Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BILTMORE FAMILY OFFICE LLC 08-07-2023 06-30-2023 227 472,748,275
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $168,670,251 869,569 0.04 0.03 -38,964 -4.29 06-30-2023
AVIDXCHANGE HOLDINGS INC COM 2 $34,579,069 3,331,317 0.01 0.01 -600,566 -15.27 06-30-2023
ISHARES GOLD TR ISHARES NEW 3 $25,503,493 700,838 0.01 0.01 -1,871 -0.27 06-30-2023
EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 4 $12,058,292 205,913 0.00 0.00 1,977 0.97 06-30-2023
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