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Standard Family Office LLC Top Holdings and 13F Report (2024)

About Standard Family Office LLC

Investment Activity

  • Standard Family Office LLC has $82.31 million in total holdings as of September 30, 2024.
  • Standard Family Office LLC owns shares of 49 different stocks, but just 1 company or ETF makes up 80% of its holdings.
  • 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 0 stocks and completely divested from 0 stocks this quarter.

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
$66,030,5130.0%125,13680.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$8,695,3980.0%181,72210.6%ETF
Apple Inc. stock logo
AAPL
Apple
$813,8690.0%3,4931.0%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$688,3420.0%3,0490.8%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$677,7020.0%5,7780.8%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$465,1540.0%1,0810.6%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$425,0400.0%3,5000.5%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$331,5140.0%5670.4%Medical
Visa Inc. stock logo
V
Visa
$294,4710.0%1,0710.4%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$280,4270.0%1,5050.3%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$259,1450.0%1,5500.3%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$250,7540.0%6680.3%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$213,1790.0%1,0110.3%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$209,8940.0%5180.3%Retail/Wholesale
Union Pacific Co. stock logo
UNP
Union Pacific
$186,3390.0%7560.2%Transportation
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$157,7350.0%2550.2%Medical
Aflac Incorporated stock logo
AFL
Aflac
$143,9980.0%1,2880.2%Finance
Oracle Co. stock logo
ORCL
Oracle
$141,9430.0%8330.2%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$139,8730.0%1,1900.2%Retail/Wholesale
Chevron Co. stock logo
CVX
Chevron
$129,8920.0%8820.2%Oils/Energy
Ecolab Inc. stock logo
ECL
Ecolab
$123,3240.0%4830.1%Basic Materials
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$120,4900.0%2100.1%Finance
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$120,0210.0%1,2320.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$117,8270.0%2560.1%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$111,9710.0%5670.1%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$98,6910.0%1,0260.1%Consumer Discretionary
Eaton Co. plc stock logo
ETN
Eaton
$92,8030.0%2800.1%Industrial Products
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$80,0180.0%4620.1%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$73,7370.0%4550.1%Medical
Capital One Financial Co. stock logo
COF
Capital One Financial
$70,2230.0%4690.1%Finance
Target Co. stock logo
TGT
Target
$68,7340.0%4410.1%Retail/Wholesale
3M stock logo
MMM
3M
$67,9400.0%4970.1%Multi-Sector Conglomerates
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$66,7400.0%2350.1%ETF
Comcast Co. stock logo
CMCSA
Comcast
$61,6940.0%1,4770.1%Consumer Discretionary
Diageo plc stock logo
DEO
Diageo
$56,4170.0%4020.1%Consumer Staples
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$53,9270.0%4730.1%Medical
CVS Health Co. stock logo
CVS
CVS Health
$53,7000.0%8540.1%Retail/Wholesale
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$53,4720.0%1080.1%Finance
Novartis AG stock logo
NVS
Novartis
$38,6470.0%3360.0%Medical
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$38,4560.0%5220.0%Consumer Staples
ConocoPhillips stock logo
COP
ConocoPhillips
$36,8480.0%3500.0%Oils/Energy
Centene Co. stock logo
CNC
Centene
$35,8330.0%4760.0%Medical
General Mills, Inc. stock logo
GIS
General Mills
$33,8230.0%4580.0%Consumer Staples
Cummins Inc. stock logo
CMI
Cummins
$30,4360.0%940.0%Auto/Tires/Trucks
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$26,4100.0%3150.0%Medical
Intel Co. stock logo
INTC
Intel
$16,2580.0%6930.0%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$8,8020.0%1960.0%Computer and Technology
SOLVENTUM CORP
$8,6450.0%1240.0%COM SHS
Alcon Inc. stock logo
ALC
Alcon
$6,3040.0%630.0%Medical

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