 0.63%
$151.29 - $176.1 $6.05K - $7.04K
6.42K $976K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
197
+ 1.14%
$63.27 - $70.31 $12.5K - $13.9K
17.5K $1.11M
VEA
Vanguard Ftse Developed Market

ETFs
477
+ 1.19%
$47.57 - $52.44 $22.7K - $25K
40.7K $1.95M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
177K
+ 201.02%
$26.93 - $84.95 $4.77M - $15M
265K $7.25M
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.52K
+ 8.8%
$87.1 - $98.49 $568K - $642K
80.6K $7.04M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
282
+ 0.64%
$58.88 - $64.8 $16.6K - $18.3K
44.2K $2.61M
Activity Summary
Buys All Purchases 50 New Holdings 16 Increased Positions 34 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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