Virtus Family Office LLC Top Holdings and 13F Report (2025) About Virtus Family Office LLCInvestment ActivityVirtus Family Office LLC has $77.88 million in total holdings as of March 31, 2025.Virtus Family Office LLC owns shares of 40 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 1.13% of the portfolio was purchased this quarter.About 6.77% of the portfolio was sold this quarter.This quarter, Virtus Family Office LLC has purchased 39 new stocks and bought additional shares in 10 stocks.Virtus Family Office LLC sold shares of 24 stocks and completely divested from 0 stocks this quarter.Largest Holdings Alibaba Group $6,776,600PDD $5,007,229Taiwan Semiconductor Manufacturing $4,253,042Equinor ASA $4,174,209Nutrien $3,987,386 Largest New Holdings this Quarter G7S53R104 - ProKidney $24,090 Holding Largest Purchases this Quarter Vanguard Emerging Markets Government Bond ETF 9,632 shares (about $618.38K)iShares Core MSCI Emerging Markets ETF 1,419 shares (about $76.58K)Ambev 21,443 shares (about $50.44K)KB Financial Group 867 shares (about $47.38K)ProKidney 27,500 shares (about $24.09K) Largest Sales this Quarter iShares Short Treasury Bond ETF 41,607 shares (about $4.60M)Alibaba Group 1,282 shares (about $169.52K)iShares Floating Rate Bond ETF 2,990 shares (about $152.64K)Taiwan Semiconductor Manufacturing 252 shares (about $42.00K)iShares Gold Trust 554 shares (about $32.66K) 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 PortfolioSectorBABAAlibaba Group$6,776,600$169,521 ▼-2.4%51,2488.7%Retail/WholesalePDDPDD$5,007,229$2,249 ▲0.0%42,3086.4%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$4,253,042$42,000 ▼-1.0%25,5185.5%Computer and TechnologyEQNREquinor ASA$4,174,209$18,462 ▼-0.4%157,8125.4%EnergyNTRNutrien$3,987,386$28,436 ▼-0.7%78,8065.1%Basic MaterialsVCSHVanguard Short-Term Corporate Bond ETF$3,662,016$16,183 ▲0.4%46,3884.7%ETFSTLAStellantis$3,187,477$6,556 ▼-0.2%284,4164.1%Auto/Tires/TrucksFLOTiShares Floating Rate Bond ETF$3,160,630$152,641 ▼-4.6%61,9124.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,054,918$76,583 ▲2.6%56,6043.9%ETFVWOBVanguard Emerging Markets Government Bond ETF$2,379,274$618,380 ▲35.1%37,0603.1%ETFBMYBristol-Myers Squibb$2,346,590$19,761 ▼-0.8%38,4753.0%MedicalMOSMosaic$2,195,508$18,691 ▼-0.8%81,2852.8%Basic MaterialsAGCOAGCO$2,158,177$17,588 ▼-0.8%23,3142.8%IndustrialsAMNAMN Healthcare Services$2,156,540$24,142 ▼-1.1%88,1662.8%MedicalGOOGLAlphabet$2,105,733$15,619 ▼-0.7%13,6172.7%Computer and TechnologyPFEPfizer$2,057,583$18,397 ▼-0.9%81,1992.6%MedicalQCOMQUALCOMM$2,023,658$15,822 ▼-0.8%13,1742.6%Computer and TechnologyIAUiShares Gold Trust$1,971,690$32,663 ▼-1.6%33,4422.5%FinanceCMCSAComcast$1,839,576$15,350 ▼-0.8%49,8532.4%Consumer DiscretionaryPHMPulteGroup$1,715,283$12,878 ▼-0.7%16,6502.2%ConstructionAMATApplied Materials$1,689,342$13,786 ▼-0.8%11,6412.2%Computer and TechnologyDHSWisdomTree U.S. High Dividend Fund$1,466,279$8,627 ▼-0.6%14,7871.9%FinanceATKRAtkore$1,462,976$22,916 ▲1.6%24,3871.9%IndustrialsSTIPiShares 0-5 Year TIPS Bond ETF$1,432,551$1,345 ▲0.1%13,8451.8%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,359,799$469 ▲0.0%40,5911.7%ETFNTESNetEase$1,254,4920.0%12,1891.6%Computer and TechnologyABEVAmbev$1,123,493$50,443 ▲4.7%477,5911.4%Consumer StaplesMEDMedifast$1,034,5360.0%76,7461.3%Consumer StaplesZTOZTO Express (Cayman)$950,0780.0%47,8871.2%TransportationKBKB Financial Group$903,575$47,375 ▲5.5%16,5361.2%FinanceCPACopa$901,7620.0%9,7531.2%TransportationGGBGerdau$863,073$20,581 ▲2.4%303,8991.1%Basic MaterialsSHViShares Short Treasury Bond ETF$743,064$4,595,907 ▼-86.1%6,7271.0%ETFEFViShares MSCI EAFE Value ETF$598,005$2,888 ▼-0.5%10,1460.8%ETFDFEWisdomTree Europe SmallCap Dividend Fund$569,446$6,706 ▼-1.2%9,3410.7%FinanceGLOBAL X FDS$453,6760.0%9,7460.6%DEFENSE TECH ETFFLJPFranklin FTSE Japan ETF$374,115$4,675 ▼-1.2%12,7250.5%ETFKKRKKR & Co. Inc.$234,920$4,856 ▼-2.0%2,0320.3%FinanceAAPLApple$230,349$29,321 ▼-11.3%1,0370.3%Computer and TechnologyPROKProKidney$24,090$24,090 ▲New Holding27,5000.0%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. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. 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