Colony Family Offices, LLC Portfolio Holdings
Colony Family Offices, LLC
- $287 Million
- Q1 2025
Colony Family Offices, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $287 Million distributed in 70 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $58.1M, Ishares Tr with a value of $43.6M, Ishares Core S&P Sm Cap ETF with a value of $31.8M, Vanguard Ftse Emerging Mkts Et with a value of $20.3M, and Flexshares Tr Morningstar Glob with a value of $17.4M.
Examining the 13F form we can see an decrease of $6.94M in the current position value, from $294M to 287M.
Below you can find more details about Colony Family Offices, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$287 Million
ETFs: $281 Million
Technology: $2.99 Million
Consumer Cyclical: $1.76 Million
Financial Services: $1.15 Million
Consumer Defensive: $373,000
Healthcare: $24,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|