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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
ABBVAbbvie Inc
Recent Activity
Increased 1.77%
1.09%
$6.353M
32,171 shares@ $197.48 avg price
MRKMerck & Co Inc
Recent Activity
Increased 0.08%
1.09%
$6.319M
55,271 shares@ $114.33 avg price
FTAIFtai Aviation Ltd
Recent Activity
Decreased -0.75%
1.05%
$6.117M
46,028 shares@ $132.9 avg price
AONAon Plc
Recent Activity
Increased 0.42%
1.04%
$6.075M
17,557 shares@ $345.99 avg price
SHYIshares Tr
Recent Activity
Increased 4.54%
1.04%
$6.026M
72,470 shares@ $83.15 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -0.36%
1%
$5.836M
45,522 shares@ $128.21 avg price
ROBTFirst Tr Exchange-traded Fd
Recent Activity
Increased 2.28%
0.92%
$5.327M
121,649 shares@ $43.79 avg price
EFXEquifax Inc
Recent Activity
Increased 0.03%
0.91%
$5.27M
17,933 shares@ $293.86 avg price
BUGGlobal X Fds
Recent Activity
Increased 0.16%
0.85%
$4.925M
159,136 shares@ $30.95 avg price
IJRIshares Tr
Recent Activity
Decreased -0.08%
0.82%
$4.744M
40,561 shares@ $116.96 avg price