Family Investment Center, Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $358 Million distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $35M, Invesco ETF Tr Ii S&P 500 Mome with a value of $29.6M, J P Morgan Exchg Traded Fd Tr with a value of $25.2M, American Centy ETF Tr Avantis with a value of $22.6M, and Invesco Exchange Traded Fd Tr with a value of $21.6M.

Examining the 13F form we can see an decrease of $4.34M in the current position value, from $362M to 358M.

Family Investment Center, Inc. is based out at Saint Joseph, MO

Below you can find more details about Family Investment Center, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $358 Million
ETFs: $343 Million
Technology: $4.54 Million
Financial Services: $1.96 Million
Consumer Cyclical: $1.93 Million
Industrials: $1.73 Million
Consumer Defensive: $1.43 Million
Communication Services: $1.3 Million
Energy: $1.17 Million
Other: $530,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $358 Million
  • Prior Value $362 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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