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.