Family Investment Center, Inc. has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $362 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $50M, Invesco Exchange Traded Fd Tr with a value of $39.9M, Invesco ETF Tr Ii S&P 500 Mome with a value of $37.7M, Tidal ETF Tr Foliobeyond Risin with a value of $26.8M, and J P Morgan Exchg Traded Fd Tr with a value of $20.7M.

Examining the 13F form we can see an increase of $4.84M in the current position value, from $358M 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: $354 Million
Technology: $1.94 Million
Industrials: $1.54 Million
Energy: $1.31 Million
Consumer Cyclical: $1.3 Million
Financial Services: $1.21 Million
Consumer Defensive: $939,000
Real Estate: $241,000
Other: $0

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $362 Million
  • Prior Value $358 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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