HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 WISDOMTREE TR |
202,679 | -15,237 | $14,244 |
| DGRW | 202,679 | -15,237 | $14,244 |
| SCHWAB STRATEGIC TR |
185,014 | -39,347 | $14,085 |
| SCHD | 185,014 | -39,347 | $14,085 |
| INVESCO QQQ TR |
32,323 | +359 | $13,237 |
| QQQ | 32,323 | +359 | $13,237 |
| ISHARES TR (IWY) |
59,888 | -3,026 | $10,494 |
| IWY | 59,888 | -3,026 | $10,494 |
| SPDR S&P 500 ETF TR (SPY) |
20,792 | +5,923 | $9,883 |
| SPY | 20,792 | +5,923 | $9,883 |
| AMAZON COM INC |
64,067 | -164 | $9,734 |
| AMZN | 64,067 | -164 | $9,734 |
| FIRST TR EXCHNG TRADED FD VI (FIXD) |
118,401 | -59,259 | $5,281 |
| FIXD | 118,401 | -59,259 | $5,281 |
| FIRST TR VALUE LINE DIVID IN (FVD) |
127,693 | -71,136 | $5,179 |
| FVD | 127,693 | -71,136 | $5,179 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
79,398 | -44,227 | $4,737 |
| FTSM | 79,398 | -44,227 | $4,737 |
| FIDELITY MERRIMACK STR TR |
79,379 | -52,767 | $3,655 |
| FBND | 79,379 | -52,767 | $3,655 |
| FRANKLIN TEMPLETON ETF TR (FLQM) |
74,171 | -5,079 | $3,570 |
| FLQM | 74,171 | -5,079 | $3,570 |
| APPLE INC |
18,501 | -729 | $3,562 |
| AAPL | 18,501 | -729 | $3,562 |
| ISHARES TR (IWF) |
10,644 | -2,736 | $3,227 |
| IWF | 10,644 | -2,736 | $3,227 |
| FIRST TR EXCH TRADED FD III (FMB) |
47,079 | -41,616 | $2,432 |
| FMB | 47,079 | -41,616 | $2,432 |
| MICROSOFT CORP |
6,273 | -429 | $2,359 |
| MSFT | 6,273 | -429 | $2,359 |
| ISHARES TR (IWL) |
19,663 | UNCH | $2,263 |
| IWL | 19,663 | UNCH | $2,263 |
| ISHARES TR (LQD) |
20,217 | -18,992 | $2,237 |
| LQD | 20,217 | -18,992 | $2,237 |
| VANGUARD INDEX FDS (VB) |
8,902 | +2,001 | $1,899 |
| VB | 8,902 | +2,001 | $1,899 |
| J P MORGAN EXCHANGE TRADED F (JPSE) |
36,137 | +6,423 | $1,592 |
| JPSE | 36,137 | +6,423 | $1,592 |
| ISHARES TR (IUSV) |
17,492 | +11,900 | $1,475 |
| IUSV | 17,492 | +11,900 | $1,475 |
| VICTORY PORTFOLIOS II |
22,647 | -1,563 | $1,374 |
| CFO | 22,647 | -1,563 | $1,374 |
| INVESCO ACTIVELY MANAGED ETF (PHDG) |
39,779 | -69,639 | $1,362 |
| PHDG | 39,779 | -69,639 | $1,362 |
| INVESCO EXCHANGE TRADED FD T (XMHQ) |
15,294 | +9,582 | $1,357 |
| XMHQ | 15,294 | +9,582 | $1,357 |
 BERKSHIRE HATHAWAY INC DEL |
$1,295 | ||
| BRK.B | 3,631 | -420 | $1,295 |
| VANECK ETF TRUST (ITM) |
26,495 | -17,036 | $1,246 |
| ITM | 26,495 | -17,036 | $1,246 |
| FIRST TR EXCHANGE TRADED FD (RDVY) |
23,596 | -2,976 | $1,219 |
| RDVY | 23,596 | -2,976 | $1,219 |
| SPDR SER TR (LGLV) |
7,843 | -1,838 | $1,137 |
| LGLV | 7,843 | -1,838 | $1,137 |
| SELECT SECTOR SPDR TR (XLK) |
4,019 | -759 | $774 |
| XLK | 4,019 | -759 | $774 |
| INTUITIVE SURGICAL INC |
2,096 | -25 | $707 |
| ISRG | 2,096 | -25 | $707 |
| ISHARES TR (MUB) |
6,057 | -7,711 | $657 |
| MUB | 6,057 | -7,711 | $657 |
| NVIDIA CORPORATION |
1,327 | +37 | $657 |
| NVDA | 1,327 | +37 | $657 |
| VISA INC |
2,447 | -92 | $637 |
| V | 2,447 | -92 | $637 |
| DIMENSIONAL ETF TRUST (DFCF) |
13,800 | +13,800 | $585 |
| DFCF | 13,800 | +13,800 | $585 |
| APPLIED MATLS INC |
3,430 | -206 | $556 |
| AMAT | 3,430 | -206 | $556 |
| ASML HOLDING N V |
724 | +95 | $548 |
| ASML | 724 | +95 | $548 |
| VANGUARD INDEX FDS (VOO) |
1,182 | -41 | $516 |
| VOO | 1,182 | -41 | $516 |
| PROSHARES TR (NOBL) |
5,318 | -4,445 | $506 |
| NOBL | 5,318 | -4,445 | $506 |
| WISDOMTREE TR |
10,000 | UNCH | $501 |
| EPS | 10,000 | UNCH | $501 |
| PROSHARES TR (UPRO) |
8,804 | -4,919 | $482 |
| UPRO | 8,804 | -4,919 | $482 |
| ALPHABET INC |
3,392 | -436 | $474 |
| GOOGL | 3,392 | -436 | $474 |
| VANGUARD WORLD FDS (VFH) |
4,631 | -1,100 | $427 |
| VFH | 4,631 | -1,100 | $427 |
| ALPHABET INC |
3,007 | -1,436 | $424 |
| GOOG | 3,007 | -1,436 | $424 |
| MASTERCARD INCORPORATED |
992 | -71 | $423 |
| MA | 992 | -71 | $423 |
| ISHARES TR (IGRO) |
6,543 | +3,017 | $422 |
| IGRO | 6,543 | +3,017 | $422 |
| INVESCO EXCH TRADED FD TR II (SPLV) |
6,547 | -1,327 | $410 |
| SPLV | 6,547 | -1,327 | $410 |
| FIRST TR EXCHNG TRADED FD VI (BUFD) |
17,102 | -371 | $388 |
| BUFD | 17,102 | -371 | $388 |
| VANECK ETF TRUST (MOAT) |
4,451 | UNCH | $378 |
| MOAT | 4,451 | UNCH | $378 |
| VANGUARD TAX MANAGED FDS (VEA) |
7,885 | +7,885 | $378 |
| VEA | 7,885 | +7,885 | $378 |
| MICROSTRATEGY INC |
522 | +522 | $330 |
| MSTR | 522 | +522 | $330 |
| NUVEEN AMT FREE QLTY MUN INC |
29,407 | UNCH | $323 |
| NEA | 29,407 | UNCH | $323 |
See Full List: All Stocks Held By Family Capital Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Family Capital Management Inc.
|
Size ($ in 1000's)
At 12/31/2023: $141,074 At 09/30/2023: $151,502 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 |
