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CIK: 0001964344
Total reported value
$258.0M
$258.0M
68 檔
26.7%
During the Q3 2024 filing period, Family Capital Management, Inc. (CIK: 0001964344) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $258.0M across 68 reported positions.
In Q3 2024, Family Capital Management, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 34 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.66% | +1.05% | +0.91% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 9.33% | -0.35% | -1.75% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 8.54% | +0.20% | +0.66% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 7.96% | -0.11% | -1.16% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.93% | -0.01% | +4.78% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.11% | +0.02% | +0.84% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-Other | 3.23% | -0.19% | -2.53% | |
| 8 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 2.89% | -0.14% | +2.56% | |
| 9 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.68% | -0.19% | -1.86% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.53% | -0.02% | -0.03% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.38% | +0.02% | -0.25% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.18% | -0.22% | -2.55% | |
| 13 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.89% | -0.54% | +5.99% | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.76% | -0.16% | +10.72% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.72% | -0.30% | +0.65% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.59% | +0.01% | +3.36% | |
| 17 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.55% | -0.07% | +11.18% | |
| 18 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.46% | +0.91% | -2.16% | |
| 19 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 1.35% | — | -0.13% | |
| 20 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 1.30% | -0.02% | +2.51% | |
| 21 | FMB | First Trust Managed Municipa | ETF-Other | 1.16% | -0.04% | -1.71% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -0.07% | -0.67% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.93% | — | -6.98% | |
| 24 | CFO | Victoryshares US 500 Enhance | ETF-Other | 0.89% | -0.04% | -0.24% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | +0.03% | +4.31% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-Other | 0.78% | +0.02% | -2.44% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.11% | +1.83% | |
| 28 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.74% | -0.18% | +12.70% | |
| 29 | MSTR | Strategy Inc | Stock-Tech | 0.72% | -0.08% | +898.65% | |
| 30 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.69% | -0.06% | -4.22% | |
| 31 | PHDG | Invesco S&p 500 Downside Hed | ETF-Large Cap & Growth | 0.63% | -0.02% | -16.31% | |
| 32 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.60% | -0.43% | +46.59% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.56% | +0.10% | +0.55% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.56% | — | +13.97% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.54% | +0.46% | +0.10% | |
| 36 | ASML | ASML Holding N.V. | Stock-Tech | 0.49% | +0.16% | +1.68% | |
| 37 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.47% | -0.05% | +10.76% | |
| 38 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.45% | -0.03% | -8.44% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.43% | -0.02% | +11.86% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | — | — | |
| 41 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.39% | — | — | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.02% | -5.20% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | +0.01% | +4.77% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.34% | -0.01% | -3.00% | |
| 45 | VFH | Vanguard Financials ETF | ETF-Other | 0.31% | -0.01% | -0.61% | |
| 46 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.30% | -0.02% | — | |
| 47 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.30% | +0.01% | +26.77% | |
| 48 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.30% | -0.02% | +26.93% | |
| 49 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.28% | -0.01% | — | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.27% | — | +5.67% |
According to official SEC Form 13F filings, Family Capital Management, Inc. reported a total U.S. public equity portfolio value of $258.0M across 68 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, SCHD, IWY) accounted for 26.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
CAT
市值: $213.6K
Top Position Liquidated / Trimmed
ABEV
前期市值: $22.7K
During Q3 2024, Family Capital Management, Inc.'s top holdings by market value included QQQ (10.7%)、SCHD (9.3%)、IWY (8.5%). The largest single position, QQQ, represented 10.7% of total portfolio value.
In Q3 2024, Family Capital Management, Inc. made 58 total portfolio adjustments, initiating 2 new buys, adding to 34 positions, trimming 21 holdings, and fully liquidating 1 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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