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CIK: 0001964344
Total reported value
$258.0M
$258.0M
70 檔
24.8%
The Q1 2024 SEC filing reveals that Family Capital Management, Inc. held a total portfolio value of $258.0M, covering 70 public equity positions.
During Q1 2024, Family Capital Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.30% | +1.05% | +3.02% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 10.15% | -0.35% | -2.37% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 8.29% | +0.20% | +1.80% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 8.17% | -0.11% | -24.10% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.59% | +0.02% | -5.74% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.32% | -0.01% | -3.39% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-Other | 3.51% | -0.19% | -6.59% | |
| 8 | FIXD | First Trust Smith Opportunis | ETF-Other | 3.27% | -0.19% | -9.08% | |
| 9 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 2.88% | -0.14% | +4.22% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.44% | -0.22% | -2.82% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.42% | +0.02% | -3.09% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.86% | -0.30% | +1.08% | |
| 13 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.78% | +0.91% | -46.14% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.76% | -0.02% | -20.18% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.55% | +0.01% | +9.04% | |
| 16 | FMB | First Trust Managed Municipa | ETF-Other | 1.48% | -0.04% | -12.22% | |
| 17 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.42% | -0.07% | +20.98% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.37% | -0.16% | +24.15% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.37% | — | -10.89% | |
| 20 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 1.32% | — | -24.27% | |
| 21 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 1.24% | -0.02% | +8.77% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | -0.07% | -0.08% | |
| 23 | CFO | Victoryshares US 500 Enhance | ETF-Other | 1.04% | -0.04% | — | |
| 24 | PHDG | Invesco S&p 500 Downside Hed | ETF-Large Cap & Growth | 0.89% | -0.02% | -12.96% | |
| 25 | RDVY | First Trust Rising Dividend | ETF-Other | 0.87% | +0.02% | -5.28% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | +0.03% | +1.51% | |
| 27 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.77% | -0.06% | -9.33% | |
| 28 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.72% | -0.03% | -16.69% | |
| 29 | MSTR | Strategy Inc | Stock-Tech | 0.64% | -0.08% | +3.83% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.58% | +0.10% | -1.09% | |
| 31 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.55% | -0.18% | +37.25% | |
| 32 | AMAT | Applied Materials Inc | Stock-Tech | 0.55% | +0.46% | +11.81% | |
| 33 | ASML | ASML Holding N.V. | Stock-Tech | 0.55% | +0.16% | +11.60% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.53% | — | +17.63% | |
| 35 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.48% | -0.54% | +130.12% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | — | — | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | +0.11% | +9.91% | |
| 38 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.39% | — | — | |
| 39 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.37% | -0.05% | +19.62% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.02% | +13.70% | |
| 41 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.36% | -0.01% | -4.27% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | +0.01% | -27.30% | |
| 43 | VFH | Vanguard Financials ETF | ETF-Other | 0.35% | -0.01% | +4.56% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.34% | -0.02% | +22.88% | |
| 45 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.33% | -0.43% | +18.35% | |
| 46 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.30% | -0.02% | — | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | — | -16.03% | |
| 48 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.28% | -0.01% | — | |
| 49 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.23% | — | — | |
| 50 | AXP | American Express Co | Stock-Financials | 0.22% | -0.04% | +2.24% |
According to official SEC Form 13F filings, Family Capital Management, Inc. reported a total U.S. public equity portfolio value of $258.0M across 70 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, SCHD, IWY) accounted for 24.8% of total reported equity market value during Q1 2024.
During Q1 2024, Family Capital Management, Inc.'s top holdings by market value included QQQ (10.3%)、SCHD (10.2%)、IWY (8.3%). The largest single position, QQQ, represented 10.3% of total portfolio value.
In Q1 2024, Family Capital Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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