The Analysis of Family Capital Management, Inc.'s Holdings
Currently, Family Capital Management, Inc. holds 100 types of securities in its portfolio with a total value $225.1M. In the most recent quarter, they have increased their positions in N/A (+5.9K shares, valued at $3.7M), HELO (+21.0K shares, valued at $1.4M), FNDB (+36.4K shares, valued at $966.5K); decreased their positions in SCHD (-34.8K shares, valued at $955.5K), DGRW (-6.6K shares, valued at $589.9K), V (-591 shares, valued at $207.3K); initiated new positions in AZN (+4.3K shares, valued at $399.9K), TJX (+2.0K shares, valued at $300.9K), N/A (+1.6K shares, valued at $279.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWY ISHARES TR65.0K shares2.27%2025-12-312026-01-27
SPY SPDR S&P 500 ETF TR26.4K shares3.51%2025-12-312026-01-27 AMZN AMAZON COM INC70.3K shares-0.20%2025-12-312026-01-27 SCHD SCHWAB STRATEGIC TR418.1K shares-7.69%2025-12-312026-01-27 DGRW WISDOMTREE TR115.3K shares-5.41%2025-12-312026-01-27 BUFR FIRST TR EXCHNG TRADED FD VI220.1K shares4.57%2025-12-312026-01-27 AAPL APPLE INC22.6K shares1.69%2025-12-312026-01-27 IUSV ISHARES TR49.9K shares11.98%2025-12-312026-01-27 FLQM FRANKLIN TEMPLETON ETF TR86.9K shares1.12%2025-12-312026-01-27 FVD FIRST TR EXCHANGE-TRADED FD104.1K shares-0.73%2025-12-312026-01-27 IWF ISHARES TR9.2K shares-1.06%2025-12-312026-01-27 FIXD FIRST TR EXCHNG TRADED FD VI96.4K shares11.69%2025-12-312026-01-27 MSFT MICROSOFT CORP8.0K shares2.50%2025-12-312026-01-27 FBND FIDELITY MERRIMACK STR TR83.9K shares15.87%2025-12-312026-01-27 SPHQ INVESCO EXCHANGE TRADED FD T47.4K shares36.31%2025-12-312026-01-27 ALPHABET INC ALPHABET INC11.2K shares-0.29%2025-12-312026-01-27 VB VANGUARD INDEX FDS12.5K shares4.36%2025-12-312026-01-27 XMHQ INVESCO EXCHANGE TRADED FD T30.6K shares3.97%2025-12-312026-01-27 JPSE J P MORGAN EXCHANGE TRADED F53.5K shares4.10%2025-12-312026-01-27 BUFD FIRST TR EXCHNG TRADED FD VI89.6K shares58.49%2025-12-312026-01-27 IWL ISHARES TR14.7K shares-0.02%2025-12-312026-01-27 HELO J P MORGAN EXCHANGE TRADED F37.1K shares130.11%2025-12-312026-01-27 FNDB SCHWAB STRATEGIC TR92.7K shares64.63%2025-12-312026-01-27 DFCF DIMENSIONAL ETF TRUST54.3K shares35.62%2025-12-312026-01-27 NVDA NVIDIA CORPORATION11.2K shares13.49%2025-12-312026-01-27 FTSM FIRST TR EXCHANGE-TRADED FD31.4K shares-6.87%2025-12-312026-01-27 BROADCOM INC BROADCOM INC5.4K shares4.73%2025-12-312026-01-27 DFNM DIMENSIONAL ETF TRUST37.2K shares9.55%2025-12-312026-01-27 FMB FIRST TR EXCH TRADED FD III30.8K shares4.96%2025-12-312026-01-27 RDVY FIRST TR EXCHANGE TRADED FD21.5K shares-0.46%2025-12-312026-01-27 AXP AMERICAN EXPRESS CO3.9K shares10.63%2025-12-312026-01-27 CFO VICTORY PORTFOLIOS II18.8K shares-0.35%2025-12-312026-01-27 MUB ISHARES TR11.8K shares14.77%2025-12-312026-01-27 IGRO ISHARES TR14.3K shares5.83%2025-12-312026-01-27 ALPHABET INC ALPHABET INC3.7K shares-0.83%2025-12-312026-01-27 VEA VANGUARD TAX-MANAGED FDS18.6K shares5.53%2025-12-312026-01-27 XLK SELECT SECTOR SPDR TR7.8K shares100.03%2025-12-312026-01-27 AMAT APPLIED MATLS INC4.2K shares0.79%2025-12-312026-01-27 LGLV SPDR SERIES TRUST6.0K shares-2.29%2025-12-312026-01-27 V VISA INC2.9K shares-16.80%2025-12-312026-01-27 LQD ISHARES TR9.0K shares-2.19%2025-12-312026-01-27 ASML ASML HOLDING N V919 shares0.77%2025-12-312026-01-27 TSLA TESLA INC2.0K shares-1.56%2025-12-312026-01-27 PHDG INVESCO ACTIVELY MANAGED EXC23.1K shares-2.65%2025-12-312026-01-27 MA MASTERCARD INCORPORATED1.5K shares-18.30%2025-12-312026-01-27 CAT CATERPILLAR INC1.5K shares29.08%2025-12-312026-01-27 SCMB SCHWAB STRATEGIC TR33.0K shares21.47%2025-12-312026-01-27 LLY ELI LILLY & CO714 shares17.05%2025-12-312026-01-27 RTX RTX CORPORATION3.9K shares-9.13%2025-12-312026-01-27 EPS WISDOMTREE TR10.0K shares0.00%2025-12-312026-01-27 ABBV ABBVIE INC3.1K shares-0.03%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.2.1K shares48.79%2025-12-312026-01-27 JNJ JOHNSON & JOHNSON3.3K shares9.65%2025-12-312026-01-27 PFE PFIZER INC27.2K shares-9.38%2025-12-312026-01-27 META META PLATFORMS INC1.0K shares2.94%2025-12-312026-01-27 VFH VANGUARD WORLD FD4.4K shares-2.73%2025-12-312026-01-27 MSTR STRATEGY INC3.5K shares-20.88%2025-12-312026-01-27 NOBL PROSHARES TR4.7K shares0.23%2025-12-312026-01-27 ITM VANECK ETF TRUST10.2K shares-6.36%2025-12-312026-01-27 PEP PEPSICO INC3.3K shares4.67%2025-12-312026-01-27 MOAT VANECK ETF TRUST4.5K shares0.00%2025-12-312026-01-27 TQQQ PROSHARES TR8.3K shares98.83%2025-12-312026-01-27 KO COCA COLA CO6.0K shares2.00%2025-12-312026-01-27 MAR MARRIOTT INTL INC NEW1.3K shares-9.37%2025-12-312026-01-27 AZN ASTRAZENECA PLC4.3K sharesnew addition2025-12-312026-01-27 FPX FIRST TR EXCHANGE-TRADED FD2.3K shares0.00%2025-12-312026-01-27 COST COSTCO WHSL CORP NEW386 shares-3.02%2025-12-312026-01-27 SYY SYSCO CORP4.4K shares17.84%2025-12-312026-01-27 VTV VANGUARD INDEX FDS1.6K shares-6.28%2025-12-312026-01-27 ORCL ORACLE CORP1.6K shares49.90%2025-12-312026-01-27 TJX TJX COS INC NEW2.0K sharesnew addition2025-12-312026-01-27 XOM EXXON MOBIL CORP2.5K shares-0.93%2025-12-312026-01-27 MCD MCDONALDS CORP948 shares-0.21%2025-12-312026-01-27 QQQE DIREXION SHS ETF TR2.8K shares0.00%2025-12-312026-01-27 DE DEERE & CO596 sharesnew addition2025-12-312026-01-27 TSM TAIWAN SEMICONDUCTOR MFG LTD913 shares-30.46%2025-12-312026-01-27 VUG VANGUARD INDEX FDS562 shares0.18%2025-12-312026-01-27 PM PHILIP MORRIS INTL INC1.7K shares-39.89%2025-12-312026-01-27 RY ROYAL BK CDA1.6K sharesnew addition2025-12-312026-01-27 PG PROCTER AND GAMBLE CO1.9K shares1.09%2025-12-312026-01-27 GE AEROSPACE GE AEROSPACE861 shares23.18%2025-12-312026-01-27 PII POLARIS INC4.1K shares-0.65%2025-12-312026-01-27 DAL DELTA AIR LINES INC DEL3.8K shares-2.58%2025-12-312026-01-27 HD HOME DEPOT INC760 shares10.47%2025-12-312026-01-27 DIS DISNEY WALT CO2.2K shares-16.74%2025-12-312026-01-27 ITB ISHARES TR2.5K shares0.00%2025-12-312026-01-27 HLT HILTON WORLDWIDE HLDGS INC835 sharesnew addition2025-12-312026-01-27 RCI ROGERS COMMUNICATIONS INC6.3K shares0.00%2025-12-312026-01-27 NVS NOVARTIS AG1.7K sharesnew addition2025-12-312026-01-27 DGRO ISHARES TR3.3K shares0.00%2025-12-312026-01-27 FITB FIFTH THIRD BANCORP4.6K shares0.00%2025-12-312026-01-27 SHYD VANECK ETF TRUST9.4K sharesnew addition2025-12-312026-01-27 ECL ECOLAB INC795 sharesnew addition2025-12-312026-01-27 CSCO CISCO SYS INC2.7K sharesnew addition2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available