Institutional & Family Asset Management, LLC Incresed Positions in Q2 2024

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
63.1K
+ 2142.44%
$192.84 - $209.44 $12.2M - $13.2M
66K $13.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
124K
+ 2146.23%
$76.09 - $82.16 $9.4M - $10.2M
129K $10.1M
GLD
Spdr Gold Trust

ETFs
44.6K
+ 639.24%
$207.82 - $224.56 $9.27M - $10M
51.6K $11.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.01K
+ 6.24%
$455.1 - $504.28 $2.28M - $2.53M
85.3K $42.7M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
58.8K
+ 1959866.62%
$62.41 - $3427.61 $3.67M - $202M
58.8K $3.68M
HD
Home Depot, Inc.

Consumer Cyclical
9.32K
+ 6905.19%
$325.1 - $368.03 $3.03M - $3.43M
9.46K $3.26M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.5K
+ 2.39%
$495.16 - $548.49 $743K - $823K
64.2K $35M
AAPL
Apple Inc.

Technology
687
+ 1.38%
$165.0 - $216.67 $113K - $149K
50.4K $10.6M
XLE
Energy Sector Spdr

ETFs
19.6K
+ 322.01%
$88.04 - $98.08 $1.72M - $1.92M
25.7K $2.34M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.06K
+ 22.42%
$414.65 - $485.21 $441K - $516K
5.81K $2.78M
MPLX
Mplx LP

Energy
9.54K
+ 12.38%
$39.66 - $42.59 $379K - $406K
86.6K $3.69M
HESM
Hess Midstream LP

Energy
9.48K
+ 24.49%
$33.48 - $36.71 $317K - $348K
48.2K $1.76M
APD
Air Products & Chemicals, Inc.

Basic Materials
194
+ 1.05%
$227.76 - $285.31 $44.2K - $55.4K
18.6K $4.8M
WES
Western Midstream Partners, LP

Energy
1.79K
+ 2.87%
$34.05 - $39.73 $61.1K - $71.3K
64.3K $2.55M
NVDA
Nvidia Corp

Technology
6.52K
+ 997.55%
$118.11 - $1224.4 $771K - $7.99M
7.18K $886K
PAA
Plains All American Pipeline LP

Energy
6.2K
+ 1.1%
$16.55 - $18.88 $103K - $117K
568K $10.1M
AMZN
Amazon Com Inc

Consumer Cyclical
554
+ 4.74%
$173.67 - $197.85 $96.2K - $110K
12.2K $2.36M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.66K
+ 4.39%
$104.54 - $108.46 $278K - $288K
63.2K $6.77M
IYR
Ishares Tr

ETFs
4.63K
+ 4.2%
$81.6 - $89.23 $378K - $413K
115K $10.1M
GOOGL
Alphabet Inc.

Communication Services
585
+ 49.58%
$150.53 - $185.41 $88.1K - $108K
1.77K $321K
EPD
Enterprise Products Partners L.P.

Energy
5.66K
+ 4.72%
$27.74 - $29.88 $157K - $169K
126K $3.64M
BAC
Bank Of America Corp

Financial Services
2.79K
+ 89.5%
$34.68 - $40.02 $96.6K - $111K
5.9K $234K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
344
+ 12.12%
$396.73 - $420.24 $136K - $145K
3.18K $1.29M
PM
Philip Morris International Inc.

Consumer Defensive
19
+ 0.2%
$88.6 - $104.24 $1.68K - $1.98K
9.41K $953K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.84K
+ 15.17%
$35.73 - $39.2 $102K - $111K
21.6K $829K
TSLA
Tesla, Inc.

Consumer Cyclical
128
+ 4.7%
$142.05 - $197.88 $18.2K - $25.3K
2.85K $564K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.55K
+ 166.85%
$58.03 - $67.92 $89.9K - $105K
2.48K $143K
V
Visa Inc.

Financial Services
357
+ 41.75%
$262.47 - $281.5 $93.7K - $100K
1.21K $318K
KO
Coca Cola CO

Consumer Defensive
1.03K
+ 24.9%
$58.06 - $64.15 $59.9K - $66.2K
5.18K $329K
PFE
Pfizer Inc

Healthcare
2.32K
+ 15.89%
$25.26 - $29.6 $58.7K - $68.8K
17K $474K
COST
Costco Wholesale Corp

Consumer Defensive
49
+ 22.9%
$704.88 - $870.75 $34.5K - $42.7K
263 $223K
ADBE
Adobe Inc.

Technology
104
+ 70.27%
$439.02 - $555.54 $45.7K - $57.8K
252 $139K
MDT
Medtronic PLC

Healthcare
898
+ 63.87%
$78.71 - $87.02 $70.7K - $78.1K
2.3K $181K
ABBV
Abb Vie Inc.

Healthcare
412
+ 25.62%
$154.79 - $180.76 $63.8K - $74.5K
2.02K $346K
NFLX
Netflix Inc

Communication Services
57
+ 28.64%
$550.64 - $686.12 $31.4K - $39.1K
256 $172K
MO
Altria Group, Inc.

Consumer Defensive
60
+ 0.25%
$40.75 - $46.83 $2.45K - $2.81K
24.1K $1.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.93K
+ 3.78%
$55.45 - $57.39 $107K - $111K
53.1K $3.01M
DHR
Danaher Corp

Healthcare
178
+ 16.04%
$235.51 - $267.98 $41.9K - $47.7K
1.29K $321K
TMO
Thermo Fisher Scientific Inc.

Healthcare
85
+ 50.0%
$541.52 - $599.02 $46K - $50.9K
255 $141K
GILD
Gilead Sciences, Inc.

Healthcare
667
+ 47.07%
$63.15 - $72.88 $42.1K - $48.6K
2.08K $142K
CRM
Salesforce, Inc.

Technology
179
+ 77.49%
$218.01 - $304.74 $39K - $54.5K
410 $105K
QCOM
Qualcomm Inc

Technology
152
+ 155.1%
$157.63 - $227.09 $24K - $34.5K
250 $49K
VEA
Vanguard Ftse Developed Market

ETFs
665
+ 17.75%
$47.83 - $51.21 $31.8K - $34.1K
4.41K $218K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
360
+ 500.0%
$75.69 - $81.19 $27.2K - $29.2K
432 $33K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
134
+ 94.37%
$127.7 - $179.69 $17.1K - $24.1K
276 $47K
CRWD
Crowd Strike Holdings, Inc.

Technology
1
+ 0.25%
$282.64 - $390.43 $283 - $390
401 $153K
DIS
Walt Disney CO

Communication Services
546
+ 39.45%
$99.29 - $122.82 $54.2K - $67.1K
1.93K $191K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
267
+ 503.77%
$77.44 - $82.55 $20.7K - $22K
320 $26K
BMY
Bristol Myers Squibb CO

Healthcare
1.01K
+ 60.07%
$40.25 - $52.99 $40.8K - $53.7K
2.7K $112K
Activity Summary
Buys All Purchases 258 New Holdings 59 Increased Positions 199 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 1 Puts 1
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