Independent Family Office, LLC Purchases in Q2 2025

Independent Family Office, LLC

  • $211 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.07K
+ 28.16%
$456.74 - $568.03 $1.86M - $2.31M
18.5K $10.5M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
29.5K
+ 28.03%
$35.95 - $42.85 $1.06M - $1.27M
135K $5.69M
VEA
Vanguard Ftse Developed Market

ETFs
16.5K
+ 22.8%
$45.65 - $57.01 $753K - $940K
88.8K $5.06M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
13.4K
New
$102.02 - $103.5 $1.37M - $1.39M
13.4K $1.38M
MSTR
Microstrategy Inc

Technology
3.1K
+ 310.0%
$237.95 - $421.61 $738K - $1.31M
4.1K $1.66M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.21K
+ 1.41%
$166.82 - $194.23 $202K - $235K
87.3K $17M
MSFT
Microsoft Corp

Technology
407
+ 9.33%
$354.56 - $497.45 $144K - $202K
4.77K $2.37M
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.17K
New
$72.96 - $90.39 $523K - $648K
7.17K $641K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.46K
+ 24.07%
$90.56 - $109.49 $314K - $379K
17.8K $1.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.64K
+ 21.64%
$483.48 - $539.8 $793K - $886K
9.22K $4.48M
VHT
Vanguard Health Care ETF

ETFs
1.35K
New
$236.71 - $261.92 $320K - $354K
1.35K $335K
VPU
Vanguard Utilities ETF

ETFs
1.5K
+ 25.21%
$158.36 - $178.82 $238K - $268K
7.45K $1.31M
IBM
International Business Machines Corp

Technology
921
New
$221.03 - $294.78 $204K - $271K
921 $271K
JPM
Jpmorgan Chase & CO

Financial Services
520
+ 30.95%
$210.28 - $289.91 $109K - $151K
2.2K $637K
ABBV
Abb Vie Inc.

Healthcare
1.16K
New
$170.16 - $206.27 $197K - $239K
1.16K $214K
AAPL
Apple Inc.

Technology
1.53K
+ 24.24%
$172.42 - $223.89 $264K - $343K
7.86K $1.61M
AMZN
Amazon Com Inc

Consumer Cyclical
933
New
$167.32 - $223.3 $156K - $208K
933 $204K
IEO
Ishares Tr

ETFs
2.56K
+ 23.84%
$74.87 - $95.92 $192K - $246K
13.3K $1.18M
GOOGL
Alphabet Inc.

Communication Services
440
+ 16.65%
$144.7 - $178.6 $63.7K - $78.6K
3.08K $543K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.13K
+ 7.78%
$77.74 - $78.78 $88.1K - $89.3K
15.7K $1.23M
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.32%
$498.8 - $620.9 $2.49K - $3.1K
1.57K $973K
Doubleline ETF Trust
20.2K
+ 53.77%
N/A
57.6K $0
Ishares Bitcoin Trust ETF
3.76K
+ 16.63%
N/A
26.3K $0
SHW
Sherwin Williams CO

Basic Materials
25
+ 0.44%
$313.51 - $363.51 $7.84K - $9.09K
5.66K $1.94M
UNH
Unitedhealth Group Inc

Healthcare
100
+ 16.95%
$274.35 - $599.47 $27.4K - $59.9K
690 $215K
Activity Summary
Buys All Purchases 26 New Holdings 7 Increased Positions 19 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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