Family Firm, Inc. Reduced Holdings in Q4 2024

Family Firm, Inc.

  • $578 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-51
- 3.18%
$873.59 - $994.69 $44.6K - $50.7K
1.55K $1.42M
IAT
Ishares Tr

ETFs
-1.7K
- 5.49%
$46.07 - $56.9 $78.2K - $96.6K
29.2K $1.47M
IOO
Ishares Tr Global 100 ETF

ETFs
-15
- 0.56%
$97.46 - $103.45 $1.46K - $1.55K
2.67K $268K
META
Meta Platforms, Inc.

Communication Services
-1
- 0.17%
$554.08 - $632.68 $554 - $633
572 $337K
ISRG
Intuitive Surgical Inc

Healthcare
-8
- 1.54%
$471.27 - $550.62 $3.77K - $4.4K
513 $267K
XLC
Select Sector Spdr Tr Communic

ETFs
-2
- 0.07%
$89.66 - $102.16 $179 - $204
2.77K $268K
V
Visa Inc.

Financial Services
-146
- 8.77%
$273.87 - $320.91 $40K - $46.9K
1.52K $480K
DIS
Walt Disney CO

Communication Services
-66
- 3.04%
$92.39 - $117.6 $6.1K - $7.76K
2.11K $234K
IYG
Ishares Tr

ETFs
-2.71K
- 7.79%
$70.24 - $82.34 $190K - $223K
32K $2.49M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
-840
- 0.28%
$9.32 - $10.4 $7.83K - $8.74K
297K $2.9M
IGM
Ishares Expanded Tech Sector E

ETFs
-201
- 1.62%
$94.19 - $106.95 $18.9K - $21.5K
12.2K $1.25M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-62
- 0.57%
$311.11 - $335.64 $19.3K - $20.8K
10.9K $3.5M
AAPL
Apple Inc.

Technology
-2.31K
- 6.05%
$221.69 - $259.02 $513K - $599K
35.9K $9M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-626
- 0.36%
$104.59 - $118.05 $65.5K - $73.9K
173K $18.8M
XLY
Select Sector Spdr Consumer Di

ETFs
-43
- 0.89%
$194.8 - $239.43 $8.38K - $10.3K
4.77K $1.07M
IVW
Ishares S&P 500 Growth ETF

ETFs
-750
- 1.45%
$94.43 - $105.47 $70.8K - $79.1K
50.9K $5.17M
IWC
Russell Micro Cap ETF

ETFs
-382
- 0.56%
$120.3 - $138.84 $46K - $53K
67.7K $8.82M
Activity Summary
Buys All Purchases 129 New Holdings 10 Increased Positions 119 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Family Firm, Inc. Portfolio

Follow Family Firm, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Firm, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Family Firm, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email