Independent Family Office, LLC Incresed Positions 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
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
MSFT
Microsoft Corp

Technology
1.67K
+ 62.08%
$395.15 - $467.56 $660K - $781K
4.36K $1.88M
IEF
Ishares Barclays

ETFs
5.71K
+ 28.43%
$92.67 - $99.14 $529K - $566K
25.8K $2.53M
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
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.99K
+ 26.37%
$76.38 - $78.87 $229K - $236K
14.3K $1.13M
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
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
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