Family Firm, Inc. Portfolio Holdings
Family Firm, Inc.
- $897 Million
- Q2 2024
Family Firm, Inc. has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $897 Million distributed in 893 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 3000 ETF with a value of $264M, Ishares Core S&P 500 ETF with a value of $101M, Vanguard Bd Index Fd Inc Total with a value of $44.6M, Vanguard Ftse Developed Market with a value of $38.1M, and Schwab Strategic Tr Us Broad M with a value of $25.7M.
Examining the 13F form we can see an increase of $484M in the current position value, from $413M to 897M.
Below you can find more details about Family Firm, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$897 Million
ETFs: $791 Million
Financial Services: $40.2 Million
Technology: $25.2 Million
Healthcare: $10.5 Million
Industrials: $8.38 Million
Consumer Defensive: $5.64 Million
Consumer Cyclical: $5.6 Million
Energy: $3.64 Million
Other: $7.09 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 893
- Current Value $897 Million
- Prior Value $413 Million
- Filing
- Period Q2 2024
- Filing Date July 24, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 697 stocks
- Additional Purchases 146 stocks
- Sold out of 0 stocks
- Reduced holdings in 33 stocks