Family Firm, Inc. Portfolio Holdings
Family Firm, Inc.
- $932 Million
- Q3 2024
Family Firm, Inc. has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $932 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 $294M, Ishares Core S&P 500 ETF with a value of $113M, Vanguard Bd Index Fd Inc Total with a value of $46.8M, Vanguard Ftse Developed Market with a value of $40.7M, and Vanguard Specialized Funds Van with a value of $29M.
Examining the 13F form we can see an increase of $35M in the current position value, from $897M to 932M.
Below you can find more details about Family Firm, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$932 Million
ETFs: $854 Million
Technology: $26.8 Million
Financial Services: $21.8 Million
Healthcare: $9.48 Million
Industrials: $5.68 Million
Consumer Cyclical: $4.74 Million
Consumer Defensive: $4.47 Million
Energy: $2.53 Million
Other: $3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 212
- Current Value $932 Million
- Prior Value $897 Million
- Filing
- Period Q3 2024
- Filing Date October 17, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 2 stocks
- Additional Purchases 141 stocks
- Sold out of 0 stocks
- Reduced holdings in 50 stocks