Independent Family Office, LLC Portfolio Holdings
Independent Family Office, LLC
- $187 Million
- Q1 2025
Independent Family Office, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $187 Million distributed in 70 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 $26.6M, Ishares Gold Trust with a value of $24.6M, Ptc Inc. with a value of $19.5M, Ishares Russell 1000 Val ETF with a value of $16.2M, and Toast, Inc. with a value of $9.45M.
Examining the 13F form we can see an decrease of $2.81M in the current position value, from $190M to 187M.
Below you can find more details about Independent Family Office, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$187 Million
ETFs: $132 Million
Technology: $34 Million
Financial Services: $9.28 Million
Basic Materials: $4.82 Million
Communication Services: $2.72 Million
Healthcare: $1.71 Million
Consumer Defensive: $1.06 Million
Industrials: $638,000
Other: $601,000