Independent Family Office, LLC Purchases in Q3 2024

Independent Family Office, LLC

  • $197 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
5.32K
+ 12.63%
$517.38 - $573.86 $2.75M - $3.05M
47.5K $27.2M
IAU
Ishares Gold Trust

ETFs
16.8K
+ 4.11%
$44.06 - $50.5 $741K - $850K
426K $21.2M
GLD
Spdr Gold Trust

ETFs
6.57K
+ 26.2%
$215.56 - $246.98 $1.42M - $1.62M
31.6K $7.69M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.12K
+ 2.65%
$173.36 - $189.8 $367K - $402K
82K $15.6M
IWM
Ishares Russell 2000 ETF

ETFs
3.54K
+ 9.89%
$200.87 - $224.6 $710K - $794K
39.3K $8.68M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.41K
+ 10.46%
$475.2 - $527.7 $668K - $742K
14.8K $7.83M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
27.8K
New
$33.89 - $41.64 $942K - $1.16M
27.8K $1.11M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 50.0%
$610460.0 - $715910.0 $610K - $716K
3 $2.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
996
+ 15.12%
$405.19 - $478.57 $404K - $477K
7.58K $3.49M
MSTR
Microstrategy Inc

Technology
4.1K
New
$114.3 - $1800.09 $469K - $7.38M
4.1K $691K
IEF
Ishares Barclays

ETFs
5.71K
+ 28.43%
$92.67 - $99.14 $529K - $566K
25.8K $2.53M
RLY
Ssga Active ETF Tr

ETFs
14.3K
+ 10.27%
$26.98 - $28.77 $385K - $411K
153K $4.41M
AAPL
Apple Inc.

Technology
1.8K
+ 35.72%
$207.23 - $234.82 $372K - $422K
6.82K $1.59M
SHW
Sherwin Williams CO

Basic Materials
182
+ 3.34%
$294.65 - $384.0 $53.6K - $69.9K
5.63K $2.15M
VEA
Vanguard Ftse Developed Market

ETFs
3.78K
+ 5.58%
$47.6 - $53.31 $180K - $201K
71.5K $3.77M
VIG
Vanguard Dividend Appreciation

ETFs
2.16K
+ 7.73%
$182.15 - $182.15 $394K - $394K
30.1K $5.49M
IEO
Ishares Tr

ETFs
4.78K
+ 38.88%
$88.52 - $101.16 $423K - $483K
17.1K $1.56M
ITW
Illinois Tool Works Inc

Industrials
1.27K
New
$233.14 - $263.97 $296K - $336K
1.27K $333K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.99K
+ 26.37%
$76.38 - $78.87 $229K - $236K
14.3K $1.13M
NGD
New Gold Inc.

Basic Materials
84.1K
New
$1.95 - $3.19 $164K - $268K
84.1K $242K
AMP
Ameriprise Financial Inc

Financial Services
428
New
$391.53 - $469.81 $168K - $201K
428 $201K
JNJ
Johnson & Johnson

Healthcare
820
+ 24.85%
$145.48 - $167.38 $119K - $137K
4.12K $667K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.17K
+ 4.55%
$57.32 - $62.65 $66.8K - $73K
26.8K $1.67M
GOOG
Alphabet Inc.

Communication Services
1.52K
+ 28.57%
$149.54 - $192.66 $227K - $293K
6.84K $1.14M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
388
+ 3.87%
$105.53 - $118.34 $40.9K - $45.9K
10.4K $1.22M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.1K
+ 3.02%
$81.31 - $83.29 $89.4K - $91.6K
37.5K $3.12M
META
Meta Platforms, Inc.

Communication Services
163
+ 27.17%
$453.41 - $572.44 $73.9K - $93.3K
763 $436K
UNH
Unitedhealth Group Inc

Healthcare
155
+ 31.0%
$488.01 - $604.18 $75.6K - $93.6K
655 $382K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
2K
+ 19.34%
$33.88 - $36.77 $67.6K - $73.4K
12.3K $449K
QQQ
Invesco Qqq Trust, Series 1

ETFs
153
+ 6.28%
$434.77 - $502.96 $66.5K - $77K
2.59K $1.26M
PEP
Pepsico Inc

Consumer Defensive
492
+ 37.85%
$161.9 - $179.3 $79.7K - $88.2K
1.79K $304K
COST
Costco Wholesale Corp

Consumer Defensive
70
+ 14.0%
$801.83 - $917.05 $56.1K - $64.2K
570 $505K
TIP
Ishares Tr Tips Bd ETF

ETFs
5
+ 0.02%
$105.92 - $110.83 $530 - $554
20.4K $2.25M
JPM
Jpmorgan Chase & CO

Financial Services
80
+ 3.08%
$194.9 - $224.8 $15.6K - $18K
2.68K $564K
Ishares Bitcoin Trust ETF
11.9K
New
N/A
11.9K $0
Doubleline ETF Trust
20.9K
New
N/A
20.9K $0
GOOGL
Alphabet Inc.

Communication Services
160
+ 6.44%
$148.65 - $191.18 $23.8K - $30.6K
2.64K $438K
Activity Summary
Buys All Purchases 38 New Holdings 7 Increased Positions 31 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Independent Family Office, LLC Portfolio

Follow Independent Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independent Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email