Fund HoldingsVirtus Family Office LLC

Total Portfolio Value
$73.44M
Total Bought
$22.13M
Total Sold
$11.50M
Net Transaction
+$10.63M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ALPHABET INC(GOOG)011,323+11,32302,0622.81%+2,062
LOCKHEED MARTIN CORP(LMT)03,968+3,96801,8542.52%+1,854
COMCAST CORP NEW(CCZ)045,382+45,38201,7772.42%+1,777
BRISTOL-MYERS SQUIBB CO(BMY)042,709+42,70901,7742.42%+1,774
ARCHER DANIELS MIDLAND CO029,002+29,00201,7532.39%+1,753
AGCO CORP016,754+16,75401,6402.23%+1,640
ISHARES TR011,062+11,06201,2221.66%+1,222
ISHARES INC
CORE MSCI EMKT
46,90662,631+15,7252,4203,3534.57%+932
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
30,22142,148+11,9272,3363,2574.43%+921
ISHARES TR
FLTG RATE NT ETF
46,79860,936+14,1382,3903,1134.24%+724
MEDIFAST INC26,77874,808+48,0301,0261,6322.22%+606
ALIBABA GROUP HLDG LTD(BABA)40,14047,505+7,3652,9053,4984.76%+594
EQUINOR ASA(EQNR)95,341110,494+15,1532,5773,1564.30%+579
NETEASE INC(NTES)05,671+5,67105420.74%+542
ZTO EXPRESS CAYMAN INC(ZTO)022,725+22,72504720.64%+472
VANGUARD WHITEHALL FDS24,01231,554+7,5421,5331,9852.70%+452
UNITED MICROELECTRONICS CORP(UMC)431,129447,928+16,7993,4883,9245.34%+436
GLOBAL X FDS
DEFENSE TECH ETF
09,553+9,55303170.43%+317
GERDAU SA(GGB)49,556159,033+109,4772195250.71%+306
GILEAD SCIENCES INC(GILD)21,97627,415+5,4391,6101,8812.56%+271
AMBEV SA(ABEV)90,328236,482+146,1542244850.66%+261
PFIZER INC(PFE)54,61562,680+8,0651,5161,7542.39%+238
SANOFI(SNY)42,43447,213+4,7792,0622,2913.12%+228
COPA HOLDINGS SA(CPA)2,6765,280+2,6042795030.68%+224
BANCO BRADESCO S A93,994209,567+115,5732694930.67%+224
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
04,263+4,26302230.30%+223
KB FINL GROUP INC(KB)5,5549,145+3,5912955180.70%+222
MOSAIC CO NEW(MOS)45,15558,363+13,2081,4661,6872.30%+221
ISHARES TR
0-5 YR TIPS ETF
10,80212,863+2,0611,0741,2801.74%+206
ISHARES TR12,15616,015+3,8596618491.16%+188
WISDOMTREE TR(WT)11,27714,411+3,1346748591.17%+185
NUTRIEN LTD(NTR)52,02258,147+6,1252,8723,0174.11%+145
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
27,14333,933+6,7908429761.33%+134
AMN HEALTHCARE SVCS INC23,40431,086+7,6821,4631,5932.17%+130
APPLE INC(AAPL)2,1152,100-153634420.60%+80
WISDOMTREE TR(WT)2,7653,688+9232403120.42%+72
KKR & CO INC(KKR)2,7412,464-2772762590.35%-16
BARCLAYS PLC18,8680-18,8681820-182
ISHARES GOLD TR(IAU)48,33341,670-6,6632,0311,8302.49%-200
SHINHAN FINANCIAL GROUP CO L(SHG)7,5620-7,5622710-271
WIPRO LTD(WIT)47,4500-47,4502730-273
ASE TECHNOLOGY HLDG CO LTD(ASX)30,3420-30,3423330-333
APPLIED MATLS INC11,0428,060-2,9822,2771,9022.59%-375
TAIWAN SEMICONDUCTOR MFG LTD(TSM)33,79324,201-9,5924,6164,2205.75%-396
QUALCOMM INC(QCOM)13,1768,826-4,3502,2311,7582.39%-473
SPDR GOLD TR(GLD)4,6001,826-2,7749463930.53%-554
PULTE GROUP INC(PHM)19,05115,685-3,3662,3021,7302.36%-572
ATKORE INC12,02311,746-2772,2891,5852.16%-704
STELLANTIS N.V(STLA)147,405138,367-9,0384,1732,7473.74%-1,426
QUEST DIAGNOSTICS INC(DGX)12,3910-12,3911,6490-1,649
SILICON MOTION TECHNOLOGY CO(SIMO)51,9470-51,9473,9970-3,997
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