Family Capital Trust Co
Q1 2025 13F Holdings
- Locationpeabody, MA
- Num holdings
62
- Value ($000)
$278,861
- Date Filed04/25/2025
- Form type13F-HR
- CIK0001123320
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ADBE ADOBE INC | COMMON STOCK | 00724F101 | $77.17M | 28 % | 201,203 | ||
AGG ISHARES CORE U.S.AGGREGATE BOND ETF | ETF - FIXED INCOME | 464287226 | $13.91M | 5 % | 140,599 | ||
IEFA ISHARES TR CORE MSCI EAFE | COMMON STOCK | 46432F842 | $13.66M | 5 % | 180,599 | ||
JPM JPMORGAN CHASE & CO | COMMON STOCK | 46625H100 | $12.76M | 5 % | 52,003 | ||
AAPL APPLE INCORPORATED | COMMON STOCK | 037833100 | $10.93M | 4 % | 49,219 | ||
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF | COMMON STOCK | 46434V449 | $10.41M | 4 % | 260,737 | ||
V VISA INC | COMMON STOCK | 92826C839 | $10.39M | 4 % | 29,642 | ||
AXP AMERICAN EXPRESS CO | COMMON STOCK | 025816109 | $9.96M | 4 % | 37,021 | ||
GOOGL ALPHABET INC CAP STK CL A | COMMON STOCK | 02079K305 | $9.51M | 3 % | 61,523 | ||
LRGF ISHARES TRUST U S EQUITY FACTOR ETF | ETF | 46434V282 | $9.37M | 3 % | 161,844 |
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