COLLECTIVE FAMILY OFFICE LLC Q1 2025 Filing
Filed April 3, 2025
Portfolio Value
$370.0B
Holdings
157
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (157 positions)
| Stock | Value |
|---|---|
URIUNITED RENTALS INC | $546K |
SCHFSCHWAB STRATEGIC TR | $528K |
IUSGISHARES TR | $522K |
PQ3PROVIDENT FINL SVCS INC | $521K |
DFGRDIMENSIONAL ETF TRUST | $477K |
WMTWALMART INC | $468K |
VOXVANGUARD WORLD FD | $465K |
SCHCSCHWAB STRATEGIC TR | $438K |
SHYGISHARES TR | $416K |
VTIVANGUARD INDEX FDS | $412K |
JNJJOHNSON & JOHNSON | $410K |
DEDEERE & CO | $407K |
RJFRAYMOND JAMES FINL INC | $396K |
XLESELECT SECTOR SPDR TR | $385K |
NDQINVESCO QQQ TR | $383K |
XLKSELECT SECTOR SPDR TR | $383K |
EEMISHARES TR | $379K |
AVGOBROADCOM INC | $378K |
IVLUISHARES TR | $366K |
YORWYORK WTR CO | $364K |
SCHXSCHWAB STRATEGIC TR | $347K |
METAMETA PLATFORMS INC | $347K |
ABTABBOTT LABS | $340K |
MRKMERCK & CO INC | $329K |
IJRISHARES TR | $329K |
VTWOVANGUARD SCOTTSDALE FDS | $328K |
SCZISHARES TR | $327K |
VAWVANGUARD WORLD FD | $317K |
IBRXIMMUNITYBIO INC | $314K |
TTTRANE TECHNOLOGIES PLC | $312K |
DFATDIMENSIONAL ETF TRUST | $312K |
VPLVANGUARD INTL EQUITY INDEX F | $308K |
CSXCSX CORP | $308K |
JEPIJ P MORGAN EXCHANGE TRADED F | $302K |
VGTVANGUARD WORLD FD | $298K |
AIGAMERICAN INTL GROUP INC | $293K |
BACBANK AMERICA CORP | $291K |
MTBM & T BK CORP | $277K |
PGPROCTER AND GAMBLE CO | $277K |
RSPTINVESCO EXCHANGE TRADED FD T | $274K |
XTISHARES TR | $271K |
SDYSPDR SER TR | $264K |
MLMMARTIN MARIETTA MATLS INC | $264K |
CRMSALESFORCE INC | $262K |
QCOMQUALCOMM INC | $262K |
XOMEXXON MOBIL CORP | $261K |
DELLDELL TECHNOLOGIES INC | $251K |
APDAIR PRODS & CHEMS INC | $246K |
PNCPNC FINL SVCS GROUP INC | $242K |
LMTLOCKHEED MARTIN CORP | $224K |
BSXBOSTON SCIENTIFIC CORP | $221K |
SGOLETFS GOLD TR | $218K |
UNHUNITEDHEALTH GROUP INC | $206K |
LHXL3HARRIS TECHNOLOGIES INC | $203K |
XLVSELECT SECTOR SPDR TR | $201K |
MPTMEDICAL PPTYS TRUST INC | $66K |
SCLXUSDSCILEX HOLDING CO | $8K |
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