Family Management Corp
Q1 2025 13F Holdings
- Locationnew york, NY
- Num holdings
220
- Value ($000)
$611,891
- Date Filed05/15/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MINT PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | $66.54 M | 11 % | 661,337 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $35.76 M | 6 % | 323,755 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $25.38 M | 4 % | 148,535 | ||
AAPL APPLE INC | COM | 037833100 | $23.74 M | 4 % | 106,853 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $23.05 M | 4 % | 41,202 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $19.55 M | 3 % | 180,358 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $19.07 M | 3 % | 98,318 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $18.82 M | 3 % | 50,141 | ||
META META PLATFORMS INC | CL A | 30303M102 | $15.02 M | 3 % | 26,066 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $11.54 M | 2 % | 74,647 |
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