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CIK: 0001964344
Total reported value
$258.0M
$258.0M
70 檔
27.9%
According to the latest 13F quarterly dataset, Family Capital Management, Inc. managed an equity portfolio of $258.0M at the end of Q4 2024, spanning 70 distinct U.S. exchange-listed positions.
In Q4 2024, Family Capital Management, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 35 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, IWY, SCHD) accounted for 27.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPHQ
市值: $243.3K
Top Position Liquidated / Trimmed
DX
前期市值: $144.5K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.67% | +1.05% | +1.95% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 8.50% | +0.20% | -0.60% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 8.38% | -0.35% | +196.45% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.97% | -0.01% | +4.99% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.87% | +0.02% | +0.31% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 7.11% | -0.11% | -1.93% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.16% | -0.54% | +130.24% | |
| 8 | FVD | First Trust Value Line Dvd | ETF-Other | 2.84% | -0.19% | -2.21% | |
| 9 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 2.76% | -0.14% | +4.88% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.56% | -0.02% | +0.28% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.32% | +0.02% | -2.61% | |
| 12 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.21% | -0.19% | -7.27% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.92% | -0.22% | -1.98% | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.84% | -0.16% | +15.58% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.63% | +0.01% | +7.66% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.59% | -0.30% | +0.66% | |
| 17 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.56% | -0.07% | +11.93% | |
| 18 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.31% | +0.91% | -3.61% | |
| 19 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 1.30% | — | -0.17% | |
| 20 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 1.29% | -0.02% | +8.07% | |
| 21 | MSTR | Strategy Inc | Stock-Tech | 1.18% | -0.08% | +1.50% | |
| 22 | FMB | First Trust Managed Municipa | ETF-Other | 1.04% | -0.04% | -3.06% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | -0.07% | -0.40% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | +0.03% | +2.71% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.11% | +3.80% | |
| 26 | CFO | Victoryshares US 500 Enhance | ETF-Other | 0.81% | -0.04% | -1.29% | |
| 27 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.77% | -0.18% | +15.88% | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.73% | — | -11.80% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-Other | 0.73% | +0.02% | -0.47% | |
| 30 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.70% | -0.43% | +21.59% | |
| 31 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.63% | -0.06% | -0.58% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.59% | — | +14.62% | |
| 33 | PHDG | Invesco S&p 500 Downside Hed | ETF-Large Cap & Growth | 0.57% | -0.02% | -0.38% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.54% | +0.10% | -0.18% | |
| 35 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.46% | -0.05% | +15.16% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | -0.02% | +16.90% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.42% | +0.46% | +3.58% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | +0.01% | +11.04% | |
| 39 | ASML | ASML Holding N.V. | Stock-Tech | 0.41% | +0.16% | +8.25% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | +0.07% | +21.57% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | — | +0.17% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.02% | — | |
| 43 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.37% | — | — | |
| 44 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.34% | +0.01% | +149.51% | |
| 45 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.34% | -0.02% | +24.07% | |
| 46 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.33% | -0.03% | -21.80% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.33% | — | +19.46% | |
| 48 | VFH | Vanguard Financials ETF | ETF-Other | 0.31% | -0.01% | — | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.29% | -0.01% | -0.24% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.29% | -0.04% | +14.40% |
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 Q4 2024.
During Q4 2024, Family Capital Management, Inc.'s top holdings by market value included QQQ (10.7%)、IWY (8.5%)、SCHD (8.4%). The largest single position, QQQ, represented 10.7% of total portfolio value.
In Q4 2024, Family Capital Management, Inc. made 62 total portfolio adjustments, initiating 3 new buys, adding to 35 positions, trimming 23 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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