Biltmore Family Office, LLC Incresed Positions in Q4 2024

Biltmore Family Office, LLC

  • $572 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
48.2K
+ 662.28%
$174.22 - $187.62 $8.39M - $9.04M
55.5K $9.72M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
11.8K
+ 574.87%
$98.47 - $109.35 $1.16M - $1.29M
13.8K $1.36M
AMZN
Amazon Com Inc

Consumer Cyclical
16
+ 0.08%
$180.88 - $232.93 $2.89K - $3.73K
21.1K $4.62M
XJR
Ishares Tresg Screened S&P Sma

ETFs
16.1K
+ 100.87%
$40.62 - $45.4 $653K - $730K
32K $1.32M
GOOG
Alphabet Inc.

Communication Services
661
+ 2.95%
$163.08 - $198.16 $108K - $131K
23.1K $4.4M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
9.15K
+ 7.52%
$42.89 - $48.05 $392K - $440K
131K $5.89M
V
Visa Inc.

Financial Services
282
+ 4.87%
$273.87 - $320.91 $77.2K - $90.5K
6.07K $1.92M
COST
Costco Wholesale Corp

Consumer Defensive
283
+ 28.1%
$873.59 - $994.69 $247K - $281K
1.29K $1.18M
CRWD
Crowd Strike Holdings, Inc.

Technology
50
+ 3.82%
$275.15 - $388.2 $13.8K - $19.4K
1.36K $464K
PGR
Progressive Corp

Financial Services
433
+ 41.16%
$239.6 - $268.88 $104K - $116K
1.49K $355K
TJX
Tjx Companies Inc

Consumer Cyclical
266
+ 13.9%
$112.15 - $127.2 $29.8K - $33.8K
2.18K $263K
ACN
Accenture PLC

Technology
87
+ 14.31%
$343.9 - $376.86 $29.9K - $32.8K
695 $244K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.5K
+ 300.0%
$17.93 - $18.8 $26.9K - $28.2K
2K $36K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
300
+ 38.31%
$96.64 - $101.23 $29K - $30.4K
1.08K $104K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
801
+ 593.33%
$28.6 - $29.27 $22.9K - $23.4K
936 $26K
SPGI
S&P Global Inc.

Financial Services
66
+ 8.96%
$480.36 - $529.17 $31.7K - $34.9K
803 $399K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
236
+ 1.69%
$442.29 - $483.08 $104K - $114K
14.2K $6.45M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.5K
+ 200.0%
$22.01 - $66.82 $99K - $301K
6.75K $153K
DD
Du Pont De Nemours, Inc.

Basic Materials
839
+ 17.55%
$75.95 - $88.05 $63.7K - $73.9K
5.62K $428K
GE
General Electric CO

Industrials
165
+ 13.61%
$159.95 - $194.23 $26.4K - $32K
1.38K $229K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.07K
+ 100.0%
$25.33 - $51.16 $103K - $208K
8.15K $210K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
300
+ 200.0%
$26.93 - $84.95 $8.08K - $25.5K
450 $12K
Valued Advisers Tr
106K
+ 58.96%
N/A
287K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14.7K
+ 200.0%
$27.54 - $83.04 $404K - $1.22M
22K $609K
Acres Commercial Realty Corp
6.5K
+ 41.69%
N/A
22.1K $0
Arqit Quantum Inc
2.62K
+ 57.18%
N/A
7.2K $0
CVX
Chevron Corp

Energy
11
+ 0.53%
$141.15 - $162.53 $1.55K - $1.79K
2.07K $300K
SCHV
Schwab Strategic Tr Us Large C

ETFs
18.4K
+ 200.0%
$25.79 - $80.4 $474K - $1.48M
27.5K $718K
COP
Conocophillips

Energy
26
+ 0.67%
$95.12 - $114.72 $2.47K - $2.98K
3.9K $386K
DHR
Danaher Corp

Healthcare
174
+ 10.08%
$226.16 - $274.52 $39.4K - $47.8K
1.9K $436K
NEE
Nextera Energy Inc

Utilities
605
+ 8.87%
$69.77 - $85.43 $42.2K - $51.7K
7.43K $532K
UNH
Unitedhealth Group Inc

Healthcare
11
+ 1.5%
$485.52 - $625.25 $5.34K - $6.88K
746 $377K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
307
+ 0.42%
$81.68 - $82.93 $25.1K - $25.5K
72.8K $5.97M
MUB
Ishares National Muni Bond ETF

ETFs
590
+ 0.97%
$105.78 - $108.7 $62.4K - $64.1K
61.6K $6.56M
MMM
3 M CO

Industrials
374
+ 2.5%
$124.74 - $137.12 $46.7K - $51.3K
15.4K $1.98M
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.11%
$385.02 - $431.37 $1.93K - $2.16K
4.57K $1.78M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
18.1K
+ 100.0%
$18.41 - $40.87 $333K - $740K
36.2K $669K
DOW
Dow Inc.

Basic Materials
539
+ 6.87%
$39.1 - $55.34 $21.1K - $29.8K
8.38K $336K
SO
Southern CO

Utilities
75
+ 0.24%
$81.5 - $94.15 $6.11K - $7.06K
30.8K $2.53M
XOM
Exxon Mobil Corp

Energy
14
+ 0.05%
$105.51 - $125.37 $1.48K - $1.76K
25.7K $2.76M
JNJ
Johnson & Johnson

Healthcare
10
+ 0.06%
$143.34 - $165.86 $1.43K - $1.66K
17.2K $2.49M
MRK
Merck & Co., Inc.

Healthcare
217
+ 0.39%
$96.31 - $114.76 $20.9K - $24.9K
55.5K $5.52M
Activity Summary
Buys All Purchases 59 New Holdings 16 Increased Positions 43 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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