HoldingsChannel.com
Biltmore Family Office LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
MICROSOFT CORP 81,815 +29,101 $11,375
     MSFT81,815+29,101$11,375
ISHARES GOLD TRUST (IAU) 718,178 +98,405 $10,126
     IAU718,178+98,405$10,126
AMERICAN EXPRESS CO 66,000 +33,000 $7,806
     AXP66,000+33,000$7,806
EXXON MOBIL CORP 92,299 +24,439 $6,517
     XOM92,299+24,439$6,517
VANGUARD INDEX FDS (VV) 47,535 -616 $6,480
     VV47,535-616$6,480
3M CO 36,979 +8,510 $6,079
     MMM36,979+8,510$6,079
ISHARES TR (IJR) 73,927 +10,145 $5,754
     IJR73,927+10,145$5,754
ISHARES TR (MUB) 41,028 +3,320 $4,681
     MUB41,028+3,320$4,681
APPLE INC 20,627 +2,051 $4,620
     AAPL20,627+2,051$4,620
DUKE ENERGY CORP NEW 47,664 +18,856 $4,569
     DUK47,664+18,856$4,569
VANGUARD WHITEHALL FDS INC (VYM) 51,157 +9,945 $4,539
     VYM51,157+9,945$4,539
ABBOTT LABS 50,121 UNCH $4,194
     ABT50,121UNCH$4,194
ABBVIE INC 53,667 +2,000 $4,064
     ABBV53,667+2,000$4,064
SPDR SERIES TRUST (XBI) 52,546 -235 $4,007
     XBI52,546-235$4,007
EXCHANGE TRADED CONCEPTS TR (ROBO) 103,371 -210 $3,964
     ROBO103,371-210$3,964
ISHARES TR (IJH) 18,126 +1,292 $3,502
     IJH18,126+1,292$3,502
ZIMMER BIOMET HLDGS INC 25,139 +12,332 $3,451
     ZBH25,139+12,332$3,451
PEPSICO INC 24,819 -200 $3,403
     PEP24,819-200$3,403
INTERNATIONAL BUSINESS MACHS 22,461 +6,707 $3,266
     IBM22,461+6,707$3,266
EQUIFAX INC 23,115 -1,885 $3,252
     EFX23,115-1,885$3,252
UNITED TECHNOLOGIES CORP 23,573 +23,573 $3,218
     UTX23,573+23,573$3,218
MCDONALDS CORP 14,965 +6,347 $3,213
     MCD14,965+6,347$3,213
ISHARES TR (EFA) 49,212 +1,031 $3,209
     EFA49,212+1,031$3,209
JOHNSON & JOHNSON 23,857 +3,394 $3,087
     JNJ23,857+3,394$3,087
INVESCO EXCHNG TRADED FD TR (CQQQ) 67,031 -10,817 $3,067
     CQQQ67,031-10,817$3,067
PROCTER & GAMBLE CO 24,649 UNCH $3,066
     PG24,649UNCH$3,066
ISHARES TR (SCZ) 52,921 +751 $3,029
     SCZ52,921+751$3,029
MERCK & CO INC 34,812 +12,312 $2,950
     MRK34,812+12,312$2,950
WISDOMTREE TR 62,171 -25,838 $2,754
     DGS62,171-25,838$2,754
AUTOMATIC DATA PROCESSING IN 16,900 UNCH $2,741
     ADP16,900UNCH$2,741
CISCO SYS INC 53,849 +18,708 $2,661
     CSCO53,849+18,708$2,661
MONDELEZ INTL INC 47,345 +47,345 $2,633
     MDLZ47,345+47,345$2,633
PAYPAL HLDGS INC 24,371 +11,650 $2,525
     PYPL24,371+11,650$2,525
DISNEY WALT CO 18,423 +2,000 $2,401
     DIS18,423+2,000$2,401
COCA COLA CO 43,589 +24,000 $2,390
     KO43,589+24,000$2,390
UNION PACIFIC CORP 14,084 -62 $2,281
     UNP14,084-62$2,281
JPMORGAN CHASE & CO 18,137 +5,306 $2,135
     JPM18,137+5,306$2,135
INVESCO EXCHANGE TRADED FD T (RYT) 10,740 +2,200 $1,921
     RYT10,740+2,200$1,921
VERIZON COMMUNICATIONS INC 31,132 +9,673 $1,879
     VZ31,132+9,673$1,879
AT&T INC 49,313 -826 $1,866
     T49,313-826$1,866
DIAGEO P L C 11,241 +9,650 $1,862
     DEO11,241+9,650$1,862
AFLAC INC 33,500 UNCH $1,753
     AFL33,500UNCH$1,753
ISHARES TR (HYG) 20,084 -2,579 $1,751
     HYG20,084-2,579$1,751
PFIZER INC 46,594 +18,411 $1,674
     PFE46,594+18,411$1,674
BRISTOL MYERS SQUIBB CO 32,365 +23,327 $1,641
     BMY32,365+23,327$1,641
ALPHABET INC 1,230 +219 $1,502
     GOOGL1,230+219$1,502
INVESCO EXCHNG TRADED FD TR (SPLV) 25,260 +7,000 $1,463
     SPLV25,260+7,000$1,463
VANGUARD INDEX FDS (VOE) 12,882 +1,747 $1,456
     VOE12,882+1,747$1,456
ISHARES TR (EFAV) 18,681 +6,046 $1,369
     EFAV18,681+6,046$1,369
ISHARES TR (SHY) 15,608 -9,236 $1,324
     SHY15,608-9,236$1,324

See Full List: All Stocks Held By Biltmore Family Office LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Biltmore Family Office LLC

Size ($ in 1000's)
At 09/30/2019: $231,548
At 06/30/2019: $184,753

Biltmore Family Office LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Biltmore Family Office LLC 13F filings. Link to 13F filings: SEC filings

Biltmore Family Office LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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