The Analysis of Family Capital Trust Co's Holdings
Currently, Family Capital Trust Co holds 90 types of securities in its portfolio with a total value $298.8M. In the most recent quarter, they have increased their positions in AVGO (+17.2K shares, valued at $5.7M), NVDA (+29.2K shares, valued at $5.4M), LIN (+9.9K shares, valued at $4.7M); decreased their positions in AXP (-25.2K shares, valued at $8.4M), LRGF (-55.4K shares, valued at $3.8M), MDLZ (-33.7K shares, valued at $2.1M); initiated new positions in AVGO (+17.2K shares, valued at $5.7M), NVDA (+29.2K shares, valued at $5.4M), LIN (+9.9K shares, valued at $4.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ADBE ADOBE INC202.0K shares0.39%2025-09-302025-10-23
JPM JPMORGAN CHASE & CO47.9K shares-3.91%2025-09-302025-10-23 GOOGL ALPHABET INC CAP STK CL A60.3K shares-1.95%2025-09-302025-10-23 AGG ISHARES CORE U.S.AGGREGATE BOND ETF142.9K shares0.40%2025-09-302025-10-23 IEFA ISHARES TR CORE MSCI EAFE158.2K shares-11.22%2025-09-302025-10-23 IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF262.3K shares1.34%2025-09-302025-10-23 AAPL APPLE INCORPORATED47.2K shares0.97%2025-09-302025-10-23 V VISA INC27.8K shares-1.74%2025-09-302025-10-23 ABT ABBOTT LABORATORIES56.5K shares-1.75%2025-09-302025-10-23 JNJ JOHNSON & JOHNSON40.4K shares-2.56%2025-09-302025-10-23 LRGF ISHARES TRUST U S EQUITY FACTOR ETF105.8K shares-34.35%2025-09-302025-10-23 GOVT ISHARES TR US TREAS BD ETF300.1K shares0.35%2025-09-302025-10-23 USMV ISHARES MSCI USA MIN VOL FACTOR ETF67.9K shares-5.49%2025-09-302025-10-23 RTX RTX CORPORATION34.9K shares-3.81%2025-09-302025-10-23 AVGO BROADCOM INC17.2K sharesnew addition2025-09-302025-10-23 DIS DISNEY (WALT) COMPANY49.3K shares-5.67%2025-09-302025-10-23 NVDA NVIDIA CORPORATION29.2K sharesnew addition2025-09-302025-10-23 DWAS INVESCO DWA SC MOMENTUM55.7K shares0.71%2025-09-302025-10-23 MSFT MICROSOFT CORP9.5K shares2.49%2025-09-302025-10-23 LIN LINDE PLC NEW9.9K sharesnew addition2025-09-302025-10-23 MDLZ MONDELEZ INTL INC CL A72.9K shares-31.66%2025-09-302025-10-23 PEP PEPSICO INC32.0K shares-4.25%2025-09-302025-10-23 AMT AMERICAN TOWER CORP NEW22.2K shares-5.32%2025-09-302025-10-23 SBUX STARBUCKS CORP48.2K shares-4.96%2025-09-302025-10-23 DHR DANAHER CORPORATION20.5K shares-4.21%2025-09-302025-10-23 CARR CARRIER GLOBAL CORPORATION66.0K shares-4.17%2025-09-302025-10-23 AXP AMERICAN EXPRESS CO11.4K shares-68.79%2025-09-302025-10-23 AMZN AMAZON.COM INC17.2K shares7.58%2025-09-302025-10-23 TOTL SSGA DOUBLELINE TOTAL RETURN BOND ETF89.7K shares0.00%2025-09-302025-10-23 LLY LILLY ELI & CO4.5K sharesnew addition2025-09-302025-10-23 META FACEBOOK INC -A4.5K sharesnew addition2025-09-302025-10-23 EBAY EBAY INC30.1K shares0.00%2025-09-302025-10-23 ABBV ABBVIE, INC8.5K sharesnew addition2025-09-302025-10-23 MRK MERCK & CO NEW20.2K shares0.00%2025-09-302025-10-23 GOOG ALPHABET INC CAP STK CL C5.8K shares-30.25%2025-09-302025-10-23 SPY SPDR S & P DEPOSIT RCPTS1.5K shares0.00%2025-09-302025-10-23 JPST ETF J P MORGAN ULTRA-SHORT17.7K shares0.33%2025-09-302025-10-23 EFA ISHARES TRUST ETF7.8K shares-6.52%2025-09-302025-10-23 SGOL ABERDEEN PHYSICAL GOLD SHARES18.3K shares0.00%2025-09-302025-10-23 PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR18.0K shares0.00%2025-09-302025-10-23 IVV ISHARES CORE S & P 500 ETF763 shares19.97%2025-09-302025-10-23 ISRG INTUITIVE SURGICAL INC1.1K shares-74.91%2025-09-302025-10-23 FLIA FRANKLIN INTERNATIONAL AGGREGATE BOND ETF22.4K shares0.00%2025-09-302025-10-23 DEUS XTRACKERS RUSSELL 1000 COMP FACTOR ETF6.8K shares-7.52%2025-09-302025-10-23 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF8.5K shares0.00%2025-09-302025-10-23 EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF3.5K shares0.00%2025-09-302025-10-23 DGRO ISHARES TR CORE DIV GRWTH4.3K shares-41.10%2025-09-302025-10-23 XOM EXXON MOBIL CORP2.3K sharesnew addition2025-09-302025-10-23 NOW SERVICENOW INC201 sharesnew addition2025-09-302025-10-23 GEV GE VERNOVA INC290 sharesnew addition2025-09-302025-10-23 TRGP TARGA RES CORP1.0K sharesnew addition2025-09-302025-10-23 CPNG COUPANG INC CL A5.3K sharesnew addition2025-09-302025-10-23 XEL XCEL ENERGY INC2.1K sharesnew addition2025-09-302025-10-23 ADSK AUTODESK INC533 sharesnew addition2025-09-302025-10-23 ORCL ORACLE CORP591 sharesnew addition2025-09-302025-10-23 FICO FAIR ISAAC & CO INC111 sharesnew addition2025-09-302025-10-23 TJX TJX COMPANIES INC1.1K sharesnew addition2025-09-302025-10-23 WELL WELLTOWER INC920 sharesnew addition2025-09-302025-10-23 AJG GALLAGHER ARTHUR J526 sharesnew addition2025-09-302025-10-23 VRSN VERISIGN INC582 sharesnew addition2025-09-302025-10-23 ORLY O'REILLY AUTOMOTIVE NEW YORK1.5K sharesnew addition2025-09-302025-10-23 FTNT FORTINET INC1.9K sharesnew addition2025-09-302025-10-23 NFLX NETFLIX, INC131 sharesnew addition2025-09-302025-10-23 SPOT SPOTIFY TECHNOLOGY223 sharesnew addition2025-09-302025-10-23 PGR PROGRESSIVE CORP629 sharesnew addition2025-09-302025-10-23 ROL ROLLINS INC2.6K sharesnew addition2025-09-302025-10-23 WMT WAL MART STORES INC1.5K sharesnew addition2025-09-302025-10-23 MA MASTERCARD INCORPORATED268 sharesnew addition2025-09-302025-10-23 PG PROCTER & GAMBLE CO988 sharesnew addition2025-09-302025-10-23 INTU INTUIT219 sharesnew addition2025-09-302025-10-23 VRSK VERISK ANALYTICS A588 sharesnew addition2025-09-302025-10-23 TMUS T-MOBILE US INC608 sharesnew addition2025-09-302025-10-23 SUSL ISHARES ESG MSCI USA LEADERS ETF1.2K sharesnew addition2025-09-302025-10-23 TW TRADEWEB MKTS INC CL A1.2K sharesnew addition2025-09-302025-10-23 IEMG ISHARES INC CORE MSCI EMKT932 shares0.00%2025-09-302025-10-23 FNDF SCHWAB FUNDAMENTAL INTL EQUITY ETF1.4K shares0.00%2025-09-302025-10-23 MTUM ISHARES MSCI USA MOMENTUS FACTOR ETF176 shares-1.68%2025-09-302025-10-23 SCHV SCHWAB US LARGE CAP VALUE ETF1.3K shares0.00%2025-09-302025-10-23 SPHQ ETF INVESCO S&P 500 QUALITY395 shares0.00%2025-09-302025-10-23 MDYV SPDR S&P 400 MID CAP VALUE281 shares0.00%2025-09-302025-10-23 SMTH ALPS ETF TR613 shares10.85%2025-09-302025-10-23 SPIB SPDR PORTFOLIO INTERM TERM CORP BD ETF373 shares0.00%2025-09-302025-10-23 USVM VICTORY SHARES US SMALL MID CAP ETF69 shares475.00%2025-09-302025-10-23 NUS NU SKIN ENTERPRISES500 shares0.00%2025-09-302025-10-23 AVDE AVANTIS INTERNATIONAL EQUITY ETF58 shares0.00%2025-09-302025-10-23 AVLV AMERICAN CENTY ETR ADVANTIS US LARGE CAP62 shares0.00%2025-09-302025-10-23 UYLD ETF ANGEL OAK FDS TR ULTRASHORT INCOME80 shares0.00%2025-09-302025-10-23 FTV FORTIVE CORP40 shares-99.72%2025-09-302025-10-23 VWO VANGUARD FTSE EMERGING MARKETS ETF36 shares0.00%2025-09-302025-10-23 RAL RALLIANT CORPORATION13 sharesnew addition2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available