Independent Family Office, LLC Sells in Q2 2024

Independent Family Office, LLC

  • $175 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-6.52K
- 13.4%
$495.16 - $548.49 $3.23M - $3.58M
42.2K $22.9M
GLD
Spdr Gold Trust

ETFs
-9.28K
- 27.01%
$207.82 - $224.56 $1.93M - $2.08M
25.1K $5.39M
IWM
Ishares Russell 2000 ETF

ETFs
-5.99K
- 14.34%
$192.84 - $209.44 $1.15M - $1.25M
35.8K $7.26M
SHW
Sherwin Williams CO

Basic Materials
-1.73K
- 24.08%
$291.95 - $338.16 $505K - $585K
5.45K $1.63M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.65K
- 3.21%
$169.4 - $179.05 $449K - $474K
79.9K $13.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
-7K
- 25.6%
$105.01 - $107.23 $735K - $751K
20.3K $2.17M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 33.33%
$598160.0 - $634030.0 $598K - $634K
2 $1.22M
MSFT
Microsoft Corp

Technology
-1.76K
- 39.6%
$389.33 - $452.85 $687K - $799K
2.69K $1.2M
IEO
Ishares Tr

ETFs
-5.06K
- 29.17%
$96.41 - $111.94 $488K - $566K
12.3K $1.22M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.11K
- 14.45%
$396.73 - $420.24 $442K - $468K
6.59K $2.68M
TECK
Teck Resources LTD

Basic Materials
-5.65K
- 50.67%
$45.44 - $54.77 $257K - $309K
5.5K $263K
EWC
Ishares Msci Canada ETF

ETFs
-5.54K
- 47.2%
$36.48 - $38.62 $202K - $214K
6.2K $229K
JNJ
Johnson & Johnson

Healthcare
-822
- 19.94%
$144.38 - $157.78 $119K - $130K
3.3K $482K
JPM
Jpmorgan Chase & CO

Financial Services
-822
- 24.02%
$180.08 - $204.79 $148K - $168K
2.6K $525K
META
Meta Platforms, Inc.

Communication Services
-305
- 33.7%
$430.17 - $527.34 $131K - $161K
600 $302K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.76K
- 13.43%
$75.81 - $76.76 $133K - $135K
11.3K $870K
UNH
Unitedhealth Group Inc

Healthcare
-266
- 34.73%
$439.2 - $524.63 $117K - $140K
500 $254K
GOOG
Alphabet Inc.

Communication Services
-1.82K
- 25.49%
$151.94 - $186.86 $277K - $340K
5.32K $975K
PEP
Pepsico Inc

Consumer Defensive
-492
- 27.46%
$163.33 - $183.11 $80.4K - $90.1K
1.3K $214K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-589
- 4.8%
$104.54 - $108.46 $61.6K - $63.9K
11.7K $1.25M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.33K
- 16.22%
$30.65 - $32.13 $71.4K - $74.8K
12K $379K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-2K
- 16.21%
$33.55 - $35.71 $66.9K - $71.2K
10.3K $347K
AAPL
Apple Inc.

Technology
-1.5K
- 22.99%
$165.0 - $216.67 $248K - $325K
5.03K $1.06M
COST
Costco Wholesale Corp

Consumer Defensive
-126
- 20.13%
$704.88 - $870.75 $88.8K - $110K
500 $424K
BAC
Bank Of America Corp

Financial Services
-404
- 5.6%
$34.68 - $40.02 $14K - $16.2K
6.82K $271K
WOOD
Ishares Global Timber & Forest
-3.62K
- 32.0%
N/A
7.7K $0
EEM
Ishares Msci Emerging Markets

ETFs
-595
- 2.26%
$39.71 - $43.79 $23.6K - $26.1K
25.8K $1.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-153
- 5.91%
$414.65 - $485.21 $63.4K - $74.2K
2.44K $1.17M
WMT
Walmart Inc.

Consumer Defensive
-600
- 7.87%
$58.85 - $68.9 $35.3K - $41.3K
7.02K $475K
NEM
Newmont Corp

Basic Materials
-100
- 1.76%
$36.43 - $44.44 $3.64K - $4.44K
5.59K $234K
GOOGL
Alphabet Inc.

Communication Services
-89
- 3.46%
$150.53 - $185.41 $13.4K - $16.5K
2.48K $452K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.96K
- 14.11%
$127.7 - $179.69 $378K - $532K
18K $3.13M
IAU
Ishares Gold Trust

ETFs
-2.09K
- 0.51%
$42.46 - $45.89 $88.6K - $95.8K
409K $18M
Activity Summary
Buys All Purchases 10 New Holdings 2 Increased Positions 8 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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