| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 27 | Q2 2024 | 38.5% |
| MICROSOFT CORP | 27 | Q2 2024 | 5.3% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 3.5% |
| ABBVIE INC | 27 | Q2 2024 | 3.0% |
| ISHARES TR | 27 | Q2 2024 | 3.1% |
| VANGUARD WHITEHALL FDS INC | 27 | Q2 2024 | 3.2% |
| 3M CO | 27 | Q2 2024 | 3.1% |
| ABBOTT LABS | 27 | Q2 2024 | 2.6% |
| EXXON MOBIL CORP | 27 | Q2 2024 | 3.0% |
| EQUIFAX INC | 27 | Q2 2024 | 2.3% |
View Biltmore Family Office, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-07 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-04 |
View Biltmore Family Office, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.