Avoid Fraud, Get The Facts, And Find The Best
Legal Name: BILTMORE FAMILY OFFICE, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 31, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
ISHARES GOLD TRUST ISHARES (464285105)
|
619,773 |
$8,367k |
|
MICROSOFT CORP (594918104)
|
52,714 |
$7,062k |
|
VANGUARD INDEX FDS (922908637)
|
48,151 |
$6,515k |
|
Exxon Mobil Corp (30231G102)
|
67,860 |
$5,200k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
63,782 |
$4,993k |
|
3M CO (88579Y101)
|
28,469 |
$4,935k |
|
SPDR SERIES TRUST (78464A870)
|
52,781 |
$4,629k |
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
37,708 |
$4,264k |
|
ABBOTT LABS (002824100)
|
50,121 |
$4,215k |
|
Wisdomtree Small Emerging Mark (97717W281)
|
88,009 |
$4,141k |
|
ROBO Gbl Robotics & Auto'n ETF (301505707)
|
103,581 |
$4,137k |
|
American Express Co. (025816109)
|
33,000 |
$4,074k |
|
ABBVIE INC (00287Y109)
|
51,667 |
$3,757k |
|
Apple Inc (037833100)
|
18,576 |
$3,677k |
|
VANGUARD WHITEHALL FDS INC (921946406)
|
41,212 |
$3,601k |
|
Invesco ETF TR II China Tech ( (46138E800)
|
77,848 |
$3,530k |
|
EQUIFAX INC (294429105)
|
25,000 |
$3,381k |
|
PEPSICO INC (713448108)
|
25,019 |
$3,281k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
16,834 |
$3,270k |
|
ISHARES (464287465)
|
48,181 |
$3,167k |
|
ISHARES (464288273)
|
52,170 |
$2,995k |
|
JOHNSON & JOHNSON (478160104)
|
20,463 |
$2,850k |
|
ADP (053015103)
|
16,900 |
$2,807k |
|
PROCTER & GAMBLE CO (742718109)
|
24,649 |
$2,703k |
|
DUKE ENERGY CORP (26441C204)
|
28,808 |
$2,542k |
|
UNION PAC CORP (907818108)
|
14,146 |
$2,392k |
|
DISNEY WALT CO (254687106)
|
16,423 |
$2,293k |
|
INTL BUSINESS MCHN (459200101)
|
15,754 |
$2,172k |
|
ISHARES TR (464287457)
|
24,844 |
$2,106k |
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
22,663 |
$1,976k |
|
CISCO SYSTEMS INC (17275R102)
|
35,141 |
$1,923k |
|
MERCK & CO INC (58933Y105)
|
22,500 |
$1,899k |
|
AFLAC INC (001055102)
|
33,500 |
$1,836k |
|
MCDONALDS CORP (580135101)
|
8,618 |
$1,790k |
|
AT&T INC (00206R102)
|
50,139 |
$1,680k |
|
INVESCO EXCHANGE TRADED FD T (46137V282)
|
8,540 |
$1,515k |
|
ZIMMER BIOMET HLDGS (98956P102)
|
12,807 |
$1,511k |
|
PayPal Holdings Inc (70450Y103)
|
12,721 |
$1,456k |
|
JPMORGAN CHASE & CO (46625H100)
|
12,831 |
$1,435k |
|
SCHWAB STRATEGIC TR (808524755)
|
50,547 |
$1,420k |
|
Chevron Corp (166764100)
|
10,614 |
$1,321k |
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
11,135 |
$1,247k |
|
VERIZON COMMUNICATIONS (92343V104)
|
21,459 |
$1,226k |
|
PFIZER INC (717081103)
|
28,183 |
$1,221k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
4,060 |
$1,195k |
|
FIDELITY NATL INFO (31620M106)
|
9,208 |
$1,130k |
|
ALPHABET INC (02079K305)
|
1,011 |
$1,095k |
|
STRYKER CORP (863667101)
|
5,220 |
$1,076k |
|
ORACLE CORP (68389X105)
|
18,707 |
$1,066k |
|
ESTEE LAUDER CO (518439104)
|
5,773 |
$1,057k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
6,507 |
$1,024k |
|
COCA-COLA CO (191216100)
|
19,589 |
$1,015k |
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
18,260 |
$1,005k |
|
VISA INC COM CL A (92826C839)
|
5,713 |
$991k |
|
EMERSON ELEC CO (291011104)
|
14,445 |
$964k |
|
COMCAST CORP (20030N101)
|
22,673 |
$959k |
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
12,635 |
$918k |
|
Alphabet Inc (02079K107)
|
831 |
$898k |
|
INVESCO EXCHANGE TRADED FD T (46137V332)
|
4,365 |
$885k |
|
MEDTRONIC PLC (G5960L103)
|
8,683 |
$846k |
|
SOUTHERN CO (842587107)
|
15,000 |
$829k |
|
Berkshire Hathaway, Inc. (084670702)
|
3,827 |
$816k |
|
HOME DEPOT INC (437076102)
|
3,870 |
$805k |
|
WISDOMTREE TR (97717W760)
|
12,325 |
$801k |
|
COLGATE PALMOLIVE CO (194162103)
|
10,000 |
$717k |
|
CHUBB LIMITED (H1467J104)
|
4,856 |
$715k |
|
Royal Dutch Shell PLC (780259206)
|
10,973 |
$714k |
|
Caterpillar Inc (149123101)
|
5,010 |
$683k |
|
YUM BRANDS INC (988498101)
|
6,080 |
$673k |
|
ALLSTATE CORP (020002101)
|
6,577 |
$672k |
|
WELLS FARGO CO NEW (949746101)
|
13,795 |
$653k |
|
Bank of America Corp. (060505104)
|
22,210 |
$644k |
|
CROWN CASTLE INTL (22822V101)
|
4,770 |
$622k |
|
ISHARES TR RUS MID CAP ETF (464287499)
|
10,720 |
$599k |
|
WISDOMTREE TR (97717W794)
|
12,500 |
$589k |
|
Facebook Inc (30303M102)
|
3,041 |
$587k |
|
NOVARTIS AG (66987V109)
|
6,417 |
$586k |
|
Booking Holdings, Inc. (09857L108)
|
287 |
$538k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
3,376 |
$531k |
|
MASTERCARD INC (57636Q104)
|
1,945 |
$515k |
|
BROADRIDGE FINL SOLN (11133T103)
|
4,000 |
$513k |
|
Amazon.com Inc (023135106)
|
256 |
$485k |
|
EBAY INC (278642103)
|
11,650 |
$460k |
|
BANK OZK (06417N103)
|
15,070 |
$453k |
|
INTEL CORP (458140100)
|
9,463 |
$453k |
|
BAXTER INTL INC (071813109)
|
5,323 |
$437k |
|
LILLY ELI & CO (532457108)
|
3,796 |
$421k |
|
ISHARES TR (464288356)
|
6,890 |
$418k |
|
AMERICAN TOWER CORP NEW (03027X100)
|
2,027 |
$416k |
|
COSTCO WHSL CORP (22160K105)
|
1,560 |
$412k |
|
Bristol-Myers Squibb Co (110122108)
|
9,038 |
$410k |
|
FRANKLIN RES INC (354613101)
|
11,610 |
$407k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
2,610 |
$406k |
|
ISHARES TR (464288323)
|
7,125 |
$405k |
|
Thermo Fisher Scientific Inc (883556102)
|
1,372 |
$403k |
|
KELLOGG CO (487836108)
|
7,400 |
$396k |
|
SUNTRUST BANKS INC (867914103)
|
6,000 |
$377k |
|
GILEAD SCIENCES INC (375558103)
|
5,447 |
$368k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
8,200 |
$349k |
|
WASTE MGMT INC DEL (94106L109)
|
2,922 |
$337k |
|
DENTSPLY SIRONA INC (24906P109)
|
5,715 |
$334k |
|
WALMART INC COM (931142103)
|
3,010 |
$333k |
|
TCW STRATEGIC INCM (872340104)
|
56,910 |
$332k |
|
SPDR GOLD TR GOLD (78463V107)
|
2,485 |
$331k |
|
UNITEDHEALTH GRP INC (91324P102)
|
1,340 |
$327k |
|
STANLEY BLACK&DECKR (854502101)
|
2,243 |
$324k |
|
EASTMAN CHEM CO (277432100)
|
4,000 |
$314k |
|
AMGEN INC (031162100)
|
1,690 |
$311k |
|
CVS HEALTH CORP (126650100)
|
5,690 |
$310k |
|
GENERAL MILLS INC (370334104)
|
5,600 |
$294k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
10,615 |
$293k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
969 |
$285k |
|
DOMINION ENERGY INC (25746U109)
|
3,667 |
$284k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
1,680 |
$282k |
|
BROADCOM INC (11135F101)
|
972 |
$282k |
|
Intercontinental Exchange Inc (45866F104)
|
3,275 |
$281k |
|
INTUITIVE SURGIC INC (46120E602)
|
533 |
$280k |
|
RAYTHEON (755111507)
|
1,591 |
$277k |
|
DIAGEO P L C (25243Q205)
|
1,591 |
$274k |
|
FISERV INC (337738108)
|
3,000 |
$273k |
|
GENERAL DYNAMICS (369550108)
|
1,456 |
$265k |
|
SONOCO PRODS (835495102)
|
4,000 |
$261k |
|
SEALED AIR CORP (81211K100)
|
6,000 |
$257k |
|
DELTA AIR LINES (247361702)
|
4,468 |
$254k |
|
GOLUB CAP BDC INC (38173M102)
|
14,100 |
$251k |
|
CITIGROUP INC (172967424)
|
3,501 |
$245k |
|
DANAHER CORP (235851102)
|
1,676 |
$240k |
|
KEYCORP (493267108)
|
13,100 |
$233k |
|
GALLAGHER ARTHUR J & CO (363576109)
|
2,500 |
$219k |
|
HONEYWELL INTL INC (438516106)
|
1,229 |
$215k |
|
CDW CORP (12514G108)
|
1,916 |
$213k |
|
Tyson Foods (TSN) (902494103)
|
2,500 |
$202k |
|
ALTRIA GROUP INC (02209S103)
|
4,193 |
$202k |
|
ISHARES (464287168)
|
1,600 |
$159k |
|
ISHARES (464287556)
|
1,425 |
$155k |
|
ISHARES TR US AER DEF ETF (464288760)
|
650 |
$139k |
|
ISHARES TR U.S. MED DVC ETF (464288810)
|
450 |
$108k |
|
SCHWAB STRATEGIC TR (808524102)
|
1,500 |
$106k |
|
ISHARES (464287234)
|
2,410 |
$103k |
|
SELECT SECTOR SPDR (81369Y100)
|
1,750 |
$102k |
|
INVESCO EXCHANGETRAD (46137V357)
|
815 |
$88k |
|
SELECT SECTOR SPDR (81369Y803)
|
1,000 |
$78k |
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
500 |
$71k |
|
ISHARES G (464288174)
|
800 |
$48k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
510 |
$45k |
|
WISDOMTREE TR (97717W315)
|
1,000 |
$45k |
|
INVESCO ETF TR (46137V530)
|
275 |
$38k |
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
310 |
$28k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
145 |
$22k |
|
INVESCO EXCHNG TRADED FD TR (46138E115)
|
245 |
$20k |
|
INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW (46138E198)
|
300 |
$15k |
|
LIBERTY BROADBAND CORP (530307305)
|
108 |
$11k |
|
INVESCO S&P MIDCAP 400 EQUAL WEIGHT ETF (46137V225)
|
150 |
$10k |
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
100 |
$9k |
|
CONTRAFECT CORP (212326102)
|
13,091 |
$7k |
|
LIBERTY BROADBAND CORP (530307107)
|
71 |
$7k |
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
45 |
$6k |
|
SPDR SERIES TRUST (78464A102)
|
59 |
$4k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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