Callan Family Office, LLC Purchases in Q3 2024

Callan Family Office, LLC

  • $595 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
1.2K
New
$191.76 - $263.26 $230K - $316K
1.2K $314M
ORCL
Oracle Corp

Technology
1.25K
+ 38.36%
$125.9 - $170.35 $157K - $213K
4.51K $768M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
11.9K
New
$25.19 - $25.5 $301K - $304K
11.9K $304M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.07K
+ 4.33%
$113.41 - $125.62 $121K - $134K
25.6K $3.22B
TJX
Tjx Companies Inc

Consumer Cyclical
2.46K
New
$107.93 - $120.23 $266K - $296K
2.46K $289M
GWW
W.W. Grainger, Inc.

Industrials
277
New
$896.19 - $1044.18 $248K - $289K
277 $288M
CRVL
Corvel Corp

Financial Services
874
New
$250.37 - $326.89 $219K - $286K
874 $286M
RTX
Raytheon Technologies Corp

Industrials
1.52K
+ 32.44%
$99.55 - $123.34 $151K - $187K
6.21K $752M
FIS
Fidelity National Information Services, Inc.

Technology
3.2K
New
$72.8 - $85.04 $233K - $272K
3.2K $268M
BKNG
Booking Holdings Inc.

Consumer Cyclical
63
New
$3305.62 - $4268.05 $208K - $269K
63 $265M
DHI
Horton D R Inc

Consumer Cyclical
1.38K
New
$135.21 - $197.06 $186K - $271K
1.38K $263M
HD
Home Depot, Inc.

Consumer Cyclical
175
+ 5.61%
$333.64 - $405.2 $58.4K - $70.9K
3.29K $1.33B
CMCSA
Comcast Corp

Communication Services
6.21K
New
$37.33 - $41.78 $232K - $259K
6.21K $259M
MMM
3 M CO

Industrials
1.89K
New
$99.69 - $139.42 $188K - $264K
1.89K $258M
SPGI
S&P Global Inc.

Financial Services
418
+ 81.48%
$446.32 - $527.38 $187K - $220K
931 $481M
NEE
Nextera Energy Inc

Utilities
2.92K
New
$69.9 - $84.97 $204K - $248K
2.92K $247M
STT
State Street Corp

Financial Services
2.74K
New
$73.37 - $89.31 $201K - $245K
2.74K $243M
SGOL
Abrdn Gold ETF Trust

ETFs
9.63K
New
$22.26 - $25.51 $214K - $246K
9.63K $242M
XLE
Energy Sector Spdr

ETFs
2.73K
New
$84.35 - $93.39 $230K - $255K
2.73K $239M
BMY
Bristol Myers Squibb CO

Healthcare
4.6K
New
$39.66 - $51.75 $183K - $238K
4.6K $238M
GS
Goldman Sachs Group Inc

Financial Services
383
+ 34.07%
$459.02 - $510.25 $176K - $195K
1.51K $746M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.89K
New
$97.96 - $124.99 $185K - $236K
1.89K $236M
XOM
Exxon Mobil Corp

Energy
1.85K
+ 23.07%
$109.72 - $119.0 $203K - $220K
9.87K $1.16B
APD
Air Products & Chemicals, Inc.

Basic Materials
784
New
$247.34 - $300.11 $194K - $235K
784 $233M
AJG
Arthur J. Gallagher & Co.

Financial Services
243
+ 3.34%
$259.22 - $299.75 $63K - $72.8K
7.51K $2.11B
CSCO
Cisco Systems, Inc.

Technology
2.5K
+ 15.16%
$44.74 - $53.22 $112K - $133K
18.9K $1.01B
BRO
Brown & Brown, Inc.

Financial Services
1.56K
+ 34.18%
$89.11 - $105.82 $139K - $165K
6.11K $633M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.53K
+ 23.26%
$103.87 - $117.59 $159K - $180K
8.11K $952M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
5.91K
New
$31.95 - $38.02 $189K - $225K
5.91K $221M
URI
United Rentals, Inc.

Industrials
189
+ 46.1%
$627.41 - $814.1 $119K - $154K
599 $485M
NVS
Novartis Ag

Healthcare
1.9K
New
$106.13 - $120.89 $202K - $230K
1.9K $219M
MCD
Mcdonalds Corp

Consumer Cyclical
712
New
$245.82 - $304.51 $175K - $217K
712 $217M
STZ
Constellation Brands, Inc.

Consumer Defensive
834
New
$236.42 - $259.82 $197K - $217K
834 $215M
IDU
Ishares Tr U S Utils ETF

ETFs
2.1K
New
$87.2 - $102.21 $183K - $215K
2.1K $214M
LSTR
Landstar System Inc

Industrials
1.13K
New
$173.24 - $193.87 $196K - $219K
1.13K $213M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
500
New
$386.81 - $423.12 $193K - $212K
500 $212M
HBI
Hanesbrands Inc.

Consumer Cyclical
28.7K
New
$4.66 - $7.36 $134K - $211K
28.7K $211M
MO
Altria Group, Inc.

Consumer Defensive
4.12K
New
$45.95 - $54.71 $189K - $225K
4.12K $210M
GE
General Electric CO

Industrials
1.12K
New
$156.66 - $189.66 $175K - $211K
1.12K $210M
SCI
Service Corp International

Consumer Cyclical
2.66K
New
$69.55 - $80.63 $185K - $214K
2.66K $210M
MC
Moelis & CO

Financial Services
3.05K
New
$57.14 - $70.62 $174K - $215K
3.05K $209M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
3.24K
New
$59.66 - $72.78 $194K - $236K
3.24K $207M
ROLL
Rbc Bearings Inc

Industrials
687
New
N/A
687 $206M
VRT
Vertiv Holdings CO

Industrials
137
+ 0.92%
$86.66 - $86.66 $11.9K - $11.9K
15K $1.49B
PGR
Progressive Corp

Financial Services
809
New
$209.46 - $259.24 $169K - $210K
809 $205M
KAI
Kadant Inc

Industrials
607
New
$290.3 - $356.64 $176K - $216K
607 $205M
ETN
Eaton Corp PLC

Industrials
554
+ 83.31%
$272.52 - $333.02 $151K - $184K
1.22K $404M
LOW
Lowes Companies Inc

Consumer Cyclical
280
+ 13.04%
$213.3 - $270.78 $59.7K - $75.8K
2.43K $657M
ABT
Abbott Laboratories

Healthcare
1.22K
+ 30.61%
$100.07 - $118.13 $122K - $144K
5.22K $595M
Activity Summary
Buys All Purchases 158 New Holdings 42 Increased Positions 116 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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