Independent Family Office, LLC holdings history

Add to watchlist

115 is the total number of securities Independent Family Office, LLC has owned. The longest Independent Family Office, LLC has owned a single stock is 16 quarters.

Independent Family Office, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPY SPDR S&P 500 ETF TR16163.43%36.83%56.38%Q4 2019Q3 202316
IWD ISHARES TR16163.76%5.27%8.23%Q4 2019Q3 202316
IWM ISHARES TR16163.02%4.13%4.78%Q4 2019Q3 202316
GLD SPDR GOLD TRUST16161.39%3.49%4.60%Q4 2019Q3 202316
TIP ISHARES TR16161.97%2.96%4.03%Q4 2019Q3 202316
IWN ISHARES TR16161.76%2.60%3.28%Q4 2019Q3 202316
FLOT ISHARES TR16160.39%2.46%4.23%Q4 2019Q3 202316
VIG VANGUARD SPECIALIZED F...16161.22%1.68%2.40%Q4 2019Q3 202316
WOOD ISHARES TR16160.67%1.40%2.32%Q4 2019Q3 202316
SHY ISHARES TR16160.94%1.35%1.66%Q4 2019Q3 202316
EEM ISHARES TR16160.88%1.29%1.71%Q4 2019Q3 202316
LQD ISHARES TR16160.64%1.07%1.74%Q4 2019Q3 202316
GDX VANECK VECTORS ETF TRUST16160.67%0.95%1.26%Q4 2019Q3 202316
PKW INVESCO EXCHANGE TRADE...16160.36%0.84%1.76%Q4 2019Q3 202316
VDC VANGUARD WORLD FDS16160.44%0.67%0.91%Q4 2019Q3 202316
BRKA BERKSHIRE HATHAWAY INC...16160.42%0.61%1.00%Q4 2019Q3 202316
BRKB BERKSHIRE HATHAWAY INC...16160.29%0.54%1.15%Q4 2019Q3 202316
IEF ISHARES TR16160.08%0.53%1.38%Q4 2019Q3 202316
MSFT MICROSOFT CORP16160.29%0.49%0.88%Q4 2019Q3 202316
VPU VANGUARD WORLD FDS16160.32%0.43%0.56%Q4 2019Q3 202316
VXUS VANGUARD STAR FDS16160.31%0.43%0.54%Q4 2019Q3 202316
PFF ISHARES TR16160.22%0.38%0.63%Q4 2019Q3 202316
AAPL APPLE INC16160.22%0.37%0.64%Q4 2019Q3 202316
JNJ JOHNSON &JOHNSON16160.17%0.30%0.42%Q4 2019Q3 202316
GOOG ALPHABET INC CL C16160.19%0.30%0.49%Q4 2019Q3 202316
QQQ INVESCO QQQ TRUST, SER...16160.22%0.30%0.54%Q4 2019Q3 202316
EWC ISHARES INC16160.16%0.22%0.38%Q4 2019Q3 202316
JPM JPMORGAN CHASE &CO16160.14%0.21%0.31%Q4 2019Q3 202316
AGG ISHARES TR16160.11%0.16%0.21%Q4 2019Q3 202316
PEP PEPSICO INC NC16160.10%0.16%0.28%Q4 2019Q3 202316
NEM NEWMONT GOLDCORP CORPO...16160.12%0.15%0.19%Q4 2019Q3 202316
IHI ISHARES US MEDICAL DEV...16160.12%0.15%0.20%Q4 2019Q3 202316
IYR ISHARES TR870.46%0.68%0.87%Q4 2019Q3 202315
IJS ISHARES TR870.29%0.43%0.58%Q4 2019Q3 202315
ITW ILLINOIS TOOL WKS INC1410.09%0.13%0.19%Q4 2019Q3 202315
NGD NEW GOLD INC CDA15150.04%0.06%0.10%Q4 2019Q2 202315
PHYS SPROTT PHYSICAL GOLD TR14140.18%0.43%0.62%Q2 2020Q3 202314
TMUS T-MOBILE US INC COM14140.10%0.15%0.26%Q2 2020Q3 202314
CSCO CISCO SYS INC13130.16%0.20%0.27%Q4 2019Q4 202213
AXP AMERICAN EXPRESS CO1210.10%0.14%0.20%Q4 2019Q3 202313
IEO ISHARES TR12120.22%0.54%1.03%Q4 2020Q3 202312
BA BOEING CO1020.10%0.14%0.29%Q4 2019Q2 202312
COST COSTCO WHSL CORP NEW12120.08%0.13%0.20%Q4 2020Q3 202312
KSPN KASPIEN HOLDINGS INC11110.24%2.90%6.80%Q3 2020Q1 202311
AEM AGNICO EAGLE MINES LTD510.08%0.22%0.55%Q4 2019Q2 202311
IAU ISHARES GOLD TRUST10104.54%6.96%9.48%Q2 2021Q3 202310
CEF SPROTT PHYSICAL GOLD &...610.13%0.17%0.22%Q1 2020Q3 202310
ITA ISHARES US AEROSPACE A...510.07%0.11%0.14%Q4 2019Q3 202310
NEAR ISHARES U S ETF TR990.25%0.32%0.40%Q1 2021Q1 20239
KL KIRKLAND LAKE GOLD LTD990.23%0.32%0.47%Q4 2019Q4 20219
OLO OLO INC990.09%0.15%0.18%Q3 2021Q3 20239
GBDC GOLUB CAP BDC INC COM880.48%0.67%0.88%Q4 2021Q3 20238
TECK TECK RESOURCES LTD610.10%0.20%0.30%Q2 2021Q3 20238
GOOGL ALPHABET INC CL A510.07%0.10%0.17%Q4 2020Q3 20238
PTC PTC INC770.74%9.89%15.17%Q1 2022Q3 20237
RLY SSGA ACTIVE ETF TR770.18%8.27%45.98%Q1 2022Q3 20237
TSM TAIWAN SEMICONDUCTOR M...771.14%1.76%2.63%Q1 2022Q3 20237
VOO VANGUARD INDEX FDS770.18%1.38%2.22%Q1 2022Q3 20237
VEA VANGUARD TAX-MANAGED I...770.22%0.85%1.29%Q1 2022Q3 20237
TMO THERMO FISHER SCIENTIF...770.24%0.80%1.05%Q1 2022Q3 20237
IWR ISHARES TR770.12%0.27%0.61%Q4 2019Q2 20217
WMT WALMART INC770.13%0.20%0.25%Q1 2022Q3 20237
ARLP ALLIANCE RES PARTNER L P770.01%0.03%0.07%Q4 2019Q2 20217
IAU ISHARES GOLD TRUST664.75%6.01%6.77%Q4 2019Q1 20216
SMG SCOTTS MIRACLE-GRO CO511.30%1.73%2.47%Q1 2022Q3 20236
SDY SPDR SER TR660.13%0.43%0.78%Q4 2019Q1 20216
BSV VANGUARD BD INDEX FDS660.36%0.43%0.50%Q2 2022Q3 20236
GCOW PACER FDS TR660.14%0.21%0.25%Q2 2022Q3 20236
BAC BK OF AMERICA CORP COM660.10%0.12%0.14%Q1 2022Q2 20236
EWA ISHARES TR310.08%0.10%0.15%Q4 2019Q4 20216
TY TRI CONTL CORP660.07%0.09%0.10%Q4 2020Q1 20226
TOAST INC554.30%5.05%6.91%Q3 2022Q3 20235
SHW SHERWIN WILLIAMS CO550.74%1.01%1.16%Q3 2022Q3 20235
PYPL PAYPAL HLDGS INC550.35%0.52%0.59%Q1 2020Q1 20215
RF REGIONS FINANCIAL CORP...550.30%0.40%0.53%Q1 2022Q1 20235
ISRG INTUITIVE SURGICAL INC550.32%0.35%0.38%Q1 2020Q1 20215
EW EDWARDS LIFESCIENCES CORP550.23%0.26%0.28%Q1 2020Q1 20215
MA MASTERCARD INCORPORATED550.22%0.24%0.25%Q1 2020Q1 20215
NVO NOVO-NORDISK A S550.18%0.22%0.26%Q1 2020Q1 20215
ECL ECOLAB INC550.20%0.21%0.23%Q1 2020Q1 20215
TSCO TRACTOR SUPPLY CO550.15%0.18%0.20%Q1 2020Q1 20215
DIS DISNEY WALT CO550.15%0.17%0.20%Q1 2020Q1 20215
ADP AUTOMATIC DATA PROCESS...550.12%0.14%0.16%Q3 2022Q3 20235
PFE PFIZER INC550.09%0.10%0.12%Q4 2020Q4 20215
HYD VANECK VECTORS ETF TR310.10%0.17%0.32%Q4 2019Q4 20204
RPM RPM INTL INC310.08%0.12%0.15%Q1 2022Q1 20234
TWMC TRANS WORLD ENTMT CORP330.24%0.43%0.67%Q4 2019Q2 20203
IJH ISHARES TR330.26%0.34%0.47%Q1 2023Q3 20233
XOP SPDR SER TR330.18%0.21%0.25%Q1 2020Q3 20203
LILA LIBERTY LATIN AMERICA LTD330.14%0.19%0.22%Q3 2022Q1 20233
SBUX STARBUCKS CORP210.12%0.14%0.17%Q2 2020Q1 20213
XOM EXXON MOBIL CORP210.10%0.11%0.11%Q2 2020Q2 20213
GM GENERAL MTRS CO330.09%0.10%0.12%Q4 2020Q2 20213
VBR VANGUARD INDEX FDS210.08%0.10%0.12%Q1 2022Q2 20233
GE GENERAL ELECTRIC CO330.04%0.05%0.06%Q2 2020Q4 20203
IJJ ISHARES TR220.20%0.20%0.20%Q2 2023Q3 20232
UNH UNITEDHEALTH GROUP INC110.11%0.16%0.20%Q2 2022Q3 20232
MPC MARATHON PETE CORP110.13%0.15%0.16%Q1 2023Q3 20232
CAT CATERPILLAR INC220.11%0.12%0.13%Q1 2022Q2 20222
MNST MONSTER BEVERAGE CORP NEW220.09%0.09%0.09%Q4 2020Q1 20212
XOP SPDR SERIES TRUST110.54%0.54%0.54%Q4 2019Q4 20191
IVV ISHARES TR110.38%0.38%0.38%Q3 2023Q3 20231
MOH MOLINA HEALTHCARE INC110.35%0.35%0.35%Q1 2022Q1 20221
IJR ISHARES TR110.15%0.15%0.15%Q3 2023Q3 20231
EWS ISHARES INC110.15%0.15%0.15%Q4 2019Q4 20191
XLF SELECT SECTOR SPDR TR110.14%0.14%0.14%Q2 2020Q2 20201
ORCL ORACLE CORP110.14%0.14%0.14%Q2 2023Q2 20231
CVX CHEVRON CORP NEW110.14%0.14%0.14%Q4 2019Q4 20191
FB META PLATFORMS INC110.13%0.13%0.13%Q3 2023Q3 20231
APD AIR PRODUCTS AND CHEMI...110.11%0.11%0.11%Q2 2022Q2 20221
TRTN TRITON INTL LTD110.10%0.10%0.10%Q1 2022Q1 20221
SHELL PLC110.09%0.09%0.09%Q1 2022Q1 20221
EFA ISHARES TR110.08%0.08%0.08%Q4 2021Q4 20211
PNC PNC FINANCIAL SERVICES...110.08%0.08%0.08%Q4 2021Q4 20211
ACFN ACORN ENERGY INC110.01%0.01%0.01%Q4 2019Q4 20191
 Download

The securities at the top of the list , including SPDR S&P 500 ETF TR, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Independent Family Office, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Independent Family Office, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Independent Family Office, LLC owns currently or has owned in the past.