Family Investment Center, Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $362 Million distributed in 85 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 $34.1M, J P Morgan Exchg Traded Fd Tr with a value of $28.8M, Invesco ETF Tr Ii S&P 500 Mome with a value of $26.6M, American Centy ETF Tr Avantis with a value of $23.8M, and Invesco Exchange Traded Fd Tr with a value of $23.7M.

Examining the 13F form we can see an increase of $36.9M in the current position value, from $325M to 362M.

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 $362 Million
ETFs: $349 Million
Technology: $4.31 Million
Financial Services: $1.64 Million
Industrials: $1.61 Million
Consumer Cyclical: $1.6 Million
Consumer Defensive: $1.43 Million
Energy: $1.26 Million
Communication Services: $832,000
Other: $561,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $362 Million
  • Prior Value $325 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
Track This Portfolio

Track Family Investment Center, Inc. Portfolio

Follow Family Investment Center, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Investment Center, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Family Investment Center, Inc. with notifications on news.