Family Manage LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$668.4M

Holdings

220

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (220 positions)

StockValue
GQ9SPDR GOLD TR
$769K
TUASIMPLIFY EXCHANGE TRADED FUN
$732K
PGPROCTER AND GAMBLE CO
$731K
IYWISHARES TR
$668K
IBMINTERNATIONAL BUSINESS MACHS
$665K
COSTCOSTCO WHSL CORP NEW
$644K
MAMASTERCARD INCORPORATED
$633K
XOMEXXON MOBIL CORP
$609K
CRWDCROWDSTRIKE HLDGS INC
$608K
BNBROOKFIELD CORP
$605K
KKRKKR & CO INC
$603K
BXBLACKSTONE INC
$601K
IJRISHARES TR
$596K
IVWISHARES TR
$556K
NFLXNETFLIX INC
$555K
JOYTJ P MORGAN EXCHANGE TRADED F
$547K
EPDENTERPRISE PRODS PARTNERS L
$547K
VRNAVERONA PHARMA PLC
$543K
BSMBLACK STONE MINERALS L P
$520K
LRGELEGG MASON ETF INVT
$508K
BMNRBITMINE IMMERSION TECNOLOGIE
$502K
KBWRINVESCO EXCH TRADED FD TR II
$482K
MLB1MERCADOLIBRE INC
$446K
RTXRTX CORPORATION
$431K
PEPPEPSICO INC
$429K
CBCHUBB LIMITED
$412K
LLYELI LILLY & CO
$405K
CEGCONSTELLATION ENERGY CORP
$382K
CITCINTAS CORP
$380K
PHPARKER-HANNIFIN CORP
$379K
NOWSERVICENOW INC
$376K
ISRGINTUITIVE SURGICAL INC
$367K
SHOPSHOPIFY INC
$361K
EFAISHARES TR
$360K
ETNEATON CORP PLC
$359K
ORCLORACLE CORP
$351K
WFCWELLS FARGO CO NEW
$347K
XYLXYLEM INC
$344K
MLMMARTIN MARIETTA MATLS INC
$338K
MRKMERCK & CO INC
$334K
ABBVABBVIE INC
$334K
MIGAMICROSTRATEGY INC
$333K
AMGNAMGEN INC
$328K
ONON SEMICONDUCTOR CORP
$316K
IJHISHARES TR
$310K
ALLWSSGA ACTIVE TR
$308K
GEGE AEROSPACE
$303K
UNPUNION PAC CORP
$303K
BACBANK AMERICA CORP
$299K
APGEAPOGEE THERAPEUTICS INC
$297K
T7DTRANSDIGM GROUP INC
$284K
DWDMORGAN STANLEY
$274K
XLVSELECT SECTOR SPDR TR
$274K
4I1PHILIP MORRIS INTL INC
$271K
ASMLASML HOLDING N V
$267K
CSCOCISCO SYS INC
$249K
ETENERGY TRANSFER L P
$247K
PANWPALO ALTO NETWORKS INC
$247K
IIMINVESCO VALUE MUN INCOME TR
$244K
SMMUPIMCO ETF TR
$232K
NVONOVO-NORDISK A S
$229K
AEPAMERICAN ELEC PWR CO INC
$224K
JEPQJ P MORGAN EXCHANGE TRADED F
$223K
KOCOCA COLA CO
$222K
SCHMSCHWAB STRATEGIC TR
$221K
INGRINGREDION INC
$217K
COPCONOCOPHILLIPS
$214K
SUSAISHARES TR
$213K
PLTRPALANTIR TECHNOLOGIES INC
$212K
TAT&T INC
$209K
POOLPOOL CORP
$209K
BAMBROOKFIELD ASSET MANAGMT LTD
$209K
ITTITT INC
$208K
UNHUNITEDHEALTH GROUP INC
$208K
GISGENERAL MLS INC
$207K
APGAPI GROUP CORP
$204K
CDNSCADENCE DESIGN SYSTEM INC
$201K
HONHONEYWELL INTL INC
$201K
HUTHUT 8 CORP
$186K
NZFNUVEEN MUNICIPAL CREDIT INC
$177K
PBTPERMIAN BASIN RTY TR
$157K
IBBISHARES TR
$139K
IWBISHARES TR
$137K
ERICTELEFONAKTIEBOLAGET LM ERICS
$135K
AMCRAMCOR PLC
$135K
IVEISHARES TR
$133K
VOVANGUARD INDEX FDS
$131K
FFNDNORTHERN LTS FD TR II
$121K
IUSGISHARES TR
$120K
IWOISHARES TR
$117K
FFLSNORTHERN LTS FD TR II
$105K
MGTXMEIRAGTX HLDGS PLC
$65K
FXIISHARES TR
$64K
VEUVANGUARD INTL EQUITY INDEX F
$58K
IGSBISHARES TR
$52K
DGROISHARES TR
$49K
IYHISHARES TR
$42K
XLESELECT SECTOR SPDR TR
$39K
VBVANGUARD INDEX FDS
$35K
VGKVANGUARD INTL EQUITY INDEX F
$31K
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