| |
|
|
| Name: |
Colony Family Offices LLC |
| City: |
CHARLOTTE |
| State: |
NC |
| Zip: |
28211 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
7 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
RTX |
RTX Corp |
55 |
New |
$101.02 |
$291,000 |
2,979 |
0.09% |
291,000 |
2,979 |
0 |
Conglomerates |
|
|
MSFT |
Microsoft Corp |
56 |
New |
$413.72 |
$281,000 |
668 |
0.09% |
281,000 |
668 |
0 |
Application Software |
|
|
DIS |
Walt Disney Co |
58 |
New |
$105.83 |
$250,000 |
2,046 |
0.08% |
250,000 |
2,046 |
0 |
Entertainment - Diver... |
|
|
BRK.B |
Berkshire Hathaway B |
59 |
New |
$411.22 |
$225,000 |
534 |
0.07% |
225,000 |
534 |
0 |
Property & Casualty I... |
|
|
UL |
Unilever Plc (ADR) |
60 |
New |
$53.93 |
$220,000 |
4,383 |
0.07% |
220,000 |
4,383 |
0 |
Food - Major Diversified |
|
|
VTC |
Vanguard Total Corporate Bond |
69 |
New |
$0.00 |
$2,000 |
23 |
0% |
2,000 |
23 |
0 |
N/A |
|
|
SHY |
Ishares Barclays 1-3 Treasu... |
70 |
New |
$81.30 |
$2,000 |
22 |
0% |
2,000 |
22 |
0 |
Closed - End Fund - E... |
|
