Family Firm, Inc. Purchases in Q1 2025

Family Firm, Inc.

  • $445 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.99K
+ 2.08%
$100.59 - $103.47 $301K - $309K
147K $15.2M
IEFA
Ishares Tr

ETFs
7.88K
+ 57.75%
$69.57 - $78.65 $548K - $620K
21.5K $1.63M
RING
Ishares Inc Msci Global Gold M

ETFs
2.99K
+ 7.08%
$28.64 - $38.36 $85.5K - $115K
45.2K $1.73M
GLD
Spdr Gold Trust

ETFs
1.14K
New
$243.19 - $288.14 $278K - $329K
1.14K $329K
RF
Regions Financial Corp

Financial Services
13.2K
New
$20.84 - $24.77 $276K - $328K
13.2K $287K
IGOV
Ishares 1 3 International Trea

ETFs
2.61K
+ 1.55%
$37.39 - $39.79 $97.7K - $104K
171K $6.76M
IYC
Ishares U.S. Consumer Discreti

ETFs
2.99K
New
$85.71 - $101.2 $256K - $303K
2.99K $264K
PGR
Progressive Corp

Financial Services
834
New
$235.61 - $291.22 $196K - $243K
834 $236K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.25K
+ 2.27%
$95.85 - $99.25 $120K - $124K
56.1K $5.55M
AFL
Aflac Inc

Financial Services
3
+ 0.01%
$100.99 - $111.19 $303 - $334
29.9K $3.33M
BHK
Blackrock Core Bond Trust

Financial Services
11.5K
+ 5.27%
$10.15 - $10.86 $117K - $125K
229K $2.49M
SHEL
Shell PLC

Energy
2.84K
New
$62.84 - $73.29 $179K - $208K
2.84K $208K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.64K
New
$73.78 - $76.59 $195K - $203K
2.64K $202K
AMGN
Amgen Inc

Healthcare
643
New
$258.59 - $327.36 $166K - $210K
643 $200K
IYM
Ishares Tr

ETFs
1.29K
+ 40.93%
$128.53 - $142.03 $166K - $184K
4.45K $600K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.92K
+ 7.0%
$81.83 - $82.73 $157K - $159K
29.4K $2.43M
ICF
Ishares Tr

ETFs
1.29K
+ 1.65%
$57.98 - $63.8 $74.6K - $82K
79.3K $4.88M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
189
+ 0.15%
$42.5 - $46.71 $8.03K - $8.83K
125K $5.68M
IXJ
Ishares Global Healthcare ETF

ETFs
483
+ 2.31%
$86.01 - $94.19 $41.5K - $45.5K
21.4K $1.95M
EEM
Ishares Msci Emerging Markets

ETFs
565
+ 0.92%
$40.81 - $45.34 $23.1K - $25.6K
62.1K $2.71M
XOM
Exxon Mobil Corp

Energy
8
+ 0.07%
$105.44 - $118.93 $844 - $951
11.1K $1.32M
MCK
Mckesson Corp

Healthcare
2
+ 0.18%
$566.21 - $672.99 $1.13K - $1.35K
1.14K $769K
IBM
International Business Machines Corp

Technology
2
+ 0.06%
$217.4 - $264.74 $435 - $529
3.38K $841K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
46
+ 0.39%
$63.07 - $73.5 $2.9K - $3.38K
11.9K $838K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
1.92K
+ 1.55%
$15.63 - $16.23 $30K - $31.2K
126K $2.01M
JNJ
Johnson & Johnson

Healthcare
18
+ 0.53%
$142.06 - $167.7 $2.56K - $3.02K
3.44K $570K
PAYX
Paychex Inc

Industrials
7
+ 0.14%
$136.06 - $154.52 $952 - $1.08K
5.15K $794K
ABT
Abbott Laboratories

Healthcare
3
+ 0.08%
$111.1 - $140.22 $333 - $421
3.58K $474K
PICK
Ishares Inc Msci Global Select

ETFs
1.12K
+ 3.35%
$34.93 - $38.35 $39K - $42.8K
34.4K $1.24M
CI
Cigna Corp

Healthcare
4
+ 0.32%
$274.49 - $329.0 $1.1K - $1.32K
1.27K $417K
IYE
Ishares Tr

ETFs
111
+ 0.68%
$45.23 - $49.95 $5.02K - $5.54K
16.4K $807K
CVX
Chevron Corp

Energy
24
+ 0.88%
$146.71 - $167.97 $3.52K - $4.03K
2.75K $459K
YUM
Yum Brands Inc

Consumer Cyclical
2
+ 0.08%
$123.25 - $162.53 $247 - $325
2.64K $414K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.19%
$725.72 - $929.72 $1.45K - $1.86K
1.07K $882K
TLT
Ishares Barclays 20+ Year Trea

ETFs
63
+ 0.43%
$85.29 - $92.57 $5.37K - $5.83K
14.6K $1.33M
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.09%
$114.1 - $135.66 $342 - $407
3.43K $454K
EFV
Msci Eafe Value ETF

ETFs
1
+ 0.01%
$51.88 - $60.73 $51.9 - $60.7
8.25K $486K
IWN
Ishares Russell2000 Val ETF

ETFs
1.03K
+ 13.28%
$149.27 - $169.4 $154K - $175K
8.81K $1.33M
V
Visa Inc.

Financial Services
2
+ 0.13%
$306.92 - $362.71 $614 - $725
1.52K $533K
MCD
Mcdonalds Corp

Consumer Cyclical
85
+ 7.49%
$279.74 - $321.29 $23.8K - $27.3K
1.22K $381K
ED
Consolidated Edison Inc

Utilities
2
+ 0.09%
$88.0 - $110.59 $176 - $221
2.34K $258K
ITB
Ishares Tr

ETFs
1.18K
+ 15.17%
$93.86 - $111.45 $111K - $131K
8.95K $852K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
1
+ 0.01%
$33.37 - $38.01 $33.4 - $38
13.6K $509K
JXI
Ishares Tr Global Utils ETF

ETFs
1
+ 0.01%
$62.9 - $69.09 $62.9 - $69.1
9.46K $653K
SBUX
Starbucks Corp

Consumer Cyclical
232
+ 6.73%
$91.75 - $115.81 $21.3K - $26.9K
3.68K $360K
CTAS
Cintas Corp

Industrials
2
+ 0.11%
$182.09 - $208.14 $364 - $416
1.84K $377K
MMM
3 M CO

Industrials
4
+ 0.2%
$129.7 - $155.12 $519 - $620
2.03K $297K
MO
Altria Group, Inc.

Consumer Defensive
2
+ 0.05%
$50.81 - $60.02 $102 - $120
4.44K $266K
KMB
Kimberly Clark Corp

Consumer Defensive
8
+ 0.27%
$124.46 - $147.4 $996 - $1.18K
3.01K $427K
Activity Summary
Buys All Purchases 130 New Holdings 8 Increased Positions 122 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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