Biltmore Family Office, LLC Purchases in Q2 2024

Biltmore Family Office, LLC

  • $528 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
17K
+ 2.41%
$42.46 - $45.89 $722K - $780K
723K $31.8M
MSFT
Microsoft Corp

Technology
2.82K
+ 9.55%
$389.33 - $452.85 $1.1M - $1.28M
32.4K $14.5M
NVDA
Nvidia Corp

Technology
26.4K
+ 945.18%
$118.11 - $1224.4 $3.12M - $32.3M
29.2K $3.6M
VV
Vanguard Large Cap ETF

ETFs
1.51K
+ 2.72%
$227.27 - $251.65 $344K - $381K
57.2K $14.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.73K
+ 29.85%
$316.15 - $367.33 $546K - $634K
7.51K $2.74M
SPY
Spdr S&P 500 ETF Trust

ETFs
571
+ 3.5%
$495.16 - $548.49 $283K - $313K
16.9K $9.2M
QCOM
Qualcomm Inc

Technology
89
+ 0.59%
$157.63 - $227.09 $14K - $20.2K
15.3K $3.04M
LLY
Eli Lilly & CO

Healthcare
81
+ 2.77%
$724.87 - $909.04 $58.7K - $73.6K
3.01K $2.72M
JPM
Jpmorgan Chase & CO

Financial Services
2.03K
+ 17.59%
$180.08 - $204.79 $366K - $416K
13.6K $2.75M
MUB
Ishares National Muni Bond ETF

ETFs
4.26K
+ 8.63%
$105.37 - $107.16 $448K - $456K
53.6K $5.71M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.15K
+ 593.92%
$169.4 - $179.05 $364K - $385K
2.51K $438K
UNH
Unitedhealth Group Inc

Healthcare
557
New
$439.2 - $524.63 $245K - $292K
557 $283K
ORCL
Oracle Corp

Technology
197
+ 1.23%
$113.75 - $144.64 $22.4K - $28.5K
16.2K $2.28M
AMZN
Amazon Com Inc

Consumer Cyclical
126
+ 0.67%
$173.67 - $197.85 $21.9K - $24.9K
18.9K $3.66M
IVV
Ishares Core S&P 500 ETF

ETFs
268
+ 5.35%
$497.53 - $549.64 $133K - $147K
5.28K $2.89M
AMGN
Amgen Inc

Healthcare
600
+ 26.19%
$262.75 - $319.31 $158K - $192K
2.89K $903K
BLK
Black Rock Inc.

Financial Services
343
+ 80.71%
$747.3 - $826.77 $256K - $284K
768 $604K
OLED
Universal Display Corp Pa

Technology
1.17K
New
$149.81 - $210.25 $175K - $245K
1.17K $244K
APD
Air Products & Chemicals, Inc.

Basic Materials
863
New
$227.76 - $285.31 $197K - $246K
863 $222K
PGR
Progressive Corp

Financial Services
1.03K
New
$202.26 - $215.9 $208K - $222K
1.03K $213K
AEP
American Electric Power CO Inc

Utilities
2.44K
New
$79.51 - $92.67 $194K - $226K
2.44K $213K
COST
Costco Wholesale Corp

Consumer Defensive
138
+ 17.38%
$704.88 - $870.75 $97.3K - $120K
932 $792K
SCHW
Schwab Charles Corp

Financial Services
2.75K
New
$70.03 - $78.9 $192K - $217K
2.75K $202K
MCD
Mcdonalds Corp

Consumer Cyclical
939
+ 52.69%
$249.37 - $280.22 $234K - $263K
2.72K $693K
VB
Vanguard Small Cap ETF

ETFs
1.01K
+ 30.42%
$210.76 - $226.94 $213K - $229K
4.33K $943K
KO
Coca Cola CO

Consumer Defensive
2.24K
+ 13.71%
$58.06 - $64.15 $130K - $144K
18.6K $1.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
61
+ 0.89%
$455.1 - $504.28 $27.8K - $30.8K
6.89K $3.44M
BUG
Global X Fds Cybersecurity ETF

ETFs
5.86K
+ 3.83%
$27.36 - $29.79 $160K - $175K
159K $4.7M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
10.6K
+ 9.8%
$40.82 - $44.8 $433K - $476K
119K $5.04M
WMT
Walmart Inc.

Consumer Defensive
45
+ 0.27%
$58.85 - $68.9 $2.65K - $3.1K
16.8K $1.14M
PG
Procter & Gamble CO

Consumer Defensive
350
+ 1.53%
$155.33 - $168.56 $54.4K - $59K
23.2K $3.82M
JNJ
Johnson & Johnson

Healthcare
1.89K
+ 13.29%
$144.38 - $157.78 $273K - $299K
16.1K $2.36M
ADP
Automatic Data Processing Inc

Industrials
1.02K
+ 8.14%
$237.3 - $254.02 $242K - $259K
13.6K $3.23M
NFLX
Netflix Inc

Communication Services
90
+ 14.22%
$550.64 - $686.12 $49.6K - $61.8K
723 $487K
NEE
Nextera Energy Inc

Utilities
976
+ 20.86%
$61.7 - $80.02 $60.2K - $78.1K
5.66K $400K
IEFA
Ishares Tr

ETFs
1.97K
+ 7.07%
$70.77 - $76.19 $139K - $150K
29.8K $2.17M
BAC
Bank Of America Corp

Financial Services
423
+ 1.06%
$34.68 - $40.02 $14.7K - $16.9K
40.4K $1.61M
TSLA
Tesla, Inc.

Consumer Cyclical
160
+ 7.03%
$142.05 - $197.88 $22.7K - $31.7K
2.44K $482K
META
Meta Platforms, Inc.

Communication Services
52
+ 1.8%
$430.17 - $527.34 $22.4K - $27.4K
2.95K $1.48M
DVY
Ishares Tr

ETFs
643
+ 31.77%
$115.73 - $125.75 $74.4K - $80.9K
2.67K $322K
GS
Goldman Sachs Group Inc

Financial Services
23
+ 1.43%
$389.49 - $470.41 $8.96K - $10.8K
1.63K $737K
LMT
Lockheed Martin Corp

Industrials
107
+ 12.71%
$447.57 - $471.51 $47.9K - $50.5K
949 $443K
BND
Vanguard Bd Index Fd Inc Total

ETFs
825
+ 119.57%
$70.55 - $72.66 $58.2K - $59.9K
1.52K $109K
INTU
Intuit Inc

Technology
39
+ 0.86%
$562.97 - $670.27 $22K - $26.1K
4.58K $3.01M
DHR
Danaher Corp

Healthcare
210
+ 13.12%
$235.51 - $267.98 $49.5K - $56.3K
1.81K $452K
WFC
Wells Fargo & Company

Financial Services
682
+ 7.84%
$56.41 - $62.34 $38.5K - $42.5K
9.39K $557K
ADBE
Adobe Inc.

Technology
18
+ 2.17%
$439.02 - $555.54 $7.9K - $10K
847 $470K
ADI
Analog Devices Inc

Technology
8
+ 0.49%
$183.36 - $240.16 $1.47K - $1.92K
1.64K $374K
WM
Waste Management Inc

Industrials
231
+ 17.51%
$200.55 - $213.34 $46.3K - $49.3K
1.55K $330K
Activity Summary
Buys All Purchases 95 New Holdings 19 Increased Positions 76 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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