Independent Family Office, LLC Portfolio Holdings
Independent Family Office, LLC
- $190 Million
- Q4 2024
Independent Family Office, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $190 Million distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $27.9M, Ptc Inc. with a value of $24.1M, Ishares Gold Trust with a value of $20.8M, Ishares Russell 1000 Val ETF with a value of $15.8M, and Toast, Inc. with a value of $10.4M.
Examining the 13F form we can see an decrease of $7.71M in the current position value, from $197M to 190M.
Below you can find more details about Independent Family Office, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$190 Million
ETFs: $129 Million
Technology: $40.3 Million
Financial Services: $7.98 Million
Basic Materials: $4.83 Million
Communication Services: $2.88 Million
Healthcare: $1.81 Million
Consumer Defensive: $1.07 Million
Consumer Cyclical: $830,000
Other: $631,000