Family Asset Management, LLC Portfolio Holdings
Family Asset Management, LLC
- $166 Billion
- Q3 2024
Family Asset Management, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $166 Billion distributed in 209 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $19.5B, Ishares Msci Usa Quality Facto with a value of $10.3B, Ishares Tr with a value of $9.51B, Ishares S&P 500 Growth ETF with a value of $6.94B, and Ishares Core Dividend Growth E with a value of $6.57B.
Examining the 13F form we can see an increase of $10.8B in the current position value, from $155B to 166B.
Family Asset Management, LLC is based out at Charleston, SC
Below you can find more details about Family Asset Management, LLC portfolio as well as his latest detailed transactions.
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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