Family Firm, Inc. Incresed Positions in Q1 2025

Family Firm, Inc.

  • $445 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KR
Kroger CO

Consumer Defensive
8
+ 0.23%
$58.36 - $67.72 $467 - $542
3.49K $236K
ADP
Automatic Data Processing Inc

Industrials
9
+ 0.57%
$286.85 - $318.64 $2.58K - $2.87K
1.58K $482K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.11%
$232.43 - $265.13 $232 - $265
878 $232K
VEGI
Ishares Inc Msci Global Agricu

ETFs
1
+ 0.01%
$35.02 - $38.62 $35 - $38.6
10.7K $396K
VHT
Vanguard Health Care ETF

ETFs
5
+ 0.36%
$254.06 - $273.83 $1.27K - $1.37K
1.38K $365K
UNH
Unitedhealth Group Inc

Healthcare
3
+ 0.38%
$461.52 - $548.18 $1.38K - $1.64K
798 $417K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
14
+ 0.32%
$58.01 - $64.46 $812 - $902
4.41K $274K
IEZ
Ishares Tr

ETFs
868
+ 6.95%
$18.42 - $22.2 $16K - $19.3K
13.4K $260K
UNP
Union Pacific Corp

Industrials
6
+ 0.46%
$225.21 - $254.42 $1.35K - $1.53K
1.32K $310K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
34
+ 0.76%
$66.9 - $71.57 $2.27K - $2.43K
4.52K $318K
MPC
Marathon Petroleum Corp

Energy
10
+ 0.69%
$134.72 - $159.03 $1.35K - $1.59K
1.46K $213K
IGM
Ishares Expanded Tech Sector E

ETFs
1.6K
+ 13.05%
$90.67 - $108.46 $145K - $173K
13.8K $1.25M
EWJ
Ishares Msci Japan ETF

ETFs
1
+ 0.03%
$65.24 - $71.7 $65.2 - $71.7
3.07K $210K
BDX
Becton Dickinson & CO

Healthcare
8
+ 0.51%
$222.79 - $249.08 $1.78K - $1.99K
1.58K $362K
XLP
Consumer Staples Sector Spdr

ETFs
37
+ 0.53%
N/A
7.02K $534K
SHV
Ishares Tr

ETFs
14
+ 0.76%
$110.11 - $110.51 $1.54K - $1.55K
1.85K $203K
TXN
Texas Instruments Inc

Technology
7
+ 0.44%
N/A
1.61K $313K
Vanguard Short Term Tax Exempt Bond ETF
10
+ 0.49%
N/A
2.06K $0
Abrdn Asia Pacific Income Fund Com New
6.32K
+ 5.0%
N/A
133K $0
XLC
Select Sector Spdr Tr Communic

ETFs
9
+ 0.32%
$94.84 - $105.31 $854 - $948
2.78K $268K
Lam Research Corp Com New
32
+ 0.3%
N/A
10.8K $0
QCOM
Qualcomm Inc

Technology
2
+ 0.05%
$151.94 - $175.86 $304 - $352
4.06K $623K
Saba Capital Income & Opportun Com New
212
+ 1.92%
N/A
11.2K $0
VOOV
Vanguard S&P 500 Value ETF

ETFs
43
+ 0.17%
$179.71 - $192.06 $7.73K - $8.26K
24.8K $4.56M
XLI
Industrial Sector Spdr

ETFs
11
+ 0.31%
$128.78 - $141.67 $1.42K - $1.56K
3.57K $468K
MCO
Moodys Corp

Financial Services
1
+ 0.2%
$437.8 - $527.48 $438 - $527
505 $235K
SYY
Sysco Corp

Consumer Defensive
17
+ 0.6%
$70.0 - $77.13 $1.19K - $1.31K
2.83K $212K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.01%
$185.78 - $198.58 $186 - $199
10.5K $1.99M
IYJ
Ishares Tr

ETFs
4
+ 0.22%
$127.48 - $142.0 $510 - $568
1.84K $239K
PEP
Pepsico Inc

Consumer Defensive
10
+ 0.23%
$142.64 - $156.42 $1.43K - $1.56K
4.28K $641K
WMT
Walmart Inc.

Consumer Defensive
4
+ 0.12%
$84.5 - $105.05 $338 - $420
3.22K $282K
VOX
Vanguard Communication Service

ETFs
4
+ 0.28%
$147.73 - $169.24 $591 - $677
1.42K $211K
VO
Vanguard Mid Cap ETF

ETFs
5
+ 0.28%
$251.87 - $277.95 $1.26K - $1.39K
1.77K $456K
MSI
Motorola Solutions, Inc.

Technology
2
+ 0.41%
$411.73 - $482.1 $823 - $964
488 $213K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
4.54K
+ 3.91%
$5.3 - $5.75 $24.1K - $26.1K
121K $648K
INTU
Intuit Inc

Technology
2
+ 0.23%
$555.63 - $630.23 $1.11K - $1.26K
874 $536K
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.44%
$472.29 - $575.13 $945 - $1.15K
457 $221K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.23%
$551.42 - $612.93 $1.1K - $1.23K
877 $490K
PHM
Pultegroup Inc

Consumer Cyclical
8
+ 0.2%
$101.09 - $118.51 $809 - $948
4.04K $415K
DIS
Walt Disney CO

Communication Services
5
+ 0.24%
$96.87 - $114.0 $484 - $570
2.11K $208K
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 0.15%
$460.39 - $552.64 $460 - $553
671 $320K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.97K
+ 7.87%
$121.0 - $142.28 $238K - $280K
27K $3.36M
DHI
Horton D R Inc

Consumer Cyclical
4
+ 0.17%
$125.29 - $147.65 $501 - $591
2.3K $292K
PNC
Pnc Financial Services Group, Inc.

Financial Services
5
+ 0.26%
$168.84 - $202.89 $844 - $1.01K
1.92K $336K
AXP
American Express CO

Financial Services
3
+ 0.24%
$255.39 - $325.87 $766 - $978
1.23K $332K
HD
Home Depot, Inc.

Consumer Cyclical
7
+ 0.45%
$347.25 - $424.87 $2.43K - $2.97K
1.57K $573K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
241
+ 1.57%
$30.46 - $36.6 $7.34K - $8.82K
15.5K $473K
FDX
Fedex Corp

Industrials
1
+ 0.09%
$230.33 - $281.53 $230 - $282
1.08K $264K
ORCL
Oracle Corp

Technology
4
+ 0.25%
$139.81 - $186.47 $559 - $746
1.57K $219K
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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