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Standard Family Office LLC Top Holdings and 13F Report (2025)

About Standard Family Office LLC

Investment Activity

  • Standard Family Office LLC has $82.58 million in total holdings as of December 31, 2024.
  • Standard Family Office LLC owns shares of 48 different stocks, but just 1 company or ETF makes up 80% of its holdings.
  • About 0.73% of the portfolio was sold this quarter.
  • This quarter, Standard Family Office LLC has purchased 49 new stocks and bought additional shares in 0 stocks.
  • Standard Family Office LLC sold shares of 19 stocks and completely divested from 1 stock this quarter.

Largest Sales this Quarter

TJX Companies
680 shares (about $82.15K)
Chevron
504 shares (about $73K)
Walt Disney
588 shares (about $65.47K)
Eaton
160 shares (about $53.10K)
Procter & Gamble
264 shares (about $44.26K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofStandard Family Office LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$67,424,5280.0%125,13681.6%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$8,003,0370.0%181,7229.7%ETF
Apple Inc. stock logo
AAPL
Apple
$874,7170.0%3,4931.1%Computer and Technology
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$732,3620.0%5,7780.9%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$708,9530.0%3,0490.9%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$470,0150.0%3,5000.6%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$455,6420.0%1,0810.6%Computer and Technology
Visa Inc. stock logo
V
Visa
$338,4790.0%1,0710.4%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$330,1820.0%1,5050.4%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$295,1820.0%1,5500.4%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$286,8230.0%5670.3%Medical
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$268,2550.0%6680.3%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$242,3470.0%1,0110.3%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$201,4970.0%5180.2%Retail/Wholesale
Union Pacific Co. stock logo
UNP
Union Pacific
$172,3980.0%7560.2%Transportation
Oracle Co. stock logo
ORCL
Oracle
$138,8110.0%8330.2%Computer and Technology
Aflac Incorporated stock logo
AFL
Aflac
$133,2310.0%1,2880.2%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$132,6590.0%2550.2%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$123,0770.0%2100.1%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$116,0400.0%2560.1%Finance
Ecolab Inc. stock logo
ECL
Ecolab
$113,1770.0%4830.1%Basic Materials
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$109,7470.0%1,2320.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$100,7560.0%5670.1%Medical
Capital One Financial Co. stock logo
COF
Capital One Financial
$83,6320.0%4690.1%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$65,8020.0%4550.1%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$61,8430.0%1080.1%Finance
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$61,613$82,151 -57.1%5100.1%Retail/Wholesale
Comcast Co. stock logo
CMCSA
Comcast
$55,4320.0%1,4770.1%Consumer Discretionary
Chevron Co. stock logo
CVX
Chevron
$54,750$73,000 -57.1%3780.1%Oils/Energy
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$53,5010.0%4730.1%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$48,771$65,473 -57.3%4380.1%Consumer Discretionary
Eaton Co. plc stock logo
ETN
Eaton
$39,824$53,099 -57.1%1200.0%Industrial Products
CVS Health Co. stock logo
CVS
CVS Health
$38,3360.0%8540.0%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$33,195$44,260 -57.1%1980.0%Consumer Staples
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$28,494$39,143 -57.9%990.0%ETF
3M stock logo
MMM
3M
$27,496$36,661 -57.1%2130.0%Multi-Sector Conglomerates
Target Co. stock logo
TGT
Target
$25,549$34,065 -57.1%1890.0%Retail/Wholesale
Diageo plc stock logo
DEO
Diageo
$22,121$28,986 -56.7%1740.0%Consumer Staples
ConocoPhillips stock logo
COP
ConocoPhillips
$14,876$19,835 -57.1%1500.0%Oils/Energy
Cummins Inc. stock logo
CMI
Cummins
$14,641$18,127 -55.3%420.0%Auto/Tires/Trucks
Novartis AG stock logo
NVS
Novartis
$14,013$18,684 -57.1%1440.0%Medical
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$13,260$17,919 -57.5%2220.0%Consumer Staples
General Mills, Inc. stock logo
GIS
General Mills
$12,626$16,580 -56.8%1980.0%Consumer Staples
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$12,470$16,627 -57.1%1350.0%Medical
Centene Co. stock logo
CNC
Centene
$12,358$16,477 -57.1%2040.0%Medical
Intel Co. stock logo
INTC
Intel
$5,955$7,940 -57.1%2970.0%Computer and Technology
SOLVENTUM CORP
$3,501$4,690 -57.3%530.0%COM SHS
Alcon Inc. stock logo
ALC
Alcon
$2,292$3,056 -57.1%270.0%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$0$8,802 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data