Fund HoldingsVirtus Family Office LLC

Total Portfolio Value
$75.77M
Total Bought
$3.51M
Total Sold
$5.46M
Net Transaction
-$1.95M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ALIBABA GROUP HLDG LTD(BABA)47,50547,484-213,4985,0396.65%+1,541
PULTE GROUP INC(PHM)15,68515,550-1351,7302,2352.95%+505
LOCKHEED MARTIN CORP(LMT)3,9683,937-311,8542,3013.04%+448
SANOFI(SNY)47,21347,121-922,2912,7163.58%+425
BRISTOL-MYERS SQUIBB CO(BMY)42,70942,423-2861,7742,1952.90%+421
GILEAD SCIENCES INC(GILD)27,41527,183-2321,8812,2793.01%+398
ISHARES INC
CORE MSCI EMKT
62,63162,894+2633,3533,6114.77%+258
ISHARES GOLD TR(IAU)41,67042,004+3341,8302,0882.76%+257
BIONTECH SE(BNTX)01,818+1,81802160.28%+216
ISHARES TR
FLTG RATE NT ETF
60,93664,174+3,2383,1133,2754.32%+162
ZTO EXPRESS CAYMAN INC(ZTO)22,72524,996+2,2714726280.83%+156
VANGUARD WHITEHALL FDS31,55431,593+391,9852,0972.77%+112
COMCAST CORP NEW(CCZ)45,38245,079-3031,7771,8832.48%+106
BANCO BRADESCO S A209,567215,278+5,7114935890.78%+96
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
33,93335,128+1,1959761,0691.41%+93
AMBEV SA(ABEV)236,482236,48204855770.76%+92
ISHARES TR16,01516,170+1558499301.23%+81
SPDR GOLD TR(GLD)1,8261,910+843934640.61%+72
KKR & CO INC(KKR)2,4642,411-532593150.42%+56
WISDOMTREE TR(WT)14,41114,391-208599141.21%+55
PROKIDNEY CORP027,500+27,5000530.07%+53
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
42,14841,666-4823,2573,3094.37%+52
KB FINL GROUP INC(KB)9,1459,14505185650.75%+47
APPLE INC(AAPL)2,1002,10004424890.65%+47
PFIZER INC(PFE)62,68062,223-4571,7541,8012.38%+47
GLOBAL X FDS
DEFENSE TECH ETF
9,5539,55303173560.47%+39
WISDOMTREE TR(WT)3,6883,677-113123450.46%+33
GERDAU SA(GGB)159,033159,03305255570.73%+32
ISHARES TR
0-5 YR TIPS ETF
12,86312,765-981,2801,2931.71%+14
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
4,2634,259-42232340.31%+11
NETEASE INC(NTES)5,6715,723+525425350.71%-7
COPA HOLDINGS SA(CPA)5,2805,28005034950.65%-7
AGCO CORP16,75416,674-801,6401,6322.15%-8
TAIWAN SEMICONDUCTOR MFG LTD(TSM)24,20124,125-764,2204,2055.55%-15
ARCHER DANIELS MIDLAND CO29,00228,844-1581,7531,7232.27%-30
MOSAIC CO NEW(MOS)58,36358,481+1181,6871,5662.07%-121
UNITED MICROELECTRONICS CORP(UMC)447,928448,959+1,0313,9243,7804.99%-144
MEDIFAST INC74,80877,466+2,6581,6321,4831.96%-150
ALPHABET INC(GOOG)11,32311,255-682,0621,8672.46%-196
NUTRIEN LTD(NTR)58,14757,550-5973,0172,8213.72%-197
QUALCOMM INC(QCOM)8,8268,767-591,7581,4911.97%-267
AMN HEALTHCARE SVCS INC31,08631,08601,5931,3181.74%-275
APPLIED MATLS INC8,0608,016-441,9021,6202.14%-282
EQUINOR ASA(EQNR)110,494111,112+6183,1562,8143.71%-341
ISHARES TR11,0627,809-3,2531,2228641.14%-358
ATKORE INC11,74612,214+4681,5851,0351.37%-550
STELLANTIS N.V(STLA)138,367149,768+11,4012,7472,1042.78%-642
Page 1 of 1