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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
IAUIshares Gold Tr
Recent Activity
Increased 0.68%
6.19%
$36.171M
727,779 shares@ $49.71 avg price
AVDXAvidxchange Holdings Inc
Recent Activity
Decreased -1.41%
4.34%
$25.337M
3.124M shares@ $8.12 avg price
VVVanguard Index Fds
Recent Activity
Increased 0.8%
2.61%
$15.223M
57,644 shares@ $264.09 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.17%
2.46%
$14.375M
33,406 shares@ $430.31 avg price
ROBOExchange Traded Concepts Tru
Recent Activity
Increased 0.2%
2.05%
$11.983M
209,966 shares@ $57.08 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 17.9%
1.97%
$11.472M
19,933 shares@ $575.52 avg price
MUBIshares Tr
Recent Activity
Increased 13.94%
1.14%
$6.628M
61,012 shares@ $108.64 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 2.8%
1.11%
$6.437M
13,985 shares@ $460.28 avg price
PHYSSprott Physical Gold Tr
Recent Activity
Decreased -0.15%
1.09%
$6.363M
312,207 shares@ $20.38 avg price