Family Manage LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$611.9M

Holdings

208

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (208 positions)

StockValue
KBWBINVESCO EXCH TRADED FD TR II
$678K
BSMBLACK STONE MINERALS L P
$607K
EPDENTERPRISE PRODS PARTNERS L
$602K
IBMINTERNATIONAL BUSINESS MACHS
$580K
MRPMILLROSE PPTYS INC
$574K
IJRISHARES TR
$570K
BXBLACKSTONE INC
$544K
IYWISHARES TR
$542K
KKRKKR & CO INC
$524K
PEPPEPSICO INC
$512K
BNBROOKFIELD CORP
$512K
MAMASTERCARD INCORPORATED
$510K
KBWRINVESCO EXCH TRADED FD TR II
$468K
CRWDCROWDSTRIKE HLDGS INC
$467K
LRGELEGG MASON ETF INVT
$447K
IVWISHARES TR
$440K
RTXRTX CORPORATION
$434K
CBCHUBB LIMITED
$426K
LLYELI LILLY & CO
$415K
PFEPFIZER INC
$408K
UNHUNITEDHEALTH GROUP INC
$394K
JOYTJ P MORGAN EXCHANGE TRADED F
$383K
AMGNAMGEN INC
$373K
LQDALIQUIDIA CORPORATION
$371K
NFLXNETFLIX INC
$361K
CITCINTAS CORP
$352K
MLB1MERCADOLIBRE INC
$333K
EFAISHARES TR
$329K
PHPARKER-HANNIFIN CORP
$328K
UNPUNION PAC CORP
$320K
XYLXYLEM INC
$317K
ISRGINTUITIVE SURGICAL INC
$297K
XLVSELECT SECTOR SPDR TR
$296K
SHELSHELL PLC
$288K
MLMMARTIN MARIETTA MATLS INC
$282K
NVONOVO-NORDISK A S
$270K
IJHISHARES TR
$269K
DGRWWISDOMTREE TR
$268K
NOWSERVICENOW INC
$266K
ONON SEMICONDUCTOR CORP
$265K
COPCONOCOPHILLIPS
$259K
AEPAMERICAN ELEC PWR CO INC
$257K
APGEAPOGEE THERAPEUTICS INC
$256K
ETENERGY TRANSFER L P
$254K
ETNEATON CORP PLC
$253K
IIMINVESCO VALUE MUN INCOME TR
$251K
T7DTRANSDIGM GROUP INC
$246K
SHOPSHOPIFY INC
$241K
GISGENERAL MLS INC
$239K
DWDMORGAN STANLEY
$239K
MIGAMICROSTRATEGY INC
$236K
4I1PHILIP MORRIS INTL INC
$236K
ABBVABBVIE INC
$234K
GEGE AEROSPACE
$227K
KOCOCA COLA CO
$226K
POOLPOOL CORP
$223K
TMUST-MOBILE US INC
$222K
ASMLASML HOLDING N V
$221K
OXYOCCIDENTAL PETE CORP
$212K
JEPQJ P MORGAN EXCHANGE TRADED F
$212K
TAT&T INC
$211K
PANWPALO ALTO NETWORKS INC
$206K
SCHMSCHWAB STRATEGIC TR
$206K
ORCLORACLE CORP
$203K
IBBISHARES TR
$196K
SUSAISHARES TR
$193K
NZFNUVEEN MUNICIPAL CREDIT INC
$182K
VOVANGUARD INDEX FDS
$181K
XBISPDR SER TR
$167K
IWOISHARES TR
$120K
HUTHUT 8 CORP
$116K
IWBISHARES TR
$115K
IVEISHARES TR
$101K
XLESELECT SECTOR SPDR TR
$85K
MGTXMEIRAGTX HLDGS PLC
$67K
IEIISHARES TR
$66K
SPYVSPDR SER TR
$64K
FXIISHARES TR
$63K
VEUVANGUARD INTL EQUITY INDEX F
$52K
IGSBISHARES TR
$51K
IYHISHARES TR
$45K
SPYGSPDR SER TR
$35K
VBVANGUARD INDEX FDS
$33K
XLFSELECT SECTOR SPDR TR
$28K
VGKVANGUARD INTL EQUITY INDEX F
$28K
ICLNISHARES TR
$24K
ARKGARK ETF TR
$22K
VUGVANGUARD INDEX FDS
$22K
AQLTISHARES TR
$17K
IUSGISHARES TR
$16K
TMQTRILOGY METALS INC NEW
$15K
VBRVANGUARD INDEX FDS
$10K
IWMISHARES TR
$9K
PRNTARK ETF TR
$6K
XLKSELECT SECTOR SPDR TR
$5K
MUBISHARES TR
$4K
VWOVANGUARD INTL EQUITY INDEX F
$3K
XLCSELECT SECTOR SPDR TR
$2K
XLYSELECT SECTOR SPDR TR
$2K
XLFISELECT SECTOR SPDR TR
$2K
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