Fund HoldingsVirtus Family Office LLC

Total Portfolio Value
$55.06M
Total Bought
$4.81M
Total Sold
$772.8K
Net Transaction
+$4.04M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
EQUINOR ASA(EQNR)104,620109,566+4,9463,0563,5936.52%+537
STELLANTIS N.V(STLA)170,847180,626+9,7792,9973,4566.28%+459
NUTRIEN LTD(NTR)46,39550,022+3,6272,7813,1355.69%+354
TERNIUM SA(TX)72,27779,707+7,4302,8663,1805.78%+315
ASE TECHNOLOGY HLDG CO LTD(ASX)039,337+39,33702960.54%+296
SANOFI(SNY)37,84042,577+4,7372,0402,2844.15%+244
PFIZER INC(PFE)34,91045,252+10,3421,2801,5012.73%+221
TYSON FOODS INC(TSN)25,46929,476+4,0071,3001,4882.70%+188
GILEAD SCIENCES INC(GILD)18,19121,120+2,9291,4021,5832.87%+181
MOSAIC CO NEW(MOS)37,27941,488+4,2091,3051,4772.68%+172
QUALCOMM INC(QCOM)12,00414,407+2,4031,4291,6002.91%+171
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
6,7297,879+1,1505095921.08%+83
KKR & CO INC(KKR)5,3636,170+8073003800.69%+80
MEDIFAST INC14,71219,120+4,4081,3801,4592.65%+79
QUEST DIAGNOSTICS INC(DGX)10,06512,185+2,1201,4151,4852.70%+70
KB FINL GROUP INC(KB)9,2709,27003373810.69%+44
ISHARES TR14,19614,638+4426957161.30%+21
ALIBABA GROUP HLDG LTD(BABA)4,4904,520+303743920.71%+18
WIPRO LTD(WIT)74,11674,11603503590.65%+9
WISDOMTREE TR(WT)2,8342,969+1352262320.42%+6
SHINHAN FINANCIAL GROUP CO L(SHG)11,01611,01602922960.54%+5
ISHARES TR
ESG AW MSCI EAFE
9,5059,892+3876936841.24%-9
VANGUARD WHITEHALL FDS19,29120,075+7841,2011,1882.16%-14
ISHARES TR
ESG AWARE MSCI
13,28913,481+1924724550.83%-17
WISDOMTREE TR(WT)8,1638,315+1524564360.79%-20
GERDAU SA(GGB)64,94164,94103393100.56%-29
SPDR GOLD TR(GLD)4,6894,68908368041.46%-32
ISHARES GOLD TR(IAU)46,30446,907+6031,6851,6422.98%-43
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,3653,36503402940.53%-46
ISHARES INC
CORE MSCI EMKT
48,04848,800+7522,3682,3224.22%-46
UNITED MICROELECTRONICS CORP(UMC)367,186430,753+63,5673,1013,0415.52%-60
BANCO BRADESCO S A101,466101,46603522900.53%-62
APPLE INC(AAPL)2,7512,75105344710.86%-63
COPA HOLDINGS SA(CPA)3,1513,15103482830.51%-65
AMBEV SA(ABEV)109,124109,12403472820.51%-65
APPLIED MATLS INC12,79412,751-431,8491,7653.21%-84
PULTE GROUP INC(PHM)22,78322,705-781,7731,6853.06%-88
ISHARES TR
0-5 YR TIPS ETF
11,10510,238-8671,0849921.80%-92
ISHARES TR
FLTG RATE NT ETF
79,66376,007-3,6564,0483,8687.03%-180
ASE TECHNOLOGY HLDG CO LTD(ASX)39,3370-39,3373280-328
MKS INSTRS INC(MKSI)17,27417,600+3261,8671,5232.77%-344
SILICON MOTION TECHNOLOGY CO(SIMO)50,16255,445+5,2833,6052,8425.16%-763
Page 1 of 1