Family Investment Center, Inc. Portfolio Holdings
Q3 2025•102 long positions•$481.6M portfolio value
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Holding111 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $68.6M 14.24% | +$13.9M Bought | — 877.9K shares | 699.9K → 877.9K +$13.9M | +25.43% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $50.1M 10.41% | +$5.6M Bought | — 1.9M shares | 1.7M → 1.9M +$5.6M | +12.61% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $45.6M 9.48% | +$640.8K Bought | — 622.6K shares | 613.9K → 622.6K +$640.8K | +1.42% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $44.8M 9.31% | -$6.5M Sold | — 370.4K shares | 423.8K → 370.4K −$6.5M | -12.62% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $31.1M 6.47% | +$2.6M Bought | — 868.9K shares | 797.4K → 868.9K +$2.6M | +8.97% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $21.3M 4.43% | -$1.5M Sold | — 290.0K shares | 310.5K → 290.0K −$1.5M | -6.62% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $19.2M 3.99% | +$6.9M Bought | — 379.2K shares | 242.2K → 379.2K +$6.9M | +56.55% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $18.6M 3.86% | +$980.7K Bought | — 235.5K shares | 223.0K → 235.5K +$980.7K | +5.57% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $17.2M 3.58% | -$18.6K Sold | — 173.2K shares | 173.4K → 173.2K −$18.6K | -0.11% | — — | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $15.7M 3.27% | -$268.5K Sold | — 72.9K shares | 74.1K → 72.9K −$268.5K | -1.68% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $14.8M 3.08% | +$211.5K Bought | — 141.5K shares | 139.5K → 141.5K +$211.5K | +1.44% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $13.9M 2.88% | +$421.4K Bought | — 102.6K shares | 99.5K → 102.6K +$421.4K | +3.13% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $12.3M 2.55% | -$382.4K Sold | — 145.1K shares | 149.6K → 145.1K −$382.4K | -3.02% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $11.0M 2.28% | +$267.0K Bought | — 294.3K shares | 287.1K → 294.3K +$267.0K | +2.49% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.9M 2.05% | -$1.5M Sold | — 273.5K shares | 316.3K → 273.5K −$1.5M | -13.54% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.1M 1.69% | -$177.4K Sold | — 27.6K shares | 28.3K → 27.6K −$177.4K | -2.14% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.9M 1.43% | -$115.3K Sold | — 252.4K shares | 256.6K → 252.4K −$115.3K | -1.65% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.4M 1.32% | -$287.1K Sold | — 25.0K shares | 26.2K → 25.0K −$287.1K | -4.32% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.5M 0.932% | -$210.9K Sold | — 151.5K shares | 158.6K → 151.5K −$210.9K | -4.49% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.3M 0.9% | +$44.7K Bought | — 7.1K shares | 7.0K → 7.1K +$44.7K | +1.04% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.2M 0.862% | +$3.1K Bought | — 36.7K shares | 36.7K → 36.7K +$3.1K | +0.07% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.9M 0.815% | +$129.7K Bought | — 39.1K shares | 37.8K → 39.1K +$129.7K | +3.42% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.4M 0.712% | +$104.8K Bought | — 107.6K shares | 104.3K → 107.6K +$104.8K | +3.15% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.1M 0.651% | -$29.6K Sold | — 35.0K shares | 35.3K → 35.0K −$29.6K | -0.93% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.5M 0.52% | -$92.6K Sold | — 34.1K shares | 35.4K → 34.1K −$92.6K | -3.56% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $2.2M 0.447% | -$73.3K Sold | 0.0% 8.4K shares | 8.7K → 8.4K −$73.3K | -3.3% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
Railroads Industrials | $2.0M 0.405% | — | 0.003% 6.5K shares | — | — | $67.4B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.9M 0.384% | +$468.6K Bought | — 19.2K shares | 14.4K → 19.2K +$468.6K | +33.91% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 0.379% | -$28.2K Sold | — 3.0K shares | 3.1K → 3.0K −$28.2K | -1.52% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.3M 0.264% | -$51.3K Sold | — 19.3K shares | 20.1K → 19.3K −$51.3K | -3.87% | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $1.0M 0.212% | +$48.1K Bought | 0.0% 9.1K shares | 8.6K → 9.1K +$48.1K | +4.94% | $480.68B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $908.4K 0.189% | -$19.3K Sold | — 12.5K shares | 12.8K → 12.5K −$19.3K | -2.08% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $891.8K 0.185% | +$5.8K Bought | — 36.5K shares | 36.3K → 36.5K +$5.8K | +0.66% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $871.6K 0.181% | -$9.4K Sold | — 18.6K shares | 18.8K → 18.6K −$9.4K | -1.06% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $870.4K 0.181% | -$33.8K Sold | — 31.2K shares | 32.4K → 31.2K −$33.8K | -3.74% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $866.3K 0.18% | +$321.1K Bought | — 9.9K shares | 6.3K → 9.9K +$321.1K | +58.9% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $846.4K 0.176% | +$1.6K Bought | — 2.6K shares | 2.6K → 2.6K +$1.6K | +0.19% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $813.6K 0.169% | -$1.9K Sold | — 1.7K shares | 1.7K → 1.7K −$1.9K | -0.23% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $765.0K 0.159% | -$126.1K Sold | 0.0% 4.1K shares | 4.8K → 4.1K −$126.1K | -14.15% | $4.54T Mega Cap | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $735.5K 0.153% | +$15.5K Bought | — 19.1K shares | 18.7K → 19.1K +$15.5K | +2.15% | — — | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $686.7K 0.143% | — | 0.0% 1.4K shares | — | — | $1.08T Mega Cap | Q4 2022 Held for 2y 11m | |
Entertainment Communication Services | $622.2K 0.129% | +$49.2K Bought | 0.0% 519.0 shares | 478.0 → 519.0 +$49.2K | +8.58% | $509.45B Mega Cap | Q3 2024 Held for 1y 2m | |
Home Improvement Consumer Cyclical | $616.3K 0.128% | -$47.8K Sold | 0.0% 1.5K shares | 1.6K → 1.5K −$47.8K | -7.2% | $403.32B Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $606.6K 0.126% | +$332.6K Bought | — 2.8K shares | 1.3K → 2.8K +$332.6K | +121.37% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $599.5K 0.124% | -$269.0K Sold | — 11.7K shares | 17.0K → 11.7K −$269.0K | -30.98% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $590.7K 0.123% | — | — 11.7K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $573.6K 0.119% | -$92.1K Sold | 0.0% 1.8K shares | 2.1K → 1.8K −$92.1K | -13.84% | $867.35B Mega Cap | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $559.5K 0.116% | -$163.2K Sold | 0.0% 1.1K shares | 1.4K → 1.1K −$163.2K | -22.58% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $556.8K 0.116% | +$1.5K Bought | — 2.7K shares | 2.7K → 2.7K +$1.5K | +0.26% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $539.1K 0.112% | +$539.1K New | 0.0% 3.2K shares | 0 → 3.2K +$539.1K | New | $187.25B Large Cap | Q3 2025 Held for 2 months |
