Family Firm, Inc. Portfolio Holdings
Family Firm, Inc.
- $445 Million
- Q1 2025
Family Firm, Inc. has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $445 Million distributed in 214 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 3000 ETF with a value of $61.6M, Vanguard Ftse Developed Market with a value of $34.2M, Vanguard Bd Index Fd Inc Total with a value of $23.2M, Ishares Barclays 0 5 Year Tips with a value of $15.2M, and Ishares Tr North Amern Nat Res with a value of $13.9M.
Examining the 13F form we can see an decrease of $134M in the current position value, from $578M to 445M.
Below you can find more details about Family Firm, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$445 Million
ETFs: $371 Million
Technology: $23.8 Million
Financial Services: $20.6 Million
Healthcare: $9.49 Million
Industrials: $5.77 Million
Consumer Defensive: $4.73 Million
Consumer Cyclical: $3.93 Million
Energy: $2.73 Million
Other: $2.66 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 214
- Current Value $445 Million
- Prior Value $578 Million
- Filing
- Period Q1 2025
- Filing Date May 01, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 8 stocks
- Additional Purchases 122 stocks
- Sold out of 0 stocks
- Reduced holdings in 64 stocks