Family Investment Center, Inc. Incresed Positions in Q3 2024

Family Investment Center, Inc.

  • $362 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BLV
Vanguard Bd Index Fd Inc Long

ETFs
245K
+ 5775.95%
$69.16 - $76.64 $17M - $18.8M
249K $18.8M
AVDE
American Centy ETF Tr Avantis

ETFs
107K
+ 59.97%
$60.09 - $67.67 $6.4M - $7.21M
284K $19M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
67.3K
+ 32.53%
$50.28 - $51.29 $3.38M - $3.45M
274K $14M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
37.1K
+ 29.49%
$74.26 - $78.84 $2.75M - $2.92M
163K $12.8M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
16.1K
+ 7.48%
$94.31 - $103.26 $1.52M - $1.66M
231K $23.7M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
11.2K
+ 2.26%
$61.47 - $67.36 $689K - $755K
506K $34.1M
AVUV
American Centy ETF Tr Avantis

ETFs
1.72K
+ 0.7%
$88.24 - $99.7 $152K - $171K
248K $23.8M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4.25K
+ 1.47%
$79.58 - $91.64 $338K - $389K
293K $26.6M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
13.9K
+ 3.61%
$25.73 - $28.81 $358K - $401K
400K $11.4M
VTI
Vanguard Total Stock Market Et

ETFs
1.63K
+ 90.2%
$255.18 - $283.2 $416K - $461K
3.44K $972K
AAPL
Apple Inc.

Technology
669
+ 7.19%
$207.23 - $234.82 $139K - $157K
9.97K $2.32M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
108
+ 1.53%
$475.2 - $527.7 $51.3K - $57K
7.15K $3.77M
JPM
Jpmorgan Chase & CO

Financial Services
936
+ 63.07%
$194.9 - $224.8 $182K - $210K
2.42K $510K
NVDA
Nvidia Corp

Technology
1.7K
+ 59.28%
$98.91 - $134.91 $168K - $230K
4.58K $555K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
221
+ 0.54%
$96.25 - $101.98 $21.3K - $22.5K
41K $4.16M
MSFT
Microsoft Corp

Technology
412
+ 22.74%
$395.15 - $467.56 $163K - $193K
2.22K $956K
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.26K
+ 33.0%
$48.4 - $50.91 $109K - $115K
9.12K $461K
AMZN
Amazon Com Inc

Consumer Cyclical
526
+ 31.48%
$161.02 - $200.0 $84.7K - $105K
2.2K $409K
COST
Costco Wholesale Corp

Consumer Defensive
80
+ 21.51%
$801.83 - $917.05 $64.1K - $73.4K
452 $400K
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.06%
$66.91 - $81.4 $201 - $244
5.41K $437K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3
+ 0.03%
$80.13 - $88.89 $240 - $267
9.75K $860K
META
Meta Platforms, Inc.

Communication Services
10
+ 1.27%
$453.41 - $572.44 $4.53K - $5.72K
800 $457K
VBR
Vanguard Small Cap Value ETF

ETFs
16
+ 0.59%
$179.99 - $201.6 $2.88K - $3.23K
2.72K $545K
VOE
Vanguard Mid Cap Value Index F

ETFs
48
+ 2.22%
$149.02 - $167.67 $7.15K - $8.05K
2.21K $371K
XLU
Utilities Sector Spdr

ETFs
64
+ 2.15%
$67.67 - $80.78 $4.33K - $5.17K
3.05K $246K
LLY
Eli Lilly & CO

Healthcare
54
+ 16.72%
$772.14 - $960.02 $41.7K - $51.8K
377 $333K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
254
+ 1.18%
$50.15 - $51.27 $12.7K - $13K
21.7K $1.11M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
45
+ 0.52%
$36.98 - $41.55 $1.66K - $1.87K
8.76K $360K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
10
+ 0.09%
$94.39 - $96.15 $944 - $962
11.3K $1.08M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.07%
$61.11 - $67.85 $183 - $204
4.15K $281K
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.07%
$161.9 - $179.3 $162 - $179
1.53K $259K
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
391
+ 3.91%
$33.34 - $35.3 $13K - $13.8K
10.4K $352K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
15
+ 0.16%
$23.61 - $24.64 $354 - $370
9.14K $223K
Invesco Actively Managed Exc
3.8K
+ 37.2%
N/A
14K $0
Pimco ETF Tr
910K
+ 259.13%
N/A
1.26M $0
ETF Opportunities Trust
1.32K
+ 18.07%
N/A
8.65K $0
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
166
+ 0.02%
$20.69 - $21.17 $3.43K - $3.51K
956K $20.1M
AVGO
Broadcom Inc.

Technology
1.02K
+ 518.27%
$136.27 - $1745.86 $139K - $1.78M
1.22K $210K
Activity Summary
Buys All Purchases 45 New Holdings 6 Increased Positions 39 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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