Family Firm, Inc. Portfolio Holdings
Family Firm, Inc.
- $578 Million
- Q4 2024
Family Firm, Inc. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $578 Million distributed in 212 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 3000 ETF with a value of $65.8M, Vanguard Bd Index Fd Inc Total with a value of $44.2M, Vanguard Ftse Developed Market with a value of $33.6M, Vanguard Specialized Funds Van with a value of $26.6M, and Ishares Tr North Amern Nat Res with a value of $21.1M.
Examining the 13F form we can see an decrease of $354M in the current position value, from $932M to 578M.
Below you can find more details about Family Firm, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$578 Million
ETFs: $486 Million
Technology: $43.2 Million
Financial Services: $20.9 Million
Healthcare: $8.52 Million
Industrials: $5.88 Million
Consumer Defensive: $4.52 Million
Consumer Cyclical: $4.1 Million
Energy: $2.29 Million
Other: $3.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 212
- Current Value $578 Million
- Prior Value $932 Million
- Filing
- Period Q4 2024
- Filing Date February 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 10 stocks
- Additional Purchases 119 stocks
- Sold out of 0 stocks
- Reduced holdings in 68 stocks