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Entity | Shares/Amount Change | Position Value Change |
SCMB |
+6,023 | +$313 | DFNM |
+6,479 | +$312 | AVGO |
+182 | +$241 | CAT |
+561 | +$206 |
Entity | Shares/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 |
Entity | Shares/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 |
Entity | Shares/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: $141,074
Family Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Family Capital Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Family Capital Management Inc. to be as follows, presented in the
table below with each row detailing each Family Capital Management Inc. position, ordered by largest to smallest position size.
The all-stocks-held-by-Family Capital Management Inc. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Family Capital Management Inc. as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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 |
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$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 | SCHWAB STRATEGIC TR |
6,023 |
+6,023 |
$313 | SCMB | 6,023 | +6,023 | $313 | DIMENSIONAL ETF TRUST (DFNM) |
6,479 |
+6,479 |
$312 | DFNM | 6,479 | +6,479 | $312 | ISHARES TR (ITB) |
2,565 |
+25 |
$297 | ITB | 2,565 | +25 | $297 | PROSHARES TR (TQQQ) |
4,652 |
-137 |
$286 | TQQQ | 4,652 | -137 | $286 | EXXON MOBIL CORP |
2,406 |
-1 |
$280 | XOM | 2,406 | -1 | $280 | ISHARES TR (USRT) |
5,111 |
-214 |
$275 | USRT | 5,111 | -214 | $275 | FIRST TR EXCHANGE TRADED FD (FPX) |
2,539 |
-26 |
$269 | FPX | 2,539 | -26 | $269 | MERCK & CO INC |
2,007 |
+106 |
$265 | MRK | 2,007 | +106 | $265 | AMERICAN CENTY ETF TR (VALQ) |
4,478 |
UNCH |
$261 | VALQ | 4,478 | UNCH | $261 | INVESCO EXCH TRD SLF IDX FD |
4,535 |
UNCH |
$250 | OMFL | 4,535 | UNCH | $250 | COCA COLA CO |
4,017 |
+208 |
$246 | KO | 4,017 | +208 | $246 | BROADCOM INC |
182 |
+182 |
$241 | AVGO | 182 | +182 | $241 | PENUMBRA INC |
1,000 |
UNCH |
$223 | PEN | 1,000 | UNCH | $223 | DYNEX CAP INC |
17,820 |
-1,154 |
$222 | DX | 17,820 | -1,154 | $222 | GOLDMAN SACHS BDC INC |
14,714 |
-727 |
$220 | GSBD | 14,714 | -727 | $220 | VANGUARD INDEX FDS (VTV) |
1,350 |
UNCH |
$220 | VTV | 1,350 | UNCH | $220 | FIRST TR EXCHANGE TRADED FD (HYLS) |
5,161 |
-304 |
$213 | HYLS | 5,161 | -304 | $213 | CATERPILLAR INC |
561 |
+561 |
$206 | CAT | 561 | +561 | $206 | BLACKROCK MUNIYIELD MICH QU |
17,924 |
UNCH |
$206 | MIY | 17,924 | UNCH | $206 | ISHARES TR (AGG) |
2,090 |
-12 |
$205 | AGG | 2,090 | -12 | $205 | INTUIT |
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$0 (exited) | INTU | 0 | -382 | $0 | INTUITIVE SURGICAL INC |
|
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$0 (exited) | ISRG | 0 | -2,096 | $0 | ISHARES TR |
|
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$0 (exited) | IWN | 0 | -1,478 | $0 | EXCHANGE TRADED CONCEPTS TR |
|
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$0 (exited) | ROBO | 0 | -4,206 | $0 | PROSHARES TR |
|
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$0 (exited) | TOLZ | 0 | -4,453 | $0 | TESLA INC |
|
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$0 (exited) | TSLA | 0 | -970 | $0 | PROSHARES TR |
0 |
-8,804 |
$0 (exited) | UPRO | 0 | -8,804 | $0 |
See Summary: Family Capital Management Inc. Top Holdings
See Details: Top 10 Stocks Held By Family Capital Management Inc.
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