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

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $190 Million
  • Prior Value $197 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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