Family Management Corp
Q4 2024 13F Holdings
- Locationnew york, NY
- Num holdings
199
- Value ($000)
$622,498
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001539947
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MINT PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | $63.86M | 10 % | 636,432 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $40.45M | 7 % | 370,916 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $30.78M | 5 % | 172,835 | ||
AAPL APPLE INC | COM | 037833100 | $24.12M | 4 % | 96,309 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $23.85M | 4 % | 57,727 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $22.66M | 4 % | 38,670 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $21.48M | 4 % | 159,963 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $19.57M | 3 % | 101,115 | ||
IGSB ISHARES TR | ISHS 1-5YR INVS | 464288646 | $15.92M | 3 % | 342,143 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $15.78M | 3 % | 83,383 |
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