Family Firm, Inc. Sells in Q1 2025

Family Firm, Inc.

  • $445 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-299K
- 48.63%
$71.17 - $73.66 $21.3M - $22M
316K $23.2M
VNQ
Vanguard Specialized Funds Van

ETFs
-230K
- 76.96%
$85.55 - $94.34 $19.7M - $21.7M
68.9K $6.24M
MSFT
Microsoft Corp

Technology
-33.5K
- 89.33%
$375.39 - $447.2 $12.6M - $15M
4K $1.5M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-99.9K
- 57.7%
$96.3 - $112.23 $9.62M - $11.2M
73.2K $7.14M
TIP
Ishares Tr Tips Bd ETF

ETFs
-98.7K
- 52.65%
$106.22 - $111.09 $10.5M - $11M
88.7K $9.86M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-100K
- 58.21%
$74.85 - $84.89 $7.51M - $8.52M
72.1K $5.89M
IGE
Ishares Tr North Amern Nat Res

ETFs
-186K
- 37.83%
$42.6 - $46.27 $7.94M - $8.63M
306K $13.9M
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
-196K
- 58.35%
$35.57 - $38.16 $6.97M - $7.47M
140K $5.24M
IWC
Russell Micro Cap ETF

ETFs
-50.2K
- 74.11%
$110.91 - $133.46 $5.56M - $6.69M
17.5K $1.94M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-268K
- 38.46%
$21.23 - $23.75 $5.69M - $6.37M
429K $9.24M
XLE
Energy Sector Spdr

ETFs
-49.6K
- 67.7%
$85.7 - $93.96 $4.25M - $4.66M
23.7K $2.21M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-29.5K
- 43.56%
$110.75 - $119.78 $3.27M - $3.53M
38.2K $4.42M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-46.5K
- 57.14%
$53.81 - $62.59 $2.5M - $2.91M
34.9K $1.95M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-97.9K
- 23.55%
$25.44 - $25.58 $2.49M - $2.5M
318K $8.12M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-60.1K
- 33.17%
$38.99 - $40.37 $2.34M - $2.43M
121K $4.88M
NVDA
Nvidia Corp

Technology
-5.68K
- 9.74%
$106.98 - $149.43 $607K - $848K
52.6K $5.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.37K
- 4.65%
$92.45 - $106.69 $219K - $253K
48.5K $4.5M
IFGL
Ishares International Develope

ETFs
-34K
- 22.91%
$18.76 - $20.18 $638K - $686K
114K $2.26M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
-8.95K
- 3.01%
$8.4 - $10.21 $75.2K - $91.4K
288K $2.43M
EMF
Templeton Emerging Markets Fund

Financial Services
-49.7K
- 18.51%
$11.76 - $13.49 $585K - $671K
219K $2.81M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-100
- 0.31%
$102.49 - $119.96 $10.2K - $12K
31.7K $3.32M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.21K
- 1.09%
$23.16 - $27.04 $28K - $32.7K
109K $2.56M
IWM
Ishares Russell 2000 ETF

ETFs
-92
- 1.2%
$198.1 - $229.79 $18.2K - $21.1K
7.56K $1.51M
GOOG
Alphabet Inc.

Communication Services
-457
- 18.08%
$156.06 - $207.71 $71.3K - $94.9K
2.07K $323K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-714
- 2.62%
$57.21 - $65.8 $40.8K - $47K
26.5K $1.55M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-324
- 1.62%
$117.4 - $131.02 $38K - $42.5K
19.6K $2.35M
AMAT
Applied Materials Inc

Technology
-523
- 25.71%
$145.06 - $195.51 $75.9K - $102K
1.51K $219K
MRK
Merck & Co., Inc.

Healthcare
-75
- 1.12%
$83.01 - $101.02 $6.23K - $7.58K
6.62K $594K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-2.75K
- 16.03%
$26.51 - $28.57 $72.8K - $78.5K
14.4K $393K
LOW
Lowes Companies Inc

Consumer Cyclical
-168
- 8.77%
$222.66 - $268.42 $37.4K - $45.1K
1.75K $407K
META
Meta Platforms, Inc.

Communication Services
-95
- 16.61%
$576.36 - $736.67 $54.8K - $70K
477 $274K
XLK
Technology Sector Spdr

ETFs
-85
- 4.98%
$206.38 - $242.18 $17.5K - $20.6K
1.62K $334K
MS
Morgan Stanley

Financial Services
-272
- 13.47%
$111.68 - $141.08 $30.4K - $38.4K
1.75K $203K
IEF
Ishares Barclays

ETFs
-1.42K
- 4.59%
$91.17 - $95.39 $129K - $135K
29.5K $2.81M
ISRG
Intuitive Surgical Inc

Healthcare
-33
- 6.43%
$476.63 - $610.45 $15.7K - $20.1K
480 $237K
GS
Goldman Sachs Group Inc

Financial Services
-25
- 4.5%
$524.81 - $672.19 $13.1K - $16.8K
530 $289K
XLF
Financial Sector Spdr

ETFs
-816
- 8.75%
$47.32 - $52.19 $38.6K - $42.6K
8.51K $423K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-11
- 0.53%
$161.13 - $209.29 $1.77K - $2.3K
2.08K $344K
BAC
Bank Of America Corp

Financial Services
-214
- 3.11%
$39.61 - $47.74 $8.48K - $10.2K
6.67K $278K
EFG
Msci Eafe Growth ETF

ETFs
-275
- 9.63%
$96.1 - $106.37 $26.4K - $29.3K
2.58K $258K
JPXN
Ishares Jpx Nikkei 400 ETF

ETFs
-548
- 4.15%
$68.9 - $76.16 $37.8K - $41.7K
12.6K $923K
EWA
Ishares Msci Australia ETF

ETFs
-254
- 2.0%
$23.02 - $25.66 $5.85K - $6.52K
12.4K $291K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.3K
- 8.62%
$18.36 - $20.51 $23.8K - $26.6K
13.8K $272K
WFC
Wells Fargo & Company

Financial Services
-179
- 2.86%
$66.78 - $81.42 $12K - $14.6K
6.08K $436K
IXP
Ishares Global Comm Services E

ETFs
-16
- 0.28%
$95.48 - $106.93 $1.53K - $1.71K
5.72K $554K
PG
Procter & Gamble CO

Consumer Defensive
-6
- 0.24%
$158.56 - $176.26 $951 - $1.06K
2.54K $433K
IXG
Ishares Global Fin'L ETF

ETFs
-255
- 4.86%
$94.45 - $105.01 $24.1K - $26.8K
4.99K $514K
EWC
Ishares Msci Canada ETF

ETFs
-17
- 0.06%
$39.3 - $42.52 $668 - $723
28.6K $1.17M
IYG
Ishares Tr

ETFs
-135
- 0.42%
$74.6 - $84.81 $10.1K - $11.4K
31.9K $2.51M
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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