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 | $322 |
See Full List: All Stocks Held By Family Capital Management Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Family Capital Management Inc.
Size ($ 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 |