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Size ($ in 1000's)
At 12/31/2023: $176,779
At 09/30/2023: $160,107
Independent Family Office LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Independent Family Office LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Independent Family Office LLC top holdings by largest position size, as per the latest 13f filing made by Independent Family Office LLC.
In the Independent Family Office LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Independent Family Office LLC in that top holding, then the share count change between reporting periods, and finally the Independent Family Office LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| PTC INC |
148,000 |
UNCH |
$25,894 | | PTC | 148,000 | UNCH | $25,894 | | SPDR S&P 500 ETF TR (SPY) |
48,668 |
+1,531 |
$23,133 | | SPY | 48,668 | +1,531 | $23,133 | | ISHARES GOLD TR (IAU) |
433,544 |
UNCH |
$16,921 | | IAU | 433,544 | UNCH | $16,921 | | ISHARES TR (IWD) |
82,555 |
-4,207 |
$13,642 | | IWD | 82,555 | -4,207 | $13,642 | | ISHARES TR (IWM) |
39,975 |
-896 |
$8,023 | | IWM | 39,975 | -896 | $8,023 | | SPDR GOLD TR (GLD) |
38,357 |
-2,372 |
$7,333 | | GLD | 38,357 | -2,372 | $7,333 | | TOAST INC |
375,000 |
UNCH |
$6,848 | | TOST | 375,000 | UNCH | $6,848 | | ISHARES TR (IWN) |
34,985 |
+3,000 |
$5,434 | | IWN | 34,985 | +3,000 | $5,434 | | ISHARES TR (TIP) |
49,249 |
-59 |
$5,294 | | TIP | 49,249 | -59 | $5,294 | | VANGUARD INDEX FDS (VOO) |
9,927 |
+885 |
$4,336 | | VOO | 9,927 | +885 | $4,336 | | VANGUARD SPECIALIZED FUNDS (VIG) |
24,248 |
UNCH |
$4,132 | | VIG | 24,248 | UNCH | $4,132 |  BERKSHIRE HATHAWAY INC DEL |
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$3,949 | | BRK.B | 6,507 | +1,247 | $2,321 | | BRK.A | 3 | UNCH | $1,628 | | SSGA ACTIVE ETF TR (RLY) |
123,120 |
-27,400 |
$3,351 | | RLY | 123,120 | -27,400 | $3,351 | | ISHARES TR (SHY) |
32,327 |
-450 |
$2,652 | | SHY | 32,327 | -450 | $2,652 | | SCOTTS MIRACLE GRO CO |
36,460 |
-7,040 |
$2,324 | | SMG | 36,460 | -7,040 | $2,324 | | ISHARES TR (IEF) |
24,042 |
UNCH |
$2,317 | | IEF | 24,042 | UNCH | $2,317 | | VANGUARD TAX MANAGED FDS (VEA) |
46,998 |
-160 |
$2,251 | | VEA | 46,998 | -160 | $2,251 | | SHERWIN WILLIAMS CO |
7,179 |
UNCH |
$2,239 | | SHW | 7,179 | UNCH | $2,239 | | TAIWAN SEMICONDUCTOR MFG LTD |
20,985 |
UNCH |
$2,182 | | TSM | 20,985 | UNCH | $2,182 | | VANECK ETF TRUST (GDX) |
55,713 |
UNCH |
$1,728 | | GDX | 55,713 | UNCH | $1,728 | | MICROSOFT CORP |
4,454 |
UNCH |
$1,675 | | MSFT | 4,454 | UNCH | $1,675 | | THERMO FISHER SCIENTIFIC INC |
3,153 |
UNCH |
$1,674 | | TMO | 3,153 | UNCH | $1,674 | | ISHARES TR (IEO) |
17,899 |
+997 |
$1,668 | | IEO | 17,899 | +997 | $1,668 | | ISHARES TR (LQD) |
13,980 |
-427 |
$1,547 | | LQD | 13,980 | -427 | $1,547 | | ISHARES TR (EEM) |
36,875 |
-14,391 |
$1,483 | | EEM | 36,875 | -14,391 | $1,483 | | GOLUB CAP BDC INC |
95,500 |
UNCH |
$1,442 | | GBDC | 95,500 | UNCH | $1,442 | | VANGUARD WORLD FDS (VDC) |
6,909 |
-820 |
$1,319 | | VDC | 6,909 | -820 | $1,319 | | APPLE INC |
6,285 |
+280 |
$1,210 | | AAPL | 6,285 | +280 | $1,210 | | SPROTT PHYSICAL GOLD TR |
68,391 |
UNCH |
$1,089 | | PHYS | 68,391 | UNCH | $1,089 | | ISHARES TR (WOOD) |
12,820 |
-2,622 |
$1,042 | | WOOD | 12,820 | -2,622 | $1,042 | | ISHARES TR (IJS) |
10,080 |
UNCH |
$1,039 | | IJS | 10,080 | UNCH | $1,039 | | ALPHABET INC |
7,140 |
+1,200 |
$1,006 | | GOOG | 7,140 | +1,200 | $1,006 | | INVESCO QQQ TR |
2,435 |
UNCH |
$997 | | QQQ | 2,435 | UNCH | $997 | | VANGUARD STAR FDS (VXUS) |
15,774 |
UNCH |
$914 | | VXUS | 15,774 | UNCH | $914 | | ISHARES TR (IJH) |
3,022 |
UNCH |
$838 | | IJH | 3,022 | UNCH | $838 | | VANGUARD WORLD FDS (VPU) |
6,116 |
UNCH |
$838 | | VPU | 6,116 | UNCH | $838 | | INVESCO EXCHANGE TRADED FD T (PKW) |
8,414 |
UNCH |
$833 | | PKW | 8,414 | UNCH | $833 | | VANGUARD BD INDEX FDS (BSV) |
10,754 |
UNCH |
$828 | | BSV | 10,754 | UNCH | $828 | | ISHARES TR (IVV) |
1,434 |
UNCH |
$685 | | IVV | 1,434 | UNCH | $685 | | JOHNSON & JOHNSON |
4,122 |
UNCH |
$646 | | JNJ | 4,122 | UNCH | $646 | | JPMORGAN CHASE & CO |
3,422 |
UNCH |
$582 | | JPM | 3,422 | UNCH | $582 | | ISHARES TR (FLOT) |
10,420 |
-2,282 |
$527 | | FLOT | 10,420 | -2,282 | $527 | | T MOBILE US INC |
3,000 |
UNCH |
$481 | | TMUS | 3,000 | UNCH | $481 | | TECK RESOURCES LTD |
11,150 |
UNCH |
$471 | | TECK | 11,150 | UNCH | $471 | | ISHARES TR (PFF) |
14,349 |
UNCH |
$448 | | PFF | 14,349 | UNCH | $448 | | ISHARES INC (EWC) |
11,742 |
UNCH |
$431 | | EWC | 11,742 | UNCH | $431 | | PACER FDS TR |
12,310 |
UNCH |
$422 | | GCOW | 12,310 | UNCH | $422 | | WALMART INC |
2,540 |
UNCH |
$400 | | WMT | 2,540 | UNCH | $400 | | COSTCO WHSL CORP NEW |
570 |
UNCH |
$376 | | COST | 570 | UNCH | $376 | | AMERICAN EXPRESS CO |
1,932 |
UNCH |
$362 | | AXP | 1,932 | UNCH | $362 |
See Full List: All Stocks Held By Independent Family Office LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Independent Family Office LLC
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