Allie Family Office LLC Portfolio Holdings
Allie Family Office LLC
- $186 Million
- Q3 2024
Allie Family Office LLC has filed its 13F form on January 03, 2025 for Q3 2024 where it was disclosed a total value porftolio of $186 Million distributed in 93 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 $47.5M, Ishares Tr Msci Eafe ETF with a value of $19.7M, Ishares Tr with a value of $9.56M, Ishares Msci Emerging Markets with a value of $7.27M, and Spdr Euro Stoxx 50 ETF with a value of $6.81M.
Examining the 13F form we can see an increase of $17.3M in the current position value, from $168M to 186M.
Below you can find more details about Allie Family Office LLC portfolio as well as his latest detailed transactions.
Portfolio value
$186 Million
ETFs: $171 Million
Financial Services: $6.66 Million
Technology: $3.37 Million
Real Estate: $2.78 Million
Communication Services: $794,000
Energy: $453,000
Consumer Defensive: $449,000
N/A: $331,000
Other: $0