Institutional & Family Asset Management, LLC has filed its 13F form on July 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $846 Million distributed in 748 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $45.3M, Vanguard Index Fds S&P 500 ETF with a value of $42.7M, Listed Fds Tr Core Alternative with a value of $38.5M, Spdr S&P 500 ETF Trust with a value of $35M, and Vanguard Whitehall Fds (Vangua with a value of $22.6M.
Examining the 13F form we can see an increase of $21.8M in the current position value, from $825M to 846M.
Below you can find more details about Institutional & Family Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$846 Million
ETFs: $524 Million
Energy: $55 Million
Technology: $48.7 Million
Industrials: $47.8 Million
Financial Services: $44.1 Million
Healthcare: $39.9 Million
Consumer Defensive: $37.5 Million
Consumer Cyclical: $17 Million
Other: $32.6 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
