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Home > Institutional Investor > Biltmore Family Office, Llc > Profile

Instuitional Investor - Biltmore Family Office, Llc

Fund Profile
Filing Period:
Fund Name: Biltmore Family Office, Llc
Portfolio Value $485,532,018
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 817,056 $157,307,706 32.39%
2.
Avidxchange Holdings Inc.
 AVDX 3,331,297 $41,274,768 8.5%
3.
Ishares Trust
 IAU 639,874 $24,974,299 5.14%
4.
Microsoft Corp
 MSFT 29,969 $11,269,497 2.32%
5.
Exchange Traded Concepts Trust
 195,609 $11,208,422 2.3%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)