Family Office Research LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $228 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Marriott International Inc with a value of $60.3B, Rbb Fd Inc Us Treas 3 Month Bi with a value of $21.5B, Vanguard Index Fds S&P 500 ETF with a value of $19.8B, Ishares Msci Usa Small Cap Mul with a value of $13.7B, and Vaneck Morningstar Wide Moat E with a value of $13.4B.

Examining the 13F form we can see an increase of $228B in the current position value.

Family Office Research LLC is based out at Bethesda, MD

Below you can find more details about Family Office Research LLC portfolio as well as his latest detailed transactions.

Portfolio value $228 Billion
ETFs: $116 Billion
Consumer Cyclical: $63.9 Billion
Industrials: $9.22 Billion
Technology: $4.82 Billion
Healthcare: $2.45 Billion
Financial Services: $1.22 Billion
Communication Services: $1.01 Billion
Real Estate: $562 Million
Other: $573 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $228 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 75 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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