Family Office Research LLC Incresed Positions in Q1 2025

Family Office Research LLC

  • $205 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
15.2K
+ 18.64%
$90.7 - $101.57 $1.38M - $1.55M
97K $8.96B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.87K
+ 7.8%
$507.05 - $563.67 $1.46M - $1.62M
39.7K $20.4B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.51K
+ 21.96%
$50.48 - $51.04 $480K - $485K
52.8K $2.68B
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.0%
$114.1 - $135.66 $114 - $136
20.4K $2.7B
META
Meta Platforms, Inc.

Communication Services
505
+ 59.41%
$576.36 - $736.67 $291K - $372K
1.36K $782M
VGT
Vanguard Information Technolog

ETFs
515
+ 96.62%
$542.38 - $646.34 $279K - $333K
1.05K $568M
AVDE
American Centy ETF Tr Avantis

ETFs
76
+ 0.16%
$60.63 - $68.55 $4.61K - $5.21K
47.3K $3.14B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
122
+ 7.21%
$442.66 - $534.52 $54K - $65.2K
1.81K $966M
GLD
Spdr Gold Trust

ETFs
300
+ 22.57%
$243.19 - $288.14 $73K - $86.4K
1.63K $470M
IWF
Ishares Russell 1000 Gr ETF

ETFs
240
+ 46.88%
$360.07 - $417.26 $86.4K - $100K
752 $272M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.52%
$890.62 - $1076.86 $1.78K - $2.15K
387 $366M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
77
+ 0.73%
$50.72 - $50.92 $3.91K - $3.92K
10.6K $540M
QCOM
Qualcomm Inc

Technology
2
+ 0.12%
$151.94 - $175.86 $304 - $352
1.71K $263M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
348
+ 6.83%
$57.21 - $65.8 $19.9K - $22.9K
5.44K $318M
GOOG
Alphabet Inc.

Communication Services
176
+ 15.64%
$156.06 - $207.71 $27.5K - $36.6K
1.3K $203M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.13%
$302.31 - $337.54 $302 - $338
771 $237M
MSFT
Microsoft Corp

Technology
158
+ 9.87%
$375.39 - $447.2 $59.3K - $70.7K
1.76K $661M
VTI
Vanguard Total Stock Market Et

ETFs
7
+ 0.38%
$271.18 - $303.12 $1.9K - $2.12K
1.83K $504M
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.34%
$551.42 - $612.93 $3.86K - $4.29K
2.07K $1.16B
GOOGL
Alphabet Inc.

Communication Services
4
+ 0.25%
$154.33 - $206.19 $617 - $825
1.6K $247M
HST
Host Hotels & Resorts, Inc.

Real Estate
2.18K
+ 6.79%
$14.21 - $17.45 $31K - $38.1K
34.3K $487M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
445
+ 2.34%
$102.49 - $119.96 $45.6K - $53.4K
19.4K $2.03B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
11.9K
+ 3.39%
$32.42 - $36.13 $385K - $429K
362K $11.9B
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
28
+ 0.15%
$64.24 - $90.95 $1.8K - $2.55K
19K $1.22B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.1K
+ 1.45%
N/A
147K $12.9B
QQQ
Invesco Qqq Trust, Series 1

ETFs
86
+ 0.43%
$468.34 - $539.52 $40.3K - $46.4K
20.1K $9.4B
Activity Summary
Buys All Purchases 31 New Holdings 4 Increased Positions 27 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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