Holdings Channel
EntityShares/Amount
Change
Position Value
Change
SCMB +6,023+$313
DFNM +6,479+$312
AVGO +182+$241
CAT +561+$206
EntityShares/Amount
Change
Position Value
Change
ISRG -2,096-$707
UPRO -8,804-$482
TSLA -970-$241
ROBO -4,206-$241
INTU -382-$239
IWN -1,478-$230
TOLZ -4,453-$203
EntityShares/Amount
Change
Position Value
Change
BUFR +14,020+$407
DFCF +5,140+$210
IUSV +4,224+$489
XMHQ +3,208+$679
JPSE +3,168+$185
BUFD +3,139+$89
FLQM +3,128+$562
VEA +1,804+$108
IGRO +1,284+$105
IWY +1,079+$1,401
EntityShares/Amount
Change
Position Value
Change
DGRW -48,854-$2,524
FTSM -36,638-$2,188
FIXD -10,753-$588
FVD -8,413-$142
FMB -5,752-$309
PHDG -5,157-$89
IWL -4,772-$370
ITM -4,421-$219
SCHD -4,383+$479
Size ($ 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

All Stocks Held By Family Capital Management Inc.
As of  03/31/2024, we find all stocks held by Family Capital Management Inc. to be as follows, presented in the table below with each row detailing each Family Capital Management Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Family Capital Management Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Family Capital Management Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
INVESCO QQQ TR 33,298 +975 $14,785
     QQQ33,298+975$14,785
SCHWAB STRATEGIC TR 180,631 -4,383 $14,564
     SCHD180,631-4,383$14,564
ISHARES TR (IWY) 60,967 +1,079 $11,895
     IWY60,967+1,079$11,895
WISDOMTREE TR 153,825 -48,854 $11,720
     DGRW153,825-48,854$11,720
AMAZON COM INC 60,387 -3,680 $10,893
     AMZN60,387-3,680$10,893
SPDR S&P 500 ETF TR (SPY) 20,088 -704 $10,507
     SPY20,088-704$10,507
FIRST TR VALUE LINE DIVID IN (FVD) 119,280 -8,413 $5,037
     FVD119,280-8,413$5,037
FIRST TR EXCHNG TRADED FD VI (FIXD) 107,648 -10,753 $4,693
     FIXD107,648-10,753$4,693
FRANKLIN TEMPLETON ETF TR (FLQM) 77,299 +3,128 $4,132
     FLQM77,299+3,128$4,132
FIDELITY MERRIMACK STR TR 77,139 -2,240 $3,495
     FBND77,139-2,240$3,495
ISHARES TR (IWF) 10,315 -329 $3,477
     IWF10,315-329$3,477
MICROSOFT CORP 6,341 +68 $2,668
     MSFT6,341+68$2,668
FIRST TR EXCHANGE TRADED FD (FTSM) 42,760 -36,638 $2,549
     FTSM42,760-36,638$2,549
APPLE INC 14,767 -3,734 $2,532
     AAPL14,767-3,734$2,532
VANGUARD INDEX FDS (VB) 9,707 +805 $2,219
     VB9,707+805$2,219
FIRST TR EXCH TRADED FD III (FMB) 41,327 -5,752 $2,123
     FMB41,327-5,752$2,123
INVESCO EXCHANGE TRADED FD T (XMHQ) 18,502 +3,208 $2,036
     XMHQ18,502+3,208$2,036
ISHARES TR (IUSV) 21,716 +4,224 $1,964
     IUSV21,716+4,224$1,964
ISHARES TR (LQD) 18,016 -2,201 $1,962
     LQD18,016-2,201$1,962
ISHARES TR (IWL) 14,891 -4,772 $1,893
     IWL14,891-4,772$1,893
J P MORGAN EXCHANGE TRADED F (JPSE) 39,305 +3,168 $1,777
     JPSE39,305+3,168$1,777
BERKSHIRE HATHAWAY INC DEL      $1,526
     BRK.B3,628-3$1,526
VICTORY PORTFOLIOS II 22,647 UNCH $1,494
     CFO22,647UNCH$1,494
INVESCO ACTIVELY MANAGED ETF (PHDG) 34,622 -5,157 $1,273
     PHDG34,622-5,157$1,273
FIRST TR EXCHANGE TRADED FD (RDVY) 22,350 -1,246 $1,255
     RDVY22,350-1,246$1,255
NVIDIA CORPORATION 1,347 +20 $1,217
     NVDA1,347+20$1,217
SPDR SER TR (LGLV) 7,111 -732 $1,107
     LGLV7,111-732$1,107
VANECK ETF TRUST (ITM) 22,074 -4,421 $1,027
     ITM22,074-4,421$1,027
MICROSTRATEGY INC 542 +20 $924
     MSTR542+20$924
SELECT SECTOR SPDR TR (XLK) 3,975 -44 $828
     XLK3,975-44$828
DIMENSIONAL ETF TRUST (DFCF) 18,940 +5,140 $795
     DFCF18,940+5,140$795
APPLIED MATLS INC 3,835 +405 $791
     AMAT3,835+405$791
ASML HOLDING N V 808 +84 $784
     ASML808+84$784
ISHARES TR (MUB) 7,125 +1,068 $767
     MUB7,125+1,068$767
FIRST TR EXCHNG TRADED FD VI (BUFR) 24,795 +14,020 $693
     BUFR24,795+14,020$693
VANGUARD INDEX FDS (VOO) 1,182 UNCH $568
     VOO1,182UNCH$568
ALPHABET INC 3,728 +336 $563
     GOOGL3,728+336$563
WISDOMTREE TR 10,000 UNCH $554
     EPS10,000UNCH$554
ISHARES TR (IGRO) 7,827 +1,284 $527
     IGRO7,827+1,284$527
ALPHABET INC 3,419 +412 $521
     GOOG3,419+412$521
PROSHARES TR (NOBL) 5,091 -227 $516
     NOBL5,091-227$516
VISA INC 1,779 -668 $496
     V1,779-668$496
VANGUARD WORLD FD (VFH) 4,842 +211 $496
     VFH4,842+211$496
VANGUARD TAX MANAGED FDS (VEA) 9,689 +1,804 $486
     VEA9,689+1,804$486
FIRST TR EXCHNG TRADED FD VI (BUFD) 20,241 +3,139 $477
     BUFD20,241+3,139$477
INVESCO EXCH TRADED FD TR II (SPLV) 6,547 UNCH $431
     SPLV6,547UNCH$431
MASTERCARD INCORPORATED 833 -159 $401
     MA833-159$401
VANECK ETF TRUST (MOAT) 4,451 UNCH $400
     MOAT4,451UNCH$400
NUVEEN AMT FREE QLTY MUN INC 29,407 UNCH $326
     NEA29,407UNCH$326
AMERICAN EXPRESS CO 1,413 +31 $322
     AXP1,413+31$322
SCHWAB STRATEGIC TR 6,023 +6,023 $313
     SCMB6,023+6,023$313
DIMENSIONAL ETF TRUST (DFNM) 6,479 +6,479 $312
     DFNM6,479+6,479$312
ISHARES TR (ITB) 2,565 +25 $297
     ITB2,565+25$297
PROSHARES TR (TQQQ) 4,652 -137 $286
     TQQQ4,652-137$286
EXXON MOBIL CORP 2,406 -1 $280
     XOM2,406-1$280
ISHARES TR (USRT) 5,111 -214 $275
     USRT5,111-214$275
FIRST TR EXCHANGE TRADED FD (FPX) 2,539 -26 $269
     FPX2,539-26$269
MERCK & CO INC 2,007 +106 $265
     MRK2,007+106$265
AMERICAN CENTY ETF TR (VALQ) 4,478 UNCH $261
     VALQ4,478UNCH$261
INVESCO EXCH TRD SLF IDX FD 4,535 UNCH $250
     OMFL4,535UNCH$250
COCA COLA CO 4,017 +208 $246
     KO4,017+208$246
BROADCOM INC 182 +182 $241
     AVGO182+182$241
PENUMBRA INC 1,000 UNCH $223
     PEN1,000UNCH$223
DYNEX CAP INC 17,820 -1,154 $222
     DX17,820-1,154$222
GOLDMAN SACHS BDC INC 14,714 -727 $220
     GSBD14,714-727$220
VANGUARD INDEX FDS (VTV) 1,350 UNCH $220
     VTV1,350UNCH$220
FIRST TR EXCHANGE TRADED FD (HYLS) 5,161 -304 $213
     HYLS5,161-304$213
CATERPILLAR INC 561 +561 $206
     CAT561+561$206
BLACKROCK MUNIYIELD MICH QU 17,924 UNCH $206
     MIY17,924UNCH$206
ISHARES TR (AGG) 2,090 -12 $205
     AGG2,090-12$205
INTUIT $0 (exited)
     INTU0-382$0
INTUITIVE SURGICAL INC $0 (exited)
     ISRG0-2,096$0
ISHARES TR $0 (exited)
     IWN0-1,478$0
EXCHANGE TRADED CONCEPTS TR $0 (exited)
     ROBO0-4,206$0
PROSHARES TR $0 (exited)
     TOLZ0-4,453$0
TESLA INC $0 (exited)
     TSLA0-970$0
PROSHARES TR 0 -8,804 $0 (exited)
     UPRO0-8,804$0

See Summary: Family Capital Management Inc. Top Holdings
See Details: Top 10 Stocks Held By Family Capital Management Inc.

All Stocks Held By Paul Damon & Associates Inc. | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.