Callan Family Office, LLC Purchases in Q4 2024

Callan Family Office, LLC

  • $1.57 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AEP
American Electric Power CO Inc

Utilities
7.97K
New
$90.91 - $102.21 $724K - $814K
7.97K $735M
CTRA
Coterra Energy Inc.

Energy
28.6K
New
$22.71 - $27.63 $649K - $790K
28.6K $730M
MLM
Martin Marietta Materials Inc

Basic Materials
1.41K
New
$516.5 - $619.58 $729K - $874K
1.41K $729M
LEN
Lennar Corp

Consumer Cyclical
5.25K
New
$136.2 - $188.96 $715K - $991K
5.25K $715M
LYV
Live Nation Entertainment, Inc.

Communication Services
5.51K
New
$109.06 - $140.54 $600K - $774K
5.51K $713M
LNG
Cheniere Energy, Inc.

Energy
3.3K
New
$181.07 - $225.92 $598K - $746K
3.3K $709M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.1K
New
$49.79 - $51.14 $700K - $719K
14.1K $705M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
4.3K
New
$131.85 - $172.52 $567K - $742K
4.3K $704M
NRG
Nrg Energy, Inc.

Utilities
7.8K
New
$85.3 - $101.61 $665K - $792K
7.8K $703M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.85K
+ 11.55%
$113.92 - $127.38 $780K - $872K
66.1K $7.62B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
30K
New
$22.01 - $66.82 $660K - $2M
30K $681M
HCA
Hca Healthcare, Inc.

Healthcare
2.25K
New
$297.52 - $415.61 $671K - $937K
2.25K $677M
UAL
United Airlines Holdings, Inc.

Industrials
6.96K
New
$55.62 - $102.44 $387K - $713K
6.96K $675M
TFC
Truist Financial Corp

Financial Services
15.5K
New
$41.51 - $48.1 $643K - $745K
15.5K $672M
WTW
Willis Towers Watson PLC

Financial Services
2.07K
+ 160.86%
$287.99 - $332.53 $595K - $687K
3.35K $1.05B
BWXT
Bwx Technologies, Inc.

Industrials
6.02K
New
$111.39 - $133.28 $671K - $803K
6.02K $671M
PEG
Public Service Enterprise Group Inc

Utilities
7.92K
New
$81.87 - $94.51 $648K - $748K
7.92K $669M
CTVA
Corteva, Inc.

Basic Materials
11.7K
New
$55.21 - $64.13 $648K - $753K
11.7K $669M
MTD
Mettler Toledo International Inc

Healthcare
543
New
$1160.67 - $1498.12 $630K - $813K
543 $664M
HMC
Honda Motor CO LTD

Consumer Cyclical
22.9K
New
$23.7 - $32.62 $543K - $747K
22.9K $654M
ACWI
Ishares Msci Acwi ETF

ETFs
5.9K
+ 31.06%
$117.05 - $123.03 $690K - $725K
24.9K $2.92B
TDG
Trans Digm Group Inc

Industrials
512
New
$1239.0 - $1442.53 $634K - $739K
512 $649M
FTGC
First Trust Global Tactical CO

ETFs
27K
New
$23.23 - $24.25 $627K - $655K
27K $646M
OKE
Oneok Inc

Energy
6.43K
New
$92.28 - $117.05 $594K - $753K
6.43K $646M
BAH
Booz Allen Hamilton Holding Corp

Industrials
4.91K
New
$128.36 - $186.0 $630K - $913K
4.91K $632M
FUTU
Futu Holdings LTD

Financial Services
7.9K
New
$79.99 - $128.93 $632K - $1.02M
7.9K $632M
MANH
Manhattan Associates Inc

Technology
2.32K
New
$263.36 - $309.78 $610K - $718K
2.32K $626M
NOC
Northrop Grumman Corp

Industrials
1.32K
New
$466.52 - $543.88 $614K - $716K
1.32K $618M
SPOT
Spotify Technology S.A.

Communication Services
1.38K
New
$362.95 - $502.38 $501K - $693K
1.38K $617M
RELX
Relx PLC

Communication Services
13.6K
New
$44.45 - $48.63 $604K - $661K
13.6K $617M
CL
Colgate Palmolive CO

Consumer Defensive
6.75K
New
$90.22 - $102.31 $609K - $691K
6.75K $614M
AIG
American International Group, Inc.

Financial Services
8.4K
New
$70.0 - $79.22 $588K - $665K
8.4K $612M
NVMI
Nova Ltd.

Technology
3.1K
New
$172.39 - $221.56 $535K - $688K
3.1K $611M
UFPI
Ufp Industries Inc

Basic Materials
5.34K
New
$112.19 - $139.02 $599K - $743K
5.34K $602M
CRVL
Corvel Corp

Financial Services
7.08K
+ 809.95%
$111.26 - $370.61 $788K - $2.62M
7.95K $885M
ANSS
Ansys Inc

Technology
1.78K
New
$313.05 - $361.45 $556K - $642K
1.78K $599M
PFE
Pfizer Inc

Healthcare
22.4K
New
$24.8 - $30.19 $556K - $677K
22.4K $595M
CUK
Carnival PLC

Consumer Cyclical
26.3K
New
$15.65 - $24.32 $412K - $641K
26.3K $593M
FHB
First Hawaiian, Inc.

Financial Services
22.6K
New
$22.33 - $28.3 $504K - $638K
22.6K $585M
XLB
Select Sector Spdr Fd Material

ETFs
6.91K
New
$83.8 - $97.58 $579K - $674K
6.91K $581M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.26K
New
$174.22 - $187.62 $568K - $612K
3.26K $571M
YUM
Yum Brands Inc

Consumer Cyclical
4.26K
New
$130.36 - $139.54 $555K - $594K
4.26K $571M
PRU
Prudential Financial Inc

Financial Services
4.85K
+ 250.44%
$114.59 - $129.52 $555K - $628K
6.78K $804M
WPP
Wpp PLC

Communication Services
11.1K
New
$49.35 - $56.55 $546K - $625K
11.1K $569M
VEA
Vanguard Ftse Developed Market

ETFs
19.8K
+ 26.01%
$47.57 - $52.44 $943K - $1.04M
96.1K $4.59B
OMF
One Main Holdings, Inc.

Financial Services
10.7K
New
$45.27 - $57.43 $485K - $615K
10.7K $558M
KEYS
Keysight Technologies, Inc.

Technology
3.48K
New
$149.01 - $172.53 $518K - $600K
3.48K $558M
EW
Edwards Lifesciences Corp

Healthcare
7.52K
New
$64.54 - $75.92 $486K - $571K
7.52K $557M
APP
App Lovin Corp

Technology
1.71K
New
$130.67 - $401.5 $223K - $685K
1.71K $552M
Activity Summary
Buys All Purchases 593 New Holdings 448 Increased Positions 145 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Callan Family Office, LLC Portfolio

Follow Callan Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Callan Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Callan Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email