Fund HoldingsVirtus Family Office LLC

Total Portfolio Value
$79.78M
Total Bought
$23.64M
Total Sold
$17.66M
Net Transaction
+$5.98M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR7,80948,334+40,5258645,3226.67%+4,458
PDD HOLDINGS INC(PDD)042,289+42,28904,1025.14%+4,102
STELLANTIS N.V(STLA)149,768285,001+135,2332,1043,7194.66%+1,615
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
040,577+40,57701,4551.82%+1,455
WISDOMTREE TR(WT)3,67714,874+11,1973451,3891.74%+1,044
ATKORE INC12,21424,005+11,7911,0352,0032.51%+968
EQUINOR ASA(EQNR)111,112158,510+47,3982,8143,7554.71%+941
TAIWAN SEMICONDUCTOR MFG LTD(TSM)24,12525,770+1,6454,2055,1056.40%+900
AMN HEALTHCARE SVCS INC31,08689,153+58,0671,3182,1332.67%+815
NUTRIEN LTD(NTR)57,55079,368+21,8182,8213,6254.54%+805
ALPHABET INC(GOOG)11,25513,718+2,4631,8672,5973.26%+730
AGCO CORP16,67423,504+6,8301,6322,1972.75%+565
NETEASE INC(NTES)5,72312,189+6,4665351,0871.36%+552
QUALCOMM INC(QCOM)8,76713,277+4,5101,4912,0402.56%+549
MOSAIC CO NEW(MOS)58,48181,977+23,4961,5662,0152.53%+449
PFIZER INC(PFE)62,22381,925+19,7021,8012,1732.72%+373
COPA HOLDINGS SA(CPA)5,2809,753+4,4734958571.07%+362
KB FINL GROUP INC(KB)9,14515,669+6,5245658921.12%+327
AMBEV SA(ABEV)236,482456,148+219,6665778931.12%+316
ZTO EXPRESS CAYMAN INC(ZTO)24,99647,887+22,8916289361.17%+308
GERDAU SA(GGB)159,033296,652+137,6195578541.07%+298
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
41,66646,183+4,5173,3093,6034.52%+294
APPLIED MATLS INC8,01611,736+3,7201,6201,9092.39%+289
ISHARES TR
0-5 YR TIPS ETF
12,76513,832+1,0671,2931,3921.74%+98
ISHARES TR
FLTG RATE NT ETF
64,17464,902+7283,2753,3024.14%+27
GLOBAL X FDS
DEFENSE TECH ETF
9,5539,746+1933563660.46%+10
COMCAST CORP NEW(CCZ)45,07950,269+5,1901,8831,8872.36%+4
BRISTOL-MYERS SQUIBB CO(BMY)42,42338,799-3,6242,1952,1942.75%-0
KKR & CO INC(KKR)2,4112,074-3373153070.38%-8
PROKIDNEY CORP27,5000-27,500530-53
MEDIFAST INC77,46676,746-7201,4831,3521.70%-130
APPLE INC(AAPL)2,1001,169-9314892930.37%-197
BIONTECH SE(BNTX)1,8180-1,8182160-216
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
4,2590-4,2592340-234
VANGUARD WHITEHALL FDS31,59327,428-4,1652,0971,7322.17%-365
WISDOMTREE TR(WT)14,3919,451-4,9409145360.67%-378
ISHARES TR16,17010,195-5,9759305350.67%-395
ISHARES GOLD TR(IAU)42,00433,996-8,0082,0881,6832.11%-404
PULTE GROUP INC(PHM)15,55016,775+1,2252,2351,8302.29%-405
SPDR GOLD TR(GLD)1,9100-1,9104640-464
ALIBABA GROUP HLDG LTD(BABA)47,48452,530+5,0465,0394,4545.58%-585
BANCO BRADESCO S A215,2780-215,2785890-589
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
35,12812,884-22,2441,0693690.46%-700
ISHARES INC
CORE MSCI EMKT
62,89455,185-7,7093,6112,8823.61%-729
ARCHER DANIELS MIDLAND CO28,8440-28,8441,7230-1,723
GILEAD SCIENCES INC(GILD)27,1830-27,1832,2790-2,279
LOCKHEED MARTIN CORP(LMT)3,9370-3,9372,3010-2,301
SANOFI(SNY)47,1210-47,1212,7160-2,716
UNITED MICROELECTRONICS CORP(UMC)448,9590-448,9593,7800-3,780
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