Independent Family Office, LLC Closed Holding Positions

Independent Family Office, LLC

  • $175 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SHEL
Shell PLC

Energy
Q2 2022 Filed on Aug 01, 2022
5,060
$24.75 - $30.77 $125K - $156K
TRTN
Triton International LTD

Industrials
Q2 2022 Filed on Aug 01, 2022
4,505
$49.45 - $70.5 $223K - $318K
MOH
Molina Healthcare, Inc.

Healthcare
Q2 2022 Filed on Aug 01, 2022
3,223
$251.75 - $347.53 $811K - $1.12M
PFE
Pfizer Inc

Healthcare
Q1 2022 Filed on May 16, 2022
3,993
$45.75 - $56.69 $183K - $226K
Kirkland Lake Gold LTD
Q1 2022 Filed on May 16, 2022
17,000
N/A
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2022 Filed on May 16, 2022
2,588
$66.84 - $79.66 $173K - $206K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
1,000
$178.7 - $226.45 $179K - $226K
EWA
Ishares Msci Australia ETF

ETFs
Q1 2022 Filed on May 16, 2022
8,134
$22.47 - $26.7 $183K - $217K
XOM
Exxon Mobil Corp

Energy
Q3 2021 Filed on Nov 04, 2021
4,616
$52.73 - $63.26 $243K - $292K
GM
General Motors CO

Consumer Cyclical
Q3 2021 Filed on Nov 04, 2021
5,000
$48.18 - $59.11 $241K - $296K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q3 2021 Filed on Nov 04, 2021
3,716
$76.44 - $82.59 $284K - $307K
ARLP
Alliance Resource Partners LP

Energy
Q3 2021 Filed on Nov 04, 2021
10,000
$6.83 - $10.87 $68.3K - $109K
MNST
Monster Beverage Corp

Consumer Defensive
Q2 2021 Filed on Aug 12, 2021
2,400
$89.47 - $98.68 $215K - $237K
SBUX
Starbucks Corp

Consumer Cyclical
Q2 2021 Filed on Aug 12, 2021
3,380
$109.38 - $118.34 $370K - $400K
TSCO
Tractor Supply CO

Consumer Cyclical
Q2 2021 Filed on Aug 12, 2021
2,849
$171.28 - $195.7 $488K - $558K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2021 Filed on Aug 12, 2021
6,025
$239.91 - $293.65 $1.45M - $1.77M
MA
Mastercard Inc

Financial Services
Q2 2021 Filed on Aug 12, 2021
1,610
$356.62 - $395.65 $574K - $637K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q2 2021 Filed on Aug 12, 2021
2,766
$118.74 - $127.47 $328K - $353K
Ishares Gold Trust
Q2 2021 Filed on Aug 12, 2021
744,179
N/A
DIS
Walt Disney CO

Communication Services
Q2 2021 Filed on Aug 12, 2021
2,570
$169.27 - $189.73 $435K - $488K
ECL
Ecolab Inc.

Basic Materials
Q2 2021 Filed on Aug 12, 2021
2,328
$205.01 - $228.99 $477K - $533K
EW
Edwards Lifesciences Corp

Healthcare
Q2 2021 Filed on Aug 12, 2021
7,053
$83.84 - $104.76 $591K - $739K
ISRG
Intuitive Surgical Inc

Healthcare
Q2 2021 Filed on Aug 12, 2021
1,116
$249.2 - $306.91 $278K - $343K
General Electric CO
Q1 2021 Filed on May 18, 2021
12,305
N/A
HYD
Vaneck High Yield Muni ETF

ETFs
Q1 2021 Filed on May 18, 2021
4,035
$61.36 - $62.96 $248K - $254K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
Q4 2020 Filed on Feb 16, 2021
9,156
$39.65 - $63.7 $363K - $583K
XLF
Financial Sector Spdr

ETFs
Q3 2020 Filed on Nov 16, 2020
2,000
$22.68 - $25.49 $45.4K - $51K
Trans World Entmt Corp
Q3 2020 Filed on Nov 16, 2020
189,465
N/A
CVX
Chevron Corp

Energy
Q1 2020 Filed on May 15, 2020
1,800
$54.22 - $121.43 $97.6K - $219K
EWS
Ishares Inc Msci Singapore ETF

ETFs
Q1 2020 Filed on May 15, 2020
9,725
$15.29 - $24.54 $149K - $239K
Spdr Series Trust
Q1 2020 Filed on May 15, 2020
36,625
N/A
Acorn Energy Inc
Q1 2020 Filed on May 15, 2020
25,773
N/A
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