$225 Million is the total value of Biltmore Family Office, LLC's 157 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 11.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $8,900,000 | -3.6% | 113,480 | -2.6% | 3.96% | -5.3% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $7,524,000 | +2.4% | 591,040 | +0.6% | 3.34% | +0.6% |
| MMM | Buy | 3M CO | $6,609,000 | -4.5% | 30,107 | +2.4% | 2.94% | -6.2% |
| IEUR | Buy | ISHARES TRcore msci euro | $6,182,000 | +59.7% | 124,427 | +61.3% | 2.75% | +57.0% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $5,694,000 | +0.6% | 48,501 | +4.2% | 2.53% | -1.1% |
| XOM | Buy | EXXON MOBIL CORP | $5,553,000 | -9.0% | 74,428 | +2.1% | 2.47% | -10.6% |
| ABBV | Buy | ABBVIE INC | $5,217,000 | +0.6% | 55,119 | +2.8% | 2.32% | -1.2% |
| VYM | Sell | VANGUARD WHITEHALL FDS INChigh div yld | $5,109,000 | -28.2% | 61,929 | -25.4% | 2.27% | -29.4% |
| CQQQ | Buy | CLAYMORE EXCHANGE TRD FD TRgugg chn tech | $5,050,000 | +1.8% | 84,418 | +3.2% | 2.24% | +0.0% |
| PM | PHILIP MORRIS INTL INC | $4,817,000 | -5.9% | 47,949 | 0.0% | 2.14% | -7.5% | |
| MSFT | Buy | MICROSOFT CORP | $4,806,000 | +10.9% | 52,652 | +3.9% | 2.14% | +9.0% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $4,423,000 | +24.0% | 36,491 | +25.4% | 1.96% | +21.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $4,380,000 | +9.4% | 56,880 | +9.1% | 1.95% | +7.5% |
| MUB | Buy | ISHARES TRnational mun etf | $4,233,000 | +1.8% | 38,860 | +3.5% | 1.88% | +0.1% |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $4,108,000 | +9.2% | 76,025 | +5.4% | 1.82% | +7.2% |
| MO | ALTRIA GROUP INC | $3,384,000 | -12.6% | 53,693 | 0.0% | 1.50% | -14.1% | |
| JNJ | Buy | JOHNSON & JOHNSON | $3,357,000 | -4.6% | 26,193 | +4.0% | 1.49% | -6.3% |
| EFX | Sell | EQUIFAX INC | $3,358,000 | -3.5% | 28,500 | -3.4% | 1.49% | -5.1% |
| FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $3,270,000 | -1.4% | 109,077 | 0.0% | 1.45% | -3.1% | |
| AAPL | Buy | APPLE INC | $3,256,000 | +12.0% | 19,405 | +13.0% | 1.45% | +10.1% |
| ABT | ABBOTT LABS | $3,104,000 | +5.0% | 51,800 | 0.0% | 1.38% | +3.1% | |
| AXP | AMERICAN EXPRESS CO | $3,078,000 | -6.1% | 33,000 | 0.0% | 1.37% | -7.7% | |
| PFE | Sell | PFIZER INC | $2,980,000 | -4.8% | 83,980 | -2.8% | 1.32% | -6.4% |
| PEP | Buy | PEPSICO INC | $2,953,000 | -5.4% | 27,048 | +4.6% | 1.31% | -7.0% |
| ROBO | New | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $2,817,000 | – | 67,360 | +100.0% | 1.25% | – |
| BMY | BRISTOL MYERS SQUIBB CO | $2,746,000 | +3.2% | 43,410 | 0.0% | 1.22% | +1.4% | |
| SPLV | Sell | POWERSHARES ETF TR IIs&p500 low vol | $2,710,000 | -27.4% | 57,705 | -26.2% | 1.20% | -28.6% |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,653,000 | -3.1% | 23,250 | 0.0% | 1.18% | -4.8% | |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $2,569,000 | +0.7% | 30,003 | +2.6% | 1.14% | -1.0% |
| KO | Sell | COCA COLA CO | $2,492,000 | -5.2% | 56,861 | -0.7% | 1.11% | -6.8% |
| IBM | INTERNATIONAL BUSINESS MACHS | $2,352,000 | 0.0% | 15,329 | 0.0% | 1.04% | -1.8% | |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,343,000 | +13.8% | 12,489 | +15.1% | 1.04% | +11.8% |
| DUK | Sell | DUKE ENERGY CORP NEW | $2,194,000 | -11.1% | 28,326 | -3.4% | 0.98% | -12.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $2,102,000 | -11.5% | 26,508 | +2.5% | 0.93% | -13.0% |
| T | Sell | AT&T INC | $2,031,000 | -9.1% | 56,963 | -0.9% | 0.90% | -10.8% |
| UNP | UNION PAC CORP | $2,023,000 | +0.2% | 15,049 | 0.0% | 0.90% | -1.4% | |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $1,969,000 | -3.5% | 46,931 | -1.1% | 0.88% | -5.1% |
| TIP | Sell | ISHARES TRtips bd etf | $1,964,000 | -22.7% | 17,375 | -22.0% | 0.87% | -24.0% |
| GE | Sell | GENERAL ELECTRIC CO | $1,884,000 | -30.0% | 138,471 | -9.6% | 0.84% | -31.2% |
| XBI | New | SPDR SERIES TRUSTs&p biotech | $1,801,000 | – | 20,530 | +100.0% | 0.80% | – |
| DIS | Buy | DISNEY WALT CO | $1,787,000 | +4.3% | 17,794 | +12.5% | 0.79% | +2.5% |
| AFL | Buy | AFLAC INC | $1,750,000 | -0.3% | 40,000 | +100.0% | 0.78% | -2.0% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $1,720,000 | -5.5% | 15,720 | -3.7% | 0.76% | -7.2% |
| DLS | Sell | WISDOMTREE TRintl smcap div | $1,597,000 | -8.7% | 20,895 | -8.2% | 0.71% | -10.2% |
| CSCO | Buy | CISCO SYS INC | $1,499,000 | +28.6% | 34,947 | +14.8% | 0.67% | +26.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,492,000 | +12.9% | 13,564 | +9.7% | 0.66% | +10.9% |
| DEO | DIAGEO P L Cspon adr new | $1,490,000 | -6.3% | 10,887 | 0.0% | 0.66% | -7.9% | |
| CVX | Buy | CHEVRON CORP NEW | $1,469,000 | -1.2% | 12,879 | +8.4% | 0.65% | -2.8% |
| RYT | Sell | RYDEX ETF TRUSTgug s&p500eqwtte | $1,426,000 | -1.0% | 9,425 | -6.5% | 0.63% | -2.6% |
| UTX | UNITED TECHNOLOGIES CORP | $1,409,000 | -1.4% | 11,200 | 0.0% | 0.63% | -3.1% | |
| ZBH | Sell | ZIMMER BIOMET HLDGS INC | $1,400,000 | -11.4% | 12,807 | -2.0% | 0.62% | -12.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,362,000 | +30.2% | 1,313 | +32.2% | 0.60% | +27.9% |
| EFAV | Sell | ISHARES TRmin vol eafe etf | $1,360,000 | -31.3% | 18,460 | -31.9% | 0.60% | -32.5% |
| MCD | MCDONALDS CORP | $1,321,000 | -9.1% | 8,446 | 0.0% | 0.59% | -10.7% | |
| KHC | Sell | KRAFT HEINZ CO | $1,285,000 | -21.0% | 20,634 | -1.3% | 0.57% | -22.3% |
| RYH | Sell | RYDEX ETF TRUSTgug s&p500eqwthc | $1,218,000 | -1.4% | 6,778 | -1.5% | 0.54% | -3.0% |
| MRK | MERCK & CO INC | $1,207,000 | -3.1% | 21,962 | 0.0% | 0.54% | -4.8% | |
| XPH | Sell | SPDR SERIES TRUSTs&p pharmac | $1,135,000 | -17.6% | 27,100 | -14.4% | 0.50% | -19.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,067,000 | -3.3% | 4,037 | -1.8% | 0.47% | -5.0% |
| DWDP | New | DOWDUPONT INC | $1,039,000 | – | 16,304 | +100.0% | 0.46% | – |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,014,000 | -11.1% | 21,200 | -1.6% | 0.45% | -12.6% |
| EMR | EMERSON ELEC CO | $1,005,000 | -2.0% | 14,712 | 0.0% | 0.45% | -3.5% | |
| ORCL | Sell | ORACLE CORP | $972,000 | -10.2% | 21,254 | -7.2% | 0.43% | -11.7% |
| PYPL | PAYPAL HLDGS INC | $942,000 | +3.1% | 12,419 | 0.0% | 0.42% | +1.5% | |
| WFC | Buy | WELLS FARGO CO NEW | $935,000 | +3.9% | 17,835 | +20.2% | 0.42% | +2.0% |
| EL | LAUDER ESTEE COS INCcl a | $928,000 | +17.6% | 6,198 | 0.0% | 0.41% | +15.4% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $918,000 | +11.0% | 890 | +12.7% | 0.41% | +9.1% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $915,000 | -4.2% | 9,500 | -6.4% | 0.41% | -5.8% |
| IWF | ISHARES TRrus 1000 grw etf | $895,000 | +1.0% | 6,577 | 0.0% | 0.40% | -0.7% | |
| CAT | Buy | CATERPILLAR INC DEL | $884,000 | +12.2% | 6,000 | +20.0% | 0.39% | +10.4% |
| DOL | Sell | WISDOMTREE TRintl lrgcap dv | $880,000 | -2.8% | 17,675 | -1.1% | 0.39% | -4.4% |
| SYK | STRYKER CORP | $874,000 | +3.9% | 5,418 | 0.0% | 0.39% | +2.1% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $861,000 | +19.3% | 4,025 | +22.9% | 0.38% | +17.5% |
| MDT | Buy | MEDTRONIC PLC | $852,000 | +12.0% | 10,560 | +12.6% | 0.38% | +10.2% |
| HD | Buy | HOME DEPOT INC | $844,000 | +19.2% | 4,737 | +26.8% | 0.38% | +17.2% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $807,000 | -32.2% | 11,125 | -34.1% | 0.36% | -33.4% |
| V | Buy | VISA INC | $807,000 | +54.3% | 6,747 | +47.2% | 0.36% | +52.1% |
| BKNG | New | BOOKING HLDGS INC | $801,000 | – | 385 | +100.0% | 0.36% | – |
| PHG | KONINKLIJKE PHILIPS N Vny reg sh new | $797,000 | +1.4% | 20,796 | 0.0% | 0.35% | -0.3% | |
| ALL | Buy | ALLSTATE CORP | $769,000 | +11.3% | 8,077 | +22.8% | 0.34% | +9.6% |
| ENB | ENBRIDGE INC | $737,000 | -19.5% | 23,414 | 0.0% | 0.33% | -21.0% | |
| CB | Sell | CHUBB LIMITED | $732,000 | -11.4% | 5,321 | -5.4% | 0.32% | -12.9% |
| CL | COLGATE PALMOLIVE CO | $717,000 | -5.0% | 10,000 | 0.0% | 0.32% | -6.5% | |
| IWR | ISHARES TRrus mid cap etf | $705,000 | -0.8% | 3,415 | 0.0% | 0.31% | -2.5% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $705,000 | -12.1% | 20,626 | +3.0% | 0.31% | -13.8% |
| SO | Sell | SOUTHERN CO | $670,000 | -14.0% | 15,000 | -7.4% | 0.30% | -15.3% |
| RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $660,000 | -8.2% | 10,350 | -4.0% | 0.29% | -9.8% |
| AMZN | Buy | AMAZON COM INC | $648,000 | +160.2% | 448 | +110.3% | 0.29% | +154.9% |
| CMF | ISHARES TRcalif mun bd etf | $641,000 | -1.2% | 10,980 | 0.0% | 0.28% | -2.7% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $639,000 | +20.8% | 3,204 | +20.0% | 0.28% | +18.8% |
| YUM | YUM BRANDS INC | $613,000 | +4.3% | 7,200 | 0.0% | 0.27% | +2.3% | |
| ESRX | EXPRESS SCRIPTS HLDG CO | $607,000 | -7.5% | 8,784 | 0.0% | 0.27% | -9.1% | |
| STI | Buy | SUNTRUST BKS INC | $578,000 | +37.6% | 8,500 | +30.8% | 0.26% | +35.3% |
| LRCX | Buy | LAM RESEARCH CORP | $551,000 | +127.7% | 2,711 | +106.8% | 0.24% | +124.8% |
| LOW | LOWES COS INC | $547,000 | -5.5% | 6,232 | 0.0% | 0.24% | -7.3% | |
| BAC | BANK AMER CORP | $544,000 | +1.5% | 18,150 | 0.0% | 0.24% | 0.0% | |
| WDC | Buy | WESTERN DIGITAL CORP | $540,000 | +117.7% | 5,825 | +87.9% | 0.24% | +114.3% |
| CVS | Buy | CVS HEALTH CORP | $535,000 | +3.9% | 8,604 | +21.1% | 0.24% | +2.1% |
| K | KELLOGG CO | $510,000 | -4.5% | 7,850 | 0.0% | 0.23% | -5.8% | |
| BAX | Buy | BAXTER INTL INC | $510,000 | +33.5% | 7,823 | +32.7% | 0.23% | +31.2% |
| NVS | Sell | NOVARTIS A Gsponsored adr | $508,000 | -10.4% | 6,032 | -10.7% | 0.23% | -11.7% |
| VB | VANGUARD INDEX FDSsmall cp etf | $491,000 | -0.6% | 3,342 | 0.0% | 0.22% | -2.2% | |
| NYF | ISHARES TRnew york mun etf | $490,000 | -1.8% | 8,950 | 0.0% | 0.22% | -3.5% | |
| EBAY | EBAY INC | $469,000 | +6.6% | 11,650 | 0.0% | 0.21% | +4.5% | |
| FB | Buy | FACEBOOK INCcl a | $458,000 | +56.8% | 2,865 | +73.4% | 0.20% | +54.5% |
| AMGN | Buy | AMGEN INC | $458,000 | +44.9% | 2,687 | +47.9% | 0.20% | +42.7% |
| DXC | New | DXC TECHNOLOGY CO | $453,000 | – | 4,500 | +100.0% | 0.20% | – |
| FDX | Buy | FEDEX CORP | $440,000 | +56.0% | 1,827 | +62.1% | 0.20% | +53.1% |
| BR | BROADRIDGE FINL SOLUTIONS IN | $440,000 | +20.9% | 4,000 | 0.0% | 0.20% | +18.8% | |
| GD | Buy | GENERAL DYNAMICS CORP | $431,000 | +76.6% | 1,950 | +62.5% | 0.19% | +74.5% |
| FISV | Buy | FISERV INC | $428,000 | +110.8% | 6,000 | +287.1% | 0.19% | +106.5% |
| EMN | EASTMAN CHEM CO | $425,000 | +13.9% | 4,000 | 0.0% | 0.19% | +11.8% | |
| TSN | Buy | TYSON FOODS INCcl a | $421,000 | +68.4% | 5,755 | +86.5% | 0.19% | +65.5% |
| INTC | INTEL CORP | $418,000 | +13.0% | 8,026 | 0.0% | 0.19% | +11.4% | |
| VIG | Sell | VANGUARD GROUPdiv app etf | $417,000 | -14.5% | 4,129 | -13.6% | 0.18% | -16.3% |
| IEFA | ISHARES TRcore msci eafe | $412,000 | -0.2% | 6,250 | 0.0% | 0.18% | -2.1% | |
| BEN | FRANKLIN RES INC | $409,000 | -13.0% | 10,800 | 0.0% | 0.18% | -14.6% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $402,000 | +2.3% | 8,550 | 0.0% | 0.18% | +0.6% | |
| LLY | LILLY ELI & CO | $402,000 | -8.4% | 5,196 | 0.0% | 0.18% | -10.1% | |
| IWM | ISHARES TRrussell 2000 etf | $396,000 | -0.5% | 2,610 | 0.0% | 0.18% | -2.2% | |
| RTN | RAYTHEON CO | $389,000 | +14.7% | 1,802 | 0.0% | 0.17% | +13.1% | |
| ATVI | New | ACTIVISION BLIZZARD INC | $383,000 | – | 5,651 | +100.0% | 0.17% | – |
| SWK | STANLEY BLACK & DECKER INC | $344,000 | -9.7% | 2,243 | 0.0% | 0.15% | -11.0% | |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $340,000 | -7.9% | 3,100 | -6.6% | 0.15% | -9.6% |
| CDK | CDK GLOBAL INC | $338,000 | -11.1% | 5,333 | 0.0% | 0.15% | -12.8% | |
| MA | MASTERCARD INCORPORATEDcl a | $336,000 | +15.9% | 1,917 | 0.0% | 0.15% | +13.7% | |
| TXT | New | TEXTRON INC | $333,000 | – | 5,650 | +100.0% | 0.15% | – |
| GILD | Buy | GILEAD SCIENCES INC | $326,000 | +13.6% | 4,325 | +8.1% | 0.14% | +11.5% |
| KMB | KIMBERLY CLARK CORP | $326,000 | -8.7% | 2,935 | 0.0% | 0.14% | -9.9% | |
| GLD | SPDR GOLD TRUST | $313,000 | +2.0% | 2,485 | 0.0% | 0.14% | 0.0% | |
| WMT | WALMART INC | $289,000 | -9.7% | 3,225 | 0.0% | 0.13% | -11.7% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $283,000 | +8.4% | 1,372 | 0.0% | 0.13% | +6.8% | |
| KEY | KEYCORP NEW | $284,000 | -3.1% | 14,550 | 0.0% | 0.13% | -4.5% | |
| USB | New | US BANCORP DEL | $281,000 | – | 5,532 | +100.0% | 0.12% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $274,000 | – | 1,810 | +100.0% | 0.12% | – |
| RSP | RYDEX ETF TRUSTgug s&p500 eq wt | $275,000 | -1.4% | 2,765 | 0.0% | 0.12% | -3.2% | |
| XRAY | DENTSPLY SIRONA INC | $272,000 | -23.6% | 5,400 | 0.0% | 0.12% | -24.8% | |
| C | CITIGROUP INC | $270,000 | -9.1% | 3,998 | 0.0% | 0.12% | -10.4% | |
| VO | VANGUARD INDEX FDSmid cap etf | $271,000 | -0.4% | 1,760 | 0.0% | 0.12% | -2.4% | |
| COST | COSTCO WHSL CORP NEW | $268,000 | +1.1% | 1,424 | 0.0% | 0.12% | -0.8% | |
| AMT | Sell | AMERICAN TOWER CORP NEW | $266,000 | -31.8% | 1,828 | -32.7% | 0.12% | -33.0% |
| IP | New | INTL PAPER CO | $262,000 | – | 4,900 | +100.0% | 0.12% | – |
| WM | WASTE MGMT INC DEL | $258,000 | -2.6% | 3,072 | 0.0% | 0.12% | -4.2% | |
| SEE | SEALED AIR CORP NEW | $257,000 | -13.2% | 6,000 | 0.0% | 0.11% | -14.9% | |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $254,000 | -1.2% | 9,200 | 0.0% | 0.11% | -2.6% | |
| DAL | DELTA AIR LINES INC DEL | $253,000 | -2.3% | 4,618 | 0.0% | 0.11% | -4.3% | |
| AJG | New | GALLAGHER ARTHUR J & CO | $241,000 | – | 3,500 | +100.0% | 0.11% | – |
| D | DOMINION ENERGY INC | $232,000 | -16.8% | 3,445 | 0.0% | 0.10% | -18.3% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $229,000 | +2.2% | 3,500 | 0.0% | 0.10% | +1.0% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $228,000 | -1.7% | 3,269 | -0.8% | 0.10% | -3.8% |
| KMI | Sell | KINDER MORGAN INC DEL | $226,000 | -23.1% | 15,000 | -7.8% | 0.10% | -24.8% |
| SON | SONOCO PRODS CO | $224,000 | -8.9% | 4,620 | 0.0% | 0.10% | -9.9% | |
| GIS | GENERAL MLS INC | $225,000 | -24.0% | 5,000 | 0.0% | 0.10% | -25.4% | |
| AVGO | BROADCOM LTD | $218,000 | -8.4% | 925 | 0.0% | 0.10% | -10.2% | |
| IVV | ISHARES TRcore s&p500 etf | $215,000 | -1.4% | 811 | 0.0% | 0.10% | -3.0% | |
| MET | Sell | METLIFE INC | $213,000 | -63.1% | 4,650 | -59.3% | 0.10% | -63.6% |
| MRO | New | MARATHON OIL CORP | $169,000 | – | 10,500 | +100.0% | 0.08% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -3,807 | -100.0% | -0.09% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -4,775 | -100.0% | -0.18% | – |
| DXJ | Exit | WISDOMTREE TRjapn hedge eqt | $0 | – | -7,825 | -100.0% | -0.21% | – |
| PCLN | Exit | PRICELINE GRP INC | $0 | – | -310 | -100.0% | -0.24% | – |
| HEDJ | Exit | WISDOMTREE TReurope hedged eq | $0 | – | -14,703 | -100.0% | -0.42% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 24 | Q3 2023 | 38.5% |
| MICROSOFT CORP | 24 | Q3 2023 | 5.3% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 3.5% |
| ABBVIE INC | 24 | Q3 2023 | 3.0% |
| ISHARES TR | 24 | Q3 2023 | 3.1% |
| 3M CO | 24 | Q3 2023 | 3.1% |
| VANGUARD WHITEHALL FDS INC | 24 | Q3 2023 | 3.2% |
| ABBOTT LABS | 24 | Q3 2023 | 2.6% |
| EXXON MOBIL CORP | 24 | Q3 2023 | 3.0% |
| EQUIFAX INC | 24 | Q3 2023 | 2.3% |
View Biltmore Family Office, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-11 |
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.