Independent Family Office, LLC
Q4 2024 13F Holdings
- Locationalbany, NY
- Num holdings
71
- Value ($000)
$192,496
- Date Filed02/10/2025
- Form type13F-HR
- CIK0001756485
- 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 |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $27.87M | 15 % | 47,550 | ||
PTC PTC INC | COM | 69370C100 | $24.13M | 13 % | 131,209 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $20.76M | 11 % | 419,357 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $15.79M | 8 % | 85,276 | ||
TOAST INC | CL A | 888787108 | $10.39M | 5 % | 285,000 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $8.49M | 4 % | 38,411 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $7.83M | 4 % | 14,540 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $7.62M | 4 % | 31,485 | ||
IWN ISHARES TR | RUS 2000 VAL ETF | 464287630 | $5.74M | 3 % | 34,985 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $5.15M | 3 % | 26,297 |
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