Custos Family Office, LLC Incresed Positions in Q1 2025

Custos Family Office, LLC

  • $281 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.58K
+ 1.01%
$42.5 - $46.71 $152K - $167K
357K $16.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
113
+ 0.14%
$85.29 - $92.57 $9.64K - $10.5K
80.7K $7.35M
EMB
Ishares Tr

ETFs
1.2K
+ 1.67%
$88.64 - $92.03 $106K - $110K
72.9K $6.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
867
+ 0.33%
$27.01 - $28.54 $23.4K - $24.7K
266K $7.44M
UNH
Unitedhealth Group Inc

Healthcare
331
+ 50.77%
$461.52 - $548.18 $153K - $181K
983 $514K
IEMG
Ishares Inc

ETFs
3.38K
+ 1.05%
N/A
325K $17.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
98
+ 0.22%
$58.01 - $64.46 $5.68K - $6.32K
44.3K $2.75M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
72
+ 0.41%
$63.07 - $73.5 $4.54K - $5.29K
17.6K $1.24M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
41
+ 0.07%
$126.11 - $135.06 $5.17K - $5.54K
55.3K $7.13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
54
+ 8.93%
$442.66 - $534.52 $23.9K - $28.9K
659 $350K
GLD
Spdr Gold Trust

ETFs
9
+ 0.89%
$243.19 - $288.14 $2.19K - $2.59K
1.02K $293K
WMT
Walmart Inc.

Consumer Defensive
617
+ 27.13%
$84.5 - $105.05 $52.1K - $64.8K
2.89K $253K
CSCO
Cisco Systems, Inc.

Technology
417
+ 11.38%
$58.74 - $64.87 $24.5K - $27.1K
4.08K $251K
V
Visa Inc.

Financial Services
7
+ 0.79%
$306.92 - $362.71 $2.15K - $2.54K
898 $314K
INDA
Ishares Msci India Index Fund

ETFs
2.93K
+ 2.77%
$47.8 - $53.4 $140K - $156K
108K $5.58M
IVE
Ishares S&P 500 Value ETF

ETFs
157
+ 1.59%
$185.78 - $198.58 $29.2K - $31.2K
10K $1.91M
AVGO
Broadcom Inc.

Technology
463
+ 51.39%
$167.43 - $244.7 $77.5K - $113K
1.36K $228K
BA
Boeing CO

Industrials
200
+ 5.92%
$148.15 - $186.25 $29.6K - $37.3K
3.58K $610K
MA
Mastercard Inc

Financial Services
2
+ 0.49%
$504.67 - $576.31 $1.01K - $1.15K
412 $225K
Core Scientific Inc New
69.1K
+ 132.18%
N/A
121K $0
PEP
Pepsico Inc

Consumer Defensive
6
+ 0.09%
$142.64 - $156.42 $856 - $939
6.43K $963K
VXF
Vanguard Extended Market ETF

ETFs
4
+ 0.31%
$170.36 - $201.04 $681 - $804
1.28K $220K
DIS
Walt Disney CO

Communication Services
14
+ 0.46%
$96.87 - $114.0 $1.36K - $1.6K
3.06K $302K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.18%
$468.34 - $539.52 $937 - $1.08K
1.14K $532K
MSFT
Microsoft Corp

Technology
46
+ 3.18%
$375.39 - $447.2 $17.3K - $20.6K
1.49K $560K
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.13%
$154.33 - $206.19 $309 - $412
1.51K $233K
NVDA
Nvidia Corp

Technology
97
+ 2.37%
$106.98 - $149.43 $10.4K - $14.5K
4.19K $453K
SCHA
Schwab Strategic Tr Us Small C

ETFs
634
+ 1.32%
$23.16 - $27.04 $14.7K - $17.1K
48.6K $1.14M
VB
Vanguard Small Cap ETF

ETFs
25
+ 0.37%
$217.89 - $252.64 $5.45K - $6.32K
6.73K $1.49M
SCHG
Schwab Strategic Tr Us Large C

ETFs
69
+ 0.11%
$24.91 - $29.02 $1.72K - $2K
61.6K $1.54M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.18K
+ 1.81%
$168.16 - $186.21 $198K - $219K
66.1K $11.3M
VTI
Vanguard Total Stock Market Et

ETFs
8
+ 0.04%
$271.18 - $303.12 $2.17K - $2.42K
21.4K $5.89M
AAPL
Apple Inc.

Technology
237
+ 1.54%
$209.68 - $247.1 $49.7K - $58.6K
15.7K $3.48M
TSLA
Tesla, Inc.

Consumer Cyclical
16
+ 0.54%
$222.15 - $428.22 $3.55K - $6.85K
3K $778K
IVV
Ishares Core S&P 500 ETF

ETFs
1.45K
+ 1.79%
$554.06 - $615.85 $805K - $895K
82.5K $46.4M
Activity Summary
Buys All Purchases 38 New Holdings 2 Increased Positions 36 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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