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CIK: 0001539947
Total reported value
$974.7M
$974.7M
190 檔
18.9%
According to the latest 13F quarterly dataset, Family Manage LLC managed an equity portfolio of $974.7M at the end of Q4 2024, spanning 190 distinct U.S. exchange-listed positions.
Family Manage LLC executed strategic sector rebalancing during Q4 2024, establishing 25 new positions while fully exiting 26 holdings and trimming 46 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 10.26% | -1.36% | +6.67% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 6.50% | -1.05% | -4.17% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.94% | -0.21% | +1.65% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.95% | -0.37% | +6.61% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.87% | +0.54% | +1.56% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.66% | +0.40% | +9.78% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.64% | -1.28% | -4.11% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.14% | -0.11% | -1.41% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.69% | +0.23% | +9.56% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.56% | — | -11.38% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.42% | -0.02% | +4.44% | |
| 12 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.08% | -0.03% | -0.58% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.05% | -0.64% | +20.72% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.86% | -0.03% | +5.25% | |
| 15 | MTBA | Simplify Mbs ETF | ETF-Other | 1.67% | — | +19.31% | |
| 16 | AXP | American Express Co | Stock-Financials | 1.64% | -0.04% | +54.79% | |
| 17 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.49% | -0.07% | +6.82% | |
| 18 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.30% | -0.06% | -10.21% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.28% | +0.17% | +7.03% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.16% | -0.25% | +3.23% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 1.16% | +0.03% | NEW | |
| 22 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.10% | -0.13% | -20.58% | |
| 23 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.05% | -0.05% | — | |
| 24 | C | Citigroup Inc | Stock-Financials | 0.93% | +0.27% | +4.78% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | +0.10% | +4.81% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.04% | +4.37% | |
| 27 | NRG | Nrg Energy Inc | Stock-Utilities | 0.83% | -0.03% | +3.89% | |
| 28 | KR | Kroger Co | Stock-Consumer Staples | 0.82% | — | +3.74% | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 0.80% | -0.42% | +23.97% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | -0.01% | +4.50% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.78% | +0.40% | +435.32% | |
| 32 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.76% | -0.06% | -19.57% | |
| 33 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.76% | -0.65% | +4.27% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.02% | +3.17% | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.71% | -0.11% | +200.33% | |
| 36 | ELV | Elevance Health Inc | Stock-Healthcare | 0.71% | +0.24% | NEW | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.69% | — | -25.60% | |
| 38 | DE | Deere & Co | Stock-Industrials | 0.66% | — | +4.58% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | -0.05% | +4.40% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | +0.24% | -0.14% | |
| 41 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.56% | -0.49% | — | |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.55% | -0.80% | EXIT | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.54% | +0.12% | +3.36% | |
| 44 | RDVY | First Trust Rising Dividend | ETF-Other | 0.53% | +0.02% | +2.41% | |
| 45 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.53% | +0.34% | — | |
| 46 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.53% | -0.03% | — | |
| 47 | GIS | General Mills Inc | Stock-Consumer Staples | 0.53% | -0.01% | +1320.53% | |
| 48 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.51% | -0.03% | -13.79% | |
| 49 | HUM | Humana Inc | Stock-Healthcare | 0.50% | — | — | |
| 50 | AFL | Aflac Inc | Stock-Financials | 0.49% | -0.02% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | +1.1% | NEW | New buy |
| 2 | AXP | American Express Co | +0.7% | +54.79% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +435.32% | Add |
| 4 | NVDA | Nvidia CORP | +0.6% | +9.78% | Add |
| 5 | VLUE | Ishares Msci USA Value Facto | +0.6% | NEW | New buy |
| 6 | BMY | Bristol-myers Squibb Co | +0.5% | NEW | New buy |
| 7 | HUM | Humana Inc | +0.5% | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | +0.5% | +9.56% | Add |
| 9 | OEF | Ishares S&p 100 ETF | +0.5% | +200.33% | Add |
| 10 | GIS | General Mills Inc | +0.5% | +1320.53% | Add |
| 11 | AMZN | Amazon.com Inc | +0.4% | +4.44% | Add |
| 12 | MINT | Pimco Enhanced Short Maturit | +0.3% | +6.67% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.3% | +20.72% | Add |
| 14 | PINS | Pinterest Inc- Class A | +0.3% | NEW | New buy |
| 15 | NVS | Novartis Ag-sponsored Adr | +0.3% | NEW | New buy |
| 16 | LYB | LyondellBasell Industries N.V. | +0.3% | NEW | New buy |
| 17 | HO1 | Hologic Inc | +0.3% | NEW | New buy |
| 18 | CRM | Salesforce Inc | +0.2% | +4.44% | Add |
| 19 | AAPL | Apple Inc | +0.2% | +1.56% | Add |
| 20 | MTBA | Simplify Mbs ETF | +0.2% | +19.31% | Add |
| 21 | LB | Landbridge Co Llc-a | +0.2% | NEW | New buy |
| 22 | RPT-PC | Rithm Property Trust Inc. | +0.2% | +109.40% | Add |
| 23 | AVGO | Broadcom Inc | +0.2% | +39.53% | Add |
| 24 | VLO | Valero Energy CORP | +0.1% | +61.34% | Add |
| 25 | JPST | Jpmorgan Ultra-short Income | +0.1% | +156.82% | Add |
| 26 | V | Visa Inc-class A Shares | +0.1% | +4.81% | Add |
| 27 | BKNG | Booking Holdings Inc | +0.1% | +4.27% | Add |
| 28 | RITM | Rithm Capital CORP | +0.1% | +78.86% | Add |
| 29 | MPC | Marathon Petroleum CORP | +0.1% | +66.18% | Add |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | +4.37% | Add |
| 31 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +78.86% | Add |
| 32 | SMCI | Super Micro Computer Inc | +0.1% | NEW | New buy |
| 33 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +5.25% | Add |
| 34 | C | Citigroup Inc | +0.1% | +4.78% | Add |
| 35 | BN | Brookfield CORP | +0.1% | NEW | New buy |
| 36 | ELV | Elevance Health Inc | +0.1% | +63.08% | Add |
| 37 | IVW | Ishares S&p 500 Growth ETF | +0.1% | NEW | New buy |
| 38 | BABA | Alibaba Group Holding-sp Adr | +0.1% | NEW | New buy |
| 39 | XSHQ | Invesco S&p Smallcap Quality | +0.1% | +59.34% | Add |
| 40 | GM | General Motors Co | +0.1% | +4.41% | Add |
| 41 | QCOM | Qualcomm Inc | +0.1% | +23.97% | Add |
| 42 | AMP | Ameriprise Financial Inc | +0.1% | — | Unchanged |
| 43 | COST | Costco Wholesale CORP | +0.1% | +42.70% | Add |
| 44 | KR | Kroger Co | 0% | +3.74% | Add |
| 45 | BNY | Bank Of New York Mellon CORP | 0% | +5.24% | Add |
| 46 | KO | Coca-cola Co/the | 0% | NEW | New buy |
| 47 | VOT | Vanguard Mid-cap Growth ETF | 0% | +18.45% | Add |
| 48 | PLTR | Palantir Technologies Inc-a | 0% | NEW | New buy |
| 49 | CEG | Constellation Energy | 0% | NEW | New buy |
| 50 | HON | Honeywell International Inc | 0% | NEW | New buy |
According to official SEC Form 13F filings, Family Manage LLC reported a total U.S. public equity portfolio value of $974.7M across 190 disclosed positions in Q4 2024.
During Q4 2024, Family Manage LLC's top holdings by market value included MINT (10.3%)、SHV (6.5%)、QUAL (4.9%). The largest single position, MINT, represented 10.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MINT, SHV, QUAL) accounted for 18.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
IWY
市值: $6.5M
Top Position Liquidated / Trimmed
BAC
前期市值: $4.1M
In Q4 2024, Family Manage LLC made 166 total portfolio adjustments, initiating 25 new buys, adding to 69 positions, trimming 46 holdings, and fully liquidating 26 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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