Fund HoldingsVirtus Family Office LLC

Total Portfolio Value
$78.05M
Total Bought
$29.16M
Total Sold
$31.30M
Net Transaction
-$2.14M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
INMODE LTD(INMD)0258,013+258,01303,7264.77%+3,726
COPA HOLDINGS SA(CPA)9,75339,999+30,2469024,3985.64%+3,497
INVESCO EXCH TRADED FD TR II0140,030+140,03003,2754.20%+3,275
ZTO EXPRESS CAYMAN INC(ZTO)47,887217,547+169,6609503,8614.95%+2,911
HEWLETT PACKARD ENTERPRISE C(HPE)087,635+87,63501,8032.31%+1,803
NEXTRACKER INC030,355+30,35501,6502.11%+1,650
OSHKOSH CORP(OSK)014,473+14,47301,6432.11%+1,643
QIFU TECHNOLOGY INC(QFIN)032,935+32,93501,4281.83%+1,428
INTERNATIONAL SEAWAYS INC(INSW)037,467+37,46701,3671.75%+1,367
CROCS INC(CROX)012,228+12,22801,2381.59%+1,238
UNITED THERAPEUTICS CORP DEL(UTHR)04,040+4,04001,1611.49%+1,161
VANGUARD WHITEHALL FDS37,06053,179+16,1192,3793,4754.45%+1,096
TAIWAN SEMICONDUCTOR MFG LTD(TSM)25,51823,028-2,4904,2535,2336.70%+980
KB FINL GROUP INC(KB)16,53619,619+3,0839041,6202.08%+717
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
016,525+16,52506990.89%+699
WISDOMTREE TR(WT)9,34116,013+6,6725691,1231.44%+553
GERDAU SA(GGB)303,899451,158+147,2598631,3171.69%+454
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
46,38850,476+4,0883,6624,0135.14%+351
AMBEV SA(ABEV)477,591576,011+98,4201,1231,3981.79%+275
AMRIZE LTD(AMRZ)05,104+5,10402530.32%+253
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
40,59145,383+4,7921,3601,6012.05%+241
ISHARES TR10,14612,942+2,7965988221.05%+224
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
12,72517,800+5,0753745720.73%+198
ISHARES TR
FLTG RATE NT ETF
61,91265,692+3,7803,1613,3524.29%+191
GLOBAL X FDS
DEFENSE TECH ETF
9,7469,74604545880.75%+135
KKR & CO INC(KKR)2,0322,738+7062353640.47%+129
ATKORE INC24,38722,035-2,3521,4631,5551.99%+92
ISHARES TR6,7277,322+5957438081.04%+65
MEDIFAST INC76,74676,74601,0351,0781.38%+44
PROKIDNEY CORP027,500+27,5000160.02%+16
APPLE INC(AAPL)1,0371,03702302130.27%-18
Prokidney Corp CL A27,5000-27,500240-24
APPLIED MATLS INC11,6419,026-2,6151,6891,6522.12%-37
ISHARES TR
0-5 YR TIPS ETF
13,84513,524-3211,4331,3921.78%-41
PULTE GROUP INC(PHM)16,65012,131-4,5191,7151,2821.64%-433
ALPHABET INC(GOOG)13,6179,192-4,4252,1061,6202.08%-486
QUALCOMM INC(QCOM)13,1749,227-3,9472,0241,4691.88%-554
COMCAST CORP NEW(CCZ)49,85335,084-14,7691,8401,2521.60%-587
WISDOMTREE TR(WT)14,7878,784-6,0031,4668431.08%-623
STELLANTIS N.V(STLA)284,416251,467-32,9493,1872,5223.23%-666
PFIZER INC(PFE)81,19952,394-28,8052,0581,2701.63%-788
PDD HOLDINGS INC(PDD)42,30838,578-3,7305,0074,0375.17%-970
ISHARES GOLD TR(IAU)33,44215,548-17,8941,9729701.24%-1,002
NETEASE INC(NTES)12,1890-12,1891,2540-1,254
AMN HEALTHCARE SVCS INC88,1660-88,1662,1570-2,157
AGCO CORP23,3140-23,3142,1580-2,158
MOSAIC CO NEW(MOS)81,2850-81,2852,1960-2,196
BRISTOL-MYERS SQUIBB CO(BMY)38,4750-38,4752,3470-2,347
ALIBABA GROUP HLDG LTD(BABA)51,24835,450-15,7986,7774,0895.24%-2,687
ISHARES INC
CORE MSCI EMKT
56,6040-56,6043,0550-3,055
NUTRIEN LTD(NTR)78,8060-78,8063,9870-3,987
EQUINOR ASA(EQNR)157,8120-157,8124,1740-4,174
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