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Christopher H. A. Cecil

@Biltmore Family Office, Llc

Latest period2024 - Q3ReportedManaged Assets$584.705MTotal holdings270
Assets growth rate7.64%Assets growth rate (2-Q avg)7.34%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Biltmore Family Office, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 270 positions.

Assets under management

The assets under management (AUM) of Biltmore Family Office, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 584.705M in assets, with a quarterly growth rate of 7.64% and a 2-quarter average growth rate of 7.34%. The portfolio is managed by Christopher H. A. Cecil, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -3.77%
31.45%
$183.885M
789,206 shares@ $233.0 avg price
AVDXAvidxchange Holdings Inc
Recent Activity
Decreased -1.41%
4.34%
$25.337M
3.124M shares@ $8.12 avg price
PHYSSprott Physical Gold Tr
Recent Activity
Decreased -0.15%
1.09%
$6.363M
312,207 shares@ $20.38 avg price
FTAIFtai Aviation Ltd
Recent Activity
Decreased -0.75%
1.05%
$6.117M
46,028 shares@ $132.9 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -0.36%
1%
$5.836M
45,522 shares@ $128.21 avg price
IJRIshares Tr
Recent Activity
Decreased -0.08%
0.82%
$4.744M
40,561 shares@ $116.96 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -0.22%
0.64%
$3.687M
37,530 shares@ $98.24 avg price
ABTAbbott Labs
Recent Activity
Decreased -0.79%
0.58%
$3.355M
29,431 shares@ $114.02 avg price
IWFIshares Tr
Recent Activity
Decreased -1.17%
0.48%
$2.787M
7,425 shares@ $375.39 avg price
AFLAflac Inc
Recent Activity
Decreased -1.86%
0.48%
$2.769M
24,763 shares@ $111.81 avg price