Independent Family Office, LLC Portfolio Holdings
Independent Family Office, LLC
- $197 Million
- Q3 2024
Independent Family Office, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $197 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 $27.2M, Ptc Inc. with a value of $25.2M, Ishares Gold Trust with a value of $21.2M, Ishares Russell 1000 Val ETF with a value of $15.6M, and Toast, Inc. with a value of $9.46M.
Examining the 13F form we can see an increase of $22.6M in the current position value, from $175M to 197M.
Below you can find more details about Independent Family Office, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$197 Million
ETFs: $135 Million
Technology: $40.7 Million
Financial Services: $8.84 Million
Basic Materials: $5.86 Million
Communication Services: $2.64 Million
Healthcare: $2.45 Million
Consumer Defensive: $1.06 Million
Industrials: $625,000
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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