 |
Size ($ in 1000's)
At 03/31/2024: $143,496
At 12/31/2023: $141,074
Family Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Family Capital Management Inc. 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, below is a summary of the Family Capital Management Inc. top holdings by largest position size, as per the latest 13f filing made by Family Capital Management Inc..
In the Family Capital Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Family Capital Management Inc. in that top holding, then the share count change between reporting periods, and finally the Family Capital Management Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| INVESCO QQQ TR |
33,298 |
+975 |
$14,785 | | QQQ | 33,298 | +975 | $14,785 | | SCHWAB STRATEGIC TR |
180,631 |
-4,383 |
$14,564 | | SCHD | 180,631 | -4,383 | $14,564 | | ISHARES TR (IWY) |
60,967 |
+1,079 |
$11,895 | | IWY | 60,967 | +1,079 | $11,895 | | WISDOMTREE TR |
153,825 |
-48,854 |
$11,720 | | DGRW | 153,825 | -48,854 | $11,720 | | AMAZON COM INC |
60,387 |
-3,680 |
$10,893 | | AMZN | 60,387 | -3,680 | $10,893 | | SPDR S&P 500 ETF TR (SPY) |
20,088 |
-704 |
$10,507 | | SPY | 20,088 | -704 | $10,507 | | FIRST TR VALUE LINE DIVID IN (FVD) |
119,280 |
-8,413 |
$5,037 | | FVD | 119,280 | -8,413 | $5,037 | | FIRST TR EXCHNG TRADED FD VI (FIXD) |
107,648 |
-10,753 |
$4,693 | | FIXD | 107,648 | -10,753 | $4,693 | | FRANKLIN TEMPLETON ETF TR (FLQM) |
77,299 |
+3,128 |
$4,132 | | FLQM | 77,299 | +3,128 | $4,132 | | FIDELITY MERRIMACK STR TR |
77,139 |
-2,240 |
$3,495 | | FBND | 77,139 | -2,240 | $3,495 | | ISHARES TR (IWF) |
10,315 |
-329 |
$3,477 | | IWF | 10,315 | -329 | $3,477 | | MICROSOFT CORP |
6,341 |
+68 |
$2,668 | | MSFT | 6,341 | +68 | $2,668 | | FIRST TR EXCHANGE TRADED FD (FTSM) |
42,760 |
-36,638 |
$2,549 | | FTSM | 42,760 | -36,638 | $2,549 | | APPLE INC |
14,767 |
-3,734 |
$2,532 | | AAPL | 14,767 | -3,734 | $2,532 | | VANGUARD INDEX FDS (VB) |
9,707 |
+805 |
$2,219 | | VB | 9,707 | +805 | $2,219 | | FIRST TR EXCH TRADED FD III (FMB) |
41,327 |
-5,752 |
$2,123 | | FMB | 41,327 | -5,752 | $2,123 | | INVESCO EXCHANGE TRADED FD T (XMHQ) |
18,502 |
+3,208 |
$2,036 | | XMHQ | 18,502 | +3,208 | $2,036 | | ISHARES TR (IUSV) |
21,716 |
+4,224 |
$1,964 | | IUSV | 21,716 | +4,224 | $1,964 | | ISHARES TR (LQD) |
18,016 |
-2,201 |
$1,962 | | LQD | 18,016 | -2,201 | $1,962 | | ISHARES TR (IWL) |
14,891 |
-4,772 |
$1,893 | | IWL | 14,891 | -4,772 | $1,893 | | J P MORGAN EXCHANGE TRADED F (JPSE) |
39,305 |
+3,168 |
$1,777 | | JPSE | 39,305 | +3,168 | $1,777 |  BERKSHIRE HATHAWAY INC DEL |
|
|
$1,526 | | BRK.B | 3,628 | -3 | $1,526 | | VICTORY PORTFOLIOS II |
22,647 |
UNCH |
$1,494 | | CFO | 22,647 | UNCH | $1,494 | | INVESCO ACTIVELY MANAGED ETF (PHDG) |
34,622 |
-5,157 |
$1,273 | | PHDG | 34,622 | -5,157 | $1,273 | | FIRST TR EXCHANGE TRADED FD (RDVY) |
22,350 |
-1,246 |
$1,255 | | RDVY | 22,350 | -1,246 | $1,255 | | NVIDIA CORPORATION |
1,347 |
+20 |
$1,217 | | NVDA | 1,347 | +20 | $1,217 | | SPDR SER TR (LGLV) |
7,111 |
-732 |
$1,107 | | LGLV | 7,111 | -732 | $1,107 | | VANECK ETF TRUST (ITM) |
22,074 |
-4,421 |
$1,027 | | ITM | 22,074 | -4,421 | $1,027 | | MICROSTRATEGY INC |
542 |
+20 |
$924 | | MSTR | 542 | +20 | $924 | | SELECT SECTOR SPDR TR (XLK) |
3,975 |
-44 |
$828 | | XLK | 3,975 | -44 | $828 | | DIMENSIONAL ETF TRUST (DFCF) |
18,940 |
+5,140 |
$795 | | DFCF | 18,940 | +5,140 | $795 | | APPLIED MATLS INC |
3,835 |
+405 |
$791 | | AMAT | 3,835 | +405 | $791 | | ASML HOLDING N V |
808 |
+84 |
$784 | | ASML | 808 | +84 | $784 | | ISHARES TR (MUB) |
7,125 |
+1,068 |
$767 | | MUB | 7,125 | +1,068 | $767 | | FIRST TR EXCHNG TRADED FD VI (BUFR) |
24,795 |
+14,020 |
$693 | | BUFR | 24,795 | +14,020 | $693 | | VANGUARD INDEX FDS (VOO) |
1,182 |
UNCH |
$568 | | VOO | 1,182 | UNCH | $568 | | ALPHABET INC |
3,728 |
+336 |
$563 | | GOOGL | 3,728 | +336 | $563 | | WISDOMTREE TR |
10,000 |
UNCH |
$554 | | EPS | 10,000 | UNCH | $554 | | ISHARES TR (IGRO) |
7,827 |
+1,284 |
$527 | | IGRO | 7,827 | +1,284 | $527 | | ALPHABET INC |
3,419 |
+412 |
$521 | | GOOG | 3,419 | +412 | $521 | | PROSHARES TR (NOBL) |
5,091 |
-227 |
$516 | | NOBL | 5,091 | -227 | $516 | | VISA INC |
1,779 |
-668 |
$496 | | V | 1,779 | -668 | $496 | | VANGUARD WORLD FD (VFH) |
4,842 |
+211 |
$496 | | VFH | 4,842 | +211 | $496 | | VANGUARD TAX MANAGED FDS (VEA) |
9,689 |
+1,804 |
$486 | | VEA | 9,689 | +1,804 | $486 | | FIRST TR EXCHNG TRADED FD VI (BUFD) |
20,241 |
+3,139 |
$477 | | BUFD | 20,241 | +3,139 | $477 | | INVESCO EXCH TRADED FD TR II (SPLV) |
6,547 |
UNCH |
$431 | | SPLV | 6,547 | UNCH | $431 | | MASTERCARD INCORPORATED |
833 |
-159 |
$401 | | MA | 833 | -159 | $401 | | VANECK ETF TRUST (MOAT) |
4,451 |
UNCH |
$400 | | MOAT | 4,451 | UNCH | $400 | | NUVEEN AMT FREE QLTY MUN INC |
29,407 |
UNCH |
$326 | | NEA | 29,407 | UNCH | $326 | | AMERICAN EXPRESS CO |
1,413 |
+31 |
$322 | | AXP | 1,413 | +31 | $322 |
See Full List: All Stocks Held By Family Capital Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Family Capital Management Inc.
|
|
