Biltmore Family Office, LLC Purchases in Q3 2024

Biltmore Family Office, LLC

  • $566 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
4.91K
+ 0.68%
$44.06 - $50.5 $217K - $248K
728K $36.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.03K
+ 17.9%
$517.38 - $573.86 $1.57M - $1.74M
19.9K $11.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.28K
New
$162.83 - $179.16 $1.18M - $1.3M
7.28K $1.3M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
15.1K
New
$65.06 - $71.72 $981K - $1.08M
15.1K $1.07M
AON
Aon PLC

Financial Services
72
+ 0.41%
$293.16 - $351.06 $21.1K - $25.3K
17.6K $6.07M
ABBV
Abb Vie Inc.

Healthcare
559
+ 1.77%
$163.84 - $199.33 $91.6K - $111K
32.2K $6.35M
MUB
Ishares National Muni Bond ETF

ETFs
7.46K
+ 13.93%
$106.13 - $108.7 $792K - $811K
61K $6.63M
EFX
Equifax Inc

Industrials
5
+ 0.03%
$236.42 - $307.13 $1.18K - $1.54K
17.9K $5.27M
VV
Vanguard Large Cap ETF

ETFs
455
+ 0.8%
$236.92 - $263.4 $108K - $120K
57.6K $15.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
380
+ 2.79%
$405.19 - $478.57 $154K - $182K
14K $6.44M
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.18K
New
$73.43 - $80.37 $674K - $738K
9.18K $737K
ADP
Automatic Data Processing Inc

Industrials
15
+ 0.11%
$233.44 - $279.45 $3.5K - $4.19K
13.6K $3.75M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.13K
+ 510.74%
$75.47 - $83.18 $463K - $510K
7.34K $609K
IJK
Ishares S&P Midcap 400 Growth

ETFs
5.58K
New
$84.81 - $93.54 $473K - $522K
5.58K $512K
PNC
Pnc Financial Services Group, Inc.

Financial Services
40
+ 0.25%
$156.14 - $187.2 $6.25K - $7.49K
16.2K $3M
XLK
Technology Sector Spdr

ETFs
2.12K
+ 41.87%
$197.34 - $237.68 $419K - $505K
7.19K $1.62M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
545
+ 7.92%
$475.2 - $527.7 $259K - $288K
7.43K $3.92M
PG
Procter & Gamble CO

Consumer Defensive
1.56K
+ 6.74%
$160.76 - $177.82 $251K - $278K
24.7K $4.28M
WMT
Walmart Inc.

Consumer Defensive
2.79K
+ 16.61%
$66.91 - $81.4 $186K - $227K
19.6K $1.58M
ROBO
Robo Global Robotics And Autom

ETFs
417
+ 0.2%
$50.56 - $58.65 $21.1K - $24.5K
210K $12M
JNJ
Johnson & Johnson

Healthcare
1.03K
+ 6.4%
$145.48 - $167.38 $150K - $173K
17.2K $2.78M
VTI
Vanguard Total Stock Market Et

ETFs
722
+ 5.72%
$255.18 - $283.2 $184K - $204K
13.3K $3.78M
SO
Southern CO

Utilities
45
+ 0.15%
$77.0 - $90.52 $3.47K - $4.07K
30.7K $2.77M
CAT
Caterpillar Inc

Industrials
87
+ 1.44%
$316.8 - $391.12 $27.6K - $34K
6.12K $2.39M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.96K
+ 98.93%
$79.92 - $88.19 $316K - $349K
7.96K $701K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.15K
+ 4.54%
$81.31 - $83.29 $256K - $262K
72.5K $6.03M
NVDA
Nvidia Corp

Technology
3.32K
+ 11.38%
$98.91 - $134.91 $328K - $448K
32.5K $3.95M
TPL
Texas Pacific Land Corp

Energy
381
New
$724.86 - $952.13 $276K - $363K
381 $336K
IWM
Ishares Russell 2000 ETF

ETFs
1.21K
+ 56.44%
$200.87 - $224.6 $242K - $271K
3.34K $737K
IBM
International Business Machines Corp

Technology
20
+ 0.32%
$175.1 - $223.38 $3.5K - $4.47K
6.2K $1.37M
EPP
Ishares Inc

ETFs
6.2K
New
$41.3 - $48.84 $256K - $303K
6.2K $302K
AVGO
Broadcom Inc.

Technology
8.29K
+ 1050.44%
$136.27 - $1745.86 $1.13M - $14.5M
9.08K $1.57M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
2.71K
+ 2.28%
$38.33 - $44.95 $104K - $122K
122K $5.33M
KO
Coca Cola CO

Consumer Defensive
1.9K
+ 10.2%
$62.69 - $73.01 $119K - $138K
20.5K $1.47M
MCD
Mcdonalds Corp

Consumer Cyclical
478
+ 17.57%
$245.82 - $304.51 $118K - $146K
3.2K $974K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.04%
$333.64 - $405.2 $667 - $810
4.56K $1.85M
PH
Parker Hannifin Corp

Industrials
10
+ 0.47%
$501.01 - $635.92 $5.01K - $6.36K
2.16K $1.36M
CSCO
Cisco Systems, Inc.

Technology
1.63K
+ 5.08%
$44.74 - $53.22 $72.7K - $86.5K
33.6K $1.79M
AMZN
Amazon Com Inc

Consumer Cyclical
2.12K
+ 11.22%
$161.02 - $200.0 $342K - $425K
21.1K $3.92M
META
Meta Platforms, Inc.

Communication Services
104
+ 3.53%
$453.41 - $572.44 $47.2K - $59.5K
3.05K $1.75M
AFRM
Affirm Holdings, Inc.

Technology
6.21K
New
$24.12 - $44.98 $150K - $279K
6.21K $253K
JPM
Jpmorgan Chase & CO

Financial Services
650
+ 4.79%
$194.9 - $224.8 $127K - $146K
14.2K $3M
BX
Blackstone Inc.

Financial Services
1.52K
New
$120.77 - $159.66 $183K - $242K
1.52K $232K
AZN
Astrazeneca PLC

Healthcare
2.96K
New
$76.67 - $87.62 $227K - $259K
2.96K $230K
GE
General Electric CO

Industrials
1.21K
New
$156.66 - $189.66 $190K - $230K
1.21K $228K
SSB
South State Corp

Financial Services
2.34K
New
$75.47 - $101.63 $176K - $237K
2.34K $227K
BUG
Global X Fds Cybersecurity ETF

ETFs
252
+ 0.16%
$27.33 - $31.1 $6.89K - $7.84K
159K $4.93M
TJX
Tjx Companies Inc

Consumer Cyclical
1.91K
New
$107.93 - $120.23 $206K - $230K
1.91K $224K
ALL
Allstate Corp

Financial Services
133
+ 2.02%
$158.43 - $192.86 $21.1K - $25.7K
6.71K $1.27M
Activity Summary
Buys All Purchases 141 New Holdings 29 Increased Positions 112 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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