Virtus Family Office LLC Top Holdings and 13F Report (2025) About Virtus Family Office LLCInvestment ActivityVirtus Family Office LLC has $79.78 million in total holdings as of December 31, 2024.Virtus Family Office LLC owns shares of 39 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 31.37% of the portfolio was purchased this quarter.About 21.50% of the portfolio was sold this quarter.This quarter, Virtus Family Office LLC has purchased 47 new stocks and bought additional shares in 27 stocks.Virtus Family Office LLC sold shares of 10 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares Short Treasury Bond ETF $5,322,057Taiwan Semiconductor Manufacturing $5,104,965Alibaba Group $4,454,018PDD $4,101,610Equinor ASA $3,755,102 Largest New Holdings this Quarter PDD $4,101,610 HoldingFirst Trust SMID Cap Rising Dividend Archievers ETF $1,454,685 Holding Largest Purchases this Quarter iShares Short Treasury Bond ETF 40,525 shares (about $4.46M)PDD 42,289 shares (about $4.10M)Stellantis 135,233 shares (about $1.76M)First Trust SMID Cap Rising Dividend Archievers ETF 40,577 shares (about $1.45M)AMN Healthcare Services 58,067 shares (about $1.39M) Largest Sales this Quarter Franklin FTSE Japan ETF 22,244 shares (about $636.40K)iShares Core MSCI Emerging Markets ETF 7,709 shares (about $402.56K)iShares Gold Trust 8,008 shares (about $396.49K)iShares MSCI EAFE Value ETF 5,975 shares (about $313.51K)WisdomTree Europe SmallCap Dividend Fund 4,940 shares (about $280.20K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVirtus Family Office LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSHViShares Short Treasury Bond ETF$5,322,057$4,462,208 ▲519.0%48,3346.7%ETFTSMTaiwan Semiconductor Manufacturing$5,104,965$325,870 ▲6.8%25,7706.4%Computer and TechnologyBABAAlibaba Group$4,454,018$427,850 ▲10.6%52,5305.6%Retail/WholesalePDDPDD$4,101,610$4,101,610 ▲New Holding42,2895.1%Retail/WholesaleEQNREquinor ASA$3,755,102$1,122,859 ▲42.7%158,5104.7%Oils/EnergySTLAStellantis$3,719,244$1,764,782 ▲90.3%285,0014.7%Auto/Tires/TrucksNTRNutrien$3,625,309$996,585 ▲37.9%79,3684.5%Basic MaterialsVCSHVanguard Short-Term Corporate Bond ETF$3,602,886$352,386 ▲10.8%46,1834.5%ETFFLOTiShares Floating Rate Bond ETF$3,302,307$37,042 ▲1.1%64,9024.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,881,761$402,564 ▼-12.3%55,1853.6%ETFGOOGLAlphabet$2,596,818$466,246 ▲21.9%13,7183.3%Computer and TechnologyAGCOAGCO$2,197,154$638,468 ▲41.0%23,5042.8%Industrial ProductsBMYBristol-Myers Squibb$2,194,472$204,973 ▼-8.5%38,7992.8%MedicalPFEPfizer$2,173,471$522,694 ▲31.7%81,9252.7%MedicalAMNAMN Healthcare Services$2,132,540$1,388,963 ▲186.8%89,1532.7%MedicalQCOMQUALCOMM$2,039,612$692,826 ▲51.4%13,2772.6%Computer and TechnologyMOSMosaic$2,014,994$577,531 ▲40.2%81,9772.5%Basic MaterialsATKRAtkore$2,003,217$983,959 ▲96.5%24,0052.5%Industrial ProductsAMATApplied Materials$1,908,626$604,984 ▲46.4%11,7362.4%Computer and TechnologyCMCSAComcast$1,886,595$194,781 ▲11.5%50,2692.4%Consumer DiscretionaryPHMPulteGroup$1,830,488$133,672 ▲7.9%16,7752.3%ConstructionVWOBVanguard Emerging Markets Government Bond ETF$1,732,170$263,034 ▼-13.2%27,4282.2%ETFIAUiShares Gold Trust$1,683,194$396,488 ▼-19.1%33,9962.1%FinanceSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$1,454,685$1,454,685 ▲New Holding40,5771.8%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,391,535$107,343 ▲8.4%13,8321.7%ETFDHSWisdomTree U.S. High Dividend Fund$1,389,300$1,045,851 ▲304.5%14,8741.7%FinanceMEDMedifast$1,352,265$12,686 ▼-0.9%76,7461.7%Consumer StaplesNTESNetEase$1,087,381$576,832 ▲113.0%12,1891.4%Computer and TechnologyZTOZTO Express (Cayman)$936,191$447,519 ▲91.6%47,8871.2%TransportationABEVAmbev$893,328$430,198 ▲92.9%456,1481.1%Consumer StaplesKBKB Financial Group$891,566$371,216 ▲71.3%15,6691.1%FinanceCPACopa$857,094$393,087 ▲84.7%9,7531.1%TransportationGGBGerdau$854,358$396,343 ▲86.5%296,6521.1%Basic MaterialsDFEWisdomTree Europe SmallCap Dividend Fund$536,071$280,202 ▼-34.3%9,4510.7%FinanceEFViShares MSCI EAFE Value ETF$534,932$313,508 ▼-37.0%10,1950.7%ETFFLJPFranklin FTSE Japan ETF$368,611$636,400 ▼-63.3%12,8840.5%ETFGLOBAL X FDS$365,941$7,247 ▲2.0%9,7460.5%DEFENSE TECH ETFKKRKKR & Co. Inc.$306,765$49,846 ▼-14.0%2,0740.4%FinanceAAPLApple$292,741$233,141 ▼-44.3%1,1690.4%Computer and TechnologyUMCUnited Microelectronics$0$3,780,235 ▼-100.0%00.0%Computer and TechnologySNYSanofi$0$2,715,583 ▼-100.0%00.0%MedicalLMTLockheed Martin$0$2,301,413 ▼-100.0%00.0%AerospaceGILDGilead Sciences$0$2,279,023 ▼-100.0%00.0%MedicalADMArcher-Daniels-Midland$0$1,723,140 ▼-100.0%00.0%Consumer StaplesBBDBanco Bradesco$0$589,072 ▼-100.0%00.0%FinanceGLDSPDR Gold Shares$0$464,245 ▼-100.0%00.0%FinanceXSVMInvesco S&P SmallCap Value with Momentum ETF$0$234,202 ▼-100.0%00.0%MiscellaneousBNTXBioNTech$0$215,924 ▼-100.0%00.0%MedicalPROKProKidney$0$52,800 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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