Fund HoldingsVirtus Family Office LLC

Total Portfolio Value
$77.88M
Total Bought
$2.74M
Total Sold
$11.21M
Net Transaction
-$8.47M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ALIBABA GROUP HLDG LTD(BABA)52,53051,248-1,2824,4546,7778.70%+2,323
PDD HOLDINGS INC(PDD)42,28942,308+194,1025,0076.43%+906
VANGUARD WHITEHALL FDS27,42837,060+9,6321,7322,3793.05%+647
EQUINOR ASA(EQNR)158,510157,812-6983,7554,1745.36%+419
NUTRIEN LTD(NTR)79,36878,806-5623,6253,9875.12%+362
ISHARES GOLD TR(IAU)33,99633,442-5541,6831,9722.53%+288
AMBEV SA(ABEV)456,148477,591+21,4438931,1231.44%+230
MOSAIC CO NEW(MOS)81,97781,285-6922,0152,1962.82%+181
ISHARES INC
CORE MSCI EMKT
55,18556,604+1,4192,8823,0553.92%+173
NETEASE INC(NTES)12,18912,18901,0871,2541.61%+167
BRISTOL-MYERS SQUIBB CO(BMY)38,79938,475-3242,1942,3473.01%+152
GLOBAL X FDS
DEFENSE TECH ETF
9,7469,74603664540.58%+88
WISDOMTREE TR(WT)14,87414,787-871,3891,4661.88%+77
ISHARES TR10,19510,146-495355980.77%+63
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
46,18346,388+2053,6033,6624.70%+59
COPA HOLDINGS SA(CPA)9,7539,75308579021.16%+45
ISHARES TR
0-5 YR TIPS ETF
13,83213,845+131,3921,4331.84%+41
WISDOMTREE TR(WT)9,4519,341-1105365690.73%+33
Prokidney Corp CL A027,500+27,5000240.03%+24
AMN HEALTHCARE SVCS INC89,15388,166-9872,1332,1572.77%+24
ZTO EXPRESS CAYMAN INC(ZTO)47,88747,88709369501.22%+14
KB FINL GROUP INC(KB)15,66916,536+8678929041.16%+12
GERDAU SA(GGB)296,652303,899+7,2478548631.11%+9
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
12,88412,725-1593693740.48%+6
QUALCOMM INC(QCOM)13,27713,174-1032,0402,0242.60%-16
AGCO CORP23,50423,314-1902,1972,1582.77%-39
COMCAST CORP NEW(CCZ)50,26949,853-4161,8871,8402.36%-47
APPLE INC(AAPL)1,1691,037-1322932300.30%-62
KKR & CO INC(KKR)2,0742,032-423072350.30%-72
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
40,57740,591+141,4551,3601.75%-95
PULTE GROUP INC(PHM)16,77516,650-1251,8301,7152.20%-115
PFIZER INC(PFE)81,92581,199-7262,1732,0582.64%-116
ISHARES TR
FLTG RATE NT ETF
64,90261,912-2,9903,3023,1614.06%-142
APPLIED MATLS INC11,73611,641-951,9091,6892.17%-219
MEDIFAST INC76,74676,74601,3521,0351.33%-318
ALPHABET INC(GOOG)13,71813,617-1012,5972,1062.70%-491
STELLANTIS N.V(STLA)285,001284,416-5853,7193,1874.09%-532
ATKORE INC24,00524,387+3822,0031,4631.88%-540
TAIWAN SEMICONDUCTOR MFG LTD(TSM)25,77025,518-2525,1054,2535.46%-852
ISHARES TR48,3346,727-41,6075,3227430.95%-4,579
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