Fund HoldingsVirtus Family Office LLC

Total Portfolio Value
$62.65M
Total Bought
$4.44M
Total Sold
$1.48M
Net Transaction
+$2.96M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
TAIWAN SEMICONDUCTOR MFG LTD(TSM)33,76833,793+253,5284,6167.37%+1,088
SILICON MOTION TECHNOLOGY CO(SIMO)51,75651,947+1913,1713,9976.38%+826
STELLANTIS N.V(STLA)146,704147,405+7013,4224,1736.66%+751
APPLIED MATLS INC11,06411,042-221,7932,2773.63%+484
ATKORE INC12,02312,02301,9242,2893.65%+365
PULTE GROUP INC(PHM)19,10619,051-551,9762,3023.67%+326
QUALCOMM INC(QCOM)13,22013,176-441,9122,2313.56%+319
ISHARES GOLD TR(IAU)48,49148,333-1581,8932,0313.24%+138
ISHARES INC
CORE MSCI EMKT
45,51146,906+1,3952,3022,4203.86%+118
ISHARES TR
FLTG RATE NT ETF
45,38346,798+1,4152,2972,3903.81%+92
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
27,14327,14307608421.34%+83
BARCLAYS PLC14,21918,868+4,6491121820.29%+70
SPDR GOLD TR(GLD)4,6004,60008799461.51%+67
KB FINL GROUP INC(KB)5,5545,55402302950.47%+66
SANOFI(SNY)40,36142,434+2,0732,0072,0623.29%+55
ASE TECHNOLOGY HLDG CO LTD(ASX)30,34230,34202863330.53%+48
KKR & CO INC(KKR)2,7962,741-552322760.44%+44
SHINHAN FINANCIAL GROUP CO L(SHG)7,5627,56202332710.43%+39
ISHARES TR12,01212,156+1446266611.06%+35
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
29,94030,221+2812,3162,3363.73%+20
WISDOMTREE TR(WT)2,7022,765+632222400.38%+17
ISHARES TR
0-5 YR TIPS ETF
10,72910,802+731,0581,0741.71%+16
VANGUARD WHITEHALL FDS23,79724,012+2151,5171,5332.45%+16
WIPRO LTD(WIT)47,45047,45002642730.44%+9
WISDOMTREE TR(WT)11,27711,27706736741.08%0
AGILETHOUGHT INC169,3370-169,33730-3
COPA HOLDINGS SA(CPA)2,6762,67602842790.44%-6
BANCO BRADESCO S A80,06193,994+13,9332842690.43%-15
GERDAU SA(GGB)49,55649,55602402190.35%-21
NUTRIEN LTD(NTR)50,68152,022+1,3412,8992,8724.58%-27
AMBEV SA(ABEV)90,32890,32802672240.36%-43
PFIZER INC(PFE)54,61554,61501,5721,5162.42%-57
QUEST DIAGNOSTICS INC(DGX)12,39112,39101,7081,6492.63%-59
MOSAIC CO NEW(MOS)43,49845,155+1,6571,5541,4662.34%-88
UNITED MICROELECTRONICS CORP(UMC)425,070431,129+6,0593,5963,4885.57%-108
ALIBABA GROUP HLDG LTD(BABA)39,02540,140+1,1153,0632,9054.64%-159
APPLE INC(AAPL)2,7462,115-6315293630.58%-166
GILEAD SCIENCES INC(GILD)21,97621,97601,7801,6102.57%-171
EQUINOR ASA(EQNR)89,84495,341+5,4972,8432,5774.11%-266
AMN HEALTHCARE SVCS INC23,40423,40401,7521,4632.34%-290
MEDIFAST INC25,25826,778+1,5201,6981,0261.64%-672
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