Family Firm, Inc. Reduced Holdings in Q4 2024

Family Firm, Inc.

  • $578 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWV
Ishares Russell 3000 ETF

ETFs
-702K
- 78.1%
$323.08 - $349.08 $227M - $245M
197K $65.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-172K
- 87.57%
$570.51 - $610.59 $98M - $105M
24.4K $14.4M
VEA
Vanguard Ftse Developed Market

ETFs
-68.5K
- 8.88%
$47.57 - $52.44 $3.26M - $3.59M
702K $33.6M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-250K
- 37.56%
$25.35 - $25.53 $6.34M - $6.38M
416K $10.6M
IBB
Ishares Biotechnology ETF

ETFs
-28.3K
- 69.61%
$131.21 - $148.85 $3.72M - $4.21M
12.4K $1.63M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-8.08K
- 1.3%
$71.75 - $75.11 $580K - $607K
615K $44.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-400
- 0.59%
$114.08 - $125.68 $45.6K - $50.3K
67.7K $7.75M
IGE
Ishares Tr North Amern Nat Res

ETFs
-2.64K
- 0.53%
$41.52 - $48.01 $110K - $127K
493K $21.1M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-713
- 0.87%
$56.27 - $69.89 $40.1K - $49.8K
81.4K $4.62M
BHK
Blackrock Core Bond Trust

Financial Services
-4.55K
- 2.05%
$10.39 - $12.03 $47.3K - $54.8K
218K $2.28M
PBW
Invesco Exchange Traded Fd Tr

ETFs
-15.2K
- 19.47%
$19.01 - $21.64 $289K - $328K
62.8K $1.26M
VBR
Vanguard Small Cap Value ETF

ETFs
-921
- 11.07%
$197.36 - $217.3 $182K - $200K
7.4K $1.47M
XLE
Energy Sector Spdr

ETFs
-321
- 0.44%
$83.32 - $97.27 $26.7K - $31.2K
73.3K $6.28M
LLY
Eli Lilly & CO

Healthcare
-58
- 5.16%
$727.2 - $932.06 $42.2K - $54.1K
1.07K $822K
QCOM
Qualcomm Inc

Technology
-611
- 13.08%
$150.4 - $178.04 $91.9K - $109K
4.06K $623K
BOND
Pimco Active Bond Exchange Tra

ETFs
-547
- 2.08%
$90.42 - $94.5 $49.5K - $51.7K
25.7K $2.33M
PHM
Pultegroup Inc

Consumer Cyclical
-134
- 3.21%
$108.86 - $149.04 $14.6K - $20K
4.03K $439K
XOM
Exxon Mobil Corp

Energy
-438
- 3.81%
$105.51 - $125.37 $46.2K - $54.9K
11.1K $1.19M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-59
- 0.38%
$32.56 - $42.89 $1.92K - $2.53K
15.3K $506K
IDU
Ishares Tr U S Utils ETF

ETFs
-174
- 0.76%
$94.65 - $105.73 $16.5K - $18.4K
22.8K $2.19M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-2.59K
- 2.05%
$15.43 - $16.42 $40K - $42.6K
124K $1.93M
JXI
Ishares Tr Global Utils ETF

ETFs
-974
- 9.34%
$63.23 - $71.27 $61.6K - $69.4K
9.46K $606K
MPC
Marathon Petroleum Corp

Energy
-563
- 27.91%
$131.65 - $174.84 $74.1K - $98.4K
1.45K $202K
AMAT
Applied Materials Inc

Technology
-141
- 6.48%
$161.44 - $213.89 $22.8K - $30.2K
2.03K $330K
ELV
Elevance Health, Inc.

Healthcare
-19
- 2.95%
$365.96 - $514.62 $6.95K - $9.78K
625 $230K
MRK
Merck & Co., Inc.

Healthcare
-58
- 0.86%
$96.31 - $114.76 $5.59K - $6.66K
6.7K $666K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.12K
- 25.12%
$180.88 - $232.93 $202K - $260K
3.33K $729K
PEP
Pepsico Inc

Consumer Defensive
-1
- 0.02%
$151.29 - $176.1 $151 - $176
4.27K $649K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-617
- 3.76%
$90.66 - $99.46 $55.9K - $61.4K
15.8K $1.43M
VEGI
Ishares Inc Msci Global Agricu

ETFs
-668
- 5.88%
$35.26 - $38.83 $23.6K - $25.9K
10.7K $378K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-1
- 0.05%
$176.4 - $231.84 $176 - $232
2.09K $369K
IWM
Ishares Russell 2000 ETF

ETFs
-199
- 2.54%
$216.13 - $242.4 $43K - $48.2K
7.65K $1.69M
WTW
Willis Towers Watson PLC

Financial Services
-228
- 13.38%
$287.99 - $332.53 $65.7K - $75.8K
1.48K $460K
VB
Vanguard Small Cap ETF

ETFs
-227
- 4.35%
$233.76 - $261.58 $53.1K - $59.4K
4.99K $1.2M
VT
Vanguard Total World Stk Index

ETFs
-183
- 3.09%
$117.09 - $123.07 $21.4K - $22.5K
5.73K $673K
GE
General Electric CO

Industrials
-6
- 0.39%
$159.95 - $194.23 $960 - $1.17K
1.52K $253K
RTX
Raytheon Technologies Corp

Industrials
-101
- 2.86%
$114.45 - $127.21 $11.6K - $12.8K
3.43K $397K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-3.25K
- 2.73%
$5.64 - $5.93 $18.3K - $19.3K
116K $660K
IYJ
Ishares Tr

ETFs
-221
- 10.75%
$132.97 - $143.93 $29.4K - $31.8K
1.84K $245K
IXP
Ishares Global Comm Services E

ETFs
-457
- 7.38%
$92.71 - $102.47 $42.4K - $46.8K
5.73K $554K
IXG
Ishares Global Fin'L ETF

ETFs
-336
- 6.02%
$93.25 - $101.72 $31.3K - $34.2K
5.25K $503K
PG
Procter & Gamble CO

Consumer Defensive
-27
- 1.05%
$161.05 - $179.7 $4.35K - $4.85K
2.55K $427K
ABT
Abbott Laboratories

Healthcare
-120
- 3.25%
$111.93 - $119.39 $13.4K - $14.3K
3.58K $404K
MLM
Martin Marietta Materials Inc

Basic Materials
-1
- 0.15%
$516.5 - $619.58 $517 - $620
670 $346K
WMT
Walmart Inc.

Consumer Defensive
-504
- 13.56%
$79.1 - $95.7 $39.9K - $48.2K
3.21K $290K
XLK
Technology Sector Spdr

ETFs
-63
- 3.56%
$220.26 - $241.44 $13.9K - $15.2K
1.71K $396K
Abrdn Asia Pacific Income Fund Com New
-411
- 0.32%
N/A
126K $0
ETN
Eaton Corp PLC

Industrials
-1
- 0.09%
$326.96 - $377.52 $327 - $378
1.07K $356K
SPY
Spdr S&P 500 ETF Trust

ETFs
-16
- 1.8%
$567.81 - $607.81 $9.08K - $9.72K
875 $512K
Activity Summary
Buys All Purchases 129 New Holdings 10 Increased Positions 119 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Family Firm, Inc. Portfolio

Follow Family Firm, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Firm, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Family Firm, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email