Family Office Research LLC New Holdings in Q4 2024

Family Office Research LLC

  • $228 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MAR
Marriott International Inc

Consumer Cyclical
216K
New
$246.06 - $292.59 $53.2M - $63.3M
216K $60.3B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
431K
New
N/A
431K $21.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
36.8K
New
$521.84 - $558.82 $19.2M - $20.6M
36.8K $19.8B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
203K
New
$65.31 - $74.15 $13.3M - $15.1M
203K $13.7B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
145K
New
N/A
145K $13.4B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
350K
New
$33.92 - $36.6 $11.9M - $12.8M
350K $12.1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
20K
New
$481.22 - $538.17 $9.61M - $10.7M
20K $10.2B
AVUS
American Centy ETF Tr Avantis

ETFs
81.7K
New
$94.36 - $102.06 $7.71M - $8.34M
81.7K $7.92B
DAL
Delta Air Lines, Inc.

Industrials
109K
New
$47.46 - $65.77 $5.19M - $7.19M
109K $6.62B
DFIC
Dimensional ETF Tr Dimensional

ETFs
171K
New
$25.61 - $28.0 $4.37M - $4.78M
171K $4.41B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
129K
New
$26.16 - $28.82 $3.36M - $3.7M
129K $3.37B
AVSC
American Centy ETF Tr Avantis
56.8K
New
$52.7 - $59.57 $3M - $3.39M
56.8K $3.09B
SMOT
Vaneck ETF Tr Morningstar Smid
85K
New
N/A
85K $2.93B
AVDE
American Centy ETF Tr Avantis

ETFs
47.3K
New
$60.9 - $66.69 $2.88M - $3.15M
47.3K $2.9B
AAPL
Apple Inc.

Technology
11.1K
New
$221.69 - $259.02 $2.46M - $2.87M
11.1K $2.77B
RTX
Raytheon Technologies Corp

Industrials
20.4K
New
$114.45 - $127.21 $2.33M - $2.59M
20.4K $2.35B
AVEM
American Centy ETF Tr Avantis

ETFs
38K
New
$58.59 - $66.14 $2.23M - $2.52M
38K $2.24B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
43.3K
New
$50.62 - $50.97 $2.19M - $2.21M
43.3K $2.2B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19K
New
$113.92 - $127.38 $2.16M - $2.42M
19K $2.19B
CDNA
Care Dx, Inc.

Healthcare
89.9K
New
$20.4 - $32.2 $1.83M - $2.9M
89.9K $1.93B
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
19K
New
$72.67 - $99.25 $1.38M - $1.88M
19K $1.7B
IVV
Ishares Core S&P 500 ETF

ETFs
2.67K
New
$570.51 - $610.59 $1.52M - $1.63M
2.67K $1.57B
SNSR
Global X Fds Internet Of Thing

ETFs
42.3K
New
$34.03 - $36.88 $1.44M - $1.56M
42.3K $1.47B
AMZN
Amazon Com Inc

Consumer Cyclical
6.26K
New
$180.88 - $232.93 $1.13M - $1.46M
6.26K $1.37B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.06K
New
$567.81 - $607.81 $1.17M - $1.25M
2.06K $1.21B
XT
Ishares Tr Exponential Technol

ETFs
17.8K
New
$58.7 - $62.72 $1.05M - $1.12M
17.8K $1.06B
RWO
Spdr Dow Jones Global Real Est

ETFs
20.3K
New
$42.41 - $47.31 $861K - $961K
20.3K $871M
ICF
Ishares Tr

ETFs
14.1K
New
$58.8 - $66.61 $829K - $939K
14.1K $849M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.69K
New
$442.29 - $483.08 $748K - $817K
1.69K $767M
IT
Gartner Inc

Technology
1.47K
New
$481.22 - $551.8 $706K - $809K
1.47K $711M
MSFT
Microsoft Corp

Technology
1.6K
New
$406.35 - $454.46 $651K - $728K
1.6K $675M
DFAU
Dimensional ETF Tr

ETFs
16.4K
New
$39.27 - $42.38 $642K - $693K
16.4K $662M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.55K
New
$75.1 - $82.99 $642K - $710K
8.55K $647M
MGC
Vanguard Mega Cap ETF

ETFs
3.03K
New
$204.21 - $220.18 $619K - $668K
3.03K $645M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
8.42K
New
$72.62 - $77.83 $611K - $655K
8.42K $623M
BOTZ
Global X Fds

ETFs
19.4K
New
$31.11 - $34.18 $603K - $663K
19.4K $620M
IGM
Ishares Expanded Tech Sector E

ETFs
6.04K
New
$94.19 - $106.95 $569K - $646K
6.04K $616M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.97K
New
$94.43 - $105.47 $563K - $629K
5.97K $606M
VNLA
Janus Henderson Short Duration

ETFs
11.6K
New
$48.82 - $49.11 $565K - $568K
11.6K $566M
HST
Host Hotels & Resorts, Inc.

Real Estate
32.1K
New
$17.24 - $19.07 $553K - $612K
32.1K $562M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
13K
New
$40.97 - $42.66 $534K - $556K
13K $540M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
10.5K
New
$50.67 - $50.9 $534K - $536K
10.5K $534M
VTI
Vanguard Total Stock Market Et

ETFs
1.83K
New
$280.04 - $302.45 $511K - $552K
1.83K $529M
META
Meta Platforms, Inc.

Communication Services
850
New
$554.08 - $632.68 $471K - $538K
850 $498M
Nuveen Churchill Direct Lend
28.5K
New
N/A
28.5K $477M
NVR
Nvr Inc

Consumer Cyclical
55
New
$8101.21 - $9940.51 $446K - $547K
55 $450M
NVDA
Nvidia Corp

Technology
2.96K
New
$117.0 - $148.88 $346K - $440K
2.96K $397M
IRBO
Ishares Robotics & Artificial

ETFs
10.5K
New
N/A
10.5K $389M
IVE
Ishares S&P 500 Value ETF

ETFs
1.88K
New
$189.5 - $206.17 $356K - $388K
1.88K $359M
Activity Summary
Buys All Purchases 75 New Holdings 75 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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